Alliance Wealth Advisors, LLC /Ut Portfolio Holdings

Alliance Wealth Advisors, LLC /Ut

  • $416 Billion
  • Q2 2025

Alliance Wealth Advisors, LLC /Ut has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $416 Billion distributed in 270 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $27.1B, Microsoft Corp with a value of $11.6B, Amalgamated Financial Corp with a value of $10.2B, Oracle Corp with a value of $9.46B, and Ishares Barclays 1 3 Year Trea with a value of $7.62B.

Examining the 13F form we can see an increase of $33B in the current position value, from $383B to 416B.

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 $416 Billion
ETFs: $98.4 Billion
Technology: $83.5 Billion
Healthcare: $44.6 Billion
Financial Services: $39.5 Billion
Industrials: $35.1 Billion
Communication Services: $25 Billion
Consumer Cyclical: $21.1 Billion
Consumer Defensive: $19 Billion
Other: $30.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$25.8B
$2.82 Billion 0.68% of portfolio
20,282
Q2 2025 Added 2.05%
$75.3B
$2.65 Billion 0.64% of portfolio
7,427
Q2 2025 Reduced 8.25%
$1.08T
$2.6 Billion 0.62% of portfolio
8,171
Q2 2025 Added 32.41%
$187B
$2.56 Billion 0.62% of portfolio
6,317
Q2 2025 Reduced 5.81%
$44B
$2.45 Billion 0.59% of portfolio
4,255
Q2 2025 Reduced 8.51%
$48.5B
$2.33 Billion 0.56% of portfolio
17,577
Q2 2025 Reduced 10.06%
$43.1B
$2.28 Billion 0.55% of portfolio
9,502
Q2 2025 Reduced 6.22%
$0
$2.3 Billion 0.55% of portfolio
56,714
Q2 2025 Added 3.45%
$203B
$2.19 Billion 0.53% of portfolio
27,623
Q2 2025 Added 4.27%
$18.9B
$2.22 Billion 0.53% of portfolio
122,153
Q2 2025 Added 0.05%
$19.3B
$2.15 Billion 0.52% of portfolio
4,398
Q2 2025 Reduced 2.38%
$35.6B
$2.17 Billion 0.52% of portfolio
37,742
Q2 2025 Added 2.24%
$45.1B
$2.14 Billion 0.51% of portfolio
16,594
Q2 2025 Added 2.65%
$0
$2.06 Billion 0.5% of portfolio
37,013
Q2 2025 New
$25.7B
$1.95 Billion 0.47% of portfolio
3,643
Q2 2025 Added 0.05%
$8.32B
$1.91 Billion 0.46% of portfolio
14,472
Q2 2025 Reduced 0.99%
$17B
$1.83 Billion 0.44% of portfolio
4,504
Q2 2025 Reduced 8.36%
$0
$1.8 Billion 0.43% of portfolio
16,379
Q2 2025 Reduced 25.0%
$112B
$1.74 Billion 0.42% of portfolio
25,221
Q2 2025 Reduced 5.02%
$0
$1.75 Billion 0.42% of portfolio
33,423
Q2 2025 Added 5.88%
$139B
$1.72 Billion 0.41% of portfolio
8,229
Q2 2025 Added 31.56%
$54.3B
$1.67 Billion 0.4% of portfolio
3,115
Q2 2025 New
$452B
$1.6 Billion 0.38% of portfolio
10,489
Q2 2025 Added 3.33%
$155B
$1.55 Billion 0.37% of portfolio
25,299
Q2 2025 Added 0.51%
$0
$1.55 Billion 0.37% of portfolio
25,035
Q2 2025 New
$0
$1.48 Billion 0.36% of portfolio
64,464
Q2 2025 Added 4.18%
$11B
$1.48 Billion 0.35% of portfolio
4,701
Q2 2025 Reduced 2.45%
$12.9B
$1.46 Billion 0.35% of portfolio
6,322
Q2 2025 Reduced 9.52%
$3.69T
$1.41 Billion 0.34% of portfolio
6,888
Q2 2025 Reduced 56.75%
$9.34B
$1.37 Billion 0.33% of portfolio
5,948
Q2 2025 Added 0.49%
$6.12B
$1.31 Billion 0.32% of portfolio
10,548
Q2 2025 Added 0.58%
$36B
$1.34 Billion 0.32% of portfolio
16,727
Q2 2025 Added 3.27%
$14.6B
$1.27 Billion 0.31% of portfolio
11,783
Q2 2025 Added 1.95%
$261B
$1.19 Billion 0.29% of portfolio
6,528
Q2 2025 Reduced 6.53%
$0
$1.16 Billion 0.28% of portfolio
52,385
Q2 2025 Added 4.28%
$15.3B
$1.17 Billion 0.28% of portfolio
15,916
Q2 2025 Added 12.15%
$3.91B
$1.11 Billion 0.27% of portfolio
8,163
Q2 2025 Reduced 11.93%
$0
$1.07 Billion 0.26% of portfolio
12,883
Q2 2025 Added 4.11%
$229B
$1.07 Billion 0.26% of portfolio
7,360
Q2 2025 Reduced 36.53%
$53.1B
$1.08 Billion 0.26% of portfolio
3,477
Q2 2025 Added 26.76%
$295B
$1.09 Billion 0.26% of portfolio
1,362
Q2 2025 Added 1.41%
Rbb Fd Inc
-
$1.03 Billion 0.25% of portfolio
-
Q2 2025 Added 5.48%
$6.58B
$1.02 Billion 0.25% of portfolio
19,326
Q2 2025 Added 1.5%
$21.5B
$1.03 Billion 0.25% of portfolio
3,294
Q2 2025 Reduced 1.29%
$293B
$1.04 Billion 0.25% of portfolio
14,932
Q2 2025 Added 3.27%
$8.95B
$992 Million 0.24% of portfolio
19,065
Q2 2025 Reduced 7.18%
$24B
$986 Million 0.24% of portfolio
5,721
Q2 2025 Added 1.72%
$18.1B
$940 Million 0.23% of portfolio
2,325
Q2 2025 Reduced 10.89%
$10B
$952 Million 0.23% of portfolio
1,968
Q2 2025 Reduced 0.66%

Summary

  • Portfolio
  • No. of Stocks 270
  • Current Value $416 Billion
  • Prior Value $383 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 37 stocks
  • Additional Purchases 163 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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