Alliance Wealth Advisors, LLC /Ut Top Holdings and 13F Report (2024) → Discover How to Turn $10,000 into $1 Million (From Paradigm Press) (Ad) About Alliance Wealth Advisors, LLC /UtInvestment ActivityAlliance Wealth Advisors, LLC /Ut has $335.29 million in total holdings as of March 31, 2024.Alliance Wealth Advisors, LLC /Ut owns shares of 230 different stocks, but just 87 companies or ETFs make up 80% of its holdings.Approximately 15.41% of the portfolio was purchased this quarter.About 9.70% of the portfolio was sold this quarter.This quarter, Alliance Wealth Advisors, LLC /Ut has purchased 230 new stocks and bought additional shares in 153 stocks.Alliance Wealth Advisors, LLC /Ut sold shares of 57 stocks and completely divested from 17 stocks this quarter.Largest Holdings Amazon.com $15,059,047iShares 1-3 Year Treasury Bond ETF $13,069,380JPMorgan Ultra-Short Income ETF $12,791,425Microsoft $11,109,570Alphabet $6,318,180 Largest New Holdings this Quarter iShares MSCI USA Quality Factor ETF $3,309,023 HoldingSimplify Hedged Equity ETF $3,233,687 HoldingHershey $2,559,231 HoldingJPMorgan BetaBuilders Japan ETF $1,853,517 HoldingCOOPER COS INC $994,004 Holding Largest Purchases this Quarter iShares 1-3 Year Treasury Bond ETF 109,953 shares (about $8.99M)iShares MSCI USA Quality Factor ETF 20,134 shares (about $3.31M)Simplify Hedged Equity ETF 122,072 shares (about $3.23M)Hershey 13,158 shares (about $2.56M)Thermo Fisher Scientific 3,192 shares (about $1.86M) Largest Sales this Quarter iShares 20+ Year Treasury Bond ETF 55,149 shares (about $5.22M)Adobe 2,978 shares (about $1.50M)ServiceNow 1,617 shares (about $1.23M)Ares Management 4,678 shares (about $622.07K)Interactive Brokers Group 3,032 shares (about $338.70K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAlliance Wealth Advisors, LLC /Ut Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$15,059,047$524,365 ▲3.6%83,4854.5%Retail/WholesaleSHYiShares 1-3 Year Treasury Bond ETF$13,069,380$8,991,981 ▲220.5%159,8113.9%ManufacturingJPSTJPMorgan Ultra-Short Income ETF$12,791,425$1,581,807 ▲14.1%253,5473.8%ETFMSFTMicrosoft$11,109,570$525,060 ▲5.0%26,4063.3%Computer and TechnologyGOOGAlphabet$6,318,180$229,304 ▲3.8%41,4961.9%Computer and TechnologyVVisa$5,655,143$1,038,153 ▲22.5%20,2641.7%Business ServicesNFLXNetflix$5,452,203$77,741 ▲1.4%8,9771.6%Consumer DiscretionaryTLTiShares 20+ Year Treasury Bond ETF$5,330,228$5,218,198 ▼-49.5%56,3331.6%ETFCRMSalesforce$4,922,236$155,712 ▲3.3%16,3431.5%Computer and TechnologyMAMastercard$4,764,080$206,108 ▲4.5%9,8931.4%Business ServicesXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$4,760,011$1,739,864 ▲57.6%94,6141.4%ETFNOWServiceNow$4,694,350$1,232,867 ▼-20.8%6,1571.4%Computer and TechnologyIVViShares Core S&P 500 ETF$4,503,106$596,734 ▲15.3%8,5651.3%ETFMDTMedtronic$4,294,961$312,610 ▲7.8%49,2821.3%MedicalACNAccenture$4,133,662$29,115 ▼-0.7%11,9261.2%Business ServicesTMOThermo Fisher Scientific$4,120,233$1,855,238 ▲81.9%7,0891.2%MedicalEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$4,055,236$77,116 ▼-1.9%45,2241.2%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$3,987,886$72,678 ▼-1.8%51,3041.2%ETFRSGRepublic Services$3,865,673$229,532 ▲6.3%20,1931.2%Business ServicesHDHome Depot$3,845,631$69,816 ▼-1.8%10,0251.1%Retail/WholesaleABNBAirbnb$3,828,688$117,450 ▲3.2%23,2101.1%Computer and TechnologyABTAbbott Laboratories$3,731,881$880,744 ▲30.9%32,8341.1%MedicalNVONovo Nordisk A/S$3,668,824$151,257 ▲4.3%28,5731.1%MedicalADBEAdobe$3,532,704$1,502,699 ▼-29.8%7,0011.1%Computer and TechnologyWSOWatsco$3,504,161$227,218 ▲6.9%8,1121.0%ConstructionADPAutomatic Data Processing$3,415,413$177,314 ▲5.5%13,6761.0%Business ServicesQUALiShares MSCI USA Quality Factor ETF$3,309,023$3,309,023 ▲New Holding20,1341.0%ETFHEQTSimplify Hedged Equity ETF$3,233,687$3,233,687 ▲New Holding122,0721.0%ETFARESAres Management$3,223,774$622,069 ▼-16.2%24,2431.0%FinanceAVUVAvantis U.S. Small Cap Value ETF$3,143,502$454,868 ▲16.9%33,5450.9%ETFXOMExxon Mobil$3,127,099$247,941 ▲8.6%26,9020.9%Oils/EnergyMRKMerck & Co., Inc.$3,068,171$140,920 ▲4.8%23,2530.9%MedicalQCOMQUALCOMM$3,058,860$115,799 ▲3.9%18,0680.9%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$3,056,323$409,220 ▲15.5%32,2870.9%ETFMCDMcDonald's$3,030,368$212,870 ▲7.6%10,7480.9%Retail/WholesaleOKEONEOK$2,967,880$207,639 ▲7.5%37,0200.9%Oils/EnergyABBVAbbVie$2,931,083$3,278 ▲0.1%16,0960.9%MedicalADSKAutodesk$2,856,694$128,903 ▲4.7%10,9700.9%Computer and TechnologyUNHUnitedHealth Group$2,811,450$93,006 ▲3.4%5,6830.8%MedicalSNASnap-on$2,763,163$196,692 ▲7.7%9,3280.8%Consumer DiscretionaryVZVerizon Communications$2,761,551$191,421 ▲7.4%65,8140.8%Computer and TechnologyZTSZoetis$2,706,609$886,298 ▲48.7%15,9960.8%MedicalIBMInternational Business Machines$2,698,940$48,311 ▼-1.8%14,1340.8%Computer and TechnologyWECWEC Energy Group$2,687,320$757,236 ▲39.2%32,7240.8%UtilitiesGLDMSPDR Gold MiniShares Trust$2,564,943$1,323,394 ▲106.6%58,2280.8%FinanceHSYHershey$2,559,231$2,559,231 ▲New Holding13,1580.8%Consumer StaplesNKENIKE$2,559,220$799,568 ▲45.4%27,2320.8%Consumer DiscretionaryTXNTexas Instruments$2,413,896$182,053 ▲8.2%13,8560.7%Computer and TechnologyAPDAir Products and Chemicals$2,269,890$264,808 ▲13.2%9,3690.7%Basic MaterialsAWKAmerican Water Works$2,263,085$246,742 ▲12.2%18,5180.7%UtilitiesITGartner$2,112,550$57,676 ▲2.8%4,4320.6%Business ServicesTROWT. Rowe Price Group$2,041,651$164,225 ▲8.7%16,7460.6%FinanceGILDGilead Sciences$1,939,202$181,805 ▲10.3%26,4740.6%MedicalMKCMcCormick & Company, Incorporated$1,889,238$122,897 ▲7.0%24,5960.6%Consumer StaplesKMBKimberly-Clark$1,888,658$149,142 ▲8.6%14,6010.6%Consumer StaplesBBJPJPMorgan BetaBuilders Japan ETF$1,853,517$1,853,517 ▲New Holding31,6570.6%ETFWDAYWorkday$1,835,880$82,098 ▲4.7%6,7310.5%Computer and