Alliance Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Alliance Wealth Advisors, LLCInvestment ActivityAlliance Wealth Advisors, LLC has $176.30 million in total holdings as of March 31, 2025.Alliance Wealth Advisors, LLC owns shares of 139 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 6.40% of the portfolio was purchased this quarter.About 7.30% of the portfolio was sold this quarter.This quarter, Alliance Wealth Advisors, LLC has purchased 143 new stocks and bought additional shares in 44 stocks.Alliance Wealth Advisors, LLC sold shares of 57 stocks and completely divested from 8 stocks this quarter.Largest Holdings VictoryShares Core Intermediate Bond ETF $23,523,744iShares Core Dividend Growth ETF $21,655,482Invesco QQQ $9,314,627Vanguard Value ETF $8,293,766Avantis U.S. Small Cap Value ETF $8,218,213 Largest New Holdings this Quarter 126650100 - CVS Health $266,424 Holding92939U106 - WEC Energy Group $234,743 HoldingM22465104 - Check Point Software Technologies $225,869 Holding337738108 - Fiserv $205,372 Holding Largest Purchases this Quarter Vanguard Value ETF 35,206 shares (about $6.08M)PALANTIR TECHNOLOGIES INC 40,300 shares (about $1.23M)iShares Core Dividend Growth ETF 11,580 shares (about $715.41K)VictoryShares Core Intermediate Bond ETF 6,531 shares (about $306.57K)Avantis U.S. Small Cap Value ETF 3,310 shares (about $288.53K) Largest Sales this Quarter First Trust NASDAQ Rising Dividend Achievers 46,332 shares (about $2.71M)JPMorgan Active Value ETF 38,168 shares (about $2.43M)Vanguard FTSE Developed Markets ETF 36,105 shares (about $1.84M)NVIDIA 4,640 shares (about $502.88K)NIO 200,000 shares (about $496K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAlliance Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUITBVictoryShares Core Intermediate Bond ETF$23,523,744$306,565 ▲1.3%501,14513.3%ETFDGROiShares Core Dividend Growth ETF$21,655,482$715,412 ▲3.4%350,52612.3%ETFQQQInvesco QQQ$9,314,627$129,891 ▼-1.4%19,8645.3%FinanceVTVVanguard Value ETF$8,293,766$6,081,485 ▲274.9%48,0134.7%ETFAVUVAvantis U.S. Small Cap Value ETF$8,218,213$288,533 ▲3.6%94,2784.7%ETFIJHiShares Core S&P Mid-Cap ETF$7,021,327$89,684 ▲1.3%120,3314.0%ETFPALANTIR TECHNOLOGIES INC$4,400,404$1,234,417 ▲39.0%143,6602.5%CL AGLDSPDR Gold Shares$4,153,250$369,107 ▼-8.2%14,4142.4%FinanceAAPLApple$3,883,407$153,932 ▼-3.8%17,4832.2%Computer and TechnologyMSFTMicrosoft$3,645,212$143,030 ▲4.1%9,7102.1%Computer and TechnologyVOVanguard Mid-Cap ETF$3,608,448$158,272 ▲4.6%13,9532.0%ETFTDGTransDigm Group$2,812,229$297,407 ▼-9.6%2,0331.6%AerospaceBRK.BBerkshire Hathaway$2,369,448$29,292 ▼-1.2%4,4491.3%FinanceGOOGLAlphabet$2,203,311$229,640 ▼-9.4%14,2481.2%Computer and TechnologyDISWalt Disney$2,079,609$28,426 ▼-1.3%21,0701.2%Consumer DiscretionaryPFISPeoples Financial Services$1,681,589$46,382 ▼-2.7%37,8141.0%FinanceMETAMeta Platforms$1,603,434$26,513 ▼-1.6%2,7820.9%Computer and TechnologyCMCSAComcast$1,557,697$223,430 ▲16.7%42,2140.9%Consumer DiscretionaryPMPhilip Morris International$1,546,172$25,397 ▼-1.6%9,7410.9%Consumer StaplesXOMExxon Mobil$1,536,576$64,698 ▲4.4%12,9200.9%EnergyGLPIGaming and Leisure Properties$1,436,5510.0%28,2230.8%FinanceAMZNAmazon.com$1,392,893$48,326 ▼-3.4%7,3210.8%Retail/WholesaleVTEBVanguard Tax-Exempt Bond ETF$1,389,3600.0%28,0000.8%ETFPGProcter & Gamble$1,383,810$15,849 ▼-1.1%8,1200.8%Consumer StaplesMRKMerck & Co., Inc.$1,268,753$30,159 ▲2.4%14,1350.7%MedicalOKEONEOK$1,247,0860.0%12,5690.7%EnergyIXUSiShares Core MSCI Total International Stock ETF$1,241,361$240,775 ▼-16.2%17,7820.7%ManufacturingVTIVanguard Total Stock Market ETF$1,150,755$172,325 ▲17.6%4,1870.7%ETFBKBank of New York Mellon$1,135,013$68,522 ▼-5.7%13,5330.6%FinanceJPMJPMorgan Chase & Co.$1,122,002$67,457 ▼-5.7%4,5740.6%FinanceABBVAbbVie$1,056,415$12,152 ▼-1.1%5,0420.6%MedicalNIONIO$992,000$496,000 ▼-33.3%400,0000.6%Auto/Tires/TrucksBABoeing$958,832$13,644 ▼-1.4%5,6220.5%AerospaceSATSEchoStar$897,5250.0%35,0870.5%Computer and TechnologyINTCIntel$895,0000.0%200,0000.5%Computer and TechnologyXLREReal Estate Select Sector SPDR Fund$888,978$87,508 ▲10.9%21,2420.5%ETFENBEnbridge$865,286$9,394 ▲1.1%19,5280.5%EnergyMPMP Materials$865,0000.0%100,0000.5%Basic MaterialsBUFRFT Vest Laddered Buffer ETF$806,7070.0%27,1710.5%ETFVZVerizon Communications$776,056$29,710 ▼-3.7%17,1090.4%Computer and TechnologyWMWaste Management$769,7710.0%3,3250.4%Business ServicesWFCWells Fargo & Company$766,358$16,225 ▲2.2%10,6750.4%FinanceDIVOAmplify YieldShares CWP Dividend & Option Income ETF$760,361$6,238 ▼-0.8%18,6500.4%ETFJEPIJPMorgan Equity Premium Income ETF$733,049$12,571 ▲1.7%12,8290.4%ETFMAMastercard$724,615$27,954 ▼-3.7%1,3220.4%Business ServicesPPLPPL$715,683$12,024 ▼-1.7%19,8200.4%UtilitiesPEPPepsiCo$697,821$2,999 ▲0.4%4,6540.4%Consumer StaplesCBUCommunity Bank System$646,4980.0%11,3700.4%FinanceGOOGAlphabet$629,294$8,593 ▼-1.3%4,0280.4%Computer and TechnologyFXHFirst Trust Health Care AlphaDEX Fund$625,7440.0%6,0400.4%ETFKOCoca-Cola$596,380$358 ▼-0.1%8,3270.3%Consumer StaplesPFEPfizer$595,010$68,621 ▼-10.3%23,4810.3%MedicalBACBank of America$583,344$13,562 ▼-2.3%13,9790.3%FinanceGSThe Goldman Sachs Group$579,614$27,315 ▼-4.5%1,0610.3%FinanceRDVYFirst Trust NASDAQ Rising Dividend Achievers$570,765$2,712,275 ▼-82.6%9,7500.3%ManufacturingJAVAJPMorgan Active Value ETF$568,683$2,425,195 ▼-81.0%8,9500.3%ETFNVDANVIDIA$568,561$502,883 ▼-46.9%5,2460.3%Computer and TechnologyLLYEli Lilly and Company$564,922$44,599 ▼-7.3%6840.3%MedicalCRMSalesforce$517,398$268 ▲0.1%1,9280.3%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$508,0830.0%1,4070.3%ETFSLBSchlumberger$505,980$108,971 ▼-17.7%12,1050.3%EnergyQCOMQUALCOMM$502,612$1,382 ▲0.3%3,2720.3%Computer and TechnologySBUXStarbucks$496,532$11,575 ▼-2.3%5,0620.3%Retail/WholesaleVAWVanguard Materials ETF$489,9620.0%2,5950.3%ETFVWOVanguard FTSE Emerging Markets ETF$484,599$498 ▲0.1%10,7070.3%ETFMSMorgan Stanley$482,1970.0%4,1330.3%FinanceETREntergy$476,094$36,675 ▲8.3%5,5690.3%UtilitiesJNJJohnson & Johnson$451,889$126,197 ▲38.7%2,7250.3%MedicalTFCTruist Financial$450,487$5,926 ▲1.3%10,9470.3%FinancePJULInnovator U.S. Equity Power Buffer ETF - July$450,1280.0%11,2000.3%ETFBKNGBooking$446,870$41,462 ▼-8.5%970.3%Retail/WholesaleMOAltria Group$446,489$8,163 ▲1.9%7,4390.3%Consumer StaplesTAT&T$442,906$22,851 ▼-4.9%15,6610.3%Computer and TechnologyINDAiShares MSCI India ETF$442,7280.0%8,6000.3%ETFCOSTCostco Wholesale$436,005$9,458 ▲2.2%4610.2%Retail/WholesaleMCDMcDonald's$430,7580.0%1,3790.2%Retail/WholesaleDUKDuke Energy$425,431$6,586 ▼-1.5%3,4880.2%UtilitiesBDXBecton, Dickinson and Company$424,906$73,299 ▲20.8%1,8550.2%MedicalSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$420,2440.0%12,6430.2%ETFWMTWalmart$414,869$439 ▲0.1%4,7260.2%Retail/WholesaleETEnergy Transfer$413,386$44,281 ▼-9.7%22,2370.2%EnergyCVXChevron$412,904$4,015 ▼-1.0%2,4680.2%EnergyAPDAir Products and Chemicals$412,298$56,330 ▼-12.0%1,3980.2%Basic MaterialsPNCThe PNC Financial Services Group$401,2830.0%2,2830.2%FinanceMDTMedtronic$399,068$10,154 ▲2.6%4,4410.2%MedicalAMGNAmgen$394,422$44,863 ▼-10.2%1,2660.2%MedicalLMTLockheed Martin$391,318$14,295 ▼-3.5%8760.2%AerospaceFDBCFidelity D & D Bancorp$388,288$202,632 ▲109.1%9,3320.2%FinanceBUFDFT Vest Laddered Deep Buffer ETF$385,952$85,479 ▲28.4%15,4690.2%ETFLAMRLamar Advertising$383,439$5,348 ▼-1.4%3,3700.2%FinanceSCHWCharles Schwab$379,188$40,784 ▼-9.7%4,8440.2%FinanceFSKFS KKR Capital$370,8620.0%17,7020.2%FinanceVEAVanguard FTSE Developed Markets ETF$364,746$1,835,166 ▼-83.4%7,1760.2%ETFGSKGSK$355,440$9,956 ▲2.9%9,1750.2%MedicalPENNPENN Entertainment$354,8890.0%21,7590.2%Consumer DiscretionaryPRUPrudential Financial$347,607$1,005 ▼-0.3%3,1130.2%FinanceVVisa$344,853$49,765 ▼-12.6%9840.2%Business ServicesGLWCorning$338,238$4,075 ▼-1.2%7,3880.2%Computer and TechnologyELVElevance Health$334,484$58,285 ▼-14.8%7690.2%MedicalGEGeneral Electric$331,248$3,603 ▲1.1%1,6550.2%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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