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Alliance Wealth Advisors, LLC /UT

Portfolio Manager
Alliance Wealth Advisors, LLC /UT
Performance
-0.97% (2025 Q4)
AUM (13F)
$462.31M
# of Holdings
228
Performance Rank
Allocation (Top 20)
61.61%

Alliance Wealth Advisors, LLC /UT Holdings Map

Top 50 Alliance Wealth Advisors, LLC /UT Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VONG
VANGUARD SCOTTSDALE FDS
10.79%454.6K$49.9M
+71.35%(+189.29K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 16.2K shares2025-Q4: 265.3K shares2026-Q1: 454.6K shares
$118.65(+9.19%)
2026-03-31
VYM
VANGUARD WHITEHALL FDS
7.97%248.8K$36.9M
+64.96%(+97.99K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 9.1K shares2025-Q4: 150.8K shares2026-Q1: 248.8K shares
$143.46(+9.61%)
2026-03-31
VCIT
VANGUARD SCOTTSDALE FDS
5.73%320.1K$26.5M
+74.86%(+137.03K)
2025-Q1: 12.4K shares2025-Q2: 12.9K shares2025-Q3: 21.0K shares2025-Q4: 183.0K shares2026-Q1: 320.1K shares
$83.45(-1.19%)
2026-03-31
BIL
SPDR SERIES TRUST
5.7%287.4K$26.3M
+50.69%(+96.69K)
2025-Q1: 70.5K shares2025-Q2: 295.3K shares2025-Q3: 211.6K shares2025-Q4: 190.7K shares2026-Q1: 287.4K shares
$91.65(-0.15%)
2026-03-31
IVLU
ISHARES TR
5.08%591.9K$23.5M
+56.60%(+213.93K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 26.2K shares2025-Q4: 378.0K shares2026-Q1: 591.9K shares
$37.41(+14.14%)
2026-03-31
SPTS
SPDR SERIES TRUST
4.82%763.6K$22.3M
+84.01%(+348.60K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 23.4K shares2025-Q4: 415.0K shares2026-Q1: 763.6K shares
$29.27(-0.85%)
2026-03-31
IXUS
ISHARES TR
4.2%224.2K$19.4M
+51.44%(+76.14K)
2025-Q1: 0 shares2025-Q2: 5.5K shares2025-Q3: 34.2K shares2025-Q4: 148.0K shares2026-Q1: 224.2K shares
$83.43(+14.55%)
2026-03-31
VIOG
VANGUARD ADMIRAL FDS INC
2.64%98.1K$12.2M
+64.17%(+38.35K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 3.5K shares2025-Q4: 59.8K shares2026-Q1: 98.1K shares
$121.93(+13.70%)
2026-03-31
SPLV
INVESCO EXCH TRADED FD TR II
1.83%115.7K$8.5M
+69.49%(+47.42K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 5.0K shares2025-Q4: 68.2K shares2026-Q1: 115.7K shares
$72.41(+0.73%)
2026-03-31
NVDA
NVIDIA CORPORATION
1.72%45.5K$7.9M
-15.03%(-8.05K)
2025-Q1: 28.6K shares2025-Q2: 36.3K shares2025-Q3: 61.2K shares2025-Q4: 53.6K shares2026-Q1: 45.5K shares
$135.78(+73.62%)
2026-03-31

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