Alliance Wealth Management Group Reduced Holdings in Q1 2025

Alliance Wealth Management Group

  • $382 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
-63.1K
- 2.78%
$21.75 - $24.28 $1.37M - $1.53M
2.21M $48.7M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-49.9K
- 6.94%
$30.71 - $30.87 $1.53M - $1.54M
669K $20.6M
AAPL
Apple Inc.

Technology
-1.6K
- 5.03%
$209.68 - $247.1 $335K - $395K
30.2K $6.71M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-12.7K
- 3.21%
$23.16 - $27.04 $293K - $342K
382K $8.95M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-11.4K
- 3.04%
$25.58 - $29.24 $292K - $334K
364K $9.54M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-15.9K
- 3.72%
$21.23 - $23.75 $337K - $377K
412K $8.86M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.6K
- 1.74%
$64.88 - $72.1 $168K - $187K
146K $9.63M
NVDA
Nvidia Corp

Technology
-1.07K
- 13.24%
$106.98 - $149.43 $115K - $160K
7.04K $762K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-6.77K
- 2.73%
$50.87 - $51.09 $344K - $346K
241K $12.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-311
- 15.01%
$468.34 - $539.52 $146K - $168K
1.76K $825K
GOOG
Alphabet Inc.

Communication Services
-210
- 5.19%
$156.06 - $207.71 $32.8K - $43.6K
3.83K $598K
AMZN
Amazon Com Inc

Consumer Cyclical
-209
- 4.77%
$190.26 - $242.06 $39.8K - $50.6K
4.17K $793K
SPMD
Spdr Portfolio

ETFs
-658
- 1.85%
$50.21 - $57.73 $33K - $38K
35K $1.79M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-2.3K
- 3.17%
$44.81 - $46.22 $103K - $106K
70.4K $3.17M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-738
- 3.9%
$67.03 - $74.61 $49.5K - $55.1K
18.2K $1.24M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
-4.62K
- 1.95%
$18.01 - $18.31 $83.1K - $84.5K
232K $4.19M
META
Meta Platforms, Inc.

Communication Services
-75
- 5.54%
$576.36 - $736.67 $43.2K - $55.3K
1.28K $736K
JPM
Jpmorgan Chase & CO

Financial Services
-358
- 7.01%
$225.19 - $279.95 $80.6K - $100K
4.75K $1.16M
VTI
Vanguard Total Stock Market Et

ETFs
-26
- 0.96%
$271.18 - $303.12 $7.05K - $7.88K
2.7K $740K
DIS
Walt Disney CO

Communication Services
-43
- 1.85%
$96.87 - $114.0 $4.17K - $4.9K
2.29K $225K
IWD
Ishares Russell 1000 Val ETF

ETFs
-175
- 8.69%
$182.82 - $196.21 $32K - $34.3K
1.84K $345K
BAC
Bank Of America Corp

Financial Services
-100
- 1.01%
$39.61 - $47.74 $3.96K - $4.77K
9.83K $410K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-60
- 0.85%
$169.43 - $182.84 $10.2K - $11K
6.99K $1.21M
VIG
Vanguard Dividend Appreciation

ETFs
-115
- 4.12%
N/A
2.68K $487K
CL
Colgate Palmolive CO

Consumer Defensive
-210
- 4.22%
$85.68 - $97.5 $18K - $20.5K
4.77K $447K
PG
Procter & Gamble CO

Consumer Defensive
-50
- 3.68%
$158.56 - $176.26 $7.93K - $8.81K
1.31K $223K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-33
- 0.45%
$29.82 - $30.1 $984 - $993
7.36K $221K
SCHO
Schwab Short Term Us Treasury

ETFs
-280
- 0.61%
$24.1 - $24.34 $6.75K - $6.82K
45.8K $1.12M
Activity Summary
Buys All Purchases 33 New Holdings 2 Increased Positions 31 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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