Alliance Wealth Management Group Purchases in Q4 2024

Alliance Wealth Management Group

  • $383 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
17K
+ 54.71%
$106.56 - $113.11 $1.81M - $1.92M
48.1K $5.13M
MUB
Ishares National Muni Bond ETF

ETFs
16.3K
+ 28.93%
$105.78 - $108.7 $1.73M - $1.78M
72.8K $7.76M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.51M
+ 200.56%
$22.4 - $68.28 $33.9M - $103M
2.27M $52.6M
AAPL
Apple Inc.

Technology
3.33K
+ 11.7%
$221.69 - $259.02 $738K - $863K
31.8K $7.97M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
15.7K
+ 17.17%
$96.64 - $101.23 $1.51M - $1.59M
107K $10.4M
IVV
Ishares Core S&P 500 ETF

ETFs
1.04K
+ 2.87%
$570.51 - $610.59 $592K - $634K
37.2K $21.9M
IEMG
Ishares Inc

ETFs
14.1K
+ 15.27%
N/A
107K $5.72M
HD
Home Depot, Inc.

Consumer Cyclical
897
+ 125.1%
$385.02 - $431.37 $345K - $387K
1.61K $627K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
7.22K
+ 3.01%
$50.73 - $51.08 $366K - $369K
248K $12.6M
GDDY
Go Daddy Inc.

Technology
1.21K
New
$153.16 - $209.03 $186K - $254K
1.21K $239K
VZ
Verizon Communications Inc

Communication Services
5.7K
New
$39.6 - $45.21 $226K - $258K
5.7K $227K
V
Visa Inc.

Financial Services
665
New
$273.87 - $320.91 $182K - $213K
665 $210K
NFLX
Netflix Inc

Communication Services
230
New
$687.65 - $936.56 $158K - $215K
230 $205K
AMZN
Amazon Com Inc

Consumer Cyclical
293
+ 7.17%
$180.88 - $232.93 $53K - $68.2K
4.38K $960K
SCHG
Schwab Strategic Tr Us Large C

ETFs
76.7K
+ 300.0%
$25.93 - $105.3 $1.99M - $8.07M
102K $2.85M
FLRN
Spdr Bloomberg Investment Grad

ETFs
8.58K
+ 1.21%
$30.67 - $30.84 $263K - $265K
719K $22.1M
CL
Colgate Palmolive CO

Consumer Defensive
2.1K
+ 72.95%
$90.22 - $102.31 $190K - $215K
4.98K $452K
SPIB
Spdr Portfolio Intermediate Te

ETFs
7.44K
+ 7.12%
$32.65 - $33.68 $243K - $250K
112K $3.66M
NVDA
Nvidia Corp

Technology
322
+ 4.13%
$117.0 - $148.88 $37.7K - $47.9K
8.11K $1.09M
HYG
Ishares Tr

ETFs
5.66K
+ 2.89%
$78.09 - $80.04 $442K - $453K
202K $15.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.83K
+ 2.53%
$61.68 - $67.87 $113K - $124K
74K $4.61M
DIS
Walt Disney CO

Communication Services
3
+ 0.13%
$92.39 - $117.6 $277 - $353
2.33K $259K
T
At&T Inc.

Communication Services
496
+ 1.83%
$21.22 - $23.88 $10.5K - $11.8K
27.6K $627K
SPY
Spdr S&P 500 ETF Trust

ETFs
30
+ 3.56%
$567.81 - $607.81 $17K - $18.2K
872 $511K
SCHO
Schwab Short Term Us Treasury

ETFs
24K
+ 108.09%
$24.06 - $48.88 $576K - $1.17M
46.1K $1.11M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
341
+ 6.78%
$81.68 - $82.93 $27.9K - $28.3K
5.37K $439K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.48K
+ 2.3%
$42.33 - $43.3 $105K - $107K
110K $4.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5
+ 0.67%
$521.84 - $558.82 $2.61K - $2.79K
747 $402K
DGRO
Ishares Core Dividend Growth E

ETFs
417
+ 2.23%
$60.73 - $64.94 $25.3K - $27.1K
19.1K $1.17M
SPSB
Spdr Portfolio Short Term Corp

ETFs
51
+ 0.69%
$29.77 - $30.19 $1.52K - $1.54K
7.39K $220K
SCHV
Schwab Strategic Tr Us Large C

ETFs
16.2K
+ 200.0%
$25.79 - $80.4 $417K - $1.3M
24.2K $631K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
4.53K
+ 1.95%
$18.04 - $18.54 $81.7K - $83.9K
236K $4.28M
MSFT
Microsoft Corp

Technology
25
+ 0.45%
$406.35 - $454.46 $10.2K - $11.4K
5.62K $2.37M
NEE
Nextera Energy Inc

Utilities
22
+ 0.54%
$69.77 - $85.43 $1.53K - $1.88K
4.1K $293K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
57
+ 0.14%
$113.92 - $127.38 $6.49K - $7.26K
40.4K $4.65M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
249K
+ 197.65%
$27.54 - $83.04 $6.87M - $20.7M
376K $10.4M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.19K
+ 2.26%
$38.37 - $42.82 $84.1K - $93.9K
99.2K $3.81M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
8.7K
+ 3.71%
$19.82 - $21.55 $172K - $187K
243K $4.82M
SCHA
Schwab Strategic Tr Us Small C

ETFs
192K
+ 94.52%
$25.33 - $51.16 $4.86M - $9.81M
395K $10.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
136K
+ 191.94%
$26.93 - $84.95 $3.66M - $11.6M
207K $5.65M
IEFA
Ishares Tr

ETFs
493
+ 0.5%
$70.06 - $77.43 $34.5K - $38.2K
98.2K $6.9M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
268K
+ 168.51%
$22.01 - $66.82 $5.91M - $17.9M
428K $9.71M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
6.91K
+ 1.4%
$26.63 - $30.23 $184K - $209K
501K $13.4M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
519K
+ 94.54%
$22.63 - $47.53 $11.7M - $24.7M
1.07M $24.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
416K
+ 98.0%
$18.41 - $40.87 $7.66M - $17M
841K $15.6M
Activity Summary
Buys All Purchases 46 New Holdings 5 Increased Positions 41 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Alliance Wealth Management Group Portfolio

Follow Alliance Wealth Management Group 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 Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Alliance Wealth Management Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email