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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
TDGTransdigm Group Inc
Recent Activity
Decreased -1.82%
1.85%
$3.231M
2,264 shares@ $1427.13 avg price
JAVAJ P Morgan Exchange Traded F
Recent Activity
Increased 6.34%
1.63%
$2.843M
44,366 shares@ $64.08 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -0.94%
1.5%
$2.62M
15,797 shares@ $165.85 avg price
DISDisney Walt Co
Recent Activity
Decreased -1.25%
1.31%
$2.28M
23,706 shares@ $96.19 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 1.12%
1.23%
$2.15M
40,710 shares@ $52.81 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.15%
1.2%
$2.085M
4,530 shares@ $460.27 avg price
PFISPeoples Finl Svcs Corp
Recent Activity
Increased 413.05%
1.04%
$1.811M
38,632 shares@ $46.89 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -0.89%
0.97%
$1.695M
9,710 shares@ $174.58 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.66%
0.92%
$1.595M
2,787 shares@ $572.44 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -3.63%
0.91%
$1.578M
13,897 shares@ $113.56 avg price