test

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
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
0.47%
$812,141
27,171 shares@ $29.89 avg price
ENBEnbridge Inc
Recent Activity
Decreased -0.05%
0.46%
$800,017
19,700 shares@ $40.61 avg price
VZVerizon Communications Inc
Recent Activity
Increased 0.15%
0.46%
$798,732
17,785 shares@ $44.92 avg price
XLRESelect Sector Spdr Tr
Recent Activity
Decreased -0.94%
0.46%
$794,903
17,795 shares@ $44.68 avg price
PEPPepsico Inc
Recent Activity
Increased 2.85%
0.45%
$788,012
4,634 shares@ $170.06 avg price
DIVOAmplify Etf Tr
Recent Activity
Decreased -0.13%
0.45%
$774,702
18,808 shares@ $41.2 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Decreased -0.05%
0.43%
$741,792
12,465 shares@ $59.51 avg price
GOOGAlphabet Inc
Recent Activity
Increased 1.23%
0.41%
$706,545
4,226 shares@ $167.2 avg price
LLYEli Lilly & Co
Recent Activity
Increased 1.16%
0.4%
$698,121
788 shares@ $885.95 avg price
WMWaste Mgmt Inc Del
Recent Activity
0.4%
$690,270
3,325 shares@ $207.6 avg price