13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001849724
Total reported value
$307.7M
$307.7M
143 檔
22.7%
During the Q4 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 143 reported positions.
Alliance Wealth Advisors, LLC executed strategic sector rebalancing during Q4 2024, establishing 8 new positions while fully exiting 4 holdings and trimming 17 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UITB | Victoryshares Core Intermedi | ETF-Other | 12.71% | -2.98% | -0.08% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-Other | 11.62% | -2.08% | +3.42% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.76% | -0.19% | +2.62% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.91% | -0.70% | +3.22% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.14% | -0.25% | +2.63% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.54% | -0.30% | -2.74% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.20% | -0.38% | -0.41% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 2.12% | -0.77% | +0.42% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.97% | -0.61% | +4.18% | |
| 10 | RDVY | First Trust Rising Dividend | ETF-Other | 1.85% | -0.03% | +2.56% | |
| 11 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 1.67% | -0.04% | +6.20% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.67% | -0.19% | -0.41% | |
| 13 | TDG | Transdigm Group Inc | Stock-Industrials | 1.59% | -0.17% | -0.71% | |
| 14 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.55% | +1.26% | — | |
| 15 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.33% | -0.24% | -9.90% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.21% | -0.63% | +31.89% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.16% | -0.23% | EXIT | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.14% | -0.24% | -0.57% | |
| 19 | PFIS | Peoples Financial Services | Stock-Other | 1.11% | -0.07% | +0.58% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.93% | -0.08% | +0.53% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.93% | -0.16% | +1.47% | |
| 22 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.79% | -0.11% | +2.99% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.78% | -0.14% | — | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.77% | -0.12% | -1.01% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.77% | -0.16% | -0.71% | |
| 26 | GLPI | Gaming And Leisure Propertie | Stock-Real Estate | 0.76% | -0.14% | — | |
| 27 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.76% | -0.07% | +3.82% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.74% | -0.41% | -0.35% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.74% | -0.03% | +4.68% | |
| 30 | OKE | Oneok Inc | Stock-Energy | 0.71% | -0.14% | +0.80% | |
| 31 | NIO | Nio Inc - Adr | Stock-Consumer Disc | 0.70% | -0.04% | +50.00% | |
| 32 | PM | Philip Morris International | Stock-Consumer Staples | 0.67% | -0.11% | -1.11% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.65% | -0.10% | -2.24% | |
| 34 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.62% | -0.07% | -4.27% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.58% | -0.11% | +10.05% | |
| 36 | BA | Boeing Co/the | Stock-Industrials | 0.56% | -0.10% | -1.64% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.51% | -0.10% | — | |
| 38 | INTC | Intel CORP | Stock-Tech | 0.47% | +7.52% | — | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.47% | -0.01% | +8.70% | |
| 40 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.46% | -0.08% | — | |
| 41 | ENB | Enbridge Inc | Stock-Energy | 0.46% | -0.14% | -1.95% | |
| 42 | ECHO | Echostar Corp-a | Stock-Comm Services | 0.45% | -0.64% | — | |
| 43 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.44% | -0.05% | +7.62% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.43% | -0.05% | -3.38% | |
| 45 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.43% | -0.11% | -0.03% | |
| 46 | WFC | Wells Fargo & Co | Stock-Financials | 0.41% | -0.09% | -0.53% | |
