Alliance Wealth Advisors, LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $189 Million distributed in 141 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Usaa ETF Tr Core Intermediate with a value of $23.5M, Ishares Core Dividend Growth E with a value of $21.4M, Invesco Qqq Trust, Series 1 with a value of $9.31M, Vanguard Value ETF with a value of $8.2M, and American Centy ETF Tr Avantis with a value of $8.2M.

Examining the 13F form we can see an decrease of $132K in the current position value, from $189M to 189M.

Below you can find more details about Alliance Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $189 Million
ETFs: $99 Million
Technology: $28.5 Million
Financial Services: $13.2 Million
Communication Services: $10.7 Million
Healthcare: $6.48 Million
Consumer Cyclical: $6.21 Million
Energy: $6.04 Million
Industrials: $5.82 Million
Other: $13.1 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 141
  • Current Value $189 Million
  • Prior Value $189 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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