$226 Million is the total value of Alliance Wealth Advisors, LLC's 238 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PRU | Exit | PRUDENTIAL FINL INC | $0 | – | -2,131 | -100.0% | -0.20% | – |
| CXSE | Exit | WISDOMTREE TRchinadiv ex fi | $0 | – | -3,960 | -100.0% | -0.24% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -28,669 | -100.0% | -0.35% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 12 | Q3 2023 | 11.9% |
| INVESCO QQQ TR | 12 | Q3 2023 | 4.9% |
| ISHARES TR | 12 | Q3 2023 | 5.0% |
| VANGUARD TAX-MANAGED INTL FD | 12 | Q3 2023 | 4.6% |
| ISHARES TR | 12 | Q3 2023 | 3.9% |
| APPLE INC | 12 | Q3 2023 | 3.2% |
| SPDR GOLD TR | 12 | Q3 2023 | 2.3% |
| ENBRIDGE INC | 12 | Q3 2023 | 2.7% |
| MICROSOFT CORP | 12 | Q3 2023 | 2.4% |
| ALPHABET INC | 12 | Q3 2023 | 2.5% |
View Alliance Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-12 |
| 13F-HR | 2022-01-21 |
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.