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Alliance Wealth Management

Latest statistics and disclosures from Alliance Wealth Management Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHX, SCHZ, FLRN, IVV, SCHF, and represent 37.18% of Alliance Wealth Management Group's stock portfolio.
Added to shares of these 10 stocks: IJH, SCHD, FLOT, IVV, AGG, FLRN, HYG, SCHE, MSFT, SPY.
Started 4 new stock positions in PEG, COST, SPY, V.
Reduced shares in these 10 stocks: SCHO, SCHA, , SCHM, SHY, DFUS, SCHB, SPLG, PCY, SPSM.
Sold out of its position in SPSB.
Alliance Wealth Management Group was a net buyer of stock by $10M.
Alliance Wealth Management Group has $341M in assets under management (AUM), dropping by 6.33%.
Central Index Key (CIK): 0001623707

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Positions held by Alliance Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Alliance Wealth Management Group

Alliance Wealth Management Group holds 79 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	14.1	$48M		776k	62.06	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	7.0	$24M		518k	46.00	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	6.5	$22M	+3%	716k	30.83	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.8	$16M	+5%	31k	525.73	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	4.8	$16M		416k	39.02	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	4.1	$14M	+4%	179k	77.73	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	3.7	$13M	+4%	505k	25.25	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	3.5	$12M	+7%	231k	51.06	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	3.3	$11M	-2%	137k	81.43	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	3.1	$11M	-4%	214k	49.24	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	3.0	$10M	-2%	167k	61.05	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	2.9	$9.8M	-2%	159k	61.53	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	2.7	$9.3M		104k	89.67	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	2.5	$8.5M		88k	96.05	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	2.2	$7.4M		294k	25.28	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.0	$6.7M	+13%	68k	97.94	View chart
Ishares Tr National Mun Etf (MUB)	1.8	$6.1M	+2%	57k	107.60	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.7	$6.0M	+5%	80k	74.22	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.6	$5.6M	+21%	70k	80.63	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	1.5	$5.2M		112k	46.48	View chart
Apple (AAPL)	1.5	$5.2M	+2%	30k	171.48	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	1.4	$4.6M	-4%	225k	20.46	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.3	$4.5M	+4%	105k	42.55	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	1.2	$4.2M	+2%	230k	18.13	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.2	$4.0M	+417%	67k	60.74	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.1	$3.9M		35k	110.52	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$3.8M	+9%	73k	51.60	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.0	$3.6M	-2%	99k	35.84	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.0	$3.6M		98k	36.19	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.9	$3.0M	+2%	92k	32.69	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.7	$2.5M	+4%	23k	108.92	View chart
Microsoft Corporation (MSFT)	0.7	$2.4M	+24%	5.6k	420.71	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$2.4M		25k	92.72	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$2.2M	+3%	19k	115.30	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$2.2M		6.5k	337.05	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.6	$2.2M	-4%	41k	53.34	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.6	$2.0M	-6%	47k	43.04	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.5	$1.5M	-4%	24k	64.15	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.4	$1.3M	+20%	31k	40.71	View chart
Merck & Co (MRK)	0.4	$1.2M	+5%	9.4k	131.95	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$1.2M		7.0k	169.38	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$1.0M	-45%	21k	48.21	View chart
Johnson & Johnson (JNJ)	0.3	$1.0M	+7%	6.3k	158.18	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1000k		5.0k	200.30	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$957k	+38%	17k	58.06	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$872k		2.0k	443.92	View chart
Amazon (AMZN)	0.2	$755k	+50%	4.2k	180.38	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$736k		2.8k	259.94	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$651k		1.9k	344.22	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$617k		8.1k	75.98	View chart
NVIDIA Corporation (NVDA)	0.2	$612k	+2%	677.00	904.17	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$595k	+93%	3.9k	152.26	View chart
Meta Platforms Cl A (META)	0.2	$588k		1.2k	485.58	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$510k		2.8k	182.59	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.1	$484k		7.9k	61.18	View chart
At&t (T)	0.1	$475k	+2%	27k	17.60	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$436k		2.7k	162.86	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$434k	NEW	830.00	523.07	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$421k		2.4k	179.11	View chart
International Business Machines (IBM)	0.1	$397k	+47%	2.1k	190.98	View chart
Chevron Corporation (CVX)	0.1	$383k	-4%	2.4k	157.74	View chart
Bank of America Corporation (BAC)	0.1	$377k		9.9k	37.92	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$355k	+17%	739.00	480.93	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.1	$326k	-41%	5.7k	56.98	View chart
Las Vegas Sands (LVS)	0.1	$326k		6.3k	51.70	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$325k	-42%	4.0k	81.78	View chart
Cisco Systems (CSCO)	0.1	$307k		6.2k	49.91	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$286k		2.6k	110.50	View chart
Home Depot (HD)	0.1	$280k		731.00	383.60	View chart
Walt Disney Company (DIS)	0.1	$280k		2.3k	122.36	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$269k		1.8k	150.93	View chart
Colgate-Palmolive Company (CL)	0.1	$259k	-16%	2.9k	90.05	View chart
Nextera Energy (NEE)	0.1	$258k	+15%	4.0k	63.91	View chart
Costco Wholesale Corporation (COST)	0.1	$254k	NEW	347.00	731.97	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$229k		3.9k	58.65	View chart
Procter & Gamble Company (PG)	0.1	$228k		1.4k	162.25	View chart
Public Service Enterprise (PEG)	0.1	$217k	NEW	3.3k	66.78	View chart
Hershey Company (HSY)	0.1	$214k		1.1k	194.50	View chart
Visa Com Cl A (V)	0.1	$205k	NEW	735.00	279.08	View chart

Past Filings by Alliance Wealth Management Group

SEC 13F filings are viewable for Alliance Wealth Management Group going back to 2015

Alliance Wealth Management Group 2024 Q1 filed May 2, 2024
Alliance Wealth Management Group 2023 Q4 filed Jan. 19, 2024
Alliance Wealth Management Group 2023 Q2 filed Aug. 10, 2023
Alliance Wealth Management Group 2023 Q1 filed May 8, 2023
Alliance Wealth Management Group 2022 Q4 filed Feb. 13, 2023
Alliance Wealth Management Group 2022 Q3 filed Nov. 7, 2022
Alliance Wealth Management Group 2022 Q2 filed Aug. 10, 2022
Alliance Wealth Management Group 2022 Q1 filed May 10, 2022
Alliance Wealth Management Group 2021 Q4 filed Jan. 18, 2022
Alliance Wealth Management Group 2021 Q3 filed Oct. 26, 2021
Alliance Wealth Management Group 2021 Q2 filed Aug. 13, 2021
Alliance Wealth Management Group 2021 Q1 filed May 4, 2021
Alliance Wealth Management Group 2020 Q4 filed Jan. 29, 2021
Alliance Wealth Management Group 2020 Q3 filed Nov. 12, 2020
Alliance Wealth Management Group 2020 Q2 filed Sept. 9, 2020
Alliance Wealth Management Group 2020 Q1 filed May 14, 2020

View all past filings

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