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

About Alliance Wealth Advisors, LLC

Investment Activity

  • Alliance Wealth Advisors, LLC has $228.34 million in total holdings as of March 31, 2026.
  • Alliance Wealth Advisors, LLC owns shares of 154 different stocks, but just 45 companies or ETFs make up 80% of its holdings.
  • Approximately 2.94% of the portfolio was purchased this quarter.
  • About 1.86% of the portfolio was sold this quarter.
  • This quarter, Alliance Wealth Advisors, LLC has purchased 151 new stocks and bought additional shares in 52 stocks.
  • Alliance Wealth Advisors, LLC sold shares of 48 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

42250P103 - HEALTHPEAK PROPERTIES INC
$322,225 Holding
110122108 - Bristol Myers Squibb
$225,934 Holding
30161N101 - Exelon
$203,629 Holding
74767K103 - QUANTUM EMOTION CORP
$38,930 Holding

Largest Purchases this Quarter

VictoryShares Core Intermediate Bond ETF
37,339 shares (about $1.76M)
Vanguard Mid-Cap ETF
4,473 shares (about $1.28M)
Salesforce
1,780 shares (about $332.27K)
HEALTHPEAK PROPERTIES INC
19,612 shares (about $322.23K)
Invesco QQQ
446 shares (about $257.42K)

