Alliance Wealth Management Group Portfolio Holdings

Alliance Wealth Management Group

  • $385 Million
  • Q3 2024

Alliance Wealth Management Group has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $385 Million distributed in 81 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 $51.2M, Schwab Us Aggregate Bond ETF with a value of $26.1M, Spdr Bloomberg Investment Grad with a value of $21.9M, Ishares Core S&P 500 ETF with a value of $20.9M, and Schwab Strategic Tr Intl Eqty with a value of $17.5M.

Examining the 13F form we can see an increase of $26.8M in the current position value, from $358M to 385M.

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 $385 Million
ETFs: $355 Million
Consumer Defensive: $11.4 Million
Technology: $11 Million
Communication Services: $2.57 Million
Healthcare: $2.06 Million
Financial Services: $1.48 Million
Consumer Cyclical: $1.05 Million
Utilities: $634,000
Other: $357,000

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 81
  • Current Value $385 Million
  • Prior Value $358 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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