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Alliance Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Alliance Wealth Advisors, LLC

Investment Activity

  • Alliance Wealth Advisors, LLC has $178.85 million in total holdings as of December 31, 2024.
  • Alliance Wealth Advisors, LLC owns shares of 143 different stocks, but just 48 companies or ETFs make up 80% of its holdings.
  • Approximately 4.86% of the portfolio was purchased this quarter.
  • About 1.61% of the portfolio was sold this quarter.
  • This quarter, Alliance Wealth Advisors, LLC has purchased 139 new stocks and bought additional shares in 46 stocks.
  • Alliance Wealth Advisors, LLC sold shares of 49 stocks and completely divested from 4 stocks this quarter.

Largest New Holdings this Quarter

PALANTIR TECHNOLOGIES INC
$2,774,117 Holding
MP Materials
$435,000 Holding
BLACKROCK INC
$334,186 Holding
Tesla
$325,899 Holding

Largest Purchases this Quarter

PALANTIR TECHNOLOGIES INC
103,360 shares (about $2.77M)
iShares Core Dividend Growth ETF
11,211 shares (about $687.68K)
Vanguard Value ETF
3,097 shares (about $524.32K)
MP Materials
100,000 shares (about $435K)
NIO
200,000 shares (about $419.88K)

Largest Sales this Quarter

Community Bank System
6,576 shares (about $405.61K)
Walt Disney
2,348 shares (about $261.45K)
Edison International
1,947 shares (about $155.45K)
Apple
513 shares (about $128.46K)
Taiwan Semiconductor Manufacturing
469 shares (about $92.62K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAlliance Wealth Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
VictoryShares Core Intermediate Bond ETF stock logo
UITB
VictoryShares Core Intermediate Bond ETF
$22,732,481$19,211 -0.1%494,61412.7%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$20,790,973$687,684 3.4%338,94611.6%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$10,296,683$263,283 2.6%20,1415.8%Finance
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$8,781,141$274,049 3.2%90,9684.9%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$7,402,068$189,859 2.6%118,7944.1%ETF
Apple Inc. stock logo
AAPL
Apple
$4,551,517$128,462 -2.7%18,1762.5%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$3,932,015$16,016 -0.4%9,3292.2%Computer and Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$3,800,230$15,981 0.4%15,6952.1%Finance
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$3,523,879$141,314 4.2%13,3412.0%ETF
First Trust NASDAQ Rising Dividend Achievers stock logo
RDVY
First Trust NASDAQ Rising Dividend Achievers
$3,316,689$82,914 2.6%56,0821.9%Manufacturing
JAVA
JPMorgan Active Value ETF
$2,982,569$174,202 6.2%47,1181.7%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,978,257$12,115 -0.4%15,7331.7%Computer and Technology
TransDigm Group Incorporated stock logo
TDG
TransDigm Group
$2,848,845$20,276 -0.7%2,2481.6%Aerospace
PALANTIR TECHNOLOGIES INC
$2,774,117$2,774,117 New Holding103,3601.6%CL A
The Walt Disney Company stock logo
DIS
Walt Disney
$2,378,213$261,450 -9.9%21,3581.3%Consumer Discretionary
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$2,168,225$524,322 31.9%12,8071.2%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$2,069,688$122,945 6.3%43,2811.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,041,573$11,785 -0.6%4,5041.1%Finance
Peoples Financial Services Corp. stock logo
PFIS
Peoples Financial Services
$1,988,726$11,516 0.6%38,8571.1%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,661,879$8,776 0.5%7,5750.9%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,655,822$24,006 1.5%2,8280.9%Computer and Technology
