Alliance Wealth Advisors, LLC /Ut Portfolio Holdings

Alliance Wealth Advisors, LLC /Ut

  • $388 Billion
  • Q4 2024

Alliance Wealth Advisors, LLC /Ut has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $388 Billion distributed in 257 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 $13.9B, Amazon Com Inc with a value of $12.5B, Microsoft Corp with a value of $9.95B, Ishares Core S&P 500 ETF with a value of $7.09B, and Oracle Corp with a value of $7.11B.

Examining the 13F form we can see an increase of $7.21B in the current position value, from $380B to 388B.

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 $388 Billion
ETFs: $87.1 Billion
Technology: $76 Billion
Healthcare: $43.7 Billion
Financial Services: $36.4 Billion
Industrials: $34.8 Billion
Consumer Cyclical: $32 Billion
Communication Services: $22.6 Billion
Consumer Defensive: $19.8 Billion
Other: $30.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.81 Billion 0.73% of portfolio
35,750
Q4 2024 Reduced 19.06%
$0
$2.78 Billion 0.72% of portfolio
26,013
Q4 2024 Reduced 18.59%
$50.8B
$2.79 Billion 0.72% of portfolio
10,799
Q4 2024 Reduced 3.6%
$135B
$2.68 Billion 0.69% of portfolio
29,019
Q4 2024 Reduced 0.47%
$166B
$2.67 Billion 0.69% of portfolio
31,005
Q4 2024 Reduced 2.84%
$223B
$2.63 Billion 0.68% of portfolio
26,443
Q4 2024 Added 5.99%
$24.3B
$2.51 Billion 0.65% of portfolio
14,830
Q4 2024 Added 3.02%
$25.3B
$2.47 Billion 0.64% of portfolio
19,813
Q4 2024 Added 0.82%
$185B
$2.22 Billion 0.57% of portfolio
19,901
Q4 2024 Added 15.42%
$199B
$2.17 Billion 0.56% of portfolio
18,780
Q4 2024 Added 1.35%
$20.1B
$2.12 Billion 0.55% of portfolio
27,770
Q4 2024 Added 2.55%
$46.2B
$2.12 Billion 0.55% of portfolio
16,180
Q4 2024 Added 1.02%
$0
$2.13 Billion 0.55% of portfolio
40,556
Q4 2024 Reduced 29.31%
$0
$2 Billion 0.52% of portfolio
33,949
Q4 2024 New
$480B
$1.98 Billion 0.51% of portfolio
3,920
Q4 2024 Reduced 34.45%
$34.4B
$1.96 Billion 0.51% of portfolio
36,668
Q4 2024 Added 2.14%
$910B
$1.89 Billion 0.49% of portfolio
4,670
Q4 2024 Added 144.5%
Global X Fds
-
$1.84 Billion 0.48% of portfolio
-
Q4 2024 Added 3.2%
$0
$1.8 Billion 0.46% of portfolio
52,660
Q4 2024 Added 12.98%
$0
$1.73 Billion 0.45% of portfolio
9,702
Q4 2024 Reduced 62.4%
$4.86B
$1.69 Billion 0.44% of portfolio
9,179
Q4 2024 Added 3.09%
$6.66B
$1.61 Billion 0.42% of portfolio
14,674
Q4 2024 Added 33.81%
$13B
$1.61 Billion 0.42% of portfolio
4,793
Q4 2024 Added 1.94%
$13B
$1.58 Billion 0.41% of portfolio
4,462
Q4 2024 Added 3.48%
$694B
$1.61 Billion 0.41% of portfolio
3,547
Q4 2024 Added 3.68%
$0
$1.53 Billion 0.4% of portfolio
30,008
Q4 2024 Reduced 9.95%
$13.4B
$1.57 Billion 0.4% of portfolio
7,652
Q4 2024 Reduced 7.54%
$147B
$1.51 Billion 0.39% of portfolio
26,636
Q4 2024 Added 0.83%
$13.3B
$1.48 Billion 0.38% of portfolio
3,490
Q4 2024 Reduced 20.61%
$33.4B
$1.42 Billion 0.37% of portfolio
2,929
Q4 2024 Reduced 33.43%
$1.41T
$1.45 Billion 0.37% of portfolio
2,481
Q4 2024 Added 157.9%
$0
$1.39 Billion 0.36% of portfolio
60,367
Q4 2024 Added 17.66%
$14.6B
$1.39 Billion 0.36% of portfolio
4,181
Q4 2024 Added 6.9%
$19.1B
$1.3 Billion 0.33% of portfolio
7,056
Q4 2024 Added 3.48%
$32.6B
$1.26 Billion 0.33% of portfolio
17,596
Q4 2024 New
$328B
$1.23 Billion 0.32% of portfolio
5,002
Q4 2024 Added 0.66%
$0
$1.24 Billion 0.32% of portfolio
44,822
Q4 2024 New
$421B
$1.11 Billion 0.29% of portfolio
7,686
Q4 2024 Added 13.6%
$230B
$1.11 Billion 0.29% of portfolio
12,323
Q4 2024 Reduced 3.84%
$0
$1.07 Billion 0.28% of portfolio
49,583
Q4 2024 Added 8.33%
Cooper Cos Inc
-
$1.04 Billion 0.27% of portfolio
-
Q4 2024 Added 3.84%
$5.86B
$1.03 Billion 0.27% of portfolio
19,438
Q4 2024 Added 437.7%
$14.8B
$1.01 Billion 0.26% of portfolio
11,309
Q4 2024 Added 6.0%
$9.03B
$978 Million 0.25% of portfolio
20,463
Q4 2024 Added 2.87%
$0
$971 Million 0.25% of portfolio
12,092
Q4 2024 Added 24.05%
$9.74B
$956 Million 0.25% of portfolio
14,033
Q4 2024 Added 3.44%
$11.3B
$952 Million 0.25% of portfolio
5,143
Q4 2024 Reduced 8.29%
$386B
$912 Million 0.24% of portfolio
5,438
Q4 2024 Added 32.47%
$289B
$916 Million 0.24% of portfolio
1,322
Q4 2024 Added 145.72%

Summary

  • Portfolio
  • No. of Stocks 257
  • Current Value $388 Billion
  • Prior Value $380 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 37 stocks
  • Additional Purchases 124 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 95 stocks
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