Alliance Wealth Advisors, LLC /UT

data from 30/09/2025

Capitalization

$ 426.581 M 2.49 %

Average holding period

7 ans

Performance

$ 104.173 M 34.30 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Alliance Wealth Advisors, LLC /UT

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 BIL SPDR SERIES TRUST 4.55% 19.413 M $ 211581 2023/12/31 5.905 K $ 0.02 %
2025/09/30 MSFT MICROSOFT CORP 2.73% 11.666 M $ 22523 2022/12/31 480.286 K $ 4.13 %
2025/09/30 NVDA NVIDIA CORPORATION 2.68% 11.423 M $ 61224 2023/06/30 1.037 M $ 18.10 %
2025/09/30 ORCL ORACLE CORP 2.39% 10.183 M $ 36209 2022/12/31 2.710 M $ 28.64 %
2025/09/30 AMZN AMAZON COM INC 2.22% 9.476 M $ 43158 2022/12/31 0.000 $ 0.00 %
2025/09/30 SPEM SPDR INDEX SHS FDS 1.89% 8.070 M $ 172409 2022/12/31 687.703 K $ 9.52 %
2025/09/30 V VISA INC 1.44% 6.133 M $ 17965 2022/12/31 -284.486 K $ -3.85 %
2025/09/30 BBJP J P MORGAN EXCHANGE TRADED F 1.35% 5.757 M $ 86799 2025/06/30 113.658 K $ 7.35 %
2025/09/30 IEF ISHARES TR 1.25% 5.317 M $ 55120 2022/12/31 37.226 K $ 0.72 %
2025/09/30 SHOP SHOPIFY INC 1.21% 5.165 M $ 34754 2023/03/31 1.498 M $ 28.83 %
2025/09/30 GOOGL ALPHABET INC 1.21% 5.145 M $ 21164 2022/12/31 1.325 M $ 37.94 %
2025/09/30 IVV ISHARES TR 1.17% 4.996 M $ 7465 2022/12/31 365.952 K $ 7.79 %
2025/09/30 VT VANGUARD INTL EQUITY INDEX F 1.16% 4.959 M $ 35986 2025/09/30 0.000 $ 0.00 %
2025/09/30 NFLX NETFLIX INC 1.15% 4.885 M $ 4074 2022/12/31 -627.579 K $ -10.47 %
2025/09/30 STIP ISHARES TR 1.13% 4.806 M $ 46497 2022/12/31 20.516 K $ 0.44 %
2025/09/30 VXUS VANGUARD STAR FDS 1.12% 4.768 M $ 64907 2024/12/31 285.238 K $ 6.33 %
2025/09/30 ABBV ABBVIE INC 1.11% 4.738 M $ 20463 2022/12/31 888.138 K $ 24.74 %
2025/09/30 TSLA TESLA INC 1.10% 4.684 M $ 10532 2024/09/30 1.038 M $ 40.00 %
2025/09/30 GOOG ALPHABET INC 1.08% 4.611 M $ 18931 2022/12/31 1.542 M $ 37.30 %
2025/09/30 META META PLATFORMS INC 1.08% 4.604 M $ 6269 2024/09/30 -17.733 K $ -0.50 %
2025/09/30 HD HOME DEPOT INC 1.05% 4.468 M $ 11026 2022/12/31 431.027 K $ 10.51 %
2025/09/30 MDT MEDTRONIC PLC 1.04% 4.432 M $ 46539 2022/12/31 393.985 K $ 9.26 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 1.03% 4.397 M $ 14981 2022/12/31 -226.852 K $ -4.83 %
2025/09/30 ACN ACCENTURE PLC IRELAND 1.03% 4.376 M $ 17744 2022/12/31 -1.024 M $ -17.49 %
2025/09/30 ARES ARES MANAGEMENT CORPORATION 1.00% 4.274 M $ 26730 2022/12/31 -364.374 K $ -7.68 %
2025/09/30 RSG REPUBLIC SVCS INC 0.99% 4.232 M $ 18440 2022/12/31 -323.414 K $ -6.95 %
2025/09/30 WEC WEC ENERGY GROUP INC 0.99% 4.221 M $ 36835 2022/12/31 392.606 K $ 9.97 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.94% 4.030 M $ 14281 2022/12/31 -181.425 K $ -4.28 %
2025/09/30 QCOM QUALCOMM INC 0.93% 3.986 M $ 23959 2022/12/31 169.846 K $ 4.46 %
2025/09/30 MCD MCDONALDS CORP 0.93% 3.975 M $ 13079 2022/12/31 147.636 K $ 4.01 %
2025/09/30 SPYG SPDR SERIES TRUST 0.92% 3.907 M $ 37380 2022/12/31 347.161 K $ 9.64 %