TechnologyORealty Income$1,750,287$133,951 ▲8.3%32,3530.5%FinanceGOOGLAlphabet$1,721,809$486,900 ▲39.4%11,4080.5%Computer and TechnologyRTXRTX$1,654,393$169,896 ▲11.4%16,9630.5%AerospaceSPDWSPDR Portfolio Developed World ex-US ETF$1,588,185$103,327 ▲7.0%44,3130.5%ETFSPSCSPS Commerce$1,580,997$126,650 ▲8.7%8,5510.5%Business ServicesTIPiShares TIPS Bond ETF$1,537,210$211,485 ▲16.0%14,3120.5%ETFINDAiShares MSCI India ETF$1,529,644$210,487 ▲16.0%29,6500.5%ETFAAPLApple$1,490,915$200,812 ▲15.6%8,6940.4%Computer and TechnologyFIXComfort Systems USA$1,384,211$113,418 ▼-7.6%4,3570.4%ConstructionMORNMorningstar$1,382,423$598,855 ▲76.4%4,4830.4%Business ServicesDISWalt Disney$1,376,018$113,302 ▲9.0%11,2460.4%Consumer DiscretionaryBRK.BBerkshire Hathaway$1,367,351$61,808 ▲4.7%3,2520.4%FinanceULUnilever$1,358,739$374,165 ▲38.0%27,0720.4%Consumer StaplesICLRICON Public$1,357,238$158,568 ▲13.2%4,0400.4%MedicalSTIPiShares 0-5 Year TIPS Bond ETF$1,306,705$159,485 ▲13.9%13,1420.4%ETFWSMWilliams-Sonoma$1,190,878$156,561 ▲15.1%3,7500.4%Retail/WholesaleENTGEntegris$1,144,748$83,344 ▲7.9%8,1450.3%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$1,139,329$61,008 ▲5.7%15,5750.3%ETFGOVTiShares U.S. Treasury Bond ETF$1,129,598$104,196 ▲10.2%49,6090.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$1,116,908$67,884 ▲6.5%22,2940.3%ETFCSCOCisco Systems$1,058,998$26,902 ▲2.6%21,2180.3%Computer and TechnologyRYANRyan Specialty$1,044,399$20,480 ▼-1.9%18,8180.3%FinanceNVTnVent Electric$1,040,897$66,201 ▲6.8%13,8050.3%Computer and TechnologyELFe.l.f. Beauty$1,039,351$217,005 ▼-17.3%5,3020.3%Consumer StaplesORCLOracle$1,032,409$55,646 ▲5.7%8,2190.3%Computer and TechnologyMEDPMedpace$1,017,246$153,173 ▼-13.1%2,5170.3%MedicalSPMBSPDR Portfolio Mortgage Backed Bond ETF$1,010,763$55,755 ▲5.8%46,5360.3%ETFCOOPER COS INC$994,004$994,004 ▲New Holding9,7970.3%COMPOOLPool$977,793$86,762 ▲9.7%2,4230.3%Consumer DiscretionaryBJBJ's Wholesale Club$968,471$85,938 ▲9.7%12,8020.3%Consumer DiscretionarySAPSAP$946,481$108,827 ▲13.0%4,8530.3%Computer and TechnologyLLYEli Lilly and Company$944,443$49,789 ▲5.6%1,2140.3%MedicalSTESTERIS$926,853$55,076 ▲6.3%4,1230.3%MedicalAVYAvery Dennison$924,092$66,756 ▲7.8%4,1390.3%Industrial ProductsALGNAlign Technology$915,067$29,508 ▲3.3%2,7910.3%MedicalCYBRCyberArk Software$910,580$122,455 ▲15.5%3,4280.3%Computer and TechnologyWMTWalmart$908,593$628,915 ▲224.9%15,1000.3%Retail/WholesalePGProcter & Gamble$892,728$15,901 ▲1.8%5,5020.3%Consumer StaplesSOFISoFi Technologies$889,7240.0%121,8800.3%Business ServicesTDYTeledyne Technologies$885,687$79,424 ▲9.9%2,0630.3%AerospaceCDWCDW$831,811$112,034 ▲15.6%3,2520.2%Computer and TechnologyPTCPTC$826,046$104,484 ▲14.5%4,3720.2%Computer and TechnologyGDGeneral Dynamics$824,649$39,834 ▲5.1%2,9190.2%AerospaceShowing 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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