Alliance Wealth Advisors, LLC /UT

13F Filings History

Latest 13F report
Q3 2024 - Nov 8, 2024
Value $
$380M
Signature - Title
Chad Kelley - Chief Compliance Officer
Location
Centerville, UT
Summary
This page shows a list of all the recent 13F filings made by Alliance Wealth Advisors, LLC /UT. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Alliance Wealth Advisors, LLC /UT reported 234 stock holdings with total value $380M as of Q3 2024. Top holdings included JPST, AMZN, MSFT, TLT, and GLDM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 234 $380M +$59.7M -$37.4M +$22.3M JPST, AMZN, MSFT, TLT, GLDM 13F-HR 11/8/2024, 09:54 AM
Q2 2024 226 $341M +$37.3M -$30M +$7.34M AMZN, JPST, SHY, MSFT, GOOG 13F-HR 8/2/2024, 11:38 AM
Q1 2024 230 $335M +$51.7M -$32.5M +$19.1M AMZN, SHY, JPST, MSFT, GOOG 13F-HR 5/13/2024, 01:10 PM
Q4 2023 230 $298M +$43.5M -$39.3M +$4.21M AMZN, JPST, TLT, MSFT, ADBE 13F-HR 2/2/2024, 05:31 PM
Q3 2023 218 $270M +$39.3M -$29.3M +$9.97M SHY, JPST, AMZN, XHLF, MSFT 13F-HR 11/9/2023, 01:25 PM
Q2 2023 221 $269M +$44.2M -$33.4M +$10.7M TLT, AMZN, JPST, XHLF, MSFT 13F-HR 8/11/2023, 12:25 PM
Q1 2023 221 $249M +$35.7M -$22.7M +$12.9M SHY, TLT, JPST, AMZN, MSFT 13F-HR 5/2/2023, 01:52 PM
Q4 2022 216 $223M $0 $0 TLT, JPST, USFR, MSFT, AMZN 13F-HR 2/8/2023, 03:13 PM