Alliance Wealth Advisors, LLC /Ut Portfolio Holdings
Alliance Wealth Advisors, LLC /Ut
- $380 Billion
- Q3 2024
Alliance Wealth Advisors, LLC /Ut has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $380 Billion distributed in 234 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $14B, Amazon Com Inc with a value of $13.4B, Microsoft Corp with a value of $10.5B, Ishares Barclays 20+ Year Trea with a value of $9.64B, and World Gold Trust with a value of $6.78B.
Examining the 13F form we can see an increase of $39.7B in the current position value, from $341B to 380B.
Alliance Wealth Advisors, LLC /Ut is based out at Bountiful, UT
Below you can find more details about Alliance Wealth Advisors, LLC /Ut portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 234
- Current Value $380 Billion
- Prior Value $341 Billion
- Filing
- Period Q3 2024
- Filing Date November 08, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 20 stocks
- Additional Purchases 153 stocks
- Sold out of 0 stocks
- Reduced holdings in 57 stocks