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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.6B
$964 Million 0.25% of portfolio
1,981
Q1 2025 Added 53.57%
Cooper Cos Inc
-
$949 Million 0.25% of portfolio
-
Q1 2025 Reduced 0.1%
$268B
$892 Million 0.23% of portfolio
14,459
Q1 2025 Reduced 9.57%
$20.1B
$871 Million 0.23% of portfolio
5,624
Q1 2025 Reduced 20.29%
$312B
$890 Million 0.23% of portfolio
1,343
Q1 2025 Added 1.59%
$21.2B
$876 Million 0.23% of portfolio
3,337
Q1 2025 Added 2.27%
$76.2B
$868 Million 0.23% of portfolio
3,185
Q1 2025 Added 1.99%
$106B
$842 Million 0.22% of portfolio
2,922
Q1 2025 Added 14.63%
$10.2B
$817 Million 0.21% of portfolio
20,449
Q1 2025 Added 2.38%
$356B
$824 Million 0.21% of portfolio
3,069
Q1 2025 Reduced 38.64%
$6.93B
$779 Million 0.2% of portfolio
2,731
Q1 2025 Added 0.29%
$182B
$752 Million 0.2% of portfolio
5,013
Q1 2025 Added 0.76%
$0
$763 Million 0.2% of portfolio
18,714
Q1 2025 Added 4.89%
$0
$785 Million 0.2% of portfolio
9,463
Q1 2025 Added 4.75%
$24.3B
$749 Million 0.2% of portfolio
3,305
Q1 2025 Added 1.97%
$116B
$763 Million 0.2% of portfolio
1,573
Q1 2025 Added 68.24%
$8.56B
$740 Million 0.19% of portfolio
4,689
Q1 2025 Added 3.03%
$53.1B
$718 Million 0.19% of portfolio
2,743
Q1 2025 Added 32.96%
$9.28B
$745 Million 0.19% of portfolio
2,445
Q1 2025 Reduced 10.57%
$11.4B
$744 Million 0.19% of portfolio
14,192
Q1 2025 Added 1.13%
$2.77B
$709 Million 0.19% of portfolio
15,472
Q1 2025 Added 2.74%
$268B
$680 Million 0.18% of portfolio
2,532
Q1 2025 Added 40.35%
$24B
$680 Million 0.18% of portfolio
4,244
Q1 2025 Added 2.29%
$11.8B
$697 Million 0.18% of portfolio
2,189
Q1 2025 Added 0.83%
$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%
$80.5B
$652 Million 0.17% of portfolio
10,275
Q1 2025 Added 12.33%
$11.9B
$663 Million 0.17% of portfolio
6,471
Q1 2025 Added 1.91%
$15.2B
$646 Million 0.17% of portfolio
2,081
Q1 2025 New
$33.2B
$641 Million 0.17% of portfolio
10,950
Q1 2025 Added 36.16%
$7.25B
$656 Million 0.17% of portfolio
3,450
Q1 2025 Added 3.79%
$264B
$638 Million 0.17% of portfolio
7,266
Q1 2025 Reduced 41.04%
$286B
$644 Million 0.17% of portfolio
8,969
Q1 2025 Reduced 18.26%
$14.6B
$597 Million 0.16% of portfolio
3,354
Q1 2025 Added 1.36%
$1.4B
$601 Million 0.16% of portfolio
22,426
Q1 2025 New
$11.7B
$598 Million 0.16% of portfolio
6,830
Q1 2025 Added 3.05%
$242B
$600 Million 0.16% of portfolio
8,187
Q1 2025 Added 48.05%
$6.52B
$620 Million 0.16% of portfolio
11,970
Q1 2025 New
$8.05B
$626 Million 0.16% of portfolio
8,148
Q1 2025 Added 3.24%
$1.85B
$623 Million 0.16% of portfolio
3,088
Q1 2025 Added 2.05%
$7.4B
$601 Million 0.16% of portfolio
8,130
Q1 2025 Reduced 1.66%
$11.8B
$607 Million 0.16% of portfolio
3,208
Q1 2025 Added 1.71%
$38.3B
$617 Million 0.16% of portfolio
8,222
Q1 2025 Added 0.02%
$281B
$588 Million 0.15% of portfolio
3,518
Q1 2025 Added 27.42%
$0
$588 Million 0.15% of portfolio
13,833
Q1 2025 Added 1.39%
$0
$557 Million 0.15% of portfolio
20,446
Q1 2025 Added 2.57%
$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%

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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