Alliance Wealth Management Group Top Holdings and 13F Report (2025) About Alliance Wealth Management GroupInvestment ActivityAlliance Wealth Management Group has $392.69 million in total holdings as of June 30, 2025.Alliance Wealth Management Group owns shares of 85 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 1.90% of the portfolio was purchased this quarter.About 1.86% of the portfolio was sold this quarter.This quarter, Alliance Wealth Management Group has purchased 83 new stocks and bought additional shares in 29 stocks.Alliance Wealth Management Group sold shares of 25 stocks and completely divested from 0 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $55,737,771iShares Core S&P 500 ETF $24,473,815Schwab U.S. Aggregate Bond ETF $23,889,156Schwab International Equity ETF $18,985,143SPDR Bloomberg Investment Grade Floating Rate ETF $18,948,673 Largest New Holdings this Quarter 91324P102 - UnitedHealth Group $231,170 Holding922042775 - Vanguard FTSE All-World ex-US ETF $225,271 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 74,084 shares (about $1.81M)Schwab US Small-Cap ETF 41,639 shares (about $1.05M)iShares Core S&P 500 ETF 1,383 shares (about $858.89K)Schwab U.S. Mid-Cap ETF 24,366 shares (about $683.47K)Schwab US Broad Market ETF 16,952 shares (about $403.97K) Largest Sales this Quarter SPDR Bloomberg Investment Grade Floating Rate ETF 54,366 shares (about $1.68M)Schwab U.S. Aggregate Bond ETF 61,513 shares (about $1.43M)iShares Floating Rate Bond ETF 13,840 shares (about $706.12K)iShares iBoxx $ High Yield Corporate Bond ETF 8,176 shares (about $659.39K)iShares J.P. Morgan USD Emerging Markets Bond ETF 5,702 shares (about $528.12K) 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$55,737,771$1,810,613 ▲3.4%2,280,59614.2%ETFIVViShares Core S&P 500 ETF$24,473,815$858,894 ▲3.6%39,4086.2%ETFSCHZSchwab U.S. Aggregate Bond ETF$23,889,156$1,429,562 ▼-5.6%1,027,9336.1%ETFSCHFSchwab International Equity ETF$18,985,143$165,131 ▲0.9%859,0564.8%ETFFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$18,948,673$1,676,104 ▼-8.1%614,6184.8%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$15,829,784$659,390 ▼-4.0%196,2794.0%ETFSCHESchwab Emerging Markets Equity ETF$15,721,871$345,193 ▼-2.1%521,6284.0%ETFFLOTiShares Floating Rate Bond ETF$11,578,723$706,119 ▼-5.7%226,9442.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$11,007,703$355,718 ▼-3.1%110,9692.8%FinanceSCHMSchwab U.S. Mid-Cap ETF$10,900,925$683,466 ▲6.7%388,6252.8%ETFSCHASchwab US Small-Cap ETF$10,717,979$1,053,466 ▲10.9%423,6362.7%ETFCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$10,716,449$203,572 ▲1.9%110,1272.7%ETFSPLGSPDR Portfolio S&P 500 ETF$10,701,058$61,350 ▲0.6%147,2152.7%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$10,323,012$528,122 ▼-4.9%111,4552.6%ETFSCHBSchwab US Broad Market ETF$10,213,565$403,966 ▲4.1%428,6012.6%ETFIEFAiShares Core MSCI EAFE ETF$8,753,395$1,836 ▲0.0%104,8732.2%ETFSPABSPDR Portfolio Aggregate Bond ETF$7,838,566$276,813 ▼-3.4%306,1942.0%ETFMUBiShares National Muni Bond ETF$7,520,679$104,584 ▼-1.4%71,9821.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$7,156,150$181,658 ▼-2.5%119,2051.8%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$6,424,891$237,630 ▲3.8%58,6171.6%FinanceAAPLApple$6,173,290$24,415 ▼-0.4%30,0891.6%Computer and TechnologySCHDSchwab US Dividend Equity ETF$5,263,911$250,743 ▼-4.5%198,6381.3%ETFPCYInvesco Emerging Markets Sovereign Debt ETF$5,120,594$124,378 ▼-2.4%250,6411.3%ETFIJHiShares Core S&P Mid-Cap ETF$5,046,660$259,466 ▲5.4%81,3601.3%ETFIJRiShares Core S&P Small-Cap ETF$5,036,245$387,025 ▲8.3%46,0781.3%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$4,790,352$1,855 ▲0.0%111,0421.2%ETFSPEMSPDR Portfolio Emerging Markets ETF$4,298,105$184,380 ▼-4.1%100,5641.1%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$4,268,723$181,164 ▲4.4%127,1211.1%ETFPHBInvesco Fundamental High Yield Corporate Bond ETF$4,241,595$38,452 ▼-0.9%229,7721.