The Analysis of Alliance Wealth Advisors, LLC /UT's Holdings & P&L


Currently, Alliance Wealth Advisors, LLC /UT holds 228 types of securities in its portfolio with a total value $462.3M. In the most recent quarter, they have increased their positions in VONG (+189.3K shares, valued at $20.8M), VYM (+98.0K shares, valued at $14.5M), VCIT (+137.0K shares, valued at $11.3M); decreased their positions in SPEM (-137.3K shares, valued at $6.4M), STIP (-24.6K shares, valued at $2.5M), AMZN (-11.0K shares, valued at $2.3M); initiated new positions in VNQ (+58.4K shares, valued at $5.2M), N/A (+14.8K shares, valued at $1.3M), PDBC (+61.2K shares, valued at $1.1M).


1M P&L
+10.4M+2.51%
3M P&L
+8.9M+2.13%
HY P&L
+20.5M+5.07%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A231.6M
54.7%
2Semiconductors17.5M
4.1%
3Software - Infrastructure15.5M
3.7%

Top Industries by Stock Count

1N/A60 stocks
25.8%
2Software - Application16 stocks
6.9%
3Drug Manufacturers - General8 stocks
3.4%
Stock Holdings
VONG
VANGUARD SCOTTSDALE FDS
71.35%
Shares454.6K
Event2026-03-31
Filed2026-05-12
VYM
VANGUARD WHITEHALL FDS
64.96%
Shares248.8K
Event2026-03-31
Filed2026-05-12
VCIT
VANGUARD SCOTTSDALE FDS
74.86%
Shares320.1K
Event2026-03-31
Filed2026-05-12
BIL
SPDR SERIES TRUST
50.69%
Shares287.4K
Event2026-03-31
Filed2026-05-12
IVLU
ISHARES TR
56.60%
Shares591.9K
Event2026-03-31
Filed2026-05-12
SPTS
SPDR SERIES TRUST
84.01%
Shares763.6K
Event2026-03-31
Filed2026-05-12
IXUS
ISHARES TR
51.44%
Shares224.2K
Event2026-03-31
Filed2026-05-12
VIOG
VANGUARD ADMIRAL FDS INC
64.17%
Shares98.1K
Event2026-03-31
Filed2026-05-12
INVESCO EXCH TRADED FD TR II
INVESCO EXCH TRADED FD TR II
69.49%
Shares115.7K
Event2026-03-31
Filed2026-05-12
NVDA
NVIDIA CORPORATION
-15.03%
Shares45.5K
Event2026-03-31
Filed2026-05-12
XLK
SELECT SECTOR SPDR TR
65.25%
Shares54.0K
Event2026-03-31
Filed2026-05-12
SPHY
SPDR SERIES TRUST
77.68%
Shares266.3K
Event2026-03-31
Filed2026-05-12
JEPI
J P MORGAN EXCHANGE TRADED F
82.79%
Shares97.9K
Event2026-03-31
Filed2026-05-12
GSG
ISHARES S&P GSCI COMMODITY-
61.71%
Shares169.8K
Event2026-03-31
Filed2026-05-12
VNQ
VANGUARD INDEX FDS
New
Shares58.4K
Event2026-03-31
Filed2026-05-12
SHLD
GLOBAL X FDS
54.12%
Shares71.6K
Event2026-03-31
Filed2026-05-12
MSFT
MICROSOFT CORP
-24.10%
Shares12.9K
Event2026-03-31
Filed2026-05-12
AMZN
AMAZON COM INC
-34.20%
Shares21.2K
Event2026-03-31
Filed2026-05-12
AAPL
APPLE INC
0.94%
Shares16.0K
Event2026-03-31
Filed2026-05-12
VTI
VANGUARD INDEX FDS
0.47%
Shares11.2K
Event2026-03-31
Filed2026-05-12
IEF
ISHARES TR
-18.41%
Shares36.2K
Event2026-03-31
Filed2026-05-12
ICVT
ISHARES TR
67.16%
Shares33.3K
Event2026-03-31
Filed2026-05-12
ALPHABET INC
ALPHABET INC
-30.62%
Shares11.6K
Event2026-03-31
Filed2026-05-12
