Alliance Wealth Advisors, LLC /Ut Portfolio Holdings

Alliance Wealth Advisors, LLC /Ut

  • $380 Billion
  • Q3 2024

Alliance Wealth Advisors, LLC /Ut has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $380 Billion distributed in 234 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $14B, Amazon Com Inc with a value of $13.4B, Microsoft Corp with a value of $10.5B, Ishares Barclays 20+ Year Trea with a value of $9.64B, and World Gold Trust with a value of $6.78B.

Examining the 13F form we can see an increase of $39.7B in the current position value, from $341B to 380B.

Alliance Wealth Advisors, LLC /Ut is based out at Bountiful, UT

Below you can find more details about Alliance Wealth Advisors, LLC /Ut portfolio as well as his latest detailed transactions.

Portfolio value $380 Billion
ETFs: $87.4 Billion
Technology: $74.1 Billion
Healthcare: $47.5 Billion
Industrials: $33.5 Billion
Consumer Cyclical: $31.8 Billion
Financial Services: $31.2 Billion
Consumer Defensive: $18.7 Billion
Communication Services: $18.7 Billion
Other: $29.7 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$15.4B
$1.72 Billion 0.45% of portfolio
4,396
Q3 2024 Reduced 7.47%
$146B
$1.72 Billion 0.45% of portfolio
26,418
Q3 2024 Reduced 3.37%
$203B
$1.66 Billion 0.44% of portfolio
17,242
Q3 2024 Added 47.92%
$595B
$1.57 Billion 0.41% of portfolio
3,421
Q3 2024 Added 3.38%
$341B
$1.56 Billion 0.41% of portfolio
12,851
Q3 2024 Added 64.46%
$14.4B
$1.5 Billion 0.39% of portfolio
4,702
Q3 2024 Added 1.82%
$13.8B
$1.42 Billion 0.37% of portfolio
4,312
Q3 2024 Added 41.05%
$12.4B
$1.38 Billion 0.36% of portfolio
8,276
Q3 2024 Added 72.17%
$245B
$1.27 Billion 0.33% of portfolio
23,807
Q3 2024 Added 10.6%
$130B
$1.26 Billion 0.33% of portfolio
14,986
Q3 2024 New
$21.7B
$1.23 Billion 0.32% of portfolio
6,819
Q3 2024 Added 42.66%
$17.3B
$1.18 Billion 0.31% of portfolio
4,107
Q3 2024 Added 2.27%
$292B
$1.14 Billion 0.3% of portfolio
4,969
Q3 2024 Added 2.67%
$13.1B
$1.14 Billion 0.3% of portfolio
3,911
Q3 2024 Added 6.83%
$6.7B
$1.14 Billion 0.3% of portfolio
19,893
Q3 2024 Added 47.06%
$379B
$1.1 Billion 0.29% of portfolio
6,766
Q3 2024 Added 4.38%
$6.06B
$1.05 Billion 0.28% of portfolio
3,615
Q3 2024 Added 6.51%
$7.36B
$1.07 Billion 0.28% of portfolio
10,966
Q3 2024 Added 5.73%
$13.7B
$1.05 Billion 0.28% of portfolio
2,794
Q3 2024 Added 8.46%
$249B
$1.03 Billion 0.27% of portfolio
12,815
Q3 2024 Reduced 21.25%
$1.87B
$1.03 Billion 0.27% of portfolio
3,258
Q3 2024 Added 5.51%
$22.1B
$1.02 Billion 0.27% of portfolio
2,340
Q3 2024 Added 4.05%
$7.15B
$982 Million 0.26% of portfolio
14,793
Q3 2024 Reduced 3.65%
$15.3B
$993 Million 0.26% of portfolio
4,496
Q3 2024 Added 4.22%
$12.8B
$958 Million 0.25% of portfolio
121,880
Q3 2023 Added 0.05%
$11.5B
$953 Million 0.25% of portfolio
13,566
Q3 2024 Reduced 5.67%
$73.1B
$935 Million 0.25% of portfolio
3,095
Q3 2024 Added 3.24%
$15.2B
$952 Million 0.25% of portfolio
8,463
Q3 2024 Reduced 1.4%
$6.45B
$895 Million 0.24% of portfolio
8,295
Q3 2024 Added 0.23%
$12.5B
$880 Million 0.23% of portfolio
10,669
Q3 2024 Added 7.79%
$12.4B
$869 Million 0.23% of portfolio
5,608
Q3 2024 Added 104.82%
$10.6B
$856 Million 0.23% of portfolio
2,564
Q3 2024 Reduced 6.29%
$23.8B
$869 Million 0.23% of portfolio
3,839
Q3 2024 Added 7.99%
$270B
$883 Million 0.23% of portfolio
12,289
Q3 2024 Added 7.26%
$7.38B
$844 Million 0.22% of portfolio
18,033
Q3 2024 Added 8.14%
$3.48B
$840 Million 0.22% of portfolio
14,073
Q3 2024 Added 6.93%
$188B
$849 Million 0.22% of portfolio
6,990
Q3 2024 Added 2.52%
$18.5B
$780 Million 0.21% of portfolio
1,696
Q3 2024 Added 9.14%
$5.23B
$785 Million 0.21% of portfolio
5,414
Q3 2024 New
$3.9B
$783 Million 0.21% of portfolio
10,857
Q3 2024 Added 9.53%
$74.5B
$747 Million 0.2% of portfolio
2,160
Q3 2024 Added 1.46%
$6.54B
$742 Million 0.2% of portfolio
2,560
Q3 2024 Added 8.15%
$211B
$717 Million 0.19% of portfolio
4,215
Q3 2024 Added 6.71%
$402B
$711 Million 0.19% of portfolio
4,105
Q3 2024 Reduced 24.91%
$106B
$726 Million 0.19% of portfolio
7,445
Q3 2024 Added 18.49%
$20.8B
$736 Million 0.19% of portfolio
3,034
Q3 2024 Reduced 29.28%
$18.4B
$705 Million 0.19% of portfolio
3,028
Q3 2024 Added 7.26%
$6.7B
$687 Million 0.18% of portfolio
6,297
Q3 2024 Added 11.69%
$65.2B
$669 Million 0.18% of portfolio
2,776
Q3 2024 Added 5.55%

Summary

  • Portfolio
  • No. of Stocks 234
  • Current Value $380 Billion
  • Prior Value $341 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 20 stocks
  • Additional Purchases 153 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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