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Alliance Wealth Advisors, LLC /Ut Top Holdings and 13F Report (2026)

About Alliance Wealth Advisors, LLC /Ut

Investment Activity

  • Alliance Wealth Advisors, LLC /Ut has $462.31 million in total holdings as of March 31, 2026.
  • Alliance Wealth Advisors, LLC /Ut owns shares of 228 different stocks, but just 60 companies or ETFs make up 80% of its holdings.
  • Approximately 26.60% of the portfolio was purchased this quarter.
  • About 23.70% of the portfolio was sold this quarter.
  • This quarter, Alliance Wealth Advisors, LLC /Ut has purchased 250 new stocks and bought additional shares in 37 stocks.
  • Alliance Wealth Advisors, LLC /Ut sold shares of 172 stocks and completely divested from 39 stocks this quarter.

Largest New Holdings this Quarter

922908553 - Vanguard Real Estate ETF
$5,176,887 Holding
884903808 - THOMSON REUTERS CORP
$1,329,544 Holding
025072877 - Avantis U.S. Small Cap Value ETF
$716,950 Holding

Largest Purchases this Quarter

Vanguard Russell 1000 Growth ETF
189,292 shares (about $20.76M)
Vanguard High Dividend Yield ETF
97,991 shares (about $14.51M)
Vanguard Intermediate-Term Corporate Bond ETF
137,031 shares (about $11.34M)
SPDR Portfolio Short Term Treasury ETF
348,600 shares (about $10.17M)
SPDR Bloomberg 1-3 Month T-Bill ETF
96,689 shares (about $8.86M)

Largest Sales this Quarter

SPDR Portfolio Emerging Markets ETF
137,284 shares (about $6.44M)
iShares 0-5 Year TIPS Bond ETF
24,632 shares (about $2.55M)
Amazon.com
11,004 shares (about $2.29M)
Vanguard Total International Stock ETF
27,409 shares (about $2.11M)
Merck & Co., Inc.
14,740 shares (about $1.77M)

