Alliance Wealth Management Group Top Holdings and 13F Report (2025) About Alliance Wealth Management GroupInvestment ActivityAlliance Wealth Management Group has $373.67 million in total holdings as of December 31, 2024.Alliance Wealth Management Group owns shares of 83 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 24.25% of the portfolio was purchased this quarter.About 1.26% of the portfolio was sold this quarter.This quarter, Alliance Wealth Management Group has purchased 81 new stocks and bought additional shares in 41 stocks.Alliance Wealth Management Group sold shares of 21 stocks and completely divested from 3 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $52,609,903Schwab U.S. Aggregate Bond ETF $24,241,449SPDR Bloomberg Barclays Investment Grade Floating Rate ETF $22,089,911iShares Core S&P 500 ETF $21,911,545iShares iBoxx $ High Yield Corporate Bond ETF $15,867,031 Largest New Holdings this Quarter GoDaddy $239,607 HoldingVanguard S&P 500 Growth ETF $231,716 HoldingVerizon Communications $227,796 HoldingVisa $210,167 HoldingNetflix $205,004 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 1,514,487 shares (about $35.11M)Schwab U.S. Aggregate Bond ETF 518,961 shares (about $11.78M)Schwab International Equity ETF 416,024 shares (about $7.70M)Schwab U.S. Mid-Cap ETF 249,457 shares (about $6.91M)Schwab US Broad Market ETF 268,313 shares (about $6.09M) Largest Sales this Quarter SPDR Nuveen Barclays Municipal Bond ETF 41,012 shares (about $1.87M)iShares Core S&P Total U.S. Stock Market ETF 2,641 shares (about $339.69K)PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 3,197 shares (about $304.03K)SPDR Portfolio S&P 500 ETF 4,396 shares (about $303.06K)SPDR Portfolio S&P 1500 Composite Stock Market ETF 3,699 shares (about $264.22K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAlliance Wealth Management Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$52,609,903$35,105,806 ▲200.6%2,269,62514.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$24,241,449$11,780,417 ▲94.5%1,067,9056.5%ETFFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$22,089,911$263,786 ▲1.2%718,8395.9%ETFIVViShares Core S&P 500 ETF$21,911,545$611,058 ▲2.9%37,2215.9%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$15,867,031$445,160 ▲2.9%201,7424.2%ETFSCHFSchwab International Equity ETF$15,550,268$7,696,444 ▲98.0%840,5554.2%ETFSCHESchwab Emerging Markets Equity ETF$13,352,678$184,040 ▲1.4%501,4153.6%ETFFLOTiShares Floating Rate Bond ETF$12,595,555$367,557 ▲3.0%247,5543.4%ETFSCHMSchwab U.S. Mid-Cap ETF$10,409,842$6,912,453 ▲197.6%375,6712.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$10,359,333$1,517,751 ▲17.2%106,9072.8%FinanceSPLGSPDR Portfolio S&P 500 ETF$10,269,785$303,060 ▼-2.9%148,9672.7%ETFSCHASchwab US Small-Cap ETF$10,205,677$4,959,173 ▲94.5%394,6512.7%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$10,058,270$85,656 ▼-0.8%112,9642.7%ETFSCHBSchwab US Broad Market ETF$9,705,175$6,090,702 ▲168.5%427,5412.6%ETFCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$9,402,318$304,034 ▼-3.1%98,8682.5%ETFAAPLApple$7,965,412$834,155 ▲11.7%31,8082.1%Computer and TechnologyMUBiShares National Muni Bond ETF$7,755,775$1,740,494 ▲28.9%72,7902.1%ETFSPABSPDR Portfolio Aggregate Bond ETF$7,691,597$35,986 ▼-0.5%307,7872.1%ETFIEFAiShares Core MSCI EAFE ETF$6,903,746$34,648 ▲0.5%98,2321.8%ETFSCHDSchwab US Dividend Equity ETF$5,650,342$3,714,887 ▲191.9%206,8211.