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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$315 Million 0.08% of portfolio
15,460
Q3 2024 Reduced 0.13%
$0
$260 Million 0.07% of portfolio
10,635
Q2 2024 New
$0
$189 Million 0.05% of portfolio
18,100
Q2 2024 New

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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