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
$28.1B
$333 Million 0.09% of portfolio
1,851
Q1 2025 Reduced 5.37%
$84.4B
$328 Million 0.09% of portfolio
4,847
Q1 2025 Reduced 5.37%
$11.4B
$320 Million 0.08% of portfolio
1,830
Q1 2025 Reduced 14.65%
$19.1B
$309 Million 0.08% of portfolio
4,385
Q1 2025 Added 21.54%
$0
$297 Million 0.08% of portfolio
10,620
Q1 2025 New
$18.5B
$294 Million 0.08% of portfolio
2,448
Q1 2025 New
$17.3B
$320 Million 0.08% of portfolio
4,887
Q1 2025 Reduced 6.91%
$255B
$301 Million 0.08% of portfolio
2,697
Q1 2025 Added 6.35%
$224B
$308 Million 0.08% of portfolio
1,145
Q1 2025 Reduced 3.21%
$17.8B
$302 Million 0.08% of portfolio
1,978
Q1 2025 Reduced 18.2%
$96B
$296 Million 0.08% of portfolio
1,280
Q1 2025 Reduced 1.01%
$52.7B
$323 Million 0.08% of portfolio
1,944
Q1 2025 Added 23.19%
$36.2B
$293 Million 0.08% of portfolio
1,310
Q1 2025 Reduced 6.56%
$31.6B
$323 Million 0.08% of portfolio
2,328
Q1 2025 Reduced 6.54%
$22.6B
$290 Million 0.08% of portfolio
785
Q1 2025 Reduced 6.55%
Crane Company
-
$296 Million 0.08% of portfolio
-
Q1 2025 Reduced 6.49%
$9.91B
$267 Million 0.07% of portfolio
1,798
Q1 2025 Reduced 6.55%
$13.5B
$255 Million 0.07% of portfolio
2,438
Q1 2025 Reduced 6.3%
$33.2B
$270 Million 0.07% of portfolio
466
Q1 2025 Reduced 5.48%
$41B
$264 Million 0.07% of portfolio
1,679
Q1 2025 New
$21.6B
$265 Million 0.07% of portfolio
1,415
Q1 2025 New
$16.6B
$270 Million 0.07% of portfolio
1,206
Q1 2025 Added 0.08%
$125B
$268 Million 0.07% of portfolio
601
Q1 2025 Added 0.33%
$323B
$267 Million 0.07% of portfolio
2,021
Q1 2025 New
$1.57B
$267 Million 0.07% of portfolio
4,622
Q1 2025 Reduced 2.03%
$11.4B
$283 Million 0.07% of portfolio
3,647
Q1 2025 Added 39.3%
$6.77B
$275 Million 0.07% of portfolio
787
Q1 2025 Reduced 6.42%
$726M
$267 Million 0.07% of portfolio
11,836
Q1 2025 Reduced 3.8%
$928M
$281 Million 0.07% of portfolio
14,385
Q1 2025 Added 99.9%
Onestream Inc
-
$281 Million 0.07% of portfolio
-
Q1 2025 Added 39.9%
$0
$251 Million 0.07% of portfolio
4,956
Q1 2025 Added 2.04%
$6.08B
$274 Million 0.07% of portfolio
2,165
Q1 2025 New
$15.6B
$268 Million 0.07% of portfolio
5,692
Q1 2025 Reduced 6.73%
$32.3B
$265 Million 0.07% of portfolio
4,424
Q1 2025 Reduced 9.97%
$13B
$227 Million 0.06% of portfolio
1,364
Q1 2025 New
$16.6B
$241 Million 0.06% of portfolio
5,446
Q1 2025 Reduced 7.57%
$33.1B
$244 Million 0.06% of portfolio
3,568
Q1 2025 Reduced 6.5%
$918M
$223 Million 0.06% of portfolio
10,362
Q1 2025 Reduced 1.42%
$446B
$222 Million 0.06% of portfolio
235
Q1 2025 New
$39.9B
$239 Million 0.06% of portfolio
1,103
Q1 2025 New
$2.94B
$205 Million 0.05% of portfolio
1,835
Q1 2025 Reduced 7.09%
$86.5B
$200 Million 0.05% of portfolio
3,070
Q1 2025 New
$0
$210 Million 0.05% of portfolio
18,100
Q2 2024 New
$8.4B
$206 Million 0.05% of portfolio
953
Q1 2025 Reduced 8.37%
$42.5B
$177 Million 0.05% of portfolio
17,298
Q1 2025 Added 17.61%
$167B
$193 Million 0.05% of portfolio
14,157
Q1 2025 Added 15.17%
$91.1B
$142 Million 0.04% of portfolio
10,434
Q1 2025 Added 2.62%
$9.2B
$159 Million 0.04% of portfolio
10,733
Q1 2025 Reduced 0.03%
$23.4B
$167 Million 0.04% of portfolio
11,144
Q1 2025 Reduced 5.93%

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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