Alliance Wealth Advisors, LLC /Ut Portfolio Holdings

Alliance Wealth Advisors, LLC /Ut

  • $383 Billion
  • Q1 2025

Alliance Wealth Advisors, LLC /Ut has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $383 Billion distributed in 255 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 $15.2B, Amazon Com Inc with a value of $10.5B, Ishares Tr Tips Bd ETF with a value of $9.9B, Microsoft Corp with a value of $8.74B, and Ishares Core S&P 500 ETF with a value of $7.61B.

Examining the 13F form we can see an decrease of $4.38B in the current position value, from $388B to 383B.

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.

Portfolio value $383 Billion
ETFs: $88.2 Billion
Technology: $65.8 Billion
Healthcare: $46.2 Billion
Financial Services: $38.6 Billion
Industrials: $33.7 Billion
Consumer Cyclical: $29.8 Billion
Consumer Defensive: $20.6 Billion
Communication Services: $19.1 Billion
Other: $31.5 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.25B
$1.7 Billion 0.44% of portfolio
14,617
Q1 2025 Reduced 0.39%
$7.57B
$1.31 Billion 0.34% of portfolio
20,539
Q1 2025 Added 0.37%
$5.08B
$1.23 Billion 0.32% of portfolio
9,269
Q1 2025 Added 0.98%
$5.61B
$1.05 Billion 0.27% of portfolio
19,041
Q1 2025 Reduced 2.04%
$4.26B
$1.01 Billion 0.26% of portfolio
11,783
Q1 2025 Added 2.2%
$9.69B
$955 Million 0.25% of portfolio
3,570
Q1 2025 Added 8.78%
$8.22B
$959 Million 0.25% of portfolio
19,611
Q1 2025 Added 2.44%
$6.93B
$779 Million 0.2% of portfolio
2,731
Q1 2025 Added 0.29%
$8.56B
$740 Million 0.19% of portfolio
4,689
Q1 2025 Added 3.03%
$9.28B
$745 Million 0.19% of portfolio
2,445
Q1 2025 Reduced 10.57%
$2.77B
$709 Million 0.19% of portfolio
15,472
Q1 2025 Added 2.74%
$6.11B
$658 Million 0.17% of portfolio
10,487
Q1 2025 Added 56.13%
$5.92B
$670 Million 0.17% of portfolio
5,919
Q1 2025 Added 5.45%
$3.76B
$646 Million 0.17% of portfolio
4,685
Q1 2025 Added 69.93%
$7.25B
$656 Million 0.17% of portfolio
3,450
Q1 2025 Added 3.79%
$6.52B
$620 Million 0.16% of portfolio
11,970
Q1 2025 New
$7.4B
$601 Million 0.16% of portfolio
8,130
Q1 2025 Reduced 1.66%
$3.38B
$559 Million 0.15% of portfolio
16,212
Q1 2025 Added 3.08%
$7.13B
$580 Million 0.15% of portfolio
4,367
Q1 2025 Added 2.15%
$4.52B
$588 Million 0.15% of portfolio
9,297
Q1 2025 Added 2.2%
$2.3B
$526 Million 0.14% of portfolio
4,453
Q1 2025 Reduced 2.54%
$4.09B
$507 Million 0.13% of portfolio
6,139
Q1 2025 Reduced 2.2%
$2.44B
$509 Million 0.13% of portfolio
11,346
Q1 2025 Added 6.33%
$7.31B
$468 Million 0.12% of portfolio
3,675
Q1 2025 Added 2.48%
$4.4B
$387 Million 0.1% of portfolio
1,758
Q1 2025 New
$3.01B
$399 Million 0.1% of portfolio
14,519
Q1 2025 Reduced 2.72%
$8.74B
$335 Million 0.09% of portfolio
2,072
Q1 2025 New
$8.52B
$349 Million 0.09% of portfolio
3,464
Q1 2025 Added 4.65%
$4.99B
$343 Million 0.09% of portfolio
4,395
Q1 2025 Reduced 33.59%
$9.91B
$267 Million 0.07% of portfolio
1,798
Q1 2025 Reduced 6.55%
$6.77B
$275 Million 0.07% of portfolio
787
Q1 2025 Reduced 6.42%
$6.08B
$274 Million 0.07% of portfolio
2,165
Q1 2025 New
$2.94B
$205 Million 0.05% of portfolio
1,835
Q1 2025 Reduced 7.09%
$8.4B
$206 Million 0.05% of portfolio
953
Q1 2025 Reduced 8.37%
$9.2B
$159 Million 0.04% of portfolio
10,733
Q1 2025 Reduced 0.03%

Summary

  • Portfolio
  • No. of Stocks 255
  • Current Value $383 Billion
  • Prior Value $388 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 23 stocks
  • Additional Purchases 133 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 96 stocks
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