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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
BACBank America Corp
Recent Activity
Decreased -8.07%
0.33%
$572,463
14,427 shares@ $39.68 avg price
GSGoldman Sachs Group Inc
Recent Activity
Decreased -5.12%
0.32%
$550,067
1,111 shares@ $495.11 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -0.32%
0.31%
$534,288
914 shares@ $584.57 avg price
EIXEdison Intl
Recent Activity
Decreased -0.92%
0.29%
$495,978
5,695 shares@ $87.1 avg price
TFCTruist Finl Corp
Recent Activity
Decreased -0.95%
0.27%
$460,881
10,776 shares@ $42.77 avg price
LAMRLamar Advertising Co New
Recent Activity
Decreased -0.08%
0.27%
$457,046
3,421 shares@ $133.61 avg price
AMGNAmgen Inc
Recent Activity
Decreased -0.21%
0.26%
$453,672
1,408 shares@ $322.22 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -1.74%
0.25%
$427,532
1,404 shares@ $304.51 avg price
SPIBSpdr Ser Tr
Recent Activity
Decreased -0.14%
0.25%
$426,191
12,643 shares@ $33.71 avg price
IQVIqvia Hldgs Inc
Recent Activity
Decreased -0.71%
0.23%
$393,370
1,660 shares@ $236.97 avg price