Largest Sales this Quarter

SPDR Gold Shares
2,765 shares (about $1.19M)
iShares Core S&P Mid-Cap ETF
13,602 shares (about $918.54K)
Alphabet
1,426 shares (about $410.06K)
BANK NEW YORK MELLON CORP
2,105 shares (about $249.72K)
Broadcom
756 shares (about $233.95K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAlliance Wealth Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$27,343,162$188,433 â–²0.7%389,61512.0%ETF
VictoryShares Core Intermediate Bond ETF stock logo
UITB
VictoryShares Core Intermediate Bond ETF
$27,256,853$1,755,569 â–²6.9%579,72311.9%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$12,565,786$257,422 â–²2.1%21,7715.5%Finance
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$11,729,122$38,885 â–¼-0.3%106,1755.1%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$11,301,937$1,284,553 â–²12.8%39,3554.9%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$11,259,677$196,592 â–²1.8%57,3894.9%ETF
PALANTIR TECHNOLOGIES INC
$9,522,455$14,482 â–¼-0.2%143,3404.2%CL A
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$4,698,767$1,189,752 â–¼-20.2%10,9202.1%Finance
Intel Corporation stock logo
INTC
Intel
$4,289,8230.0%207,2701.9%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$4,208,570$43,398 â–¼-1.0%16,5831.8%Computer and Technology
EchoStar Corporation stock logo
SATS
EchoStar
$4,107,6350.0%35,0871.8%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$3,661,513$193,978 â–²5.6%9,8911.6%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,440,080$410,061 â–¼-10.7%11,9631.5%Computer and Technology
MP Materials Corp. stock logo
MP
MP Materials
$2,762,7400.0%100,0001.2%Basic Materials
Peoples Financial Services Corp. stock logo
PFIS
Peoples Financial Services
$2,384,164$4,853 â–¼-0.2%44,7061.0%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,310,702$134,655 â–²6.2%4,8221.0%Finance
Transdigm Group Incorporated stock logo
TDG
Transdigm Group
$2,273,880$24,338 â–²1.1%1,9621.0%Aerospace
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$2,232,217$77,195 â–¼-3.3%13,1571.0%Energy
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$2,172,778$918,543 â–¼-29.7%32,1751.0%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$1,915,456$136,185 â–²7.7%19,8740.8%Consumer Discretionary
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,810,972$5,133 â–¼-0.3%5,6450.8%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$1,735,919$85,687 â–²5.2%20,0360.8%Manufacturing
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,728,849$6,665 â–²0.4%8,3010.8%Retail/Wholesale
NIO Inc. stock logo
NIO
NIO
$1,603,6400.0%400,0000.7%Auto/Tires/Trucks
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,594,679$40,297 â–¼-2.5%13,2570.7%Medical
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,485,249$13,731 â–¼-0.9%2,5960.7%Computer and Technology
Philip Morris International Inc. stock logo
PM
Philip Morris International
$1,346,694$25,958 â–²2.0%8,1450.6%Consumer Staples
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,319,685$45,518 â–¼-3.3%7,5670.6%Computer and Technology
Gaming and Leisure Properties, Inc. stock logo
GLPI
Gaming and Leisure Properties
$1,252,2550.0%28,2230.5%Finance
Salesforce Inc. stock logo
CRM
Salesforce
$1,249,009$332,273 â–²36.2%6,6910.5%Computer and Technology
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$1,247,2500.0%25,0000.5%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,243,414$23,239 â–²1.9%4,2270.5%Finance
Community Financial System, Inc. stock logo
CBU
Community Financial System
$1,221,3860.0%20,8250.5%Finance
The Boeing Company stock logo
BA
Boeing
$1,207,515$30,054 â–²2.6%6,0670.5%Aerospace
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$1,188,643$94,440 â–²8.6%29,1120.5%ETF
BANK NEW YORK MELLON CORP
$1,154,507$249,716 â–¼-17.8%9,7320.5%COM
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,144,831$9,100 â–²0.8%7,9260.5%Consumer Staples
ONEOK, Inc. stock logo
OKE
ONEOK
$1,139,7180.0%12,6090.5%Energy
AbbVie Inc. stock logo
ABBV
AbbVie
$1,095,6460.0%5,0380.5%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$1,062,529$4,877 â–²0.5%3,7040.5%Computer and Technology
Enbridge Inc stock logo
ENB
Enbridge
$1,056,271$27,070 â–¼-2.5%19,5100.5%Energy
Amplify CWP Enhanced Dividend Income ETF stock logo
DIVO
Amplify CWP Enhanced Dividend Income ETF
$1,020,562$59,561 â–²6.2%22,7550.4%ETF
PPL Corporation stock logo
PPL
PPL
$1,019,889$146,648 â–²16.8%26,6990.4%Utilities
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$981,460$127,408 â–²14.9%19,5510.4%Computer and Technology
PARAMOUNT SKYDANCE CORP
$902,0000.0%100,0000.4%COM CL B
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$870,615$18,947 â–²2.2%10,9360.4%Finance
