Alliance Wealth Management Group Top Holdings and 13F Report (2025) About Alliance Wealth Management GroupInvestment ActivityAlliance Wealth Management Group has $371.31 million in total holdings as of March 31, 2025.Alliance Wealth Management Group owns shares of 83 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 2.39% of the portfolio was purchased this quarter.About 1.64% of the portfolio was sold this quarter.This quarter, Alliance Wealth Management Group has purchased 83 new stocks and bought additional shares in 31 stocks.Alliance Wealth Management Group sold shares of 29 stocks and completely divested from 2 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $48,719,795Schwab U.S. Aggregate Bond ETF $25,231,579iShares Core S&P 500 ETF $21,366,188SPDR Bloomberg Investment Grade Floating Rate ETF $20,618,085Schwab International Equity ETF $16,844,332 Largest New Holdings this Quarter 718172109 - Philip Morris International $205,508 Holding064058100 - Bank of New York Mellon $201,288 Holding Largest Purchases this Quarter iShares iBoxx $ Investment Grade Corporate Bond ETF 8,388 shares (about $911.70K)PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 9,167 shares (about $887.09K)Schwab Emerging Markets Equity ETF 31,666 shares (about $873.03K)iShares Core MSCI Emerging Markets ETF 15,505 shares (about $836.80K)iShares Core U.S. Aggregate Bond ETF 7,648 shares (about $756.54K) Largest Sales this Quarter SPDR Bloomberg Investment Grade Floating Rate ETF 49,855 shares (about $1.54M)Schwab US Large-Cap ETF 63,113 shares (about $1.39M)Apple 1,600 shares (about $355.41K)iShares Floating Rate Bond ETF 6,770 shares (about $345.61K)Schwab US Broad Market ETF 15,892 shares (about $342.15K) 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$48,719,795$1,393,535 ▼-2.8%2,206,51213.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$25,231,579$498,890 ▲2.0%1,089,4466.8%ETFIVViShares Core S&P 500 ETF$21,366,188$451,766 ▲2.2%38,0255.8%ETFFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$20,618,085$1,536,531 ▼-6.9%668,9845.6%ETFSCHFSchwab International Equity ETF$16,844,332$218,154 ▲1.3%851,5844.5%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$16,129,457$214,029 ▲1.3%204,4554.3%ETFSCHESchwab Emerging Markets Equity ETF$14,697,040$873,031 ▲6.3%533,0814.0%ETFFLOTiShares Floating Rate Bond ETF$12,292,039$345,609 ▼-2.7%240,7843.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$11,331,737$756,537 ▲7.2%114,5553.1%FinanceEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$10,613,267$379,844 ▲3.7%117,1572.9%ETFCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$10,454,573$887,093 ▲9.3%108,0352.8%ETFSPLGSPDR Portfolio S&P 500 ETF$9,625,357$170,713 ▼-1.7%146,3712.6%ETFSCHMSchwab U.S. Mid-Cap ETF$9,543,583$298,994 ▼-3.0%364,2592.6%ETFSCHASchwab US Small-Cap ETF$8,950,196$296,483 ▼-3.2%381,9972.4%ETFSCHBSchwab US Broad Market ETF$8,862,809$342,155 ▼-3.7%411,6492.4%ETFSPABSPDR Portfolio Aggregate Bond ETF$8,096,359$235,479 ▲3.0%317,0072.2%ETFIEFAiShares Core MSCI EAFE ETF$7,932,007$500,729 ▲6.7%104,8512.1%ETFMUBiShares National Muni Bond ETF$7,695,328$20,350 ▲0.3%72,9832.1%ETFAAPLApple$6,710,195$355,413 ▼-5.0%30,2081.8%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$6,596,786$836,802 ▲14.5%122,2311.8%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$6,135,495$911,700 ▲17.5%56,4491.7%FinanceSCHDSchwab US Dividend Equity ETF$5,818,479$35,761 ▲0.6%208,1001.6%ETFPCYInvesco Emerging Markets Sovereign Debt ETF$5,178,234$277,983 ▲5.7%256,7291.4%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$4,719,677$32,655 ▲0.7%110,9991.3%ETFIJHiShares Core S&P Mid-Cap ETF$4,503,294$186,196 ▲4.3%77,1771.2%ETFIJRiShares Core S&P Small-Cap ETF$4,448,079$226,289 ▲5.4%42,5371.2%ETFPHBInvesco Fundamental High Yield Corporate Bond ETF$4,187,304$83,365 ▼-2.0%231,8551.1%ETFSPEMSPDR Portfolio Emerging Markets ETF$4,129,047$222,204 ▲5.7%104,8781.1%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$4,046,172$329,442 ▲8.9%121,7261.