$270 Million is the total value of Alliance Wealth Advisors, LLC /UT's 218 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SYY | SYSCO CORP | $593,525 | -11.0% | 8,986 | 0.0% | 0.22% | -11.3% | |
| NVDA | NVIDIA CORPORATION | $223,585 | +2.8% | 514 | 0.0% | 0.08% | +2.5% | |
| AVA | AVISTA CORP | $221,378 | -17.6% | 6,839 | 0.0% | 0.08% | -18.0% | |
| CX | CEMEX SAB DE CVspon adr new | $66,710 | -8.2% | 10,263 | 0.0% | 0.02% | -7.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-09
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 | 2024-02-05 |
| 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.