Alliance Wealth Management Group

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$375M
Signature - Title
Steven M . Fox - Managing Member
Location
Flemington, NJ
Summary
This page shows a list of all the recent 13F filings made by Alliance Wealth Management Group. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Alliance Wealth Management Group reported 81 stock holdings with total value $375M as of Q3 2024. Top holdings included SCHX, SCHZ, FLRN, IVV, and SCHF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 81 $375M +$11.2M -$3.86M +$7.38M SCHX, SCHZ, FLRN, IVV, SCHF 13F-HR 11/13/2024, 09:46 AM
Q2 2024 83 $350M +$11.9M -$4.83M +$7.02M SCHX, SCHZ, FLRN, IVV, SCHF 13F-HR 7/12/2024, 02:32 PM
Q1 2024 79 $340M +$13.8M -$3.85M +$9.96M SCHX, SCHZ, FLRN, IVV, SCHF 13F-HR 5/1/2024, 06:39 PM
Q4 2023 76 $320M +$18.4M -$18.3M +$87.8K SCHX, SCHZ, FLRN, SCHF, IVV 13F-HR 1/19/2024, 04:21 PM
Q2 2023 77 $307M +$8.2M -$3.9M +$4.3M SCHX, SCHZ, FLRN, SCHF, PHB 13F-HR 8/9/2023, 06:41 PM
Q1 2023 74 $294M +$13.3M -$4.27M +$8.99M SCHX, SCHZ, FLRN, SCHF, PHB 13F-HR 5/5/2023, 05:55 PM
Q4 2022 71 $273M +$7.81M -$5.68M +$2.13M SCHX, SCHZ, FLRN, SCHF, PHB 13F-HR 2/10/2023, 08:35 PM
Q3 2022 66 $257M +$11.2M -$10.3M +$894K SCHX, SCHZ, FLRN, SCHF, PHB 13F-HR 11/4/2022, 05:33 PM
Q2 2022 71 $270M +$7.72M -$8.92M -$1.2M SCHX, SCHZ, FLRN, SCHF, PHB 13F-HR 8/9/2022, 05:43 PM
Q1 2022 73 $307M +$44.6M -$7.02M +$37.6M SCHX, SCHZ, SCHF, FLRN, PHB 13F-HR 5/10/2022, 03:09 PM
Q4 2021 75 $322M +$6.11M -$1.41M +$4.7M SCHX, SCHZ, SCHF, FLRN, PHB 13F-HR 1/14/2022, 07:52 PM
Q3 2021 72 $307M +$11.9M -$1.31M +$10.6M SCHX, SCHZ, SCHF, FLRN, PHB 13F-HR 10/26/2021, 11:59 AM
Q2 2021 70 $300M +$29M -$3.55M +$25.5M SCHX, SCHZ, SCHF, FLRN, PHB 13F-HR 8/13/2021, 02:21 PM
Q1 2021 65 $264M +$13M -$6.44M +$6.52M SCHX, SCHZ, SCHF, FLRN, PHB 13F-HR 5/3/2021, 08:53 PM
Q4 2020 64 $253M +$7.88M -$6.27M +$1.61M SCHX, SCHZ, SCHF, FLRN, PHB 13F-HR 1/29/2021, 11:24 AM
Q3 2020 60 $232M +$12.9M -$6M +$6.86M SCHX, SCHZ, SCHF, FLRN, PHB 13F-HR 11/10/2020, 09:48 PM
Q2 2020 59 $218M +$21.3M -$12.7M +$8.65M SCHX, SCHZ, SCHF, FLRN, PHB 13F-HR 9/9/2020, 12:01 PM
Q1 2020 52 $187M +$8.64M -$13.1M -$4.44M SCHZ, SCHX, FLRN, SCHF, PHB 13F-HR 5/14/2020, 04:09 PM
Q4 2019 59 $223M +$8.07M -$365K +$7.71M SCHX, SCHZ, FLRN, SCHF, PHB 13F-HR 2/7/2020, 08:11 PM
Q3 2019 55 $206M +$6.93M -$1.26M +$5.67M SCHX, SCHZ, FLRN, SCHF, PHB 13F-HR 11/12/2019, 11:55 AM
Q2 2019 57 $199M +$12.1M -$3.77M +$8.31M SCHX, SCHZ, FLRN, SCHF, PHB 13F-HR 8/12/2019, 05:06 PM
Q1 2019 57 $187M +$17.3M -$8.9M +$8.35M SCHX, SCHZ, FLRN, SCHF, PHB 13F-HR 5/15/2019, 02:34 PM
Q4 2018 53 $166M +$13.4M -$16.3M -$2.88M SCHX, SCHZ, SCHF, FLRN, PHB 13F-HR 2/14/2019, 04:08 PM
Q3 2018 53 $183M +$13.6M -$7.55M +$6.09M SCHX, SCHZ, SCHF, PHB, TFI 13F-HR 11/13/2018, 09:03 PM
Q2 2018 59 $173M +$17.4M -$58.4M -$41M SCHX, SCHZ, SCHF, PHB, TFI 13F-HR 8/13/2018, 04:37 PM
Q1 2018 71 $213M +$18.1M -$3.63M +$14.5M SCHX, SCHZ, SCHF, PHB, SCHD Restatement 5/23/2018, 09:53 AM
Q4 2017 72 $202M +$30.9M -$231M -$200M SCHX, SCHZ, SCHF, PHB, SCHD 13F-HR 1/31/2018, 08:40 AM
Q3 2017 84 $393M +$211M $0 +$211M SCHX, SCHZ, SCHF, PHB, SCHR 13F-HR 11/9/2017, 08:08 AM
Q2 2017 64 $178M +$9.08M -$4.8M +$4.29M SCHX, SCHZ, SCHF, PHB, SCHR 13F-HR 8/7/2017, 09:27 AM
Q1 2017 65 $173M +$124M -$92.3M +$31.6M SCHX, SCHZ, SCHF, PHB, TOTL 13F-HR 5/11/2017, 08:34 PM
Q4 2016 37 $136M +$13.3M -$16.9M -$3.54M TOTL, SCHZ, HEFA, IWF, IWD 13F-HR 2/14/2017, 02:37 PM
Q3 2016 29 $142M +$63.2M -$64.8M -$1.62M TOTL, SCHZ, HEFA, IWF, MUB 13F-HR 11/14/2016, 01:20 PM
Q2 2016 27 $142M +$24.1M -$3.2M +$20.9M IEF, TOTL, TLT, IWF, HEFA 13F-HR 8/3/2016, 06:34 PM
Q1 2016 22 $118M +$70M -$56.1M +$13.9M IEF, TLT, IWF, HEFA, GLD 13F-HR 5/10/2016, 04:58 PM
Q4 2015 36 $105M $0 $0 SPY, IWF, HEFA, IFGL, IWD 13F-HR 2/11/2016, 12:46 PM