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
$17.3B
$924 Million 0.24% of portfolio
1,924
Q4 2024 Added 13.44%
$253B
$947 Million 0.24% of portfolio
15,990
Q4 2024 Reduced 32.83%
$3.52B
$946 Million 0.24% of portfolio
5,613
Q4 2024 Added 3.68%
$6.21B
$924 Million 0.24% of portfolio
18,263
Q4 2024 Added 3.46%
$144B
$902 Million 0.23% of portfolio
10,100
Q4 2024 Reduced 32.6%
$9.48B
$908 Million 0.23% of portfolio
2,734
Q4 2024 Added 6.63%
$7.55B
$909 Million 0.23% of portfolio
19,144
Q4 2024 Added 6.16%
$4.23B
$900 Million 0.23% of portfolio
11,529
Q4 2024 Added 6.19%
$2.77B
$879 Million 0.23% of portfolio
15,060
Q4 2024 Added 7.01%
$6.18B
$835 Million 0.22% of portfolio
2,723
Q4 2024 Added 6.37%
$3.4B
$843 Million 0.22% of portfolio
6,717
Q4 2024 Added 6.67%
$0
$843 Million 0.22% of portfolio
38,086
Q4 2024 Added 6.47%
$18.2B
$852 Million 0.22% of portfolio
3,263
Q4 2024 Added 7.76%
$112B
$857 Million 0.22% of portfolio
9,391
Q4 2024 Added 26.14%
$246B
$838 Million 0.22% of portfolio
6,962
Q4 2024 Reduced 0.4%
$0
$816 Million 0.21% of portfolio
9,034
Q4 2024 Reduced 16.73%
$74.8B
$823 Million 0.21% of portfolio
3,123
Q4 2024 Added 0.9%
$102B
$807 Million 0.21% of portfolio
4,560
Q4 2024 Added 152.77%
$310B
$774 Million 0.2% of portfolio
12,435
Q4 2024 Added 1.19%
$10.1B
$779 Million 0.2% of portfolio
3,282
Q4 2024 Added 0.21%
$272B
$771 Million 0.2% of portfolio
10,972
Q4 2024 Reduced 1.87%
$207B
$757 Million 0.2% of portfolio
4,975
Q4 2024 Added 18.03%
$82.6B
$765 Million 0.2% of portfolio
2,130
Q4 2024 Reduced 1.39%
$4.15B
$779 Million 0.2% of portfolio
6,618
Q4 2024 Reduced 20.22%
$0
$719 Million 0.19% of portfolio
18,744
Q4 2024 Added 1.79%
$12.6B
$740 Million 0.19% of portfolio
2,171
Q4 2024 Reduced 22.3%
$10.5B
$719 Million 0.19% of portfolio
19,973
Q4 2024 Added 7.35%
$1.51B
$740 Million 0.19% of portfolio
3,026
Q4 2024 Reduced 7.12%
$21.7B
$722 Million 0.19% of portfolio
4,149
Q4 2024 Added 8.08%
$5.57B
$705 Million 0.18% of portfolio
3,324
Q4 2024 New
$7.26B
$687 Million 0.18% of portfolio
4,551
Q4 2024 Added 8.38%
$80B
$692 Million 0.18% of portfolio
9,147
Q4 2024 Added 18.98%
$13B
$657 Million 0.17% of portfolio
6,628
Q4 2024 Reduced 21.68%
$8.37B
$659 Million 0.17% of portfolio
7,892
Q4 2024 New
$12.7B
$656 Million 0.17% of portfolio
6,350
Q4 2024 Added 0.57%
$6.83B
$653 Million 0.17% of portfolio
11,275
Q4 2024 Added 7.27%
$22.7B
$666 Million 0.17% of portfolio
3,241
Q4 2024 Added 6.82%
$38B
$629 Million 0.16% of portfolio
8,220
Q4 2024 Reduced 1.55%
$3.41B
$613 Million 0.16% of portfolio
15,728
Q4 2024 Added 6.78%
$268B
$603 Million 0.16% of portfolio
1,804
Q4 2024 New
$65.3B
$638 Million 0.16% of portfolio
2,810
Q4 2024 Added 1.22%
$7.41B
$607 Million 0.16% of portfolio
4,275
Q4 2024 Added 6.82%
$14.5B
$619 Million 0.16% of portfolio
3,309
Q4 2024 Reduced 26.4%
$99.4B
$617 Million 0.16% of portfolio
2,549
Q4 2024 Reduced 4.78%
$53.1B
$610 Million 0.16% of portfolio
2,063
Q4 2024 Added 110.3%
$11B
$591 Million 0.15% of portfolio
3,154
Q4 2024 Added 6.88%
$11.2B
$600 Million 0.15% of portfolio
1,290
Q4 2024 Added 10.07%
$0
$581 Million 0.15% of portfolio
13,644
Q4 2024 Added 7.15%
$4.74B
$538 Million 0.14% of portfolio
9,097
Q4 2024 Added 8.1%

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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