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$3,668,672$82,978 ▲2.3%100,7601.0%ETFTFISPDR Nuveen Bloomberg Municipal Bond ETF$3,171,936$103,841 ▼-3.2%70,3780.9%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$2,559,8890.0%102,2320.7%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$2,544,023$120,424 ▲5.0%20,8510.7%ETFIWFiShares Russell 1000 Growth ETF$2,441,6910.0%6,7620.7%ETFMSFTMicrosoft$2,108,7370.0%5,6170.6%Computer and TechnologySPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,789,048$33,676 ▼-1.8%34,9560.5%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,746,566$9,579 ▼-0.5%42,8500.5%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$1,340,547$43,198 ▲3.3%30,2880.4%ETFDGROiShares Core Dividend Growth ETF$1,268,036$89,519 ▲7.6%20,5250.3%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,236,014$50,191 ▼-3.9%18,1740.3%ETFRSPInvesco S&P 500 Equal Weight ETF$1,210,760$10,394 ▼-0.9%6,9890.3%ETFJPMJPMorgan Chase & Co.$1,164,684$87,817 ▼-7.0%4,7480.3%FinanceSCHOSchwab Short-Term U.S. Treasury ETF$1,115,920$6,815 ▼-0.6%45,8470.3%ETFJNJJohnson & Johnson$1,046,963$1,493 ▲0.1%6,3130.3%MedicalQQQInvesco QQQ$825,591$145,803 ▼-15.0%1,7610.2%FinanceMRKMerck & Co., Inc.$819,0600.0%9,1250.2%MedicalAMZNAmazon.com$793,384$39,764 ▼-4.8%4,1700.2%Retail/WholesaleTAT&T$781,024$1,301 ▲0.2%27,6180.2%Computer and TechnologyNVDANVIDIA$762,784$116,401 ▼-13.2%7,0380.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$740,749$7,146 ▼-1.0%2,6950.2%ETFMETAMeta Platforms$736,588$43,227 ▼-5.5%1,2780.2%Computer and TechnologyVUGVanguard Growth ETF$701,2520.0%1,8910.2%ETFSCHVSchwab U.S. Large-Cap Value ETF$644,2190.0%24,2370.2%ETFGOOGAlphabet$598,986$32,808 ▼-5.2%3,8340.2%Computer and TechnologyHDHome Depot$591,5150.0%1,6140.2%Retail/WholesaleCOKECoca-Cola Consolidated$564,5800.0%7,8830.2%Consumer StaplesVIGVanguard Dividend Appreciation ETF$519,060$22,306 ▼-4.1%2,6760.1%ETFIBMInternational Business Machines$516,6960.0%2,0780.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$487,7880.0%8720.1%FinanceVTVVanguard Value ETF$458,7970.0%2,6560.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$457,466$13,484 ▲3.0%5,5300.1%ManufacturingCLColgate-Palmolive$447,023$19,676 ▼-4.2%4,7710.1%Consumer StaplesBACBank of America$410,164$4,173 ▼-1.0%9,8290.1%FinanceCVXChevron$401,4960.0%2,4000.1%EnergyVOOVanguard S&P 500 ETF$385,281$1,541 ▲0.4%7500.1%ETFCSCOCisco Systems$379,9480.0%6,1570.1%Computer and TechnologyDFUSDimensional U.S. Equity ETF$346,0060.0%5,7210.1%ETFIWDiShares Russell 1000 Value ETF$345,838$32,928 ▼-8.7%1,8380.1%ETFCOSTCostco Wholesale$325,5700.0%3440.1%Retail/WholesaleVTVanguard Total World Stock ETF$295,268$232 ▲0.1%2,5470.1%ETFNEENextEra Energy$292,235$1,843 ▲0.6%4,1220.1%UtilitiesGOOGLAlphabet$275,2590.0%1,7800.1%Computer and TechnologyPEGPublic Service Enterprise Group$267,6400.0%3,2520.1%UtilitiesVZVerizon Communications$259,010$635 ▲0.2%5,7100.1%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$253,3080.0%2,1560.1%ETFVVisa$233,0560.0%6650.1%Business ServicesDISWalt Disney$225,702$4,244 ▼-1.8%2,2870.1%Consumer DiscretionaryPGProcter & Gamble$223,250$8,521 ▼-3.7%1,3100.1%Consumer StaplesORCLOracle$216,1460.0%1,5460.1%Computer and TechnologySPSBSPDR Portfolio Short Term Corporate Bond ETF$215,236$965 ▼-0.4%7,3610.1%ETFNFLXNetflix$214,4820.0%2300.1%Consumer DiscretionaryPMPhilip Morris International$205,508$205,508 ▲New Holding3,4240.1%Consumer StaplesBKBank of New York Mellon$201,288$201,288 ▲New Holding2,4000.1%FinanceGDDYGoDaddy$0$239,607 ▼-100.0%00.0%Computer and TechnologyVOOGVanguard S&P 500 Growth ETF$0$231,716 ▼-100.0%00.0%ETFShowing 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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