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
$368B
$959 Million 0.23% of portfolio
6,016
Q2 2025 Added 4.01%
$106B
$968 Million 0.23% of portfolio
3,174
Q2 2025 Added 8.62%
$3.25B
$956 Million 0.23% of portfolio
11,977
Q2 2025 Added 1.65%
$232B
$938 Million 0.23% of portfolio
3,441
Q2 2025 Added 35.9%
$99.5B
$955 Million 0.23% of portfolio
2,145
Q2 2025 Added 36.36%
$86.2B
$931 Million 0.22% of portfolio
3,190
Q2 2025 Added 0.16%
$8.12B
$912 Million 0.22% of portfolio
2,792
Q2 2025 Added 2.23%
$33.7B
$903 Million 0.22% of portfolio
14,408
Q2 2025 Added 31.58%
$0
$918 Million 0.22% of portfolio
9,257
Q2 2025 Added 64.8%
$323B
$904 Million 0.22% of portfolio
2,972
Q2 2025 Reduced 3.16%
$0
$870 Million 0.21% of portfolio
20,422
Q2 2025 Added 9.13%
$9.42B
$887 Million 0.21% of portfolio
3,456
Q2 2025 Reduced 3.19%
$0
$891 Million 0.21% of portfolio
10,037
Q2 2025 Added 6.07%
$9.89B
$868 Million 0.21% of portfolio
2,118
Q2 2025 Added 1.78%
$5.63B
$859 Million 0.21% of portfolio
3,506
Q2 2025 Added 1.62%
$8.94B
$849 Million 0.2% of portfolio
20,875
Q2 2025 Added 2.08%
$8.45B
$780 Million 0.19% of portfolio
12,181
Q2 2025 Added 1.76%
$302B
$798 Million 0.19% of portfolio
9,960
Q2 2025 Added 11.05%
$14.2B
$779 Million 0.19% of portfolio
2,482
Q2 2025 Added 1.51%
$4.43B
$785 Million 0.19% of portfolio
4,760
Q2 2025 Added 1.6%
Cooper Cos Inc
-
$808 Million 0.19% of portfolio
-
Q2 2025 Added 0.94%
$24.4B
$804 Million 0.19% of portfolio
3,346
Q2 2025 Added 1.24%
$306B
$785 Million 0.19% of portfolio
11,099
Q2 2025 Added 7.15%
$1.66B
$755 Million 0.18% of portfolio
3,093
Q2 2025 Added 0.16%
$3.88B
$732 Million 0.18% of portfolio
5,150
Q2 2025 New
$22.2B
$762 Million 0.18% of portfolio
4,268
Q2 2025 Added 0.57%
$2.4B
$692 Million 0.17% of portfolio
15,827
Q2 2025 Added 2.29%
$202B
$719 Million 0.17% of portfolio
5,443
Q2 2025 Added 8.58%
$12.4B
$666 Million 0.16% of portfolio
2,286
Q2 2025 Added 4.43%
$9.01B
$651 Million 0.16% of portfolio
8,345
Q2 2025 Added 2.42%
$14B
$679 Million 0.16% of portfolio
3,276
Q2 2025 Added 2.12%
Maplebear Inc
-
$659 Million 0.16% of portfolio
-
Q2 2025 Added 1.62%
$0
$610 Million 0.15% of portfolio
26,143
Q2 2025 New
$118B
$625 Million 0.15% of portfolio
239
Q2 2025 Reduced 2.85%
$169B
$611 Million 0.15% of portfolio
1,124
Q2 2025 Added 34.61%
$1.09B
$638 Million 0.15% of portfolio
29,083
Q2 2025 Added 29.68%
$40.9B
$623 Million 0.15% of portfolio
8,223
Q2 2025 Added 0.01%
$0
$605 Million 0.15% of portfolio
24,921
Q2 2025 New
$0
$623 Million 0.15% of portfolio
14,435
Q2 2025 Added 4.35%
$14.7B
$621 Million 0.15% of portfolio
6,475
Q2 2025 Added 0.06%
$0
$606 Million 0.15% of portfolio
23,831
Q2 2025 New
$147B
$578 Million 0.14% of portfolio
5,382
Q2 2025 Reduced 1.23%
$14.1B
$570 Million 0.14% of portfolio
1,275
Q2 2025 Added 20.74%
$0
$569 Million 0.14% of portfolio
21,393
Q2 2025 Added 4.63%
$258B
$597 Million 0.14% of portfolio
8,481
Q2 2025 Added 3.59%
$0
$602 Million 0.14% of portfolio
23,904
Q2 2025 New
$14.2B
$599 Million 0.14% of portfolio
3,414
Q2 2025 Added 1.79%
$0
$603 Million 0.14% of portfolio
24,870
Q2 2025 New
$0
$568 Million 0.14% of portfolio
1,869
Q1 2025 Reduced 0.53%

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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