Alliance Wealth Advisors, LLC Portfolio Holdings by Sector
Alliance Wealth Advisors, LLC
- $189 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
UITB DGRO QQQ VTV AVUV IJH GLD VO 30 stocks |
$97,890
51.76% of portfolio
|
  11  
|
  7  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
PLTR MSFT PLTR CHKP 4 stocks |
$15,994
8.46% of portfolio
|
  4  
|
- |
  1  
|
- |
1
Calls
0
Puts
|
Semiconductors | Technology
INTC NVDA QCOM TSM AMD AVGO 6 stocks |
$6,369
3.37% of portfolio
|
  3  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
MRK ABBV PFE LLY JNJ AMGN BMY 7 stocks |
$4,584
2.42% of portfolio
|
  3  
|
  4  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$4,431
2.34% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
TDG BA LMT 3 stocks |
$4,161
2.2% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
PFIS CBU TFC PNC FDBC LYG MTB 7 stocks |
$4,064
2.15% of portfolio
|
  3  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3,883
2.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS PARA 2 stocks |
$3,235
1.71% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
OKE ENB ET EPD PAGP 5 stocks |
$2,995
1.58% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
CMCSA VZ T 3 stocks |
$2,775
1.47% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM WFC BAC 3 stocks |
$2,471
1.31% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
$2,441
1.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$2,335
1.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
PPL ETR DUK WEC D EIX 6 stocks |
$2,302
1.22% of portfolio
|
  3  
|
  3  
|
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX SHEL 3 stocks |
$2,260
1.19% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
GLPI LAMR AMT 3 stocks |
$2,146
1.13% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
NIO NIO F TSLA 4 stocks |
$2,009
1.06% of portfolio
|
  1  
|
  1  
|
- | - |
1
Calls
0
Puts
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1,992
1.05% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
BK FSK 2 stocks |
$1,505
0.8% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
GS MS SCHW 3 stocks |
$1,440
0.76% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,392
0.74% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$1,383
0.73% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$1,293
0.68% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
SATS CSCO 2 stocks |
$1,158
0.61% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,144
0.6% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA V 2 stocks |
$1,068
0.56% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
SBUX MCD 2 stocks |
$924
0.49% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$850
0.45% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
ELV CVS UNH 3 stocks |
$808
0.43% of portfolio
|
  1  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Waste Management | Industrials
WM 1 stocks |
$769
0.41% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
CRM SOUN 2 stocks |
$622
0.33% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$550
0.29% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$505
0.27% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$446
0.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
BDX 1 stocks |
$424
0.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$412
0.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
MDT 1 stocks |
$399
0.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Resorts & Casinos | Consumer Cyclical
PENN 1 stocks |
$354
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
PRU 1 stocks |
$347
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Electronic Components | Technology
GLW 1 stocks |
$338
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$331
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
TT 1 stocks |
$303
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$297
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Advertising Agencies | Communication Services
OMC 1 stocks |
$283
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
COP 1 stocks |
$276
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
GPC 1 stocks |
$267
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
KMX 1 stocks |
$266
0.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
IQV 1 stocks |
$265
0.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$252
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
FISV 1 stocks |
$116
0.06% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|