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
$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%
$0
$840 Million 0.22% of portfolio
28,895
Q3 2024 Added 0.22%
$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%
$0
$816 Million 0.21% of portfolio
9,748
Q3 2024 Added 1.92%
$18.5B
$780 Million 0.21% of portfolio
1,696
Q3 2024 Added 9.14%
$0
$809 Million 0.21% of portfolio
35,771
Q3 2024 Added 13.75%
$5.36B
$785 Million 0.21% of portfolio
5,414
Q3 2024 New
$74.5B
$747 Million 0.2% of portfolio
2,160
Q3 2024 Added 1.46%
$0
$760 Million 0.2% of portfolio
18,414
Q3 2024 Added 3.11%
$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%
$105B
$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%
$0
$697 Million 0.18% of portfolio
12,318
Q3 2024 Added 1.89%
$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%
$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%
$83.3B
$651 Million 0.17% of portfolio
2,677
Q3 2024 Reduced 6.14%
$0
$553 Million 0.15% of portfolio
12,734
Q3 2024 Added 1.9%
$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%
$0
$557 Million 0.15% of portfolio
12,242
Q3 2024 Added 2.14%
$1.36T
$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%
$10.8B
$546 Million 0.14% of portfolio
1,172
Q3 2024 Added 10.67%
$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%

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