Sector Allocation Over Time

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

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$49,864,196$20,763,439 â–²71.4%454,59210.8%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$36,852,908$14,512,467 â–²65.0%248,8388.0%Financial Services
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$26,486,206$11,339,315 â–²74.9%320,0755.7%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$26,339,810$8,860,580 â–²50.7%287,4275.7%ETF
iShares MSCI Intl Value Factor ETF stock logo
IVLU
iShares MSCI Intl Value Factor ETF
$23,487,624$8,488,901 â–²56.6%591,9265.1%ETF
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$22,280,477$10,172,148 â–²84.0%763,5534.8%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$19,421,309$6,597,030 â–²51.4%224,1614.2%Manufacturing
Vanguard S&P Small-Cap 600 Growth ETF stock logo
VIOG
Vanguard S&P Small-Cap 600 Growth ETF
$12,211,144$4,773,165 â–²64.2%98,1132.6%ETF
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$8,460,250$3,468,518 â–²69.5%115,6721.8%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$7,942,176$1,404,792 â–¼-15.0%45,5401.7%Computer and Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$7,182,049$2,835,953 â–²65.3%54,0411.6%ETF
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$6,209,137$2,714,635 â–²77.7%266,2581.3%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$5,547,895$2,512,738 â–²82.8%97,8811.2%ETF
iShares S&P GSCI Commodity-Indexed Trust stock logo
GSG
iShares S&P GSCI Commodity-Indexed Trust
$5,475,373$2,089,478 â–²61.7%169,7791.2%Finance
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$5,176,887$5,176,887 â–²New Holding58,3641.1%ETF
GLOBAL X FDS
$5,070,231$1,780,492 â–²54.1%71,5731.1%DEFENSE TECH ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$4,770,583$1,514,430 â–¼-24.1%12,8871.0%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,410,006$2,291,854 â–¼-34.2%21,1741.0%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$4,062,981$37,815 â–²0.9%16,0090.9%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,603,338$17,003 â–²0.5%11,2320.8%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$3,452,065$778,695 â–¼-18.4%36,1700.7%ETF
iShares Convertible Bond ETF stock logo
ICVT
iShares Convertible Bond ETF
$3,392,864$1,363,172 â–²67.2%33,3320.7%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,344,035$1,476,045 â–¼-30.6%11,6290.7%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$3,211,971$796,968 â–¼-19.9%11,1960.7%Computer and Technology
VanEck Rare Earth and Strategic Metals ETF stock logo
REMX
VanEck Rare Earth and Strategic Metals ETF
$2,970,440$869,440 â–²41.4%33,7550.6%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,861,713$911,881 â–¼-24.2%4,3810.6%ETF
Visa Inc. stock logo
V
Visa
$2,686,913$1,135,039 â–¼-29.7%8,8890.6%Business Services
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,639,236$481,734 â–¼-15.4%4,6130.6%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$2,613,031$839,040 â–¼-24.3%7,0290.6%Auto/Tires/Trucks
Invesco DB US Dollar Index Bearish Fund stock logo
UDN
Invesco DB US Dollar Index Bearish Fund
$2,594,574$1,119,546 â–²75.9%144,1430.6%Finance
HARBOR ETF TRUST
$2,475,993$1,755,817 â–¼-41.5%79,8450.5%HARBOR COMMODITY
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$2,448,476$1,150,348 â–¼-32.0%14,4310.5%Energy
AbbVie Inc. stock logo
ABBV
AbbVie
$2,372,163$843,644 â–¼-26.2%10,9070.5%Medical
ISHARES BITCOIN TRUST ETF
$2,347,923$1,142,572 â–²94.8%61,1120.5%SHS BEN INT
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$2,255,455$672,936 â–¼-23.0%23,0360.5%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$2,073,320$861,235 â–¼-29.3%41,3010.4%Computer and Technology
Oracle Corporation stock logo
ORCL
Oracle
$1,957,076$1,659,020 â–¼-45.9%13,3030.4%Computer and Technology
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
$1,941,251$1,175 â–¼-0.1%122,2450.4%Finance
McDonald's Corporation stock logo
MCD
McDonald's
$1,922,813$917,890 â–¼-32.3%6,1860.4%Retail/Wholesale
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$1,878,195$948,186 â–¼-33.5%16,2230.4%Utilities
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$1,860,184$886,957 â–¼-32.3%13,3470.4%Medical
Netflix, Inc. stock logo
NFLX
Netflix
$1,846,176$590,073 â–¼-24.2%19,2010.4%Consumer Discretionary
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$1,844,762$580,029 â–¼-23.9%40,4110.4%ETF
Medtronic PLC stock logo
MDT
Medtronic
$1,843,466$869,048 â–¼-32.0%21,2740.4%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$1,830,442$655,233 â–¼-26.4%5,9140.4%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$1,807,132$716,077 â–¼-28.4%5,4940.4%Retail/Wholesale
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$1,787,648$530,181 â–¼-22.9%12,9240.4%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$1,786,253$2,113,508 â–¼-54.2%23,1650.4%ETF
Republic Services, Inc. stock logo
RSG
Republic Services
$1,781,541$918,806 â–¼-34.0%8,1340.4%Business Services
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,766,878$870,102 â–¼-33.0%1,9210.4%Medical
CME Group Inc. stock logo
CME
CME Group
$1,734,000$1,298,063 â–²297.8%5,8710.4%Finance
