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 $383.20 million in total holdings as of March 31, 2025.
Alliance Wealth Advisors, LLC /Ut owns shares of 255 different stocks, but just 94 companies or ETFs make up 80% of its holdings.
Approximately 10.90% of the portfolio was purchased this quarter.
About 10.57% of the portfolio was sold this quarter.
This quarter, Alliance Wealth Advisors, LLC /Ut has purchased 257 new stocks and bought additional shares in 133 stocks.
Alliance Wealth Advisors, LLC /Ut sold shares of 96 stocks and completely divested from 25 stocks this quarter.

Largest Holdings

JPMorgan Ultra-Short Income ETF: $15,217,826
Amazon.com: $10,457,856
iShares TIPS Bond ETF: $9,901,785
Microsoft: $8,737,979
iShares Core S&P 500 ETF: $7,608,246

Largest New Holdings this Quarter

092528801 - iShares Large Cap Deep Buffer ETF: $4,240,200 Holding
464287432 - iShares 20+ Year Treasury Bond ETF: $3,197,247 Holding
72201R593 - PIMCO Commodity Strategy Active ETF: $1,003,581 Holding
74933W213 - RBB FD INC: $982,337 Holding
26603R106 - DUOLINGO INC: $646,234 Holding

Largest Purchases this Quarter

iShares Large Cap Deep Buffer ETF: 144,618 shares (about $4.24M)
iShares TIPS Bond ETF: 31,678 shares (about $3.52M)
iShares 20+ Year Treasury Bond ETF: 35,123 shares (about $3.20M)
AON: 5,965 shares (about $2.38M)
Vanguard Total International Stock ETF: 28,121 shares (about $1.75M)

Largest Sales this Quarter

Apple: 9,995 shares (about $2.22M)
Netflix: 1,969 shares (about $1.84M)
Alphabet: 9,644 shares (about $1.51M)
ServiceNow: 1,884 shares (about $1.50M)
iShares 1-3 Year Treasury Bond ETF: 14,438 shares (about $1.19M)