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$5,573,242$738,131 ▲15.3%106,7261.5%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$5,134,837$1,815,853 ▲54.7%48,0611.4%FinancePCYInvesco Emerging Markets Sovereign Debt ETF$4,815,212$172,355 ▲3.7%242,9471.3%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$4,696,943$105,545 ▲2.3%110,2311.3%ETFIJRiShares Core S&P Small-Cap ETF$4,651,768$6,568 ▲0.1%40,3731.2%ETFIJHiShares Core S&P Mid-Cap ETF$4,610,070$113,778 ▲2.5%73,9861.2%ETFPHBInvesco Fundamental High Yield Corporate Bond ETF$4,275,397$81,866 ▲2.0%236,4711.1%ETFSPEMSPDR Portfolio Emerging Markets ETF$3,807,609$84,107 ▲2.3%99,2341.0%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$3,663,059$243,571 ▲7.1%111,8151.0%ETFSPDWSPDR Portfolio Developed World ex-US ETF$3,361,157$114,950 ▼-3.3%98,4810.9%ETFTFISPDR Nuveen Barclays Municipal Bond ETF$3,315,753$1,870,968 ▼-36.1%72,6820.9%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$2,849,206$2,136,905 ▲300.0%102,2320.8%ETFIWFiShares Russell 1000 Growth ETF$2,715,4840.0%6,7620.7%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$2,554,957$339,692 ▼-11.7%19,8640.7%ETFMSFTMicrosoft$2,367,691$10,538 ▲0.4%5,6170.6%Computer and TechnologySPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,947,730$76,347 ▼-3.8%35,6140.5%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,935,378$131,795 ▼-6.4%43,0850.5%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,350,884$264,220 ▼-16.4%18,9120.4%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$1,267,451$96,339 ▼-7.1%29,3120.3%ETFRSPInvesco S&P 500 Equal Weight ETF$1,235,2530.0%7,0490.3%ETFJPMJPMorgan Chase & Co.$1,223,959$9,588 ▼-0.8%5,1060.3%FinanceDGROiShares Core Dividend Growth ETF$1,170,110$25,579 ▲2.2%19,0760.3%ETFSCHOSchwab Short-Term U.S. Treasury ETF$1,109,808$576,474 ▲108.1%46,1270.3%ETFNVDANVIDIA$1,089,368$43,242 ▲4.1%8,1120.3%Computer and TechnologyQQQInvesco QQQ$1,059,076$250,457 ▼-19.1%2,0720.3%FinanceAMZNAmazon.com$960,709$64,281 ▲7.2%4,3790.3%Retail/WholesaleJNJJohnson & Johnson$911,729$2,169 ▼-0.2%6,3040.2%MedicalMRKMerck & Co., Inc.$907,755$3,581 ▼-0.4%9,1250.2%MedicalMETAMeta Platforms$792,195$1,757 ▼-0.2%1,3530.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$788,631$15,651 ▼-1.9%2,7210.2%ETFVUGVanguard Growth ETF$776,1760.0%1,8910.2%ETFGOOGAlphabet$770,139$3,047 ▼-0.4%4,0440.2%Computer and TechnologySCHVSchwab U.S. Large-Cap Value ETF$631,859$421,239 ▲200.0%24,2370.2%ETFHDHome Depot$627,830$348,924 ▲125.1%1,6140.2%Retail/WholesaleTAT&T$627,814$11,294 ▲1.8%27,5720.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$546,5040.0%2,7910.1%ETFSPYSPDR S&P 500 ETF Trust$511,062$17,582 ▲3.6%8720.1%FinanceCOKECoca-Cola Consolidated$490,7960.0%7,8830.1%Consumer StaplesIBMInternational Business Machines$456,7580.0%2,0780.1%Computer and TechnologyCLColgate-Palmolive$452,863$191,019 ▲73.0%4,9810.1%Consumer StaplesVTVVanguard Value ETF$449,6610.0%2,6560.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$439,983$27,955 ▲6.8%5,3670.1%ManufacturingBACBank of America$436,3800.0%9,9290.1%FinanceVOOVanguard S&P 500 ETF$402,741$2,696 ▲0.7%7470.1%ETFIWDiShares Russell 1000 Value ETF$372,667$62,944 ▼-14.4%2,0130.1%ETFDFUSDimensional U.S. Equity ETF$364,7140.0%5,7210.1%ETFCSCOCisco Systems$364,4940.0%6,1570.1%Computer and TechnologyCVXChevron$347,616$4,345 ▼-1.2%2,4000.1%Oils/EnergyGOOGLAlphabet$336,9540.0%1,7800.1%Computer and TechnologyCOSTCostco Wholesale$315,304$2,750 ▼-0.9%3440.1%Retail/WholesaleVTVanguard Total World Stock ETF$299,0350.0%2,5450.1%ETFNEENextEra Energy$293,671$1,577 ▲0.5%4,0960.1%UtilitiesPEGPublic Service Enterprise Group$274,7610.0%3,2520.1%UtilitiesIWPiShares Russell Mid-Cap Growth ETF$273,2730.0%2,1560.1%ETFDISWalt Disney$259,418$334 ▲0.1%2,3300.1%Consumer DiscretionaryORCLOracle$257,6250.0%1,5460.1%Computer and TechnologyGDDYGoDaddy$239,607$239,607 ▲New Holding1,2140.1%Computer and TechnologyVOOGVanguard S&P 500 Growth ETF$231,716$231,716 ▲New Holding6330.1%ETFPGProcter & Gamble$228,0040.0%1,3600.1%Consumer StaplesVZVerizon Communications$227,796$227,796 ▲New Holding5,6960.1%Computer and TechnologySPSBSPDR Portfolio Short Term Corporate Bond ETF$214,500$1,480 ▲0.7%7,3940.1%ETFVVisa$210,167$210,167 ▲New Holding6650.1%Business ServicesNFLXNetflix$205,004$205,004 ▲New Holding2300.1%Consumer DiscretionaryVYMVanguard High Dividend Yield ETF$0$286,100 ▼-100.0%00.0%ETFVEUVanguard FTSE All-World ex-US ETF$0$225,304 ▼-100.0%00.0%ETFHSYHershey$0$210,958 ▼-100.0%00.0%Consumer StaplesShowing 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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