Alliance Wealth Management Group Reduced Holdings in Q4 2025

Alliance Wealth Management Group

  • $450 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
CORP
Pimco Investment Grade Corp Bd

ETFs
-90.7K
- 79.82%
$97.88 - $99.61 $8.88M - $9.04M
22.9K $2.24M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
-212K
- 91.08%
$18.44 - $18.66 $3.92M - $3.96M
20.8K $386K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-58.3K
- 15.59%
$27.17 - $28.65 $1.59M - $1.67M
316K $8.67M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-45.1K
- 4.24%
$23.37 - $23.7 $1.05M - $1.07M
1.02M $23.8M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-17.1K
- 23.22%
$45.48 - $45.92 $779K - $787K
56.7K $2.59M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5.25K
- 9.77%
$114.27 - $121.15 $600K - $636K
48.5K $5.67M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-26.1K
- 5.13%
$32.35 - $34.37 $844K - $897K
482K $16.3M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-26.5K
- 10.31%
$21.4 - $22.03 $567K - $584K
230K $5.01M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-13.7K
- 2.15%
$30.72 - $30.86 $421K - $423K
624K $19.2M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-32.8K
- 1.46%
$25.85 - $27.19 $847K - $891K
2.21M $58.7M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-6.76K
- 16.68%
$44.53 - $47.25 $301K - $319K
33.7K $1.54M
VTI
Vanguard Total Stock Market Et

ETFs
-892
- 33.92%
$321.8 - $337.95 $287K - $301K
1.74K $573K
META
Meta Platforms, Inc.

Communication Services
-11
- 0.57%
$609.01 - $751.67 $6.7K - $8.27K
1.92K $1.17M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-5.91K
- 6.19%
$45.45 - $48.31 $268K - $285K
89.6K $4.25M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-8.84K
- 2.12%
$25.2 - $26.46 $223K - $234K
408K $10.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-3.34K
- 2.39%
$76.84 - $80.86 $257K - $270K
136K $10.8M
ORCL
Oracle Corp

Technology
-13
- 0.83%
$217.57 - $313.0 $2.83K - $4.07K
1.55K $339K
MSFT
Microsoft Corp

Technology
-59
- 0.9%
$496.82 - $542.07 $29.3K - $32K
6.51K $3.3M
CL
Colgate Palmolive CO

Consumer Defensive
-229
- 0.36%
$74.98 - $79.86 $17.2K - $18.3K
63.9K $5.04M
JPM
Jpmorgan Chase & CO

Financial Services
-65
- 1.53%
$294.11 - $320.41 $19.1K - $20.8K
4.17K $1.25M
SPMD
Spdr Portfolio

ETFs
-784
- 2.22%
$55.44 - $58.05 $43.5K - $45.5K
34.5K $1.94M
TSLA
Tesla, Inc.

Consumer Cyclical
-102
- 11.72%
$401.99 - $468.37 $41K - $47.8K
768 $314K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-893
- 5.12%
$78.97 - $83.03 $70.5K - $74.1K
16.6K $1.34M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.35K
- 3.69%
$42.26 - $44.28 $141K - $148K
87.3K $3.82M
C
Citigroup Inc

Financial Services
-500
- 20.11%
$93.93 - $102.87 $47K - $51.4K
1.99K $195K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-127
- 0.39%
$42.11 - $44.28 $5.35K - $5.62K
32.7K $1.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-67
- 4.32%
$600.51 - $631.95 $40.2K - $42.3K
1.49K $917K
UNH
Unitedhealth Group Inc

Healthcare
-25
- 3.31%
$320.52 - $369.92 $8.01K - $9.25K
730 $233K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-267
- 0.12%
$26.44 - $27.53 $7.06K - $7.35K
215K $5.84M
NVDA
Nvidia Corp

Technology
-46
- 0.56%
$179.83 - $207.04 $8.27K - $9.52K
8.23K $1.54M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-21
- 2.92%
$475.68 - $513.11 $9.99K - $10.8K
699 $355K
VTV
Vanguard Value ETF

ETFs
-21
- 0.79%
$182.87 - $189.72 $3.84K - $3.98K
2.64K $493K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-23
- 0.02%
$31.41 - $33.69 $722 - $775
102K $3.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-33
- 0.66%
$213.04 - $254.0 $7.03K - $8.38K
5K $1.17M
JNJ
Johnson & Johnson

Healthcare
-23
- 0.32%
$185.98 - $199.58 $4.28K - $4.59K
7.18K $1.43M
AAPL
Apple Inc.

Technology
-702
- 2.43%
$245.27 - $275.25 $172K - $193K
28.2K $7.55M
GOOG
Alphabet Inc.

Communication Services
-71
- 1.18%
$237.49 - $291.74 $16.9K - $20.7K
5.95K $1.7M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-10.6K
- 1.29%
$23.02 - $24.23 $244K - $257K
811K $19.4M
Activity Summary
Buys All Purchases 31 New Holdings 3 Increased Positions 28 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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