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	$15,217,826	$1,273,042 ▲	9.1%	300,569	4.0%	ETF
AMZN Amazon.com	$10,457,856	$375,194 ▼	-3.5%	54,966	2.7%	Retail/Wholesale
TIP iShares TIPS Bond ETF	$9,901,785	$3,519,109 ▲	55.1%	89,133	2.6%	ETF
MSFT Microsoft	$8,737,979	$122,753 ▼	-1.4%	23,277	2.3%	Computer and Technology
IVV iShares Core S&P 500 ETF	$7,608,246	$841,739 ▲	12.4%	13,540	2.0%	ETF
V Visa	$7,587,992	$101,631 ▼	-1.3%	21,652	2.0%	Business Services
ORCL Oracle	$6,481,201	$518,697 ▲	8.7%	46,357	1.7%	Computer and Technology
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$6,464,397	$457,091 ▼	-6.6%	70,472	1.7%	ETF
RSG Republic Services	$5,438,576	$63,445 ▲	1.2%	22,459	1.4%	Business Services
IEF iShares 7-10 Year Treasury Bond ETF	$4,874,849	$535,408 ▲	12.3%	51,115	1.3%	ETF
MA Mastercard	$4,614,230	$441,800 ▼	-8.7%	8,418	1.2%	Business Services
WSO Watsco	$4,611,830	$59,471 ▲	1.3%	9,073	1.2%	Construction
ADP Automatic Data Processing	$4,536,166	$36,358 ▲	0.8%	14,847	1.2%	Business Services
SHOP Shopify	$4,510,762	$346,020 ▼	-7.1%	47,243	1.2%	Computer and Technology
MDT Medtronic	$4,504,505	$388,914 ▼	-7.9%	50,128	1.2%	Medical
STIP iShares 0-5 Year TIPS Bond ETF	$4,482,379	$464,990 ▲	11.6%	43,321	1.2%	ETF
GLDM SPDR Gold MiniShares Trust	$4,432,747	$366,636 ▲	9.0%	71,623	1.2%	Finance
IVVB iShares Large Cap Deep Buffer ETF	$4,240,200	$4,240,200 ▲	New Holding	144,618	1.1%	ETF
LLY Eli Lilly and Company	$4,193,971	$1,014,217 ▲	31.9%	5,078	1.1%	Medical
WEC WEC Energy Group	$4,029,132	$2,507 ▲	0.1%	36,971	1.1%	Utilities
OKE ONEOK	$4,028,217	$68,164 ▲	1.7%	40,599	1.1%	Energy
HD Home Depot	$3,975,255	$46,910 ▲	1.2%	10,847	1.0%	Retail/Wholesale
ARES Ares Management	$3,918,379	$34,746 ▲	0.9%	26,727	1.0%	Finance
NFLX Netflix	$3,898,285	$1,836,297 ▼	-32.0%	4,180	1.0%	Consumer Discretionary
ABBV AbbVie	$3,891,774	$112,091 ▲	3.0%	18,575	1.0%	Medical
VXUS Vanguard Total International Stock ETF	$3,854,534	$1,746,308 ▲	82.8%	62,070	1.0%	ETF
ABT Abbott Laboratories	$3,853,851	$390,121 ▼	-9.2%	29,053	1.0%	Medical
MCD McDonald's	$3,837,119	$59,975 ▼	-1.5%	12,284	1.0%	Retail/Wholesale
MAA Mid-America Apartment Communities	$3,825,181	$49,436 ▲	1.3%	22,826	1.0%	Finance
VZ Verizon Communications	$3,793,769	$423,435 ▲	12.6%	83,637	1.0%	Computer and Technology
ZTS Zoetis	$3,768,201	$521,285 ▲	16.1%	22,886	1.0%	Medical
GOOG Alphabet	$3,706,418	$1,506,689 ▼	-28.9%	23,724	1.0%	Computer and Technology
XOM Exxon Mobil	$3,606,920	$37,820 ▲	1.1%	30,328	0.9%	Energy
SNA Snap-on	$3,557,504	$54,596 ▲	1.6%	10,556	0.9%	Consumer Discretionary
AAPL Apple	$3,537,607	$2,220,167 ▼	-38.6%	15,926	0.9%	Computer and Technology
QCOM QUALCOMM	$3,523,765	$152,993 ▲	4.5%	22,940	0.9%	Computer and Technology
IBM International Business Machines	$3,477,039	$359,068 ▼	-9.4%	13,983	0.9%	Computer and Technology
TMO Thermo Fisher Scientific	$3,337,440	$213,970 ▼	-6.0%	6,707	0.9%	Medical
AON AON	$3,230,634	$2,380,572 ▲	280.0%	8,095	0.8%	Finance
GILD Gilead Sciences	$3,214,237	$37,312 ▼	-1.1%	28,686	0.8%	Medical
TLT iShares 20+ Year Treasury Bond ETF	$3,197,247	$3,197,247 ▲	New Holding	35,123	0.8%	ETF
ACN Accenture	$3,116,793	$247,459 ▼	-7.4%	9,988	0.8%	Computer and Technology
NVDA NVIDIA	$3,101,402	$706,746 ▲	29.5%	28,616	0.8%	Computer and Technology
ADBE Adobe	$3,048,296	$264,252 ▼	-8.0%	7,948	0.8%	Computer and Technology
AWK American Water Works	$2,931,960	$9,146 ▲	0.3%	19,875	0.8%	Utilities
SPYG SPDR Portfolio S&P 500 Growth ETF	$2,902,100	$95,882 ▲	3.4%	36,109	0.8%	ETF
APD Air Products and Chemicals	$2,899,730	$27,428 ▲	1.0%	9,832	0.8%	Basic Materials
TXN Texas Instruments	$2,756,642	$21,744 ▲	0.8%	15,340	0.7%	Computer and Technology
GOOGL Alphabet	$2,691,200	$301,239 ▲	12.6%	17,403	0.7%	Computer and Technology
MSCI MSCI	$2,630,141	$222,242 ▼	-7.8%	4,651	0.7%	Finance
HSY Hershey	$2,551,083	$14,709 ▲	0.6%	14,916	0.7%	Consumer Staples
