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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
WMBWilliams Cos Inc
Recent Activity
Decreased -1.16%
0.17%
$287,641
6,301 shares@ $45.66 avg price
CVSCvs Health Corp
Recent Activity
Decreased -81.96%
0.17%
$280,576
4,462 shares@ $62.89 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -2.06%
0.15%
$252,582
4,746 shares@ $53.22 avg price
LYGLloyds Banking Group Plc
Recent Activity
Decreased -0.62%
0.12%
$197,995
63,460 shares@ $3.12 avg price
PAGPPlains Gp Hldgs L P
Recent Activity
Decreased -0.29%
0.11%
$190,088
10,275 shares@ $18.51 avg price
SOUNSoundhound Ai Inc
Recent Activity
Decreased -7.57%
0.04%
$56,852
12,200 shares@ $4.66 avg price