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CIK: 0001849724
Total reported value
$307.7M
$307.7M
134 檔
20.1%
In Q2 2024, Alliance Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $307.7M, distributed across 134 disclosed stock positions.
During Q2 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 | 13.18% | -2.98% | +1.29% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-Other | 11.50% | -2.08% | +0.36% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.29% | -0.19% | +0.03% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.80% | -0.70% | +2.01% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.18% | -0.25% | +0.23% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.65% | -0.38% | -0.47% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.47% | -0.30% | -5.10% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 2.08% | -0.77% | -2.06% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.86% | -0.61% | +1.47% | |
| 10 | TDG | Transdigm Group Inc | Stock-Industrials | 1.85% | -0.17% | -2.78% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.83% | -0.19% | -4.88% | |
| 12 | RDVY | First Trust Rising Dividend | ETF-Other | 1.82% | -0.03% | +0.51% | |
| 13 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 1.56% | -0.04% | +2.22% | |
| 14 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.50% | -0.24% | -2.97% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.25% | -0.23% | EXIT | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.16% | -0.24% | -1.15% | |
| 17 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.12% | -0.16% | -3.71% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 0.99% | -0.63% | +1.36% | |
| 19 | CVS | Cvs Health CORP | Stock-Healthcare | 0.92% | — | -0.85% | |
| 20 | ✓ | Fncb Bancorp Inc | Stock-Other | 0.91% | — | -0.42% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.89% | -0.41% | +0.55% | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.88% | -0.14% | — | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.88% | -0.16% | -6.83% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | -0.08% | -3.00% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.87% | -0.12% | -10.22% | |
| 26 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.87% | -0.07% | -1.29% | |
| 27 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.86% | -0.11% | -1.65% | |
| 28 | GLPI | Gaming And Leisure Propertie | Stock-Real Estate | 0.80% | -0.14% | — | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.79% | -0.03% | +1335.09% | |
| 30 | BA | Boeing Co/the | Stock-Industrials | 0.67% | -0.10% | — | |
| 31 | PM | Philip Morris International | Stock-Consumer Staples | 0.64% | -0.11% | -0.66% | |
| 32 | OKE | Oneok Inc | Stock-Energy | 0.64% | -0.14% | — | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | -0.10% | -0.35% | |
| 34 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.59% | -0.07% | -2.85% | |
| 35 | CBU | Community Financial System I | Stock-Other | 0.56% | -0.10% | — | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.54% | -0.10% | -1.38% | |
| 37 | NIO | Nio Inc - Adr | Stock-Consumer Disc | 0.53% | -0.04% | +42.50% | |
| 38 | PFE | Pfizer Inc | Stock-Healthcare | 0.51% | -0.11% | +14.20% | |
| 39 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.49% | -0.08% | -1.03% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | -0.05% | -1.90% | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.47% | -0.11% | — | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.46% | -0.16% | +1.38% | |
| 43 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.46% | -0.11% | -0.56% | |
| 44 | WM | Waste Management Inc | Stock-Industrials | 0.45% | -0.08% | — | |
| 45 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.44% | -0.09% | +0.46% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | -0.02% | -7.92% | |
| 47 | ENB | Enbridge Inc | Stock-Energy | 0.44% | -0.14% | — | |
| 48 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.43% | -0.05% | +3.43% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.43% | -0.11% | +0.63% | |
| 50 | SLB | Slb LTD | Stock-Energy | 0.42% | -0.09% | +0.01% |
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 Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including UITB, DGRO, QQQ) accounted for 20.1% of total reported equity market value during Q2 2024.
During Q2 2024, Alliance Wealth Advisors, LLC's top holdings by market value included UITB (13.2%)、DGRO (11.5%)、QQQ (5.3%). The largest single position, UITB, represented 13.2% of total portfolio value.
In Q2 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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