SBUX Starbucks	$2,434,242	$1,513,063 ▲	164.3%	24,816	0.6%	Retail/Wholesale
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$2,416,488	$461,375 ▼	-16.0%	26,675	0.6%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$2,391,642	$1,194,456 ▼	-33.3%	28,909	0.6%	Manufacturing
MRK Merck & Co., Inc.	$2,377,880	$4,398 ▲	0.2%	26,492	0.6%	Medical
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$2,373,681	$453,672 ▼	-16.0%	21,839	0.6%	Finance
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$2,369,067	$451,251 ▼	-16.0%	30,030	0.6%	ETF
WDAY Workday	$2,366,126	$155,765 ▼	-6.2%	10,132	0.6%	Computer and Technology
ABNB Airbnb	$2,334,583	$237,962 ▼	-9.3%	19,543	0.6%	Consumer Discretionary
KMB Kimberly-Clark	$2,299,007	$2,133 ▼	-0.1%	16,165	0.6%	Consumer Staples
MKC McCormick & Company, Incorporated	$2,291,366	$5,597 ▲	0.2%	27,838	0.6%	Consumer Staples
SPEM SPDR Portfolio Emerging Markets ETF	$2,197,834	$1,459,881 ▲	197.8%	55,825	0.6%	ETF
DIS Walt Disney	$2,183,794	$219,603 ▲	11.2%	22,126	0.6%	Consumer Discretionary
O Realty Income	$2,141,428	$14,328 ▲	0.7%	36,915	0.6%	Finance
NOW ServiceNow	$2,099,686	$1,500,117 ▼	-41.7%	2,637	0.5%	Computer and Technology
META Meta Platforms	$2,062,216	$632,267 ▲	44.2%	3,578	0.5%	Computer and Technology
SPDW SPDR Portfolio Developed World ex-US ETF	$1,996,004	$78,646 ▲	4.1%	54,820	0.5%	ETF
BRK.B Berkshire Hathaway	$1,949,014	$60,174 ▲	3.2%	3,660	0.5%	Finance
UNH UnitedHealth Group	$1,874,481	$178,597 ▼	-8.7%	3,579	0.5%	Medical
NVO Novo Nordisk A/S	$1,843,852	$309,149 ▼	-14.4%	26,553	0.5%	Medical
OLLI Ollie's Bargain Outlet	$1,700,834	$6,633 ▼	-0.4%	14,617	0.4%	Consumer Staples
JNJ Johnson & Johnson	$1,683,394	$408,784 ▲	32.1%	10,151	0.4%	Medical
CYBR CyberArk Software	$1,661,270	$248,092 ▲	17.6%	4,915	0.4%	Computer and Technology
SPYV SPDR Portfolio S&P 500 Value ETF	$1,612,156	$79,668 ▲	5.2%	31,568	0.4%	ETF
TSLA Tesla	$1,599,276	$388,999 ▲	32.1%	6,171	0.4%	Auto/Tires/Trucks
RTX RTX	$1,535,978	$951,575 ▼	-38.3%	11,596	0.4%	Aerospace
PAYC Paycom Software	$1,526,523	$145,290 ▼	-8.7%	6,987	0.4%	Computer and Technology
UL Unilever	$1,498,929	$87,241 ▼	-5.5%	25,171	0.4%	Consumer Staples
MORN Morningstar	$1,445,074	$7,797 ▲	0.5%	4,819	0.4%	Business Services
CW Curtiss-Wright	$1,429,415	$13,644 ▲	1.0%	4,505	0.4%	Aerospace
GOVT iShares U.S. Treasury Bond ETF	$1,422,291	$34,753 ▲	2.5%	61,879	0.4%	ETF
SOFI SoFi Technologies	$1,419,883	$3,489 ▼	-0.2%	122,088	0.4%	Finance
BJ BJ's Wholesale Club	$1,318,768	$28,411 ▲	2.2%	11,558	0.3%	Consumer Discretionary
HALO Halozyme Therapeutics	$1,310,594	$4,850 ▲	0.4%	20,539	0.3%	Medical
CSGP CoStar Group	$1,283,368	$110,764 ▼	-7.9%	16,198	0.3%	Computer and Technology
SPSC SPS Commerce	$1,230,253	$11,945 ▲	1.0%	9,269	0.3%	Business Services
FIX Comfort Systems USA	$1,173,552	$48,670 ▲	4.3%	3,641	0.3%	Construction
PM Philip Morris International	$1,108,570	$3,492 ▲	0.3%	6,984	0.3%	Consumer Staples
SPMB SPDR Portfolio Mortgage Backed Bond ETF	$1,107,639	$14,333 ▲	1.3%	50,233	0.3%	ETF
IT Gartner	$1,094,998	$134,304 ▼	-10.9%	2,609	0.3%	Business Services
BA Boeing	$1,066,790	$289,082 ▲	37.2%	6,255	0.3%	Aerospace
TSCO Tractor Supply	$1,049,169	$21,875 ▼	-2.0%	19,041	0.3%	Retail/Wholesale
HARBOR ETF TRUST	$1,017,171	$101,202 ▲	11.0%	42,294	0.3%	HARBOR COMMODITY
PBH Prestige Consumer Healthcare	$1,012,985	$21,836 ▲	2.2%	11,783	0.3%	Medical
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$1,011,707	$23,057 ▲	2.3%	12,374	0.3%	ETF
CMDT PIMCO Commodity Strategy Active ETF	$1,003,581	$1,003,581 ▲	New Holding	37,489	0.3%	ETF
PG Procter & Gamble	$985,682	$58,964 ▲	6.4%	5,784	0.3%	Consumer Staples
RBB FD INC	$982,337	$982,337 ▲	New Holding	19,491	0.3%	FM ULTRASHORT TR
KNSL Kinsale Capital Group	$964,174	$336,317 ▲	53.6%	1,981	0.3%	Finance
AZEK AZEK	$958,782	$22,832 ▲	2.4%	19,611	0.3%	Construction

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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