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$3,969,316$110,457 ▼-2.7%98,0321.0%ETFTFISPDR Nuveen ICE Municipal Bond ETF$3,173,580$29,795 ▲0.9%71,0450.8%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$2,991,613$175,191 ▲6.2%22,1480.8%ETFSCHGSchwab U.S. Large-Cap Growth ETF$2,986,1970.0%102,2320.8%ETFMSFTMicrosoft$2,861,890$68,140 ▲2.4%5,7540.7%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$2,818,362$52,648 ▼-1.8%6,6380.7%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,988,731$87,824 ▲4.6%36,5710.5%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,969,568$144,158 ▲7.9%46,2340.5%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,400,593$39,542 ▲2.9%18,7020.4%ETFDGROiShares Core Dividend Growth ETF$1,270,457$42,012 ▼-3.2%19,8680.3%ETFRSPInvesco S&P 500 Equal Weight ETF$1,270,2400.0%6,9890.3%ETFJPMJPMorgan Chase & Co.$1,259,949$116,544 ▼-8.5%4,3460.3%FinanceSPYDSPDR Portfolio S&P 500 High Dividend ETF$1,259,831$25,591 ▼-2.0%29,6850.3%ETFSCHOSchwab Short-Term U.S. Treasury ETF$1,114,992$2,755 ▼-0.2%45,7340.3%ETFNVDANVIDIA$1,088,276$23,699 ▼-2.1%6,8880.3%Computer and TechnologyAMZNAmazon.com$980,673$65,817 ▲7.2%4,4700.2%Retail/WholesaleQQQInvesco QQQ$976,746$5,515 ▲0.6%1,7710.2%FinanceJNJJohnson & Johnson$966,902$2,597 ▲0.3%6,3300.2%MedicalMETAMeta Platforms$943,2790.0%1,2780.2%Computer and TechnologyVUGVanguard Growth ETF$829,0510.0%1,8910.2%ETFVTIVanguard Total Stock Market ETF$810,339$8,815 ▼-1.1%2,6660.2%ETFTAT&T$800,425$1,158 ▲0.1%27,6580.2%Computer and TechnologyMRKMerck & Co., Inc.$722,3350.0%9,1250.2%MedicalGOOGAlphabet$680,1130.0%3,8340.2%Computer and TechnologySCHVSchwab U.S. Large-Cap Value ETF$670,6380.0%24,2370.2%ETFVIGVanguard Dividend Appreciation ETF$614,155$66,511 ▲12.1%3,0010.2%ETFIBMInternational Business Machines$612,5710.0%2,0780.2%Computer and TechnologyHDHome Depot$591,7570.0%1,6140.2%Retail/WholesaleCOKECoca-Cola Consolidated$557,7220.0%7,8830.1%Consumer StaplesSPYSPDR S&P 500 ETF Trust$538,7650.0%8720.1%FinanceVTVVanguard Value ETF$469,4210.0%2,6560.1%ETFBACBank of America$465,1080.0%9,8290.1%FinanceSHYiShares 1-3 Year Treasury Bond ETF$461,907$3,728 ▲0.8%5,5750.1%ManufacturingCLColgate-Palmolive$433,789$91 ▲0.0%4,7720.1%Consumer StaplesCSCOCisco Systems$427,1730.0%6,1570.1%Computer and TechnologyVOOVanguard S&P 500 ETF$425,8550.0%7500.1%ETFDFUSDimensional U.S. Equity ETF$383,4210.0%5,7210.1%ETFCVXChevron$343,6560.0%2,4000.1%EnergyCOSTCostco Wholesale$340,9040.0%3440.1%Retail/WholesaleORCLOracle$338,0020.0%1,5460.1%Computer and TechnologyIWDiShares Russell 1000 Value ETF$335,047$21,948 ▼-6.1%1,7250.1%ETFVTVanguard Total World Stock ETF$327,2960.0%2,5470.1%ETFGOOGLAlphabet$313,6890.0%1,7800.1%Computer and TechnologyNFLXNetflix$308,0000.0%2300.1%Consumer DiscretionaryIWPiShares Russell Mid-Cap Growth ETF$298,9940.0%2,1560.1%ETFNEENextEra Energy$287,922$1,805 ▲0.6%4,1480.1%UtilitiesDISWalt Disney$283,5800.0%2,2870.1%Consumer DiscretionaryPEGPublic Service Enterprise Group$273,7530.0%3,2520.1%UtilitiesVZVerizon Communications$247,632$563 ▲0.2%5,7230.1%Computer and TechnologyVVisa$236,1080.0%6650.1%Business ServicesUNHUnitedHealth Group$231,170$231,170 ▲New Holding7410.1%MedicalVEUVanguard FTSE All-World ex-US ETF$225,271$225,271 ▲New Holding3,3510.1%ETFBKBank of New York Mellon$218,6640.0%2,4000.1%FinancePGProcter & Gamble$208,7090.0%1,3100.1%Consumer StaplesSPSBSPDR Portfolio Short Term Corporate Bond ETF$208,252$7,352 ▼-3.4%7,1100.1%ETFPMPhilip Morris International$200,7490.0%3,4240.1%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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