Alliance Wealth Advisors, LLC Portfolio Holdings

Alliance Wealth Advisors, LLC

  • $180 Million
  • Q3 2024

Alliance Wealth Advisors, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $180 Million distributed in 140 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 $23.7M, Ishares Core Dividend Growth E with a value of $20.5M, Invesco Qqq Trust, Series 1 with a value of $9.58M, American Centy ETF Tr Avantis with a value of $8.46M, and Ishares Core S&P Mid Cap ETF with a value of $7.21M.

Examining the 13F form we can see an increase of $20.3M in the current position value, from $160M to 180M.

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

Portfolio value $180 Million
ETFs: $99.5 Million
Technology: $18.8 Million
Financial Services: $13.1 Million
Communication Services: $11.2 Million
Consumer Cyclical: $7.55 Million
Healthcare: $6.7 Million
Industrials: $6.34 Million
Energy: $6.01 Million
Other: $11 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$288M
$220,000 0.12% of portfolio
4,459
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $180 Million
  • Prior Value $160 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 16, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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