Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2019 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 15 | Q2 2024 | 11.9% |
INVESCO QQQ TR | 15 | Q2 2024 | 5.3% |
ISHARES TR | 15 | Q2 2024 | 5.0% |
VANGUARD TAX-MANAGED INTL FD | 15 | Q2 2024 | 4.6% |
APPLE INC | 15 | Q2 2024 | 3.2% |
MICROSOFT CORP | 15 | Q2 2024 | 2.6% |
SPDR GOLD TR | 15 | Q2 2024 | 2.3% |
ALPHABET INC | 15 | Q2 2024 | 2.5% |
DISNEY WALT CO | 15 | Q2 2024 | 2.6% |
TRANSDIGM GROUP INC | 15 | Q2 2024 | 2.6% |
View Alliance Wealth Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-17 |
N-PX | 2024-07-16 |
13F-HR | 2024-04-16 |
13F-HR | 2024-01-10 |
13F-HR | 2023-10-12 |
13F-HR | 2023-07-24 |
13F-HR | 2023-04-06 |
13F-HR | 2023-01-23 |
13F-HR | 2022-10-11 |
13F-HR | 2022-07-20 |
View Alliance Wealth Advisors, LLC'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.