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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
FXHFirst Tr Exchange Traded Fd
Recent Activity
0.39%
$675,647
6,040 shares@ $111.87 avg price
MAMastercard Incorporated
Recent Activity
Decreased -1.01%
0.39%
$673,049
1,363 shares@ $493.8 avg price
PPLPpl Corp
Recent Activity
Increased 0.86%
0.37%
$647,812
19,583 shares@ $33.09 avg price
SLBSchlumberger Ltd
Recent Activity
Increased 6.22%
0.36%
$627,634
14,961 shares@ $41.96 avg price
KOCoca Cola Co
Recent Activity
Decreased -0.23%
0.35%
$608,726
8,471 shares@ $71.86 avg price
WFCWells Fargo Co New
Recent Activity
Increased 2.04%
0.34%
$593,427
10,505 shares@ $56.49 avg price
SBUXStarbucks Corp
Recent Activity
Increased 18.96%
0.33%
$574,996
5,898 shares@ $97.49 avg price
BACBank America Corp
Recent Activity
Decreased -8.07%
0.33%
$572,463
14,427 shares@ $39.68 avg price
AVGOBroadcom Inc
Recent Activity
Increased 899.7%
0.33%
$570,803
3,309 shares@ $172.51 avg price
QCOMQualcomm Inc
Recent Activity
Increased 10.5%
0.32%
$554,873
3,263 shares@ $170.05 avg price