2025/09/30 AVGO BROADCOM INC 0.89% 3.789 M $ 11486 2025/06/30 76.994 K $ 19.68 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.88% 3.741 M $ 85126 2022/12/31 58.319 K $ 1.57 %
2025/09/30 TXN TEXAS INSTRS INC 0.87% 3.719 M $ 20239 2023/06/30 -490.963 K $ -11.51 %
2025/09/30 WSO WATSCO INC 0.87% 3.715 M $ 9188 2022/12/31 -347.710 K $ -8.45 %
2025/09/30 SNA SNAP ON INC 0.87% 3.696 M $ 10665 2022/12/31 384.395 K $ 11.36 %
2025/09/30 MA MASTERCARD INCORPORATED 0.86% 3.648 M $ 6414 2022/12/31 52.898 K $ 1.22 %
2025/09/30 XOM EXXON MOBIL CORP 0.82% 3.476 M $ 30833 2022/12/31 154.628 K $ 4.59 %
2025/09/30 LLY ELI LILLY & CO 0.78% 3.309 M $ 4337 2023/09/30 -79.062 K $ -2.12 %
2025/09/30 SOFI SOFI TECHNOLOGIES INC 0.76% 3.228 M $ 122194 2022/12/31 1.003 M $ 45.09 %
2025/09/30 GILD GILEAD SCIENCES INC 0.75% 3.204 M $ 28868 2022/12/31 3.820 K $ 0.12 %
2025/09/30 MAA MID-AMER APT CMNTYS INC 0.75% 3.179 M $ 22750 2024/06/30 -194.083 K $ -5.59 %
2025/09/30 AAPL APPLE INC 0.71% 3.028 M $ 11894 2022/12/31 340.680 K $ 24.10 %
2025/09/30 OKE ONEOK INC NEW 0.70% 2.988 M $ 40943 2022/12/31 -362.992 K $ -10.61 %
2025/09/30 APD AIR PRODS & CHEMS INC 0.69% 2.963 M $ 10865 2022/12/31 -103.589 K $ -3.31 %
2025/09/30 SPDW SPDR INDEX SHS FDS 0.66% 2.827 M $ 66077 2022/12/31 130.442 K $ 5.68 %
2025/09/30 IXUS ISHARES TR 0.66% 2.820 M $ 34151 2025/06/30 28.779 K $ 6.82 %
2025/09/30 AWK AMERICAN WTR WKS CO INC NEW 0.65% 2.753 M $ 19776 2023/09/30 1.622 K $ 0.06 %
2025/09/30 INDA ISHARES TR 0.63% 2.669 M $ 51264 2023/12/31 -133.987 K $ -6.50 %
2025/09/30 SBUX STARBUCKS CORP 0.62% 2.650 M $ 31325 2022/12/31 -246.879 K $ -7.67 %
2025/09/30 DIS DISNEY WALT CO 0.59% 2.500 M $ 21831 2022/12/31 -218.634 K $ -7.67 %
2025/09/30 MKC MCCORMICK & CO INC 0.58% 2.481 M $ 37076 2022/12/31 -336.548 K $ -11.75 %
2025/09/30 ABT ABBOTT LABS 0.57% 2.441 M $ 18225 2022/12/31 -54.463 K $ -1.52 %
2025/09/30 CW CURTISS WRIGHT CORP 0.57% 2.438 M $ 4490 2022/12/31 239.207 K $ 11.13 %
2025/09/30 O REALTY INCOME CORP 0.56% 2.380 M $ 39152 2022/12/31 120.019 K $ 5.52 %
2025/09/30 ZTS ZOETIS INC 0.56% 2.369 M $ 16188 2022/12/31 -198.551 K $ -6.17 %
2025/09/30 FIX COMFORT SYS USA INC 0.55% 2.361 M $ 2861 2022/12/31 1.053 M $ 53.88 %
2025/09/30 MRK MERCK & CO INC 0.55% 2.329 M $ 27745 2022/12/31 131.761 K $ 6.03 %
2025/09/30 SPYV SPDR SERIES TRUST 0.54% 2.309 M $ 41737 2022/12/31 99.934 K $ 5.71 %
2025/09/30 NOW SERVICENOW INC 0.53% 2.246 M $ 2440 2022/12/31 -311.326 K $ -10.48 %
2025/09/30 BA BOEING CO 0.52% 2.232 M $ 10341 2024/09/30 51.842 K $ 3.01 %
2025/09/30 CYBR CYBERARK SOFTWARE LTD 0.52% 2.228 M $ 4611 2022/12/31 343.520 K $ 18.75 %
2025/09/30 HGER HARBOR ETF TRUST 0.52% 2.228 M $ 86345 2024/06/30 0.000 $ 0.00 %
2025/09/30 STRL STERLING INFRASTRUCTURE INC 0.50% 2.136 M $ 6287 2024/09/30 648.034 K $ 47.22 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.47% 1.999 M $ 10783 2022/12/31 342.675 K $ 21.39 %
