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CIK: 0001849724
Total reported value
$307.7M
$307.7M
151 檔
29.5%
According to the latest 13F quarterly dataset, Alliance Wealth Advisors, LLC managed an equity portfolio of $307.7M at the end of Q4 2025, spanning 151 distinct U.S. exchange-listed positions.
In Q4 2025, Alliance Wealth Advisors, LLC displayed an active expansion posture, initiating 4 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | ETF-Other | 11.68% | -2.08% | +4.53% | |
| 2 | UITB | Victoryshares Core Intermedi | ETF-Other | 11.17% | -2.98% | +3.22% | |
| 3 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 6.18% | +1.26% | — | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.70% | -0.19% | +1.89% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.72% | -0.70% | +3.73% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 4.68% | -0.63% | +6.59% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.40% | -0.61% | +13.33% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 2.36% | -0.77% | -3.15% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.98% | -0.30% | -2.02% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.97% | -0.38% | -1.14% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.82% | -0.19% | -4.58% | |
| 12 | ECHO | Echostar Corp-a | Stock-Comm Services | 1.66% | -0.64% | — | |
| 13 | INTC | Intel CORP | Stock-Tech | 1.32% | +7.52% | — | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.31% | -0.25% | -20.62% | |
| 15 | MP | Mp Materials CORP | Stock-Materials | 1.31% | +0.61% | — | |
| 16 | TDG | Transdigm Group Inc | Stock-Industrials | 1.12% | -0.17% | -0.36% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.99% | -0.24% | +0.29% | |
| 18 | PFIS | Peoples Financial Services | Stock-Other | 0.95% | -0.07% | +19.02% | |
| 19 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.91% | -0.24% | -7.94% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.83% | -0.08% | +4.06% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.83% | -0.11% | +6.39% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | -0.16% | +1.43% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.71% | -0.41% | +0.47% | |
| 24 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.70% | -0.11% | +2.73% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | -0.03% | -0.81% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.62% | -0.16% | +0.41% | |
| 27 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.60% | -0.07% | -5.34% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | -0.10% | -1.29% | |
| 29 | NIO | Nio Inc - Adr | Stock-Consumer Disc | 0.57% | -0.04% | — | |
| 30 | CRM | Salesforce Inc | Stock-Tech | 0.57% | -0.22% | +144.09% | |
| 31 | BA | Boeing Co/the | Stock-Industrials | 0.56% | -0.10% | -0.22% | |
| 32 | PM | Philip Morris International | Stock-Consumer Staples | 0.56% | -0.11% | +0.68% | |
| 33 | GLPI | Gaming And Leisure Propertie | Stock-Real Estate | 0.55% | -0.14% | — | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.55% | -0.14% | — | |
| 35 | CBU | Community Financial System I | Stock-Other | 0.52% | -0.10% | +95.08% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | -0.05% | -1.86% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | -0.10% | +0.02% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | -0.12% | — | |
| 39 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.47% | -0.05% | +8.16% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.46% | -0.01% | -7.76% | |
| 41 | WFC | Wells Fargo & Co | Stock-Financials | 0.43% | -0.09% | +1.84% | |
| 42 | ENB | Enbridge Inc | Stock-Energy | 0.42% | -0.14% | +1.60% | |
| 43 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.41% | -0.11% | +12.79% | |
| 44 | OKE | Oneok Inc | Stock-Energy | 0.40% | -0.14% | — | |
| 45 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.38% | -0.08% | — | |
| 46 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.36% | -0.04% | -9.49% | |
| 47 | PPL | Ppl CORP | Stock-Utilities | 0.35% | -0.15% | +0.12% | |
