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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
IXUSIshares Tr
Recent Activity
Increased 2.47%
0.86%
$1.497M
20,614 shares@ $72.64 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 0.92%
0.84%
$1.456M
12,420 shares@ $117.22 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -0.83%
0.84%
$1.455M
34,827 shares@ $41.78 avg price
GLPIGaming & Leisure Pptys Inc
Recent Activity
0.83%
$1.452M
28,223 shares@ $51.45 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -0.51%
0.83%
$1.437M
8,297 shares@ $173.2 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
0.82%
$1.431M
28,000 shares@ $51.12 avg price
NIONio Inc
Recent Activity
0.81%
$1.412M
400,000 shares@ $3.53 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 5.27%
0.81%
$1.404M
7,535 shares@ $186.34 avg price
PMPhilip Morris Intl Inc
Recent Activity
Decreased -0.78%
0.7%
$1.216M
10,012 shares@ $121.41 avg price
INTCIntel Corp
Recent Activity
Increased 1685.08%
0.67%
$1.17M↑ Call
200,000 shares@ $5.85 avg price