Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2022 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
J P MORGAN EXCHANGE TRADED F | 4 | Q3 2023 | 4.2% |
AMAZON COM INC | 4 | Q3 2023 | 4.2% |
MICROSOFT CORP | 4 | Q3 2023 | 2.3% |
ALPHABET INC | 4 | Q3 2023 | 1.9% |
NETFLIX INC | 4 | Q3 2023 | 2.0% |
ADOBE SYSTEMS INCORPORATED | 4 | Q3 2023 | 1.9% |
SERVICENOW INC | 4 | Q3 2023 | 1.6% |
VISA INC | 4 | Q3 2023 | 1.4% |
WISDOMTREE TR | 4 | Q3 2023 | 2.7% |
MASTERCARD INCORPORATED | 4 | Q3 2023 | 1.4% |
View Alliance Wealth Advisors, LLC /UT's complete holdings history.
Latest filings
Type | Filed |
---|---|
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.