| 48 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.34% | -0.09% | +5.28% | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.34% | -0.03% | -0.19% | |
| 50 | MS | Morgan Stanley | Stock-Financials | 0.32% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ECHO | Echostar Corp-a | +0.5% | — | Unchanged |
| 2 | DGRO | Ishares Core Dividend Growth | +0.4% | +4.53% | Add |
| 3 | CRM | Salesforce Inc | +0.4% | +144.09% | Add |
| 4 | VO | Vanguard Mid-cap ETF | +0.4% | +13.33% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | -4.58% | Trim |
| 6 | VTV | Vanguard Value ETF | +0.3% | +6.59% | Add |
| 7 | CBU | Community Financial System I | +0.2% | +95.08% | Add |
| 8 | INTC | Intel CORP | +0.2% | — | Unchanged |
| 9 | AVUV | Avantis US Small Cap Value | +0.1% | +3.73% | Add |
| 10 | PFIS | Peoples Financial Services | +0.1% | +19.02% | Add |
| 11 | GLD | Spdr Gold Shares | +0.1% | -3.15% | Trim |
| 12 | MRK | Merck & Co. Inc. | +0.1% | +0.41% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | -1.86% | Trim |
| 14 | LLY | Eli Lilly & Co | +0.1% | — | Unchanged |
| 15 | F | Ford Motor Co | +0.1% | +57.95% | Add |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +1.89% | Add |
| 17 | AMZN | Amazon.com Inc | +0.1% | +4.06% | Add |
| 18 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +6.39% | Add |
| 19 | NWFL | Norwood Financial CORP | +0.1% | +26.49% | Add |
| 20 | WFC | Wells Fargo & Co | 0% | +1.84% | Add |
| 21 | AMD | Advanced Micro Devices | 0% | -9.66% | Trim |
| 22 | AAPL | Apple Inc | 0% | -2.02% | Trim |
| 23 | XOM | Exxon Mobil CORP | 0% | +0.47% | Add |
| 24 | DIVO | Amplify Cwp Enhan Divid ETF | 0% | +12.79% | Add |
| 25 | AMAT | Applied Materials Inc | 0% | +3.58% | Add |
| 26 | MS | Morgan Stanley | 0% | — | Unchanged |
| 27 | IXUS | Ishares Core Intl Stock ETF | 0% | +2.73% | Add |
| 28 | UITB | Victoryshares Core Intermedi | 0% | +3.22% | Add |
| 29 | SOUN | Soundhound Ai Inc-a | 0% | — | Unchanged |
| 30 | PENN | Penn Entertainment Inc | -0.1% | — | Unchanged |
| 31 | PG | Procter & Gamble Co/the | -0.1% | — | Unchanged |
| 32 | GLW | Corning Inc | -0.1% | -33.68% | Trim |
| 33 | COST | Costco Wholesale CORP | -0.1% | -34.27% | Trim |
| 34 | META | Meta Platforms Inc-class A | -0.1% | +1.43% | Add |
| 35 | JAVA | Jpmorgan Active Value ETF | -0.1% | -46.12% | Trim |
| 36 | ETR | Entergy CORP | -0.1% | -49.41% | Trim |
| 37 | DIS | Walt Disney Co/the | -0.1% | -7.94% | Trim |
| 38 | MSFT | Microsoft CORP | -0.2% | -1.14% | Trim |
| 39 | PSKY | Paramount Skydance Cl B | -0.3% | — | Unchanged |
| 40 | CMCSA | Comcast Corp-class A | -0.3% | -50.32% | Trim |
| 41 | IJH | Ishares Core S&p Midcap ETF | -0.4% | -20.62% | Trim |
| 42 | NIO | Nio Inc - Adr | -0.4% | — | Unchanged |
| 43 | PLTR | Palantir Technologies Inc-a | -0.5% | — | Unchanged |
| 44 | MP | Mp Materials CORP | -0.8% | — | Unchanged |
| 45 | PYPL | Paypal Holdings Inc | — | NEW | New buy |
| 46 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 47 | CALM | Cal-maine Foods Inc | — | NEW | New buy |
| 48 | NFLX | Netflix Inc | — | EXIT | Sold out |
| 49 | PLUG | Plug Power Inc | — | NEW | New buy |
| 50 | CGBL | Cap Group Core Balanced | — | NEW | New buy |
According to official SEC Form 13F filings, Alliance Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $307.7M across 151 disclosed positions in Q4 2025.
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 DGRO, UITB, PLTR) accounted for 29.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
PYPL
市值: $701.2K
Top Position Liquidated / Trimmed
ORCL
前期市值: $333.3K
During Q4 2025, Alliance Wealth Advisors, LLC's top holdings by market value included DGRO (11.7%)、UITB (11.2%)、PLTR (6.2%). The largest single position, DGRO, represented 11.7% of total portfolio value.
In Q4 2025, Alliance Wealth Advisors, LLC made 39 total portfolio adjustments, initiating 4 new buys, adding to 20 positions, trimming 13 holdings, and fully liquidating 2 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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