Alliance Wealth Management Group Portfolio Holdings

Alliance Wealth Management Group

  • $382 Million
  • Q1 2025

Alliance Wealth Management Group has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $382 Million distributed in 83 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 $48.7M, Schwab Us Aggregate Bond ETF with a value of $25.2M, Ishares Core S&P 500 ETF with a value of $21.4M, Spdr Bloomberg Investment Grad with a value of $20.6M, and Schwab Strategic Tr Intl Eqty with a value of $16.8M.

Examining the 13F form we can see an decrease of $1.58M in the current position value, from $383M to 382M.

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 $382 Million
ETFs: $349 Million
Consumer Defensive: $12.2 Million
Technology: $10.7 Million
Communication Services: $3.09 Million
Financial Services: $2.01 Million
Healthcare: $1.87 Million
Consumer Cyclical: $1.38 Million
Utilities: $559,000
Other: $401,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $382 Million
  • Prior Value $383 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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