Alliance Wealth Management Group Portfolio Holdings

Alliance Wealth Management Group

  • $383 Million
  • Q4 2024

Alliance Wealth Management Group has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $383 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 $52.6M, Schwab Us Aggregate Bond ETF with a value of $24.2M, Spdr Bloomberg Investment Grad with a value of $22.1M, Ishares Core S&P 500 ETF with a value of $21.9M, and Ishares Tr with a value of $15.9M.

Examining the 13F form we can see an decrease of $2M in the current position value, from $385M to 383M.

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 $383 Million
ETFs: $350 Million
Technology: $12.7 Million
Consumer Defensive: $10.9 Million
Communication Services: $3.22 Million
Financial Services: $1.87 Million
Healthcare: $1.82 Million
Consumer Cyclical: $1.59 Million
Utilities: $567,000
Other: $347,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $383 Million
  • Prior Value $385 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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