| 47 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.41% | -0.09% | +1.16% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.40% | -0.08% | +0.73% | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.40% | -0.16% | -0.12% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.39% | -0.11% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +1.6% | NEW | New buy |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +2.62% | Add |
| 3 | VTV | Vanguard Value ETF | +0.2% | +31.89% | Add |
| 4 | MP | Mp Materials CORP | +0.2% | NEW | New buy |
| 5 | BDX | Becton Dickinson And Co | +0.2% | NEW | New buy |
| 6 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 7 | TSLA | Tesla Inc | +0.2% | NEW | New buy |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.41% | Trim |
| 9 | AVGO | Broadcom Inc | +0.1% | +8.70% | Add |
| 10 | AMZN | Amazon.com Inc | +0.1% | +0.53% | Add |
| 11 | BMY | Bristol-myers Squibb Co | +0.1% | NEW | New buy |
| 12 | VOO | Vanguard S&p 500 ETF | +0.1% | NEW | New buy |
| 13 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | NEW | New buy |
| 14 | SOUN | Soundhound Ai Inc-a | +0.1% | — | Unchanged |
| 15 | NVDA | Nvidia CORP | +0.1% | +4.68% | Add |
| 16 | AVUV | Avantis US Small Cap Value | +0.1% | +3.22% | Add |
| 17 | PFIS | Peoples Financial Services | +0.1% | +0.58% | Add |
| 18 | WFC | Wells Fargo & Co | +0.1% | -0.53% | Trim |
| 19 | BA | Boeing Co/the | +0.1% | -1.64% | Trim |
| 20 | OKE | Oneok Inc | +0.1% | +0.80% | Add |
| 21 | CRM | Salesforce Inc | +0.1% | — | Unchanged |
| 22 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +10.05% | Add |
| 23 | AAPL | Apple Inc | +0.1% | -2.74% | Trim |
| 24 | JAVA | Jpmorgan Active Value ETF | +0.1% | +6.20% | Add |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | -2.24% | Trim |
| 26 | VO | Vanguard Mid-cap ETF | 0% | +4.18% | Add |
| 27 | DIS | Walt Disney Co/the | 0% | -9.90% | Trim |
| 28 | IJH | Ishares Core S&p Midcap ETF | 0% | +2.63% | Add |
| 29 | LMT | Lockheed Martin CORP | -0.1% | -0.66% | Trim |
| 30 | IXUS | Ishares Core Intl Stock ETF | -0.1% | +2.99% | Add |
| 31 | SBUX | Starbucks CORP | -0.1% | -12.17% | Trim |
| 32 | ABBV | Abbvie Inc | -0.1% | — | Unchanged |
| 33 | CMCSA | Comcast Corp-class A | -0.1% | +3.82% | Add |
| 34 | GLPI | Gaming And Leisure Propertie | -0.1% | — | Unchanged |
| 35 | LLY | Eli Lilly & Co | -0.1% | -6.35% | Trim |
| 36 | PFE | Pfizer Inc | -0.1% | -9.57% | Trim |
| 37 | XOM | Exxon Mobil CORP | -0.1% | -0.35% | Trim |
| 38 | MSFT | Microsoft CORP | -0.1% | -0.41% | Trim |
| 39 | DGRO | Ishares Core Dividend Growth | -0.1% | +3.42% | Add |
| 40 | EIX | Edison International | -0.1% | -34.19% | Trim |
| 41 | NIO | Nio Inc - Adr | -0.1% | +50.00% | Add |
| 42 | ORCL | Oracle CORP | -0.1% | EXIT | Sold out |
| 43 | MRK | Merck & Co. Inc. | -0.1% | -0.71% | Trim |
| 44 | WMB | Williams Cos Inc | -0.2% | EXIT | Sold out |
| 45 | CVS | Cvs Health CORP | -0.2% | EXIT | Sold out |
| 46 | BLKCHF | Blackrock Inc | -0.2% | EXIT | Sold out |
| 47 | INTC | Intel CORP | -0.2% | — | Unchanged |
| 48 | CBU | Community Financial System I | -0.2% | -36.64% | Trim |
| 49 | TDG | Transdigm Group Inc | -0.3% | -0.71% | Trim |
| 50 | UITB | Victoryshares Core Intermedi | -0.8% | -0.08% | Trim |
According to official SEC Form 13F filings, Alliance Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $307.7M across 143 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including UITB, DGRO, QQQ) accounted for 22.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
PLTR
市值: $2.8M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $312.4K
During Q4 2024, Alliance Wealth Advisors, LLC's top holdings by market value included UITB (12.7%)、DGRO (11.6%)、QQQ (5.8%). The largest single position, UITB, represented 12.7% of total portfolio value.
In Q4 2024, Alliance Wealth Advisors, LLC made 45 total portfolio adjustments, initiating 8 new buys, adding to 16 positions, trimming 17 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.