Alliance Wealth Management Group Portfolio Holdings

Alliance Wealth Management Group

  • $393 Million
  • Q2 2025

Alliance Wealth Management Group has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $393 Million distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $55.7M, Ishares Core S&P 500 ETF with a value of $24.5M, Schwab Us Aggregate Bond ETF with a value of $23.9M, Schwab Strategic Tr Intl Eqty with a value of $19M, and Spdr Bloomberg Investment Grad with a value of $18.9M.

Examining the 13F form we can see an increase of $10.9M in the current position value, from $382M to 393M.

Alliance Wealth Management Group is based out at Flemington, NJ

Below you can find more details about Alliance Wealth Management Group portfolio as well as his latest detailed transactions.

Portfolio value $393 Million
ETFs: $368 Million
Technology: $11.5 Million
Communication Services: $3.57 Million
Consumer Defensive: $2.48 Million
Financial Services: $2.18 Million
Healthcare: $1.92 Million
Consumer Cyclical: $1.57 Million
Utilities: $560,000
Other: $343,000

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

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

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $393 Million
  • Prior Value $382 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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