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CIK: 0001849724
Total reported value
$307.7M
$307.7M
139 檔
23.1%
At the close of Q1 2025, Alliance Wealth Advisors, LLC disclosed equity holdings valued at approximately $307.7M, spread across 139 reported holdings.
In Q1 2025, Alliance Wealth Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including UITB, DGRO, QQQ) accounted for 23.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
UITB
市值: $23.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UITB | Victoryshares Core Intermedi | ETF-Other | 13.34% | -2.98% | +1.32% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-Other | 12.28% | -2.08% | +3.42% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.28% | -0.19% | -1.38% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 4.70% | -0.63% | +274.90% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.66% | -0.70% | +3.64% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.98% | -0.25% | +1.29% | |
| 7 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.50% | +1.26% | +38.99% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 2.36% | -0.77% | -8.16% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.20% | -0.30% | -3.81% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.07% | -0.38% | +4.08% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.05% | -0.61% | +4.59% | |
| 12 | TDG | Transdigm Group Inc | Stock-Industrials | 1.60% | -0.17% | -9.56% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.34% | -0.24% | -1.22% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.25% | -0.19% | -9.44% | |
| 15 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.18% | -0.24% | -1.35% | |
| 16 | PFIS | Peoples Financial Services | Stock-Other | 0.95% | -0.07% | -2.68% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.91% | -0.16% | -1.63% | |
| 18 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.88% | -0.07% | +16.75% | |
| 19 | PM | Philip Morris International | Stock-Consumer Staples | 0.88% | -0.11% | -1.62% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.87% | -0.41% | +4.40% | |
| 21 | GLPI | Gaming And Leisure Propertie | Stock-Real Estate | 0.81% | -0.14% | — | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.79% | -0.08% | -3.35% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.79% | -0.14% | — | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.78% | -0.12% | -1.13% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.72% | -0.16% | +2.44% | |
| 26 | OKE | Oneok Inc | Stock-Energy | 0.71% | -0.14% | — | |
| 27 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.70% | -0.11% | -16.25% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.65% | -0.11% | +17.61% | |
| 29 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.64% | -0.07% | -5.69% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | -0.10% | -5.67% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.60% | -0.10% | -1.14% | |
| 32 | NIO | Nio Inc - Adr | Stock-Consumer Disc | 0.56% | -0.04% | -33.33% | |
| 33 | BA | Boeing Co/the | Stock-Industrials | 0.54% | -0.10% | -1.40% | |
| 34 | ECHO | Echostar Corp-a | Stock-Comm Services | 0.51% | -0.64% | — | |
| 35 | INTC | Intel CORP | Stock-Tech | 0.51% | +7.52% | — | |
| 36 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.50% | -0.05% | +10.92% | |
| 37 | ENB | Enbridge Inc | Stock-Energy | 0.49% | -0.14% | +1.10% | |
| 38 | MP | Mp Materials CORP | Stock-Materials | 0.49% | +0.61% | — | |
| 39 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.46% | -0.08% | — | |
| 40 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.44% | -0.16% | -3.69% | |
| 41 | WM | Waste Management Inc | Stock-Industrials | 0.44% | -0.08% | — | |
| 42 | WFC | Wells Fargo & Co | Stock-Financials | 0.43% | -0.09% | +2.16% | |
| 43 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.43% | -0.11% | -0.81% | |
| 44 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.42% | -0.09% | +1.74% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.41% | -0.08% | -3.71% | |
| 46 | PPL | Ppl CORP | Stock-Utilities | 0.41% | -0.15% | -1.65% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.40% | -0.11% | +0.43% | |
| 48 | CBU | Community Financial System I | Stock-Other | 0.37% | -0.10% | — | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.36% | -0.05% | -1.35% | |
| 50 | FXH | First Trust Health Care Alph | ETF-Other | 0.35% | -0.04% | — |
According to official SEC Form 13F filings, Alliance Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $307.7M across 139 disclosed positions in Q1 2025.
During Q1 2025, Alliance Wealth Advisors, LLC's top holdings by market value included UITB (13.3%)、DGRO (12.3%)、QQQ (5.3%). The largest single position, UITB, represented 13.3% of total portfolio value.
In Q1 2025, Alliance Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 50 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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