Alliance Wealth Advisors, LLC /Ut Portfolio Holdings

Alliance Wealth Advisors, LLC /Ut

  • $388 Billion
  • Q4 2024

Alliance Wealth Advisors, LLC /Ut has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $388 Billion distributed in 257 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 $13.9B, Amazon Com Inc with a value of $12.5B, Microsoft Corp with a value of $9.95B, Ishares Core S&P 500 ETF with a value of $7.09B, and Oracle Corp with a value of $7.11B.

Examining the 13F form we can see an increase of $7.21B in the current position value, from $380B to 388B.

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 $388 Billion
ETFs: $87.1 Billion
Technology: $76 Billion
Healthcare: $43.7 Billion
Financial Services: $36.4 Billion
Industrials: $34.8 Billion
Consumer Cyclical: $32 Billion
Communication Services: $22.6 Billion
Consumer Defensive: $19.8 Billion
Other: $30.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$13.2B
$362 Million 0.09% of portfolio
5,892
Q4 2024 Reduced 3.79%
$0
$366 Million 0.09% of portfolio
3,778
Q4 2024 New
$13.8B
$335 Million 0.09% of portfolio
2,602
Q4 2024 Reduced 5.14%
$14.7B
$354 Million 0.09% of portfolio
5,250
Q4 2024 Reduced 6.27%
$335B
$361 Million 0.09% of portfolio
8,223
Q4 2024 Added 1.27%
$142B
$334 Million 0.09% of portfolio
12,571
Q4 2024 Added 5.62%
$13.5B
$332 Million 0.09% of portfolio
6,103
Q4 2024 Reduced 5.8%
$15.9B
$307 Million 0.08% of portfolio
2,418
Q4 2024 New
$27.2B
$292 Million 0.08% of portfolio
493
Q4 2024 Reduced 15.73%
$117B
$291 Million 0.08% of portfolio
599
Q4 2024 Added 12.38%
$5.57B
$296 Million 0.08% of portfolio
1,454
Q4 2024 Reduced 5.65%
$17.1B
$317 Million 0.08% of portfolio
1,269
Q4 2024 Reduced 9.23%
$32.2B
$321 Million 0.08% of portfolio
1,402
Q4 2024 Reduced 6.16%
$36.5B
$299 Million 0.08% of portfolio
955
Q4 2024 New
$35.5B
$313 Million 0.08% of portfolio
4,914
Q4 2024 Added 47.21%
$26.4B
$297 Million 0.08% of portfolio
3,816
Q4 2024 New
Crane Company
-
$313 Million 0.08% of portfolio
-
Q4 2024 Reduced 5.93%
$9.69B
$302 Million 0.08% of portfolio
1,924
Q4 2024 New
$54.4B
$272 Million 0.07% of portfolio
1,578
Q4 2024 Added 1.94%
$6.16B
$270 Million 0.07% of portfolio
7,457
Q4 2024 Reduced 6.34%
Onestream Inc
-
$269 Million 0.07% of portfolio
-
Q4 2024 Reduced 2.02%
$2.14B
$256 Million 0.07% of portfolio
15,345
Q4 2024 New
$93B
$284 Million 0.07% of portfolio
4,748
Q4 2024 Reduced 0.75%
$23B
$268 Million 0.07% of portfolio
3,608
Q4 2024 Added 5.16%
$4.92B
$271 Million 0.07% of portfolio
1,263
Q4 2024 New
$735M
$286 Million 0.07% of portfolio
12,304
Q4 2024 Added 50.95%
$56.1B
$276 Million 0.07% of portfolio
2,992
Q4 2024 Added 2.82%
$175B
$278 Million 0.07% of portfolio
533
Q4 2024 New
$26.7B
$284 Million 0.07% of portfolio
2,714
Q4 2024 Reduced 6.8%
$4.83B
$273 Million 0.07% of portfolio
1,946
Q4 2024 Reduced 6.62%
$95B
$261 Million 0.07% of portfolio
1,293
Q4 2024 Added 25.41%
$8.14B
$235 Million 0.06% of portfolio
1,040
Q4 2024 New
$240B
$247 Million 0.06% of portfolio
2,536
Q4 2024 New
$6.06B
$241 Million 0.06% of portfolio
1,445
Q4 2024 Reduced 5.43%
$10.5B
$216 Million 0.06% of portfolio
2,618
Q4 2024 New
$0
$252 Million 0.06% of portfolio
10,595
Q4 2024 Reduced 0.38%
$68B
$248 Million 0.06% of portfolio
348
Q4 2024 New
$935M
$220 Million 0.06% of portfolio
2,481
Q4 2024 Reduced 3.73%
$1.09B
$222 Million 0.06% of portfolio
7,196
Q4 2024 New
$88.9B
$230 Million 0.06% of portfolio
5,122
Q4 2024 Added 0.49%
$0
$227 Million 0.06% of portfolio
2,265
Q4 2024 New
$0
$246 Million 0.06% of portfolio
4,857
Q4 2024 New
$1.03B
$216 Million 0.06% of portfolio
7,139
Q4 2024 Reduced 5.44%
$8.23B
$218 Million 0.06% of portfolio
3,498
Q4 2024 New
$21.7B
$193 Million 0.05% of portfolio
11,846
Q4 2024 Added 4.83%
$65.6B
$204 Million 0.05% of portfolio
421
Q4 2024 Added 0.24%
$5.01B
$207 Million 0.05% of portfolio
2,135
Q4 2024 New
$0
$175 Million 0.05% of portfolio
18,100
Q2 2024 New
$168B
$144 Million 0.04% of portfolio
12,292
Q4 2024 Added 14.0%

Summary

  • Portfolio
  • No. of Stocks 257
  • Current Value $388 Billion
  • Prior Value $380 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 37 stocks
  • Additional Purchases 124 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 95 stocks
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