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$1,404,218$40,808 3.0%21,2310.8%Manufacturing
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$1,403,6400.0%28,0000.8%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,376,909$14,083 -1.0%8,2130.8%Consumer Staples
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,372,720$9,749 -0.7%13,7990.8%Medical
Gaming and Leisure Properties, Inc. stock logo
GLPI
Gaming and Leisure Properties
$1,359,2200.0%28,2230.8%Finance
Comcast Co. stock logo
CMCSA
Comcast
$1,357,047$49,990 3.8%36,1590.8%Consumer Discretionary
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$1,331,286$4,733 -0.4%12,3760.7%Oils/Energy
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,327,591$59,356 4.7%9,8860.7%Computer and Technology
ONEOK, Inc. stock logo
OKE
ONEOK
$1,261,917$10,040 0.8%12,5690.7%Oils/Energy
Nio Inc - stock logo
NIO
NIO
$1,259,640$419,880 50.0%600,0000.7%Auto/Tires/Trucks
Philip Morris International Inc. stock logo
PM
Philip Morris International
$1,191,602$13,359 -1.1%9,9010.7%Consumer Staples
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,162,354$26,608 -2.2%4,8490.6%Finance
The Bank of New York Mellon Co. stock logo
BK
Bank of New York Mellon
$1,102,511$49,171 -4.3%14,3500.6%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,031,724$94,188 10.0%3,5600.6%ETF
The Boeing Company stock logo
BA
Boeing
$1,009,254$16,815 -1.6%5,7020.6%Aerospace
AbbVie Inc. stock logo
ABBV
AbbVie
$906,2550.0%5,1000.5%Medical
Intel Co. stock logo
INTC
Intel
$845,0000.0%200,0000.5%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$833,928$66,770 8.7%3,5970.5%Computer and Technology
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$827,9000.0%27,1710.5%ETF
Enbridge Inc. stock logo
ENB
Enbridge
$819,578$16,293 -1.9%19,3160.5%Oils/Energy
EchoStar Co. stock logo
SATS
EchoStar
$803,4920.0%35,0870.4%Computer and Technology
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$778,871$55,149 7.6%19,1510.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$777,567$27,233 -3.4%4,0830.4%Computer and Technology
Amplify YieldShares CWP Dividend & Option Income ETF stock logo
DIVO
Amplify YieldShares CWP Dividend & Option Income ETF
$761,145$202 0.0%18,8030.4%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$733,938$3,933 -0.5%10,4490.4%Finance
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$725,396$8,284 1.2%12,6090.4%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$722,981$5,266 0.7%1,3730.4%Business Services
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$710,377$840 -0.1%17,7640.4%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$704,6460.0%4,6340.4%Consumer Staples
Community Bank System, Inc. stock logo
CBU
Community Bank System
$701,302$405,608 -36.6%11,3700.4%Finance
Pfizer Inc. stock logo
PFE
Pfizer
$694,792$73,541 -9.6%26,1890.4%Medical
Waste Management, Inc. stock logo
WM
Waste Management
$670,9520.0%3,3250.4%Business Services
PPL Co. stock logo
PPL
PPL
$654,165$18,502 2.9%20,1530.4%Utilities
Salesforce, Inc. stock logo
CRM
Salesforce
$644,2540.0%1,9270.4%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$636,1810.0%1,1110.4%Finance
First Trust Health Care AlphaDEX Fund stock logo
FXH
First Trust Health Care AlphaDEX Fund
$628,9450.0%6,0400.4%ETF
Bank of America Co. stock logo
BAC
Bank of America
$628,661$5,406 -0.9%14,3040.4%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$569,736$38,600 -6.3%7380.3%Medical
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$565,0560.0%1,4070.3%ETF
