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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
NVDANvidia Corporation
Recent Activity
Decreased -6.52%
0.66%
$1.147M
9,444 shares@ $121.44 avg price
OKEOneok Inc New
Recent Activity
0.65%
$1.136M
12,469 shares@ $91.13 avg price
BKBank New York Mellon Corp
Recent Activity
Decreased -3.6%
0.62%
$1.077M
14,990 shares@ $71.86 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 1.25%
0.6%
$1.046M
4,960 shares@ $210.87 avg price
CBUCommunity Financial System I
Recent Activity
Decreased -5.35%
0.6%
$1.042M
17,946 shares@ $58.07 avg price
ABBVAbbvie Inc
Recent Activity
Increased 2.31%
0.58%
$1.007M
5,100 shares@ $197.47 avg price
VTIVanguard Index Fds
Recent Activity
Increased 26.62%
0.53%
$916,023
3,235 shares@ $283.17 avg price
BABoeing Co
Recent Activity
Decreased -0.85%
0.51%
$881,376
5,797 shares@ $152.05 avg price
SATSEchostar Corp
Recent Activity
0.5%
$870,859
35,087 shares@ $24.82 avg price
PFEPfizer Inc
Recent Activity
Increased 0.34%
0.48%
$838,120
28,961 shares@ $28.94 avg price