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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$22.8B
$2.87 Billion 0.76% of portfolio
19,652
Q3 2024 Added 3.85%
$64.9B
$2.9 Billion 0.76% of portfolio
9,746
Q3 2024 Added 4.11%
$253B
$2.83 Billion 0.74% of portfolio
24,948
Q3 2024 Added 4.71%
$25.2B
$2.76 Billion 0.73% of portfolio
14,395
Q3 2024 Added 5.89%
$53.5B
$2.74 Billion 0.72% of portfolio
11,202
Q3 2024 Added 62.51%
$118B
$2.44 Billion 0.64% of portfolio
29,157
Q3 2024 Added 6.79%
$32.5B
$2.28 Billion 0.6% of portfolio
35,901
Q3 2024 Added 5.48%
$44.5B
$2.28 Billion 0.6% of portfolio
16,016
Q3 2024 Added 5.51%
$38.5B
$2.23 Billion 0.59% of portfolio
4,400
Q3 2024 Reduced 1.96%
$172B
$2.24 Billion 0.59% of portfolio
18,529
Q3 2024 Added 6.03%
$19.3B
$2.23 Billion 0.59% of portfolio
27,080
Q3 2024 Added 6.22%
$1.17T
$2.19 Billion 0.58% of portfolio
13,197
Q3 2024 Added 11.97%
$0
$2.07 Billion 0.55% of portfolio
22,592
Q3 2024 Added 111.75%
$0
$1.92 Billion 0.5% of portfolio
23,115
Q3 2024 Added 2.87%
Global X Fds
-
$1.78 Billion 0.47% of portfolio
-
Q3 2024 New
$0
$1.75 Billion 0.46% of portfolio
46,609
Q3 2024 Added 4.21%
$6.68B
$1.73 Billion 0.45% of portfolio
8,904
Q3 2024 Added 1.16%
$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
$0
$1.24 Billion 0.33% of portfolio
12,225
Q3 2024 Reduced 15.17%
$21.7B
$1.23 Billion 0.32% of portfolio
6,819
Q3 2024 Added 42.66%
$0
$1.2 Billion 0.32% of portfolio
51,305
Q3 2024 Added 0.99%
Cooper Cos Inc
-
$1.2 Billion 0.31% of portfolio
-
Q3 2024 Added 4.15%
$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%
$744B
$1.12 Billion 0.29% of portfolio
1,262
Q3 2024 Added 0.64%
$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%
$0
$1.01 Billion 0.27% of portfolio
10,849
Q3 2024 Added 5.93%
$249B
$1.03 Billion 0.27% of portfolio
12,815
Q3 2024 Reduced 21.25%
$1.93B
$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%
$0
$1.03 Billion 0.27% of portfolio
45,772
Q3 2024 Added 1.9%
$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%

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
Track This Portfolio

Track Alliance Wealth Advisors, LLC /Ut Portfolio

Follow Alliance Wealth Advisors, LLC /Ut and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Alliance Wealth Advisors, LLC /Ut, based on Form 13F filings with the SEC.

News

Stay updated on Alliance Wealth Advisors, LLC /Ut with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email