ALPHABET INC
ALPHABET INC
-19.88%
Shares11.2K
Event2026-03-31
Filed2026-05-12
REMX
VANECK ETF TRUST
41.38%
Shares33.8K
Event2026-03-31
Filed2026-05-12
IVV
ISHARES TR
-24.16%
Shares4.4K
Event2026-03-31
Filed2026-05-12
V
VISA INC
-29.70%
Shares8.9K
Event2026-03-31
Filed2026-05-12
META
META PLATFORMS INC
-15.44%
Shares4.6K
Event2026-03-31
Filed2026-05-12
TSLA
TESLA INC
-24.31%
Shares7.0K
Event2026-03-31
Filed2026-05-12
UDN
INVESCO DB US DLR INDEX TR
75.90%
Shares144.1K
Event2026-03-31
Filed2026-05-12
HGER
HARBOR ETF TRUST
-41.49%
Shares79.8K
Event2026-03-31
Filed2026-05-12
XOM
EXXON MOBIL CORP
-31.96%
Shares14.4K
Event2026-03-31
Filed2026-05-12
ABBV
ABBVIE INC
-26.23%
Shares10.9K
Event2026-03-31
Filed2026-05-12
IBIT
ISHARES BITCOIN TRUST ETF
94.79%
Shares61.1K
Event2026-03-31
Filed2026-05-12
SPYG
SPDR SERIES TRUST
-22.98%
Shares23.0K
Event2026-03-31
Filed2026-05-12
VZ
VERIZON COMMUNICATIONS INC
-29.35%
Shares41.3K
Event2026-03-31
Filed2026-05-12
ORCL
ORACLE CORP
-45.88%
Shares13.3K
Event2026-03-31
Filed2026-05-12
SOFI
SOFI TECHNOLOGIES INC
-0.06%
Shares122.2K
Event2026-03-31
Filed2026-05-12
MCD
MCDONALDS CORP
-32.31%
Shares6.2K
Event2026-03-31
Filed2026-05-12
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
-33.55%
Shares16.2K
Event2026-03-31
Filed2026-05-12
GILD
GILEAD SCIENCES INC
-32.29%
Shares13.3K
Event2026-03-31
Filed2026-05-12
NFLX
NETFLIX INC.
-24.22%
Shares19.2K
Event2026-03-31
Filed2026-05-12
SPDW
SPDR INDEX SHS FDS
-23.92%
Shares40.4K
Event2026-03-31
Filed2026-05-12
MEDTRONIC PLC
MEDTRONIC PLC
-32.04%
Shares21.3K
Event2026-03-31
Filed2026-05-12
BROADCOM INC
BROADCOM INC
-26.36%
Shares5.9K
Event2026-03-31
Filed2026-05-12
HD
HOME DEPOT INC
-28.38%
Shares5.5K
Event2026-03-31
Filed2026-05-12
VT
VANGUARD INTL EQUITY INDEX F
-22.87%
Shares12.9K
Event2026-03-31
Filed2026-05-12
VXUS
VANGUARD STAR FDS
-54.20%
Shares23.2K
Event2026-03-31
Filed2026-05-12
RSG
REPUBLIC SVCS INC
-34.03%
Shares8.1K
Event2026-03-31
Filed2026-05-12
LLY
ELI LILLY & CO
-33.00%
Shares1.9K
Event2026-03-31
Filed2026-05-12
CME
CME GROUP INC
297.76%
Shares5.9K
Event2026-03-31
Filed2026-05-12
ETHA
ISHARES ETHEREUM TR
112.42%
Shares109.5K
Event2026-03-31
Filed2026-05-12
REZ
ISHARES TR
61.65%
Shares20.6K
Event2026-03-31
Filed2026-05-12
SNA
SNAP ON INC
-34.11%
Shares4.7K
Event2026-03-31
Filed2026-05-12
TXN
TEXAS INSTRS INC
-33.01%
Shares8.8K
Event2026-03-31
Filed2026-05-12
OKE
ONEOK INC NEW
-33.88%
Shares17.9K
Event2026-03-31
Filed2026-05-12
SPYV
SPDR SERIES TRUST
-23.46%
Shares26.0K
Event2026-03-31
Filed2026-05-12
WSO
WATSCO INC
-34.67%
Shares4.0K
Event2026-03-31
Filed2026-05-12
MA
MASTERCARD INCORPORATED
-32.19%
Shares2.8K
Event2026-03-31
Filed2026-05-12
PSLV
SPROTT ASSET MANAGEMENT LP
0.00%
Shares58.0K
Event2026-03-31
Filed2026-05-12
APD
