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

About Alliance Wealth Advisors, LLC /Ut

Investment Activity

Alliance Wealth Advisors, LLC /Ut has $387.58 million in total holdings as of December 31, 2024.
Alliance Wealth Advisors, LLC /Ut owns shares of 257 different stocks, but just 96 companies or ETFs make up 80% of its holdings.
Approximately 12.37% of the portfolio was purchased this quarter.
About 10.73% of the portfolio was sold this quarter.
This quarter, Alliance Wealth Advisors, LLC /Ut has purchased 234 new stocks and bought additional shares in 124 stocks.
Alliance Wealth Advisors, LLC /Ut sold shares of 95 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

JPMorgan Ultra-Short Income ETF: $13,873,175
Amazon.com: $12,491,656
Microsoft: $9,949,102
Oracle: $7,106,658
iShares Core S&P 500 ETF: $7,089,011

Largest New Holdings this Quarter

iShares 1-3 Year Treasury Bond ETF: $3,553,587 Holding
Vanguard Total International Stock ETF: $2,000,615 Holding
CoStar Group: $1,259,698 Holding
WisdomTree Bloomberg U.S. Dollar Bullish Fund: $1,239,777 Holding
Badger Meter: $705,087 Holding

Largest Purchases this Quarter

SPDR Bloomberg Barclays 1-3 Month T-Bill ETF: 52,863 shares (about $4.83M)
iShares 1-3 Year Treasury Bond ETF: 43,347 shares (about $3.55M)
iShares 0-5 Year TIPS Bond ETF: 26,602 shares (about $2.68M)
iShares TIPS Bond ETF: 21,297 shares (about $2.27M)
Vanguard Total International Stock ETF: 33,949 shares (about $2.00M)

