$254 Million is the total value of Alliance Wealth Management Group's 64 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TRrus 1000 grw etf | $1,654,000 | +11.2% | 6,861 | 0.0% | 0.65% | +2.0% | |
| MRK | MERCK & CO. INC | $755,000 | -1.4% | 9,229 | 0.0% | 0.30% | -9.7% | |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $492,000 | +13.9% | 8,272 | 0.0% | 0.19% | +4.9% | |
| COKE | COCA COLA CONS INC | $432,000 | +11.1% | 7,883 | 0.0% | 0.17% | +1.8% | |
| IWD | ISHARES TRrus 1000 val etf | $359,000 | +15.8% | 2,626 | 0.0% | 0.14% | +6.0% | |
| QSR | RESTAURANT BRANDS INTL INC | $283,000 | +2.9% | 35,300 | 0.0% | 0.11% | -5.9% | |
| TOTL | SSGA ACTIVE ETF TRspdr tr tactic | $220,000 | 0.0% | 4,462 | 0.0% | 0.09% | -7.4% | |
| AGGY | WISDOMTREE TRyield enhancd us | $217,000 | -0.5% | 4,050 | 0.0% | 0.08% | -9.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 31 | Q2 2023 | 4.0% |
| ISHARES TR | 31 | Q2 2023 | 14.1% |
| ISHARES TR | 31 | Q2 2023 | 6.9% |
| SCHWAB STRATEGIC TR | 31 | Q2 2023 | 2.1% |
| APPLE INC | 31 | Q2 2023 | 1.9% |
| JPMORGAN CHASE & CO | 31 | Q2 2023 | 1.9% |
| JOHNSON & JOHNSON | 31 | Q2 2023 | 0.6% |
| MERCK & CO INC NEW | 31 | Q2 2023 | 0.7% |
| SCHWAB STRATEGIC TR | 31 | Q2 2023 | 1.1% |
| AT&T INC | 31 | Q2 2023 | 0.5% |
View Alliance Wealth Management Group's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-01-18 |
| 13F-HR | 2021-10-26 |
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.