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Size ($ in 1000's)
At 12/31/2023: $297,724
At 09/30/2023: $269,883
Alliance Wealth Advisors LLC UT holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Alliance Wealth Advisors LLC UT 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Alliance Wealth Advisors LLC UT top holdings by largest position size, as per the latest 13f filing made by Alliance Wealth Advisors LLC UT.
In the Alliance Wealth Advisors LLC UT-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Alliance Wealth Advisors LLC UT in that top holding, then the share count change between reporting periods, and finally the Alliance Wealth Advisors LLC UT top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| AMAZON COM INC |
80,578 |
+292 |
$12,243 | | AMZN | 80,578 | +292 | $12,243 | | J P MORGAN EXCHANGE TRADED F (JPST) |
222,193 |
-1,066 |
$11,161 | | JPST | 222,193 | -1,066 | $11,161 | | ISHARES TR (TLT) |
111,482 |
+111,482 |
$11,023 | | TLT | 111,482 | +111,482 | $11,023 | | MICROSOFT CORP |
25,158 |
+6,906 |
$9,460 | | MSFT | 25,158 | +6,906 | $9,460 | | ADOBE INC |
9,979 |
+100 |
$5,953 | | ADBE | 9,979 | +100 | $5,953 | | ALPHABET INC |
39,990 |
+102 |
$5,636 | | GOOG | 39,990 | +102 | $5,636 | | SERVICENOW INC |
7,774 |
+56 |
$5,492 | | NOW | 7,774 | +56 | $5,492 | | NETFLIX INC |
8,849 |
-4,279 |
$4,309 | | NFLX | 8,849 | -4,279 | $4,309 | | VISA INC |
16,544 |
+147 |
$4,307 | | V | 16,544 | +147 | $4,307 | | INNOVATOR ETFS TR (EJAN) |
147,981 |
+147,981 |
$4,243 | | EJAN | 147,981 | +147,981 | $4,243 | | ACCENTURE PLC IRELAND |
12,010 |
+16 |
$4,214 | | ACN | 12,010 | +16 | $4,214 | | SALESFORCE INC |
15,826 |
+21 |
$4,164 | | CRM | 15,826 | +21 | $4,164 | | ISHARES TR (EMB) |
46,084 |
+46,084 |
$4,104 | | EMB | 46,084 | +46,084 | $4,104 | | ISHARES TR (LQD) |
36,969 |
+36,969 |
$4,091 | | LQD | 36,969 | +36,969 | $4,091 | | ISHARES TR (SHY) |
49,858 |
-119,271 |
$4,090 | | SHY | 49,858 | -119,271 | $4,090 | | ISHARES TR (HYG) |
52,239 |
-4,247 |
$4,043 | | HYG | 52,239 | -4,247 | $4,043 | | MASTERCARD INCORPORATED |
9,465 |
+77 |
$4,037 | | MA | 9,465 | +77 | $4,037 | | MEDTRONIC PLC |
45,695 |
+1,068 |
$3,764 | | MDT | 45,695 | +1,068 | $3,764 | | ISHARES TR (IVV) |
7,430 |
+485 |
$3,549 | | IVV | 7,430 | +485 | $3,549 | | HOME DEPOT INC |
10,207 |
+164 |
$3,537 | | HD | 10,207 | +164 | $3,537 | | ARES MANAGEMENT CORPORATION |
28,921 |
+534 |
$3,439 | | ARES | 28,921 | +534 | $3,439 | | WATSCO INC |
7,586 |
-49 |
$3,250 | | WSO | 7,586 | -49 | $3,250 | | REPUBLIC SVCS INC |
18,994 |
-21 |
$3,132 | | RSG | 18,994 | -21 | $3,132 | | AIRBNB INC |
22,498 |
-51 |
$3,063 | | ABNB | 22,498 | -51 | $3,063 | | AUTOMATIC DATA PROCESSING IN |
12,966 |
+158 |
$3,021 | | ADP | 12,966 | +158 | $3,021 | | BONDBLOXX ETF TRUST (XHLF) |
60,031 |
-83,199 |
$3,014 | | XHLF | 60,031 | -83,199 | $3,014 | | MCDONALDS CORP |
9,993 |
+99 |
$2,963 | | MCD | 9,993 | +99 | $2,963 | | UNITEDHEALTH GROUP INC |
5,495 |
+69 |
$2,893 | | UNH | 5,495 | +69 | $2,893 | | NOVO NORDISK A S |
27,395 |
+542 |
$2,834 | | NVO | 27,395 | +542 | $2,834 | | PAYPAL HLDGS INC |
45,406 |
-385 |
$2,788 | | PYPL | 45,406 | -385 | $2,788 | | ABBOTT LABS |
25,085 |
+92 |
$2,761 | | ABT | 25,085 | +92 | $2,761 | | ISHARES TR (IEF) |
27,964 |
+2,587 |
$2,695 | | IEF | 27,964 | +2,587 | $2,695 | | AMERICAN CENTY ETF TR (AVUV) |
28,691 |
+28,691 |
$2,576 | | AVUV | 28,691 | +28,691 | $2,576 | | AUTODESK INC |
10,475 |
+35 |
$2,550 | | ADSK | 10,475 | +35 | $2,550 | | QUALCOMM INC |
17,384 |
+4 |
$2,514 | | QCOM | 17,384 | +4 | $2,514 | | SNAP ON INC |
8,664 |
+47 |
$2,503 | | SNA | 8,664 | +47 | $2,503 | | ABBVIE INC |
16,078 |
-465 |
$2,492 | | ABBV | 16,078 | -465 | $2,492 | | EXXON MOBIL CORP |
24,769 |
+154 |
$2,476 | | XOM | 24,769 | +154 | $2,476 | | MERCK & CO INC |
22,185 |
+344 |
$2,419 | | MRK | 22,185 | +344 | $2,419 | | ONEOK INC NEW |
34,430 |
+572 |
$2,418 | | OKE | 34,430 | +572 | $2,418 | | ISHARES TR (MCHI) |
59,136 |
+59,136 |
$2,409 | | MCHI | 59,136 | +59,136 | $2,409 | | INTERNATIONAL BUSINESS MACHS |
14,387 |
-204 |
$2,353 | | IBM | 14,387 | -204 | $2,353 | | VERIZON COMMUNICATIONS INC |
61,252 |
+518 |
$2,309 | | VZ | 61,252 | +518 | $2,309 | | AIR PRODS & CHEMS INC |
8,276 |
+178 |
$2,266 | | APD | 8,276 | +178 | $2,266 | | TEXAS INSTRS INC |
12,811 |
+242 |
$2,184 | | TXN | 12,811 | +242 | $2,184 | | AMERICAN WTR WKS CO INC NEW |
16,499 |
+546 |
$2,178 | | AWK | 16,499 | +546 | $2,178 | | ZOETIS INC |
10,758 |
+23 |
$2,123 | | ZTS | 10,758 | +23 | $2,123 | | THERMO FISHER SCIENTIFIC INC |
3,897 |
+40 |
$2,069 | | TMO | 3,897 | +40 | $2,069 | | NIKE INC |
18,724 |
+222 |
$2,033 | | NKE | 18,724 | +222 | $2,033 | | WEC ENERGY GROUP INC |
23,503 |
+838 |
$1,978 | | WEC | 23,503 | +838 | $1,978 |
See Full List: All Stocks Held By Alliance Wealth Advisors LLC UT
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Alliance Wealth Advisors LLC UT
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