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CIK: 0001893261
Total reported value
$530.3M
$530.3M
226 檔
11.3%
In Q2 2024, Alliance Wealth Advisors, LLC /UT's U.S. equity holdings reached a combined market value of $530.3M, distributed across 226 disclosed stock positions.
During Q2 2024, Alliance Wealth Advisors, LLC /UT's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 226 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.34% | -0.15% | -8.35% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.86% | — | +2.72% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 3.63% | +0.01% | -5.36% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.55% | -0.21% | +2.52% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.28% | -0.07% | +2.18% | |
| 6 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.91% | -0.05% | +325.00% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 1.61% | -0.15% | +2.97% | |
| 8 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 1.55% | — | +11.10% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.46% | -0.08% | +6.46% | |
| 10 | NOW | Servicenow Inc | Stock-Tech | 1.43% | -0.08% | +0.65% | |
| 11 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 1.41% | — | +168.80% | |
| 12 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.35% | +2.49% | NEW | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 1.31% | -0.08% | +2.48% | |
| 14 | CRM | Salesforce Inc | Stock-Tech | 1.26% | -0.06% | +2.30% | |
| 15 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.26% | -0.04% | +5.33% | |
| 16 | RSG | Republic Services Inc | Stock-Industrials | 1.18% | -0.17% | +2.71% | |
| 17 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.18% | -0.03% | +2.69% | |
| 18 | MDT | Medtronic plc | Stock-Healthcare | 1.17% | -0.18% | +2.85% | |
| 19 | ADBE | Adobe Inc | Stock-Tech | 1.16% | — | +1.23% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.14% | — | +12.52% | |
| 21 | WSO | Watsco Inc | Stock-Industrials | 1.14% | -0.07% | +2.91% | |
| 22 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.11% | — | -5.10% | |
| 23 | NFLX | Netflix Inc | Stock-Comm Services | 1.11% | -0.22% | -37.44% | |
| 24 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.10% | -0.06% | EXIT | |
| 25 | QCOM | Qualcomm Inc | Stock-Tech | 1.10% | -0.12% | +4.05% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 1.05% | -0.13% | +3.81% | |
| 27 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 1.05% | -0.02% | +1.69% | |
| 28 | ACN | Accenture plc | Stock-Tech | 1.04% | -0.29% | EXIT | |
| 29 | ABT | Abbott Laboratories | Stock-Healthcare | 1.03% | -0.03% | +3.18% | |
| 30 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.00% | -0.18% | +13.17% | |
| 31 | ADP | Automatic Data Processing | Stock-Tech | 0.99% | -0.11% | +3.33% | |
| 32 | ARES | Ares Management CORP - A | Stock-Financials | 0.98% | -0.09% | +3.02% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.95% | -0.25% | +4.02% | |
| 34 | OKE | Oneok Inc | Stock-Energy | 0.91% | -0.16% | +2.73% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.88% | +0.06% | NEW | |
| 36 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.87% | -0.24% | EXIT | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.87% | — | +2.46% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.85% | -0.19% | +5.33% | |
| 39 | INDA | Ishares Msci India ETF | ETF-Other | 0.84% | — | +72.46% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.83% | -0.12% | +2.86% | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.83% | -0.19% | +4.57% | |
| 42 | ZTS | Zoetis Inc | Stock-Healthcare | 0.83% | -0.10% | EXIT | |
| 43 | TXN | Texas Instruments Inc | Stock-Tech | 0.82% | -0.02% | +3.88% | |
| 44 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.79% | -0.17% | +4.55% | |
| 45 | SNA | Snap-on Inc | Stock-Industrials | 0.74% | -0.13% | +3.28% | |
| 46 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.73% | — | +3.31% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.72% | -0.09% | +0.70% | |
| 48 | AWK | American Water Works Co Inc | Stock-Utilities | 0.72% | -0.11% | +2.19% | |
| 49 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.71% | -0.11% | -0.09% | |
| 50 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.71% | -0.13% | +589.46% |
According to official SEC Form 13F filings, Alliance Wealth Advisors, LLC /UT reported a total U.S. public equity portfolio value of $530.3M across 226 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AMZN, JPST, SHY) accounted for 11.3% of total reported equity market value during Q2 2024.
During Q2 2024, Alliance Wealth Advisors, LLC /UT's top holdings by market value included AMZN (4.3%)、JPST (3.9%)、SHY (3.6%). The largest single position, AMZN, represented 4.3% of total portfolio value.
In Q2 2024, Alliance Wealth Advisors, LLC /UT made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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