Largest Sales this Quarter

SPDR Gold MiniShares Trust: 64,407 shares (about $3.35M)
Amazon.com: 15,025 shares (about $3.30M)
iShares MSCI USA Quality Factor ETF: 16,098 shares (about $2.87M)
ServiceNow: 1,592 shares (about $1.69M)
UnitedHealth Group: 2,060 shares (about $1.04M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
JPST JPMorgan Ultra-Short Income ETF	$13,873,175	$19,795 ▲	0.1%	275,425	3.6%	ETF
AMZN Amazon.com	$12,491,656	$3,296,342 ▼	-20.9%	56,938	3.2%	Retail/Wholesale
MSFT Microsoft	$9,949,102	$362,069 ▼	-3.5%	23,604	2.6%	Computer and Technology
ORCL Oracle	$7,106,658	$1,578,906 ▲	28.6%	42,647	1.8%	Computer and Technology
IVV iShares Core S&P 500 ETF	$7,089,011	$1,156,188 ▲	19.5%	12,042	1.8%	ETF
V Visa	$6,934,707	$111,249 ▲	1.6%	21,942	1.8%	Business Services
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$6,898,851	$4,833,264 ▲	234.0%	75,455	1.8%	ETF
AAPL Apple	$6,491,097	$232,388 ▼	-3.5%	25,921	1.7%	Computer and Technology
GOOG Alphabet	$6,354,619	$137,879 ▼	-2.1%	33,368	1.6%	Computer and Technology
TIP iShares TIPS Bond ETF	$6,121,830	$2,269,195 ▲	58.9%	57,455	1.6%	ETF
NFLX Netflix	$5,481,023	$228,190 ▲	4.3%	6,149	1.4%	Consumer Discretionary
SHOP Shopify	$5,408,688	$101,758 ▼	-1.8%	50,867	1.4%	Computer and Technology
MA Mastercard	$4,856,999	$427,568 ▼	-8.1%	9,224	1.3%	Business Services
NOW ServiceNow	$4,793,154	$1,687,835 ▼	-26.0%	4,521	1.2%	Computer and Technology
ARES Ares Management	$4,689,444	$68,863 ▲	1.5%	26,490	1.2%	Finance
RSG Republic Services	$4,465,513	$114,872 ▲	2.6%	22,197	1.2%	Business Services
MDT Medtronic	$4,349,948	$11,583 ▲	0.3%	54,456	1.1%	Medical
ADP Automatic Data Processing	$4,311,291	$37,762 ▼	-0.9%	14,728	1.1%	Business Services
WSO Watsco	$4,244,181	$99,044 ▲	2.4%	8,956	1.1%	Construction
IEF iShares 7-10 Year Treasury Bond ETF	$4,206,579	$395,687 ▲	10.4%	45,501	1.1%	ETF
HD Home Depot	$4,169,518	$51,346 ▼	-1.2%	10,719	1.1%	Retail/Wholesale
OKE ONEOK	$4,007,149	$41,967 ▲	1.1%	39,912	1.0%	Oils/Energy
STIP iShares 0-5 Year TIPS Bond ETF	$3,905,952	$2,676,131 ▲	217.6%	38,827	1.0%	ETF
ADBE Adobe	$3,840,700	$275,257 ▼	-6.7%	8,637	1.0%	Computer and Technology
ACN Accenture	$3,792,602	$306,405 ▼	-7.5%	10,781	1.0%	Computer and Technology
TMO Thermo Fisher Scientific	$3,712,919	$140,984 ▼	-3.7%	7,137	1.0%	Medical
ABT Abbott Laboratories	$3,618,852	$342,159 ▼	-8.6%	31,994	0.9%	Medical
MCD McDonald's	$3,616,636	$124,941 ▲	3.6%	12,476	0.9%	Retail/Wholesale
SHY iShares 1-3 Year Treasury Bond ETF	$3,553,587	$3,553,587 ▲	New Holding	43,347	0.9%	Manufacturing
SNA Snap-on	$3,528,581	$88,265 ▲	2.6%	10,394	0.9%	Consumer Discretionary
MAA Mid-America Apartment Communities	$3,482,617	$86,868 ▲	2.6%	22,531	0.9%	Finance
WEC WEC Energy Group	$3,474,618	$95,545 ▲	2.8%	36,948	0.9%	Utilities
VIG Vanguard Dividend Appreciation ETF	$3,435,642	$176,443 ▲	5.4%	17,544	0.9%	ETF
GLDM SPDR Gold MiniShares Trust	$3,415,691	$3,348,520 ▼	-49.5%	65,699	0.9%	Finance
IBM International Business Machines	$3,391,341	$61,773 ▲	1.9%	15,427	0.9%	Computer and Technology
QCOM QUALCOMM	$3,370,989	$239,490 ▲	7.6%	21,944	0.9%	Computer and Technology
XOM Exxon Mobil	$3,228,185	$45,610 ▲	1.4%	30,010	0.8%	Oils/Energy
ZTS Zoetis	$3,212,922	$602,830 ▲	23.1%	19,720	0.8%	Medical
ABBV AbbVie	$3,205,657	$85,295 ▲	2.7%	18,040	0.8%	Medical
SPYG SPDR Portfolio S&P 500 Growth ETF	$3,069,137	$1,037,315 ▲	51.1%	34,916	0.8%	ETF
MSCI MSCI	$3,026,450	$204,603 ▼	-6.3%	5,044	0.8%	Finance
CWB SPDR Bloomberg Convertible Securities ETF	$2,973,684	$676,397 ▼	-18.5%	38,178	0.8%	ETF
LLY Eli Lilly and Company	$2,972,200	$1,997,936 ▲	205.1%	3,850	0.8%	Medical
VZ Verizon Communications	$2,971,333	$95,536 ▲	3.3%	74,302	0.8%	Computer and Technology
NVDA NVIDIA	$2,967,138	$1,241,377 ▲	71.9%	22,095	0.8%	Computer and Technology
GOOGL Alphabet	$2,925,632	$427,439 ▲	17.1%	15,455	0.8%	Computer and Technology
TXN Texas Instruments	$2,853,760	$39,003 ▲	1.4%	15,219	0.7%	Computer and Technology
ABNB Airbnb	$2,829,888	$247,837 ▼	-8.1%	21,535	0.7%	Consumer Discretionary
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$2,828,623	$659,876 ▼	-18.9%	31,768	0.7%	ETF
APD Air Products and Chemicals	$2,824,774	$2,030 ▼	-0.1%	9,739	0.7%	Basic Materials
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$2,811,738	$662,076 ▼	-19.1%	35,750	0.7%	ETF
