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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
ETEnergy Transfer L P
Recent Activity
New Position
0.23%
$395,135
24,619 shares@ $16.06 avg price
GLWCorning Inc
Recent Activity
New Position
0.2%
$337,118
7,467 shares@ $45.15 avg price
MTBM & T Bk Corp
Recent Activity
New Position
0.14%
$228,172
1,281 shares@ $178.13 avg price
FDBCFidelity D & D Bancorp Inc
Recent Activity
New Position
0.13%
$219,985
4,459 shares@ $49.34 avg price
IVOOVanguard Admiral Fds Inc
Recent Activity
New Position
0.12%
$207,880
1,968 shares@ $105.64 avg price
CATHGlobal X Fds
Recent Activity
New Position
0.12%
$204,423
2,946 shares@ $69.4 avg price
ORCLOracle Corp
Recent Activity
New Position
0.12%
$204,310
1,199 shares@ $170.41 avg price