| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON COM INC | 7 | Q2 2024 | 4.5% |
| J P MORGAN EXCHANGE TRADED F | 7 | Q2 2024 | 4.2% |
| MICROSOFT CORP | 7 | Q2 2024 | 3.6% |
| ALPHABET INC | 7 | Q2 2024 | 2.3% |
| NETFLIX INC | 7 | Q2 2024 | 2.0% |
| ADOBE SYSTEMS INCORPORATED | 7 | Q2 2024 | 2.0% |
| SERVICENOW INC | 7 | Q2 2024 | 1.8% |
| VISA INC | 7 | Q2 2024 | 1.7% |
| MASTERCARD INCORPORATED | 7 | Q2 2024 | 1.4% |
| SALESFORCE INC | 7 | Q2 2024 | 1.5% |
View Alliance Wealth Advisors, LLC /UT's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-19 |
| 13F-HR | 2024-08-02 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-08 |
View Alliance Wealth Advisors, LLC /UT'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.