Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 34 | Q2 2024 | 4.0% |
ISHARES TR | 34 | Q2 2024 | 14.1% |
ISHARES TR | 34 | Q2 2024 | 6.9% |
APPLE INC | 34 | Q2 2024 | 1.9% |
SCHWAB STRATEGIC TR | 34 | Q2 2024 | 2.1% |
JPMORGAN CHASE & CO. | 34 | Q2 2024 | 1.9% |
JOHNSON & JOHNSON | 34 | Q2 2024 | 0.6% |
MERCK & CO INC NEW | 34 | Q2 2024 | 0.7% |
SCHWAB STRATEGIC TR | 34 | Q2 2024 | 1.1% |
AT&T INC | 34 | Q2 2024 | 0.5% |
View Alliance Wealth Management Group's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-27 |
13F-HR | 2024-07-12 |
13F-HR | 2024-05-02 |
13F-HR | 2024-01-19 |
13F-HR | 2023-08-10 |
13F-HR | 2023-05-08 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-07 |
13F-HR | 2022-08-10 |
13F-HR | 2022-05-10 |
View Alliance Wealth Management Group's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.