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$864,6470.0%25,6040.4%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$837,220$53,846 â–²6.9%14,7710.4%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$731,416$776 â–¼-0.1%4,7100.3%Consumer Staples
Broadcom Inc. stock logo
AVGO
Broadcom
$714,525$233,946 â–¼-24.7%2,3090.3%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$701,326$105,749 â–¼-13.1%8290.3%Finance
Morgan Stanley stock logo
MS
Morgan Stanley
$680,1680.0%4,1330.3%Finance
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$664,706$74,220 â–²12.6%9,7350.3%Manufacturing
Waste Management, Inc. stock logo
WM
Waste Management
$649,1570.0%2,8250.3%Business Services
Bank of America Corporation stock logo
BAC
Bank of America
$648,960$50,505 â–¼-7.2%13,3120.3%Finance
Pfizer Inc. stock logo
PFE
Pfizer
$645,014$9,350 â–²1.5%22,9710.3%Medical
First Trust Health Care AlphaDEX Fund stock logo
FXH
First Trust Health Care AlphaDEX Fund
$625,3600.0%5,6970.3%ETF
WALMART INC
$615,714$497 â–²0.1%4,9540.3%COM
SLB Limited stock logo
SLB
SLB
$614,572$51 â–²0.0%11,9590.3%Energy
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$609,431$35,935 â–¼-5.6%2,4930.3%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$607,048$16,556 â–¼-2.7%6600.3%Medical
Mastercard Incorporated stock logo
MA
Mastercard
$594,595$1,499 â–²0.3%1,1900.3%Business Services
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$585,8740.0%1,3740.3%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$578,7130.0%10,7070.3%ETF
Vanguard Materials ETF stock logo
VAW
Vanguard Materials ETF
$570,7860.0%2,5330.2%ETF
Chevron Corporation stock logo
CVX
Chevron
$567,815$2,483 â–²0.4%2,7440.2%Energy
CocaCola Company (The) stock logo
KO
CocaCola
$554,937$14,906 â–¼-2.6%7,2970.2%Consumer Staples
Edison International stock logo
EIX
Edison International
$548,557$16,758 â–¼-3.0%7,4960.2%Utilities
Corning Incorporated stock logo
GLW
Corning
$542,451$125,380 â–¼-18.8%3,9890.2%Computer and Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$519,807$3,845 â–¼-0.7%8,1120.2%ETF
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$519,1710.0%8590.2%Aerospace
Truist Financial Corporation stock logo
TFC
Truist Financial
$516,770$2,620 â–¼-0.5%11,2410.2%Finance
Innovator U.S. Equity Power Buffer ETF - July stock logo
PJUL
Innovator U.S. Equity Power Buffer ETF - July
$514,8360.0%11,2000.2%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$509,185$6,103 â–¼-1.2%2,5030.2%Computer and Technology
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$501,665$19,924 â–²4.1%5,3380.2%Finance
GSK PLC Sponsored ADR stock logo
GSK
GSK
$500,739$16,667 â–¼-3.2%9,0730.2%Medical
Elevance Health, Inc. stock logo
ELV
Elevance Health
$479,525$217,806 â–²83.2%1,6380.2%Medical
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$476,7500.0%7980.2%ETF
Booking Holdings Inc. stock logo
BKNG
Booking
$475,766$29,472 â–²6.6%1130.2%Retail/Wholesale
GE Aerospace stock logo
GE
GE Aerospace
$472,1930.0%1,6640.2%Aerospace
Comcast Corporation stock logo
CMCSA
Comcast
$466,882$44,759 â–¼-8.7%16,2620.2%Consumer Discretionary
Starbucks Corporation stock logo
SBUX
Starbucks
$463,807$24,996 â–¼-5.1%5,1770.2%Retail/Wholesale
Amgen Inc. stock logo
AMGN
Amgen
$457,053$2,463 â–¼-0.5%1,2990.2%Medical
Duke Energy Corporation stock logo
DUK
Duke Energy
$452,921$2,357 â–¼-0.5%3,4590.2%Utilities
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$451,722$26,886 â–²6.3%2,8730.2%Medical
Medtronic PLC stock logo
MDT
Medtronic
$444,341$1,213 â–²0.3%5,1280.2%Medical
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$443,390$22,643 â–¼-4.9%1,3120.2%Computer and Technology
Lamar Advertising Company stock logo
LAMR
Lamar Advertising
$439,890$4,686 â–¼-1.1%3,4730.2%Finance
FT Vest Laddered Deep Buffer ETF stock logo
BUFD
FT Vest Laddered Deep Buffer ETF
$433,1320.0%15,4690.2%ETF
AT&T Inc. stock logo
T
AT&T
$432,583$957 â–¼-0.2%14,9220.2%Computer and Technology
Fidelity D&D Bancorp Inc. stock logo
FDBC
Fidelity D&D Bancorp
$427,174$99,501 â–²30.4%9,8700.2%Finance
Norwood Financial Corp. stock logo
NWFL
Norwood Financial
$422,5890.0%14,3640.2%Finance
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$421,501$13,072 â–¼-3.0%1,4510.2%Basic Materials
ConocoPhillips stock logo
COP
ConocoPhillips
$420,816$10,560 â–¼-2.4%3,1880.2%Energy
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$420,402$113,816 â–¼-21.3%1,2300.2%Computer and Technology
Ford Motor Company stock logo
F
Ford Motor
$416,5130.0%36,0930.2%Auto/Tires/Trucks
McDonald's Corporation stock logo
MCD
McDonald's
$416,4590.0%1,3400.2%Retail/Wholesale
GE VERNOVA INC
$413,755$7,856 â–¼-1.9%4740.2%COM
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$408,490$21,893 â–¼-5.1%3,1720.2%Computer and Technology
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$404,9130.0%1,4500.2%Energy

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