2025/09/30 KMB KIMBERLY-CLARK CORP 0.47% 1.993 M $ 16031 2022/12/31 -76.000 K $ -3.55 %
2025/09/30 VONG VANGUARD SCOTTSDALE FDS 0.46% 1.949 M $ 16177 2025/09/30 0.000 $ 0.00 %
2025/09/30 MSCI MSCI INC 0.45% 1.910 M $ 3366 2024/06/30 -39.699 K $ -1.62 %
2025/09/30 AON AON PLC 0.44% 1.867 M $ 5237 2022/12/31 -1.336 K $ -0.05 %
2025/09/30 NVO NOVO-NORDISK A S 0.44% 1.856 M $ 33448 2022/12/31 -341.240 K $ -19.60 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.43% 1.844 M $ 3669 2022/12/31 63.739 K $ 3.49 %
2025/09/30 VCIT VANGUARD SCOTTSDALE FDS 0.41% 1.765 M $ 20990 2022/12/31 15.330 K $ 1.44 %
2025/09/30 OLLI OLLIES BARGAIN OUTLET HLDGS 0.40% 1.724 M $ 13426 2023/03/31 -48.915 K $ -2.56 %
2025/09/30 IDXX IDEXX LABS INC 0.38% 1.617 M $ 2531 2025/06/30 319.443 K $ 19.12 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 0.38% 1.617 M $ 16560 2024/09/30 -52.635 K $ -9.11 %
2025/09/30 NVT NVENT ELECTRIC PLC 0.37% 1.590 M $ 16116 2023/09/30 404.107 K $ 34.66 %
2025/09/30 ADBE ADOBE INC 0.35% 1.502 M $ 4258 2022/12/31 -274.917 K $ -8.82 %
2025/09/30 TIP ISHARES TR 0.33% 1.405 M $ 12636 2023/09/30 36.365 K $ 1.07 %
2025/09/30 UL UNILEVER PLC 0.32% 1.382 M $ 23319 2022/12/31 -47.815 K $ -3.09 %
2025/09/30 ELF E L F BEAUTY INC 0.32% 1.379 M $ 10407 2022/12/31 84.805 K $ 6.46 %
2025/09/30 TLT ISHARES TR 0.32% 1.378 M $ 15423 2022/12/31 0.000 $ 0.00 %
2025/09/30 MEDP MEDPACE HLDGS INC 0.32% 1.358 M $ 2641 2022/12/31 497.144 K $ 63.82 %
2025/09/30 RMBS RAMBUS INC DEL 0.32% 1.348 M $ 12935 2025/03/31 489.432 K $ 62.76 %
2025/09/30 ADSK AUTODESK INC 0.31% 1.342 M $ 4225 2022/12/31 28.163 K $ 2.62 %
2025/09/30 HALO HALOZYME THERAPEUTICS INC 0.31% 1.323 M $ 18042 2023/06/30 406.465 K $ 40.98 %
2025/09/30 SPMB SPDR SERIES TRUST 0.30% 1.278 M $ 56974 2022/12/31 17.810 K $ 1.54 %
2025/09/30 VYM VANGUARD WHITEHALL FDS 0.30% 1.276 M $ 9054 2025/09/30 0.000 $ 0.00 %
2025/09/30 SNPS SYNOPSYS INC 0.30% 1.262 M $ 2557 2025/09/30 0.000 $ 0.00 %
2025/09/30 WDAY WORKDAY INC 0.29% 1.255 M $ 5214 2023/06/30 6.936 K $ 0.30 %
2025/09/30 SHYG ISHARES TR 0.29% 1.240 M $ 28636 2022/12/31 2.309 K $ 0.37 %
2025/09/30 PTC PTC INC 0.29% 1.232 M $ 6067 2022/12/31 175.520 K $ 17.80 %
2025/09/30 GLD SPDR GOLD TR 0.28% 1.213 M $ 3412 2023/06/30 160.731 K $ 16.61 %
2025/09/30 MNST MONSTER BEVERAGE CORP NEW 0.28% 1.211 M $ 17992 2024/12/31 67.285 K $ 7.46 %
2025/09/30 INTU INTUIT 0.28% 1.179 M $ 1727 2025/06/30 -37.175 K $ -13.30 %
2025/09/30 BJ BJS WHSL CLUB HLDGS INC 0.28% 1.176 M $ 12614 2022/12/31 -171.796 K $ -13.52 %
2025/09/30 PEP PEPSICO INC 0.28% 1.173 M $ 8354 2022/12/31 45.721 K $ 6.36 %
2025/09/30 TSCO TRACTOR SUPPLY CO 0.27% 1.169 M $ 20559 2022/12/31 79.236 K $ 7.77 %
2025/09/30 SPSM SPDR SERIES TRUST 0.27% 1.163 M $ 25113 2022/12/31 75.969 K $ 8.73 %
2025/09/30 VMI VALMONT INDS INC 0.27% 1.161 M $ 2995 2022/12/31 170.758 K $ 18.72 %
2025/09/30 ASML ASML HOLDING N V 0.27% 1.161 M $ 1199 2022/12/31 227.045 K $ 20.80 %