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CIK: 0001849724
Total reported value
$307.7M
$307.7M
134 檔
20.0%
During the Q1 2024 filing period, Alliance Wealth Advisors, LLC (CIK: 0001849724) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $307.7M across 134 reported positions.
During Q1 2024, Alliance Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UITB | Victoryshares Core Intermedi | ETF-Other | 13.14% | -2.98% | +9.76% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-Other | 11.56% | -2.08% | +3.70% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.93% | -0.70% | +5.08% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.91% | -0.19% | -6.76% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.34% | -0.25% | +408.07% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.51% | -0.38% | -1.18% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.13% | -0.30% | -1.66% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 2.04% | -0.77% | +1.62% | |
| 9 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.91% | -0.24% | -1.91% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.90% | -0.61% | +7.17% | |
| 11 | RDVY | First Trust Rising Dividend | ETF-Other | 1.86% | -0.03% | +6.67% | |
| 12 | TDG | Transdigm Group Inc | Stock-Industrials | 1.84% | -0.17% | -8.63% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.60% | -0.19% | -8.77% | |
| 14 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 1.54% | -0.04% | +7.79% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.26% | -0.23% | EXIT | |
| 16 | CVS | Cvs Health CORP | Stock-Healthcare | 1.25% | — | +0.33% | |
| 17 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.25% | -0.16% | -14.04% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.22% | -0.24% | +4.08% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 0.99% | -0.63% | — | |
| 20 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.97% | -0.07% | -1.69% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.95% | -0.12% | -0.66% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.91% | -0.16% | -1.75% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.90% | -0.41% | -2.83% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.89% | -0.14% | +51.35% | |
| 25 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.88% | -0.11% | -0.37% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.84% | -0.08% | -0.43% | |
| 27 | ✓ | Fncb Bancorp Inc | Stock-Other | 0.83% | — | -1.69% | |
| 28 | GLPI | Gaming And Leisure Propertie | Stock-Real Estate | 0.82% | -0.14% | — | |
| 29 | BA | Boeing Co/the | Stock-Industrials | 0.71% | -0.10% | +9.86% | |
| 30 | OKE | Oneok Inc | Stock-Energy | 0.63% | -0.14% | — | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | -0.10% | +1.84% | |
| 32 | PM | Philip Morris International | Stock-Consumer Staples | 0.59% | -0.11% | -1.34% | |
| 33 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.58% | -0.07% | +2.66% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | -0.10% | -4.03% | |
| 35 | CBU | Community Financial System I | Stock-Other | 0.57% | -0.10% | -0.71% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.50% | -0.11% | — | |
| 37 | SLB | Slb LTD | Stock-Energy | 0.49% | -0.09% | -53.30% | |
| 38 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.48% | -0.08% | +8.73% | |
| 39 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.46% | -0.11% | -3.28% | |
| 40 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.46% | -0.16% | +6.76% | |
| 41 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.45% | -0.09% | -1.00% | |
| 42 | ENB | Enbridge Inc | Stock-Energy | 0.45% | -0.14% | -57.78% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.45% | -0.08% | -6.54% | |
| 44 | WM | Waste Management Inc | Stock-Industrials | 0.45% | -0.08% | — | |
| 45 | PFE | Pfizer Inc | Stock-Healthcare | 0.44% | -0.11% | +20.79% | |
| 46 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.43% | -0.05% | +5.44% | |
| 47 | FXH | First Trust Health Care Alph | ETF-Other | 0.42% | -0.04% | — | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.42% | -0.11% | +20.33% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.41% | -0.02% | — | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | -0.05% | -6.44% |
According to official SEC Form 13F filings, Alliance Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $307.7M across 134 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including UITB, DGRO, AVUV) accounted for 20.0% of total reported equity market value during Q1 2024.
During Q1 2024, Alliance Wealth Advisors, LLC's top holdings by market value included UITB (13.1%)、DGRO (11.6%)、AVUV (4.9%). The largest single position, UITB, represented 13.1% of total portfolio value.
In Q1 2024, Alliance Wealth Advisors, LLC 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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