Schlumberger Limited stock logo
SLB
Schlumberger
$564,061$9,547 -1.7%14,7120.3%Oils/Energy
Booking Holdings Inc. stock logo
BKNG
Booking
$526,653$89,432 -14.5%1060.3%Retail/Wholesale
Morgan Stanley stock logo
MS
Morgan Stanley
$519,6010.0%4,1330.3%Finance
The Coca-Cola Company stock logo
KO
Coca-Cola
$518,750$8,654 -1.6%8,3320.3%Consumer Staples
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$501,2620.0%3,2630.3%Computer and Technology
Vanguard Materials ETF stock logo
VAW
Vanguard Materials ETF
$487,4450.0%2,5950.3%ETF
Energy Transfer LP stock logo
ET
Energy Transfer
$482,2860.0%24,6190.3%Oils/Energy
Starbucks Co. stock logo
SBUX
Starbucks
$472,675$65,518 -12.2%5,1800.3%Retail/Wholesale
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$471,0520.0%10,6960.3%ETF
Truist Financial Co. stock logo
TFC
Truist Financial
$468,622$1,171 0.3%10,8030.3%Finance
Innovator U.S. Equity Power Buffer ETF - July stock logo
PJUL
Innovator U.S. Equity Power Buffer ETF - July
$461,1040.0%11,2000.3%ETF
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$460,874$3,190 -0.7%1,5890.3%Basic Materials
iShares MSCI India ETF stock logo
INDA
iShares MSCI India ETF
$452,7040.0%8,6000.3%ETF
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$441,234$2,916 -0.7%9080.2%Aerospace
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$440,277$5,593 -1.3%2,2830.2%Finance
MP Materials Corp. stock logo
MP
MP Materials
$435,000$435,000 New Holding100,0000.2%Basic Materials
PENN Entertainment, Inc. stock logo
PENN
PENN Entertainment
$431,263$2,180 -0.5%21,7590.2%Consumer Discretionary
Walmart Inc. stock logo
WMT
Walmart
$426,537$27,918 7.0%4,7210.2%Retail/Wholesale
Lamar Advertising stock logo
LAMR
Lamar Advertising
$415,986$487 -0.1%3,4170.2%Finance
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$414,1750.0%12,6430.2%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$413,2380.0%4510.2%Retail/Wholesale
McDonald's Co. stock logo
MCD
McDonald's
$399,758$7,247 -1.8%1,3790.2%Retail/Wholesale
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$397,064$518 0.1%5,3650.2%Finance
Entergy Corporation stock logo
ETR
Entergy
$389,715$193,265 98.4%5,1400.2%Utilities
FS KKR Capital Corp. stock logo
FSK
FS KKR Capital
$384,493$391 0.1%17,7020.2%Finance
Altria Group, Inc. stock logo
MO
Altria Group
$381,874$1,516 -0.4%7,3030.2%Consumer Staples
Duke Energy Co. stock logo
DUK
Duke Energy
$381,615$52,362 -12.1%3,5420.2%Utilities
AT&T Inc. stock logo
T
AT&T
$375,002$5,806 -1.5%16,4690.2%Computer and Technology
Prudential Financial, Inc. stock logo
PRU
Prudential Financial
$369,9950.0%3,1220.2%Finance
Amgen Inc. stock logo
AMGN
Amgen
$367,502$521 0.1%1,4100.2%Medical
Chevron Co. stock logo
CVX
Chevron
$360,923$8,980 2.6%2,4920.2%Oils/Energy
INQQ
India Internet & Ecommerce ETF
$356,1800.0%22,0000.2%ETF
Visa Inc. stock logo
V
Visa
$355,861$1,580 0.4%1,1260.2%Business Services
Corning Incorporated stock logo
GLW
Corning
$355,317$475 0.1%7,4770.2%Computer and Technology
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$348,245$348,245 New Holding1,5350.2%Medical
Medtronic plc stock logo
MDT
Medtronic
$345,721$2,317 -0.7%4,3280.2%Medical
Constellation Energy Co. stock logo
CEG
Constellation Energy
$335,5650.0%1,5000.2%Oils/Energy
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$335,4240.0%1,3960.2%ETF
BLACKROCK INC
$334,186$334,186 New Holding3260.2%COM
Elevance Health, Inc. stock logo
ELV
Elevance Health
$333,117$75,256 29.2%9030.2%Medical

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