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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
CEGConstellation Energy Corp
Recent Activity
Decreased -3.22%
0.23%
$390,030
1,500 shares@ $260.02 avg price
PRUPrudential Finl Inc
Recent Activity
Decreased -0.69%
0.22%
$378,017
3,122 shares@ $121.09 avg price
MOAltria Group Inc
Recent Activity
Decreased -0.2%
0.22%
$374,225
7,332 shares@ $51.04 avg price
TAt&t Inc
Recent Activity
Decreased -1.05%
0.22%
$367,920
16,724 shares@ $22.0 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Decreased -5.94%
0.21%
$365,749
2,106 shares@ $173.67 avg price
HDHome Depot Inc
Recent Activity
Decreased -1.06%
0.2%
$339,558
838 shares@ $405.21 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -18.25%
0.19%
$315,251
1,164 shares@ $270.84 avg price
GEGe Aerospace
Recent Activity
Decreased -2.56%
0.18%
$315,117
1,671 shares@ $188.58 avg price
FISFidelity Natl Information Sv
Recent Activity
Decreased -4.16%
0.18%
$302,170
3,608 shares@ $83.75 avg price
GSKGsk Plc
Recent Activity
Decreased -0.08%
0.17%
$295,562
7,230 shares@ $40.88 avg price