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
$7.83B
$685 Million 0.18% of portfolio
10,511
Q3 2024 Added 7.39%
$96.3B
$680 Million 0.18% of portfolio
7,688
Q3 2024 Reduced 72.36%
$12.9B
$697 Million 0.18% of portfolio
6,314
Q3 2024 Added 2.68%
$5.98B
$689 Million 0.18% of portfolio
17,652
Q3 2024 Added 6.92%
$9.09B
$636 Million 0.17% of portfolio
3,275
Q3 2024 Added 4.57%
$6.89B
$646 Million 0.17% of portfolio
4,199
Q3 2024 New
$270B
$632 Million 0.17% of portfolio
11,181
Q3 2024 Reduced 2.13%
$39B
$652 Million 0.17% of portfolio
8,349
Q3 2024 Added 1.58%
$4.16B
$557 Million 0.15% of portfolio
17,784
Q3 2024 Added 7.46%
$11B
$567 Million 0.15% of portfolio
2,951
Q3 2024 Added 8.02%
$9.15B
$572 Million 0.15% of portfolio
18,606
Q3 2024 Added 7.99%
$4.46B
$562 Million 0.15% of portfolio
8,415
Q3 2024 Added 6.82%
$1.35T
$551 Million 0.14% of portfolio
962
Q3 2024 New
$7.85B
$521 Million 0.14% of portfolio
4,002
Q3 2024 Added 6.58%
$4.7B
$525 Million 0.14% of portfolio
6,525
Q3 2024 Reduced 3.68%
$28.8B
$541 Million 0.14% of portfolio
585
Q3 2024 Reduced 14.85%
$3.84B
$512 Million 0.13% of portfolio
14,729
Q3 2024 Added 6.9%
$3.82B
$477 Million 0.13% of portfolio
15,101
Q3 2024 Reduced 2.46%
$1.36T
$500 Million 0.13% of portfolio
1,910
Q3 2024 New
$8.08B
$504 Million 0.13% of portfolio
3,387
Q3 2024 Added 6.11%
$163B
$490 Million 0.13% of portfolio
22,282
Q3 2024 Added 2.0%
$86.9B
$499 Million 0.13% of portfolio
243
Q3 2024 Added 9.46%
$15.1B
$482 Million 0.13% of portfolio
1,283
Q3 2024 Reduced 0.62%
$2.3B
$512 Million 0.13% of portfolio
13,278
Q3 2024 Added 7.1%
$83.4B
$457 Million 0.12% of portfolio
3,963
Q3 2024 Added 2.88%
$17.2B
$446 Million 0.12% of portfolio
2,743
Q3 2024 Added 4.69%
$72.3B
$463 Million 0.12% of portfolio
3,297
Q3 2024 Added 4.87%
$84.7B
$453 Million 0.12% of portfolio
11,149
Q3 2024 Added 6.38%
$283B
$448 Million 0.12% of portfolio
538
Q3 2024 Added 23.96%
$2.29B
$473 Million 0.12% of portfolio
12,189
Q3 2024 Added 10.52%
$29.1B
$420 Million 0.11% of portfolio
4,051
Q3 2024 Added 2.25%
$120B
$424 Million 0.11% of portfolio
6,783
Q3 2024 Added 3.01%
$282B
$413 Million 0.11% of portfolio
2,804
Q3 2024 Added 5.81%
$21.8B
$402 Million 0.11% of portfolio
2,072
Q3 2024 Added 2.63%
$92B
$424 Million 0.11% of portfolio
3,110
Q3 2024 Added 22.25%
$2.2B
$417 Million 0.11% of portfolio
4,666
Q3 2024 Reduced 5.34%
$72B
$426 Million 0.11% of portfolio
9,309
Q3 2024 Added 10.56%
$5.49B
$420 Million 0.11% of portfolio
2,636
Q3 2024 Added 488.39%
$35.8B
$420 Million 0.11% of portfolio
5,209
Q3 2024 Reduced 24.54%
$13.9B
$415 Million 0.11% of portfolio
7,912
Q3 2024 Added 5.82%
$123B
$420 Million 0.11% of portfolio
3,985
Q3 2024 Added 31.17%
$12.6B
$381 Million 0.1% of portfolio
871
Q3 2024 Reduced 1.14%
$24.7B
$362 Million 0.1% of portfolio
1,207
Q3 2024 Reduced 0.41%
$21.9B
$384 Million 0.1% of portfolio
891
Q3 2024 Reduced 22.66%
$83.9B
$365 Million 0.1% of portfolio
1,652
Q3 2024 Added 53.96%
$1.05T
$379 Million 0.1% of portfolio
2,182
Q3 2024 Added 11.16%
$220B
$369 Million 0.1% of portfolio
5,588
Q3 2024 Added 0.23%
$34.2B
$365 Million 0.1% of portfolio
1,494
Q3 2024 Reduced 1.39%
$45.2B
$364 Million 0.1% of portfolio
7,065
Q3 2024 Added 24.27%

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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