WDAY Workday	$2,786,466	$103,986 ▼	-3.6%	10,799	0.7%	Computer and Technology
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$2,779,229	$634,736 ▼	-18.6%	26,013	0.7%	Finance
GILD Gilead Sciences	$2,680,461	$12,747 ▼	-0.5%	29,019	0.7%	Medical
NVO Novo Nordisk A/S	$2,667,064	$78,021 ▼	-2.8%	31,005	0.7%	Medical
MRK Merck & Co., Inc.	$2,630,503	$148,720 ▲	6.0%	26,443	0.7%	Medical
HSY Hershey	$2,511,461	$73,667 ▲	3.0%	14,830	0.6%	Consumer Staples
AWK American Water Works	$2,466,520	$20,043 ▲	0.8%	19,813	0.6%	Utilities
DIS Walt Disney	$2,215,929	$296,073 ▲	15.4%	19,901	0.6%	Consumer Discretionary
RTX RTX	$2,173,197	$29,045 ▲	1.4%	18,780	0.6%	Aerospace
INDA iShares MSCI India ETF	$2,134,868	$885,194 ▼	-29.3%	40,556	0.6%	ETF
KMB Kimberly-Clark	$2,120,246	$21,491 ▲	1.0%	16,180	0.5%	Consumer Staples
MKC McCormick & Company, Incorporated	$2,117,204	$52,606 ▲	2.5%	27,770	0.5%	Consumer Staples
VXUS Vanguard Total International Stock ETF	$2,000,615	$2,000,615 ▲	New Holding	33,949	0.5%	ETF
UNH UnitedHealth Group	$1,982,927	$1,042,048 ▼	-34.4%	3,920	0.5%	Medical
O Realty Income	$1,958,428	$40,965 ▲	2.1%	36,668	0.5%	Finance
TSLA Tesla	$1,885,933	$1,114,599 ▲	144.5%	4,670	0.5%	Auto/Tires/Trucks
SOFI SoFi Technologies	$1,884,775	$7,823 ▲	0.4%	122,388	0.5%	Finance
GLOBAL X FDS	$1,844,350	$57,275 ▲	3.2%	49,301	0.5%	DEFENSE TECH ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$1,797,293	$206,521 ▲	13.0%	52,660	0.5%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$1,727,732	$2,866,732 ▼	-62.4%	9,702	0.4%	ETF
SPSC SPS Commerce	$1,688,815	$50,596 ▲	3.1%	9,179	0.4%	Business Services
MORN Morningstar	$1,614,091	$30,645 ▲	1.9%	4,793	0.4%	Business Services
OLLI Ollie's Bargain Outlet	$1,610,178	$406,879 ▲	33.8%	14,674	0.4%	Consumer Staples
BRK.B Berkshire Hathaway	$1,607,590	$57,106 ▲	3.7%	3,547	0.4%	Finance
CW Curtiss-Wright	$1,583,557	$53,235 ▲	3.5%	4,462	0.4%	Aerospace
PAYC Paycom Software	$1,568,434	$127,902 ▼	-7.5%	7,652	0.4%	Computer and Technology
SPYV SPDR Portfolio S&P 500 Value ETF	$1,534,587	$169,527 ▼	-9.9%	30,008	0.4%	ETF
UL Unilever	$1,510,258	$12,361 ▲	0.8%	26,636	0.4%	Consumer Staples
FIX Comfort Systems USA	$1,479,901	$384,181 ▼	-20.6%	3,490	0.4%	Construction
META Meta Platforms	$1,452,650	$889,390 ▲	157.9%	2,481	0.4%	Computer and Technology
IT Gartner	$1,418,960	$712,629 ▼	-33.4%	2,929	0.4%	Business Services
CYBR CyberArk Software	$1,392,900	$89,950 ▲	6.9%	4,181	0.4%	Computer and Technology
GOVT iShares U.S. Treasury Bond ETF	$1,387,235	$208,245 ▲	17.7%	60,367	0.4%	ETF
PTC PTC	$1,297,387	$43,577 ▲	3.5%	7,056	0.3%	Computer and Technology
CSGP CoStar Group	$1,259,698	$1,259,698 ▲	New Holding	17,596	0.3%	Computer and Technology
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund	$1,239,777	$1,239,777 ▲	New Holding	44,822	0.3%	Finance
SAP SAP	$1,231,542	$8,125 ▲	0.7%	5,002	0.3%	Computer and Technology
WMT Walmart	$1,113,378	$44,452 ▼	-3.8%	12,323	0.3%	Retail/Wholesale
JNJ Johnson & Johnson	$1,111,507	$133,045 ▲	13.6%	7,686	0.3%	Medical
SPMB SPDR Portfolio Mortgage Backed Bond ETF	$1,068,515	$82,127 ▲	8.3%	49,583	0.3%	ETF
COOPER COS INC	$1,035,316	$38,243 ▲	3.8%	11,262	0.3%	COM
TSCO Tractor Supply	$1,031,390	$839,576 ▲	437.7%	19,438	0.3%	Retail/Wholesale
BJ BJ's Wholesale Club	$1,010,459	$57,184 ▲	6.0%	11,309	0.3%	Consumer Discretionary
HALO Halozyme Therapeutics	$978,336	$27,252 ▲	2.9%	20,463	0.3%	Medical
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$970,633	$188,154 ▲	24.0%	12,092	0.3%	ETF
NVT nVent Electric	$956,489	$31,831 ▲	3.4%	14,033	0.2%	Computer and Technology
WSM Williams-Sonoma	$952,462	$86,116 ▼	-8.3%	5,143	0.2%	Retail/Wholesale
CSCO Cisco Systems	$946,599	$462,762 ▼	-32.8%	15,990	0.2%	Computer and Technology
STRL Sterling Infrastructure	$945,510	$33,522 ▲	3.7%	5,613	0.2%	Construction

Showing largest 100 holdings. View all holdings.

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

About Alliance Wealth Advisors, LLC /Ut

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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

About Alliance Wealth Advisors, LLC /Ut

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAlliance Wealth Advisors, LLC /Ut

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools