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Christopher Ross

@Alliance Wealth Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$175.123MTotal holdings139
Assets growth rate10.22%Assets growth rate (2-Q avg)5.2%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Alliance Wealth Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 139 positions.

Assets under management

The assets under management (AUM) of Alliance Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 175.123M in assets, with a quarterly growth rate of 10.22% and a 2-quarter average growth rate of 5.2%. The portfolio is managed by Christopher Ross, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
UITBVictory Portfolios Ii
Recent Activity
Increased 8.78%
13.55%
$23.727M
495,032 shares@ $47.93 avg price
DGROIshares Tr
Recent Activity
Increased 3.36%
11.74%
$20.546M
327,735 shares@ $62.7 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 11.81%
5.47%
$9.579M
19,626 shares@ $488.08 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 3.57%
4.83%
$8.456M
88,129 shares@ $95.96 avg price
IJHIshares Tr
Recent Activity
Increased 1.93%
4.12%
$7.213M
115,747 shares@ $62.33 avg price
AAPLApple Inc
Recent Activity
Increased 0.18%
2.49%
$4.355M
18,689 shares@ $233.01 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.45%
2.31%
$4.031M
9,367 shares@ $430.3 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 1.68%
2.17%
$3.799M
15,629 shares@ $243.07 avg price
VOVanguard Index Fds
Recent Activity
Increased 4.76%
1.93%
$3.379M
12,806 shares@ $263.84 avg price
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Increased 3.43%
1.85%
$3.238M
54,680 shares@ $59.22 avg price