AIR PRODUCTS AND CHEMICALS I
-32.82%
Shares4.9K
Event2026-03-31
Filed2026-05-12
QCOM
QUALCOMM INC
-33.61%
Shares10.9K
Event2026-03-31
Filed2026-05-12
STRL
STERLING INFRASTRUCTURE INC
-24.87%
Shares3.4K
Event2026-03-31
Filed2026-05-12
ADP
AUTOMATIC DATA PROCESSING IN
-32.43%
Shares6.8K
Event2026-03-31
Filed2026-05-12
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-38.87%
Shares6.8K
Event2026-03-31
Filed2026-05-12
SHOP
SHOPIFY INC
-40.60%
Shares11.3K
Event2026-03-31
Filed2026-05-12
THOMSON REUTERS CORP
THOMSON REUTERS CORP
New
Shares14.8K
Event2026-03-31
Filed2026-05-12
JNJ
JOHNSON & JOHNSON
-35.38%
Shares5.3K
Event2026-03-31
Filed2026-05-12
IBM
INTERNATIONAL BUSINESS MACHS
-44.59%
Shares5.3K
Event2026-03-31
Filed2026-05-12
ARES
ARES MANAGEMENT CORPORATION
-34.74%
Shares11.4K
Event2026-03-31
Filed2026-05-12
CW
CURTISS WRIGHT CORP
-43.41%
Shares1.8K
Event2026-03-31
Filed2026-05-12
GLD
SPDR GOLD TR
-8.46%
Shares2.7K
Event2026-03-31
Filed2026-05-12
MAA
MID-AMER APT CMNTYS INC
-36.04%
Shares9.2K
Event2026-03-31
Filed2026-05-12
BA
BOEING CO
-31.89%
Shares5.6K
Event2026-03-31
Filed2026-05-12
DIS
DISNEY WALT CO
-30.09%
Shares11.6K
Event2026-03-31
Filed2026-05-12
SBUX
STARBUCKS CORP
-37.15%
Shares12.4K
Event2026-03-31
Filed2026-05-12
STIP
ISHARES TR
-69.81%
Shares10.7K
Event2026-03-31
Filed2026-05-12
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-22.99%
Shares2.3K
Event2026-03-31
Filed2026-05-12
AWK
AMERICAN WTR WKS CO INC NEW
-36.38%
Shares7.9K
Event2026-03-31
Filed2026-05-12
PDBC
INVESCO ACTVELY MNGD ETC FD
New
Shares61.2K
Event2026-03-31
Filed2026-05-12
NVT
NVENT ELEC PLC
-24.30%
Shares8.6K
Event2026-03-31
Filed2026-05-12
NVO
NOVO-NORDISK A S
4.62%
Shares26.4K
Event2026-03-31
Filed2026-05-12
O
REALTY INCOME CORP
-41.45%
Shares15.3K
Event2026-03-31
Filed2026-05-12
TSM
TAIWAN SEMICONDUCTOR MANUFAC
0.19%
Shares2.6K
Event2026-03-31
Filed2026-05-12
FIX
COMFORT SYS USA INC
-56.52%
Shares643
Event2026-03-31
Filed2026-05-12
VTIP
VANGUARD MALVERN FDS
314.27%
Shares17.6K
Event2026-03-31
Filed2026-05-12
PEP
PEPSICO INC
-16.10%
Shares5.6K
Event2026-03-31
Filed2026-05-12
NOW
SERVICENOW INC
-9.71%
Shares8.2K
Event2026-03-31
Filed2026-05-12
SPMB
SPDR SERIES TRUST
-24.02%
Shares37.2K
Event2026-03-31
Filed2026-05-12
SDCI
USCF ETF TR
New
Shares30.3K
Event2026-03-31
Filed2026-05-12
SHYG
ISHARES TR
-22.95%
Shares19.0K
Event2026-03-31
Filed2026-05-12
MKC
MCCORMICK & CO INC
-35.43%
Shares15.4K
Event2026-03-31
Filed2026-05-12
VRTX
VERTEX PHARMACEUTICALS INC
-27.05%
Shares1.7K
Event2026-03-31
Filed2026-05-12
SPSM
SPDR SERIES TRUST
-23.86%
Shares15.2K
Event2026-03-31
Filed2026-05-12
PEN
PENUMBRA INC
-27.38%
Shares2.2K
Event2026-03-31
Filed2026-05-12
AVUV
AMERICAN CENTY ETF TR
New
Shares6.5K
Event2026-03-31
Filed2026-05-12
MNST
