Alliance Wealth Management Group Incresed Positions in Q3 2025

Alliance Wealth Management Group

  • $448 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
11.1K
+ 28.15%
$620.67 - $670.08 $6.88M - $7.43M
50.5K $33.8M
CL
Colgate Palmolive CO

Consumer Defensive
59.3K
+ 1243.61%
$79.36 - $93.33 $4.71M - $5.54M
64.1K $5.13M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
31K
+ 27.96%
$97.75 - $100.75 $3.03M - $3.13M
142K $14.2M
IEFA
Ishares Tr

ETFs
26.6K
+ 25.33%
$81.7 - $87.53 $2.17M - $2.33M
131K $11.5M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
45.1K
+ 19.88%
$50.82 - $51.09 $2.29M - $2.31M
272K $13.9M
HYG
Ishares Tr

ETFs
20.3K
+ 10.37%
$79.85 - $81.32 $1.62M - $1.65M
217K $17.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
22.8K
+ 28.07%
$62.09 - $66.51 $1.42M - $1.52M
104K $6.8M
IEMG
Ishares Inc

ETFs
32.2K
+ 26.99%
N/A
151K $8.12M
LQD
Ishares Iboxx $ Investment Gra

ETFs
12.6K
+ 21.42%
$107.66 - $112.36 $1.35M - $1.41M
71.2K $7.93M
EMB
Ishares Tr

ETFs
11.6K
+ 10.44%
$91.52 - $95.59 $1.07M - $1.11M
123K $11.7M
ITOT
Ishares Core S&P Total U.S. St

ETFs
6.21K
+ 28.05%
$135.0 - $146.02 $839K - $907K
28.4K $4.13M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
36K
+ 3.5%
$22.9 - $23.58 $825K - $849K
1.06M $25M
MUB
Ishares National Muni Bond ETF

ETFs
6.06K
+ 8.42%
$103.24 - $106.68 $625K - $646K
78K $8.31M
GOOG
Alphabet Inc.

Communication Services
2.19K
+ 56.99%
$175.16 - $255.24 $383K - $558K
6.02K $1.47M
FLRN
Spdr Bloomberg Investment Grad

ETFs
22.8K
+ 3.71%
$30.71 - $30.86 $701K - $704K
637K $19.7M
GOOGL
Alphabet Inc.

Communication Services
2.39K
+ 134.27%
$174.36 - $254.72 $417K - $609K
4.17K $1.01M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16.2K
+ 8.15%
$26.38 - $27.95 $427K - $452K
215K $5.86M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
18.5K
+ 6.04%
$25.21 - $25.99 $466K - $481K
325K $8.39M
DGRO
Ishares Core Dividend Growth E

ETFs
6.76K
+ 34.0%
$64.12 - $68.08 $433K - $460K
26.6K $1.81M
MSFT
Microsoft Corp

Technology
817
+ 14.2%
$491.09 - $535.64 $401K - $438K
6.57K $3.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
802
+ 106.93%
$567.77 - $614.76 $455K - $493K
1.55K $950K
CORP
Pimco Investment Grade Corp Bd

ETFs
3.52K
+ 3.2%
$95.87 - $99.18 $337K - $349K
114K $11.2M
META
Meta Platforms, Inc.

Communication Services
648
+ 50.7%
$695.21 - $791.73 $450K - $513K
1.93K $1.41M
NVDA
Nvidia Corp

Technology
1.39K
+ 20.19%
$153.3 - $186.58 $213K - $260K
8.28K $1.54M
QQQ
Invesco Qqq Trust, Series 1

ETFs
555
+ 31.34%
$546.99 - $602.2 $304K - $334K
2.33K $1.4M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
6.31K
+ 2.52%
$20.22 - $21.71 $128K - $137K
257K $5.54M
JNJ
Johnson & Johnson

Healthcare
873
+ 13.79%
$155.17 - $185.42 $135K - $162K
7.2K $1.34M
SPIB
Spdr Portfolio Intermediate Te

ETFs
6.94K
+ 5.46%
$33.26 - $34.01 $231K - $236K
134K $4.54M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
5.18K
+ 4.66%
$42.75 - $43.37 $221K - $225K
116K $5.03M
V
Visa Inc.

Financial Services
701
+ 105.41%
$332.09 - $358.86 $233K - $252K
1.37K $466K
CSCO
Cisco Systems, Inc.

Technology
3.03K
+ 49.28%
$66.2 - $71.79 $201K - $218K
9.19K $628K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
2.77K
+ 3.9%
$44.22 - $45.74 $122K - $127K
73.8K $3.36M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.24K
+ 40.18%
$82.38 - $83.0 $185K - $186K
7.82K $648K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
3.11K
+ 10.48%
$42.43 - $45.05 $132K - $140K
32.8K $1.44M
SPY
Spdr S&P 500 ETF Trust

ETFs
154
+ 17.66%
$617.65 - $666.84 $95.1K - $103K
1.03K $683K
AMZN
Amazon Com Inc

Consumer Cyclical
560
+ 12.53%
$211.65 - $238.24 $119K - $133K
5.03K $1.1M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
606
+ 7.69%
$109.55 - $124.15 $66.4K - $75.2K
8.49K $994K
ORCL
Oracle Corp

Technology
13
+ 0.84%
$218.96 - $328.33 $2.85K - $4.27K
1.56K $438K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
3.49K
+ 1.52%
$18.32 - $18.72 $64K - $65.4K
233K $4.33M
NEE
Nextera Energy Inc

Utilities
814
+ 19.62%
$69.77 - $77.54 $56.8K - $63.1K
4.96K $374K
BAC
Bank Of America Corp

Financial Services
854
+ 8.69%
$44.92 - $52.42 $38.4K - $44.8K
10.7K $551K
HD
Home Depot, Inc.

Consumer Cyclical
50
+ 3.1%
$357.4 - $423.42 $17.9K - $21.2K
1.66K $674K
SCHO
Schwab Short Term Us Treasury

ETFs
2.75K
+ 6.0%
$24.23 - $24.42 $66.5K - $67.1K
48.5K $1.18M
BK
Bank Of New York Mellon Corp

Financial Services
175
+ 7.29%
$90.65 - $109.75 $15.9K - $19.2K
2.58K $280K
MRK
Merck & Co., Inc.

Healthcare
76
+ 0.83%
$77.6 - $87.37 $5.9K - $6.64K
9.2K $772K
CVX
Chevron Corp

Energy
98
+ 4.08%
$145.57 - $161.83 $14.3K - $15.9K
2.5K $387K
UNH
Unitedhealth Group Inc

Healthcare
14
+ 1.89%
$237.77 - $353.61 $3.33K - $4.95K
755 $260K
T
At&T Inc.

Communication Services
1.53K
+ 5.52%
$26.94 - $29.62 $41.2K - $45.3K
29.2K $824K
SPSB
Spdr Portfolio Short Term Corp

ETFs
170
+ 2.39%
$30.02 - $30.29 $5.1K - $5.15K
7.28K $220K
Activity Summary
Buys All Purchases 65 New Holdings 10 Increased Positions 55 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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