ISHARES ETHEREUM TR
$1,733,559$917,443 â–²112.4%109,5110.4%SHS
iShares Residential and Multisector Real Estate ETF stock logo
REZ
iShares Residential and Multisector Real Estate ETF
$1,712,046$652,949 â–²61.7%20,5750.4%ETF
Snap-On Incorporated stock logo
SNA
Snap-On
$1,710,141$885,220 â–¼-34.1%4,7080.4%Consumer Discretionary
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$1,707,655$841,403 â–¼-33.0%8,7960.4%Computer and Technology
ONEOK, Inc. stock logo
OKE
ONEOK
$1,617,029$828,717 â–¼-33.9%17,8890.3%Energy
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$1,472,098$451,169 â–¼-23.5%26,0180.3%ETF
Watsco, Inc. stock logo
WSO
Watsco
$1,450,372$769,578 â–¼-34.7%3,9860.3%Construction
Mastercard Incorporated stock logo
MA
Mastercard
$1,415,795$672,165 â–¼-32.2%2,8330.3%Business Services
SPROTT ASSET MANAGEMENT LP
$1,414,8150.0%58,0080.3%PHYSICAL SILVER
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$1,409,717$688,588 â–¼-32.8%4,8520.3%Basic Materials
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$1,397,592$707,682 â–¼-33.6%10,8520.3%Computer and Technology
Sterling Infrastructure, Inc. stock logo
STRL
Sterling Infrastructure
$1,386,754$458,993 â–¼-24.9%3,4050.3%Construction
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,375,562$660,148 â–¼-32.4%6,7700.3%Computer and Technology
Accenture PLC stock logo
ACN
Accenture
$1,341,827$853,367 â–¼-38.9%6,7660.3%Computer and Technology
SHOPIFY INC
$1,336,254$913,492 â–¼-40.6%11,2650.3%CL A SUB VTG SHS
THOMSON REUTERS CORP
$1,329,544$1,329,544 â–²New Holding14,7760.3%COM
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,304,960$714,574 â–¼-35.4%5,3380.3%Medical
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,283,546$1,032,897 â–¼-44.6%5,2950.3%Computer and Technology
Ares Management Corporation stock logo
ARES
Ares Management
$1,249,122$664,984 â–¼-34.7%11,4490.3%Finance
Curtiss-Wright Corporation stock logo
CW
Curtiss-Wright
$1,214,437$931,772 â–¼-43.4%1,7830.3%Aerospace
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,168,237$108,003 â–¼-8.5%2,7150.3%Finance
Mid-America Apartment Communities, Inc. stock logo
MAA
Mid-America Apartment Communities
$1,129,366$636,245 â–¼-36.0%9,2480.2%Finance
The Boeing Company stock logo
BA
Boeing
$1,119,743$524,245 â–¼-31.9%5,6260.2%Aerospace
The Walt Disney Company stock logo
DIS
Walt Disney
$1,113,814$479,414 â–¼-30.1%11,5560.2%Consumer Discretionary
Starbucks Corporation stock logo
SBUX
Starbucks
$1,109,739$656,024 â–¼-37.2%12,3860.2%Retail/Wholesale
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$1,101,840$2,547,688 â–¼-69.8%10,6530.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,083,505$323,470 â–¼-23.0%2,2610.2%Finance
American Water Works Company, Inc. stock logo
AWK
American Water Works
$1,080,827$618,121 â–¼-36.4%7,9420.2%Utilities
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock logo
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
$1,060,642$1,060,642 â–²New Holding61,2380.2%Manufacturing
nVent Electric PLC stock logo
NVT
nVent Electric
$1,016,262$326,216 â–¼-24.3%8,5920.2%Computer and Technology
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$971,909$42,925 â–²4.6%26,4460.2%Medical
Realty Income Corporation stock logo
O
Realty Income
$935,587$662,228 â–¼-41.4%15,2920.2%Finance
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$886,781$1,690 â–²0.2%2,6240.2%Computer and Technology
Comfort Systems USA, Inc. stock logo
FIX
Comfort Systems USA
$886,691$1,152,836 â–¼-56.5%6430.2%Construction
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$880,269$667,782 â–²314.3%17,6230.2%Manufacturing
PepsiCo, Inc. stock logo
PEP
PepsiCo
$863,534$165,718 â–¼-16.1%5,5600.2%Consumer Staples
ServiceNow, Inc. stock logo
NOW
ServiceNow
$856,125$92,116 â–¼-9.7%8,1880.2%Computer and Technology
SPDR Portfolio Mortgage Backed Bond ETF stock logo
SPMB
SPDR Portfolio Mortgage Backed Bond ETF
$833,445$263,485 â–¼-24.0%37,2240.2%ETF
SDCI
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
$826,080$826,080 â–²New Holding30,3260.2%ETF
iShares 0-5 Year High Yield Corporate Bond ETF stock logo
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
$804,567$239,686 â–¼-23.0%19,0160.2%ETF
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$774,655$425,135 â–¼-35.4%15,3570.2%Consumer Staples
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$763,583$283,106 â–¼-27.0%1,7100.2%Medical
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$734,222$230,051 â–¼-23.9%15,1950.2%ETF
Penumbra, Inc. stock logo
PEN
Penumbra
$724,713$273,204 â–¼-27.4%2,2070.2%Medical
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$716,950$716,950 â–²New Holding6,4900.2%ETF
Monster Beverage Corporation stock logo
MNST
Monster Beverage
$701,920$322,375 â–¼-31.5%9,6870.2%Consumer Staples
BJ's Wholesale Club Holdings, Inc. stock logo
BJ
BJ's Wholesale Club
$701,243$218,000 â–¼-23.7%7,1250.2%Consumer Staples
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$700,350$177,495 â–¼-20.2%7,0550.2%Finance
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$688,719$408,898 â–¼-37.3%1,4940.1%Medical

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