MONSTER BEVERAGE CORP NEW
-31.47%
Shares9.7K
Event2026-03-31
Filed2026-05-12
BJ
BJS WHSL CLUB HLDGS INC
-23.72%
Shares7.1K
Event2026-03-31
Filed2026-05-12
AGG
ISHARES TR
-20.22%
Shares7.1K
Event2026-03-31
Filed2026-05-12
ISRG
INTUITIVE SURGICAL INC
-37.25%
Shares1.5K
Event2026-03-31
Filed2026-05-12
GOVT
ISHARES TR
-24.50%
Shares29.4K
Event2026-03-31
Filed2026-05-12
ASML
ASML HLDG NV
-34.20%
Shares504
Event2026-03-31
Filed2026-05-12
SPTL
SPDR SERIES TRUST
-23.82%
Shares25.3K
Event2026-03-31
Filed2026-05-12
CSCO
CISCO SYS INC
-23.41%
Shares8.5K
Event2026-03-31
Filed2026-05-12
VMI
VALMONT INDS INC
-24.57%
Shares1.6K
Event2026-03-31
Filed2026-05-12
SPEM
SPDR INDEX SHS FDS
-90.80%
Shares13.9K
Event2026-03-31
Filed2026-05-12
IDXX
IDEXX LABS INC
-31.50%
Shares1.1K
Event2026-03-31
Filed2026-05-12
KRMN
KARMAN HLDGS INC
-18.11%
Shares7.8K
Event2026-03-31
Filed2026-05-12
HALO
HALOZYME THERAPEUTICS INC
-25.79%
Shares9.3K
Event2026-03-31
Filed2026-05-12
COP
CONOCOPHILLIPS
-11.23%
Shares4.6K
Event2026-03-31
Filed2026-05-12
PG
PROCTER & GAMBLE CO
-31.59%
Shares4.1K
Event2026-03-31
Filed2026-05-12
RMBS
RAMBUS INC DEL
-25.36%
Shares6.9K
Event2026-03-31
Filed2026-05-12
CRS
CARPENTER TECHNOLOGY CORP
New
Shares1.5K
Event2026-03-31
Filed2026-05-12
UNILEVER PLC
UNILEVER PLC
-30.83%
Shares10.2K
Event2026-03-31
Filed2026-05-12
MEDP
MEDPACE HLDGS INC
-25.11%
Shares1.2K
Event2026-03-31
Filed2026-05-12
CVX
CHEVRON CORPORATION
-24.11%
Shares2.8K
Event2026-03-31
Filed2026-05-12
ADSK
AUTODESK INC
-29.54%
Shares2.4K
Event2026-03-31
Filed2026-05-12
JPST
J P MORGAN EXCHANGE TRADED F
-14.58%
Shares11.1K
Event2026-03-31
Filed2026-05-12
IBDR
ISHARES TR
-32.69%
Shares23.3K
Event2026-03-31
Filed2026-05-12
IBDS
ISHARES TR
-32.93%
Shares23.3K
Event2026-03-31
Filed2026-05-12
IBDT
ISHARES TR
-32.93%
Shares22.1K
Event2026-03-31
Filed2026-05-12
IBDV
ISHARES TR
-32.62%
Shares25.5K
Event2026-03-31
Filed2026-05-12
PM
PHILIP MORRIS INTL INC
-10.71%
Shares3.3K
Event2026-03-31
Filed2026-05-12
RRC
RANGE RES CORP
-24.69%
Shares12.2K
Event2026-03-31
Filed2026-05-12
OLLI
OLLIES BARGAIN OUTLET HLDGS
-28.91%
Shares5.9K
Event2026-03-31
Filed2026-05-12
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
-27.25%
Shares1.6K
Event2026-03-31
Filed2026-05-12
SYY
SYSCO CORP
0.33%
Shares7.5K
Event2026-03-31
Filed2026-05-12
MERCK & CO INC
MERCK & CO INC
-76.98%
Shares4.4K
Event2026-03-31
Filed2026-05-12
MSCI
MSCI INC
-46.07%
Shares981
Event2026-03-31
Filed2026-05-12
REGN
REGENERON PHARMACEUTICALS
-30.71%
Shares677
Event2026-03-31
Filed2026-05-12
PBH
PRESTIGE CONSMR HEALTHCARE I
-3.91%
Shares8.7K
Event2026-03-31
Filed2026-05-12
COST
COSTCO WHOLESALE CORPORATION
14.32%
Shares519
Event2026-03-31
Filed2026-05-12
MDLZ
MONDELEZ INTL INC
78.87%
Shares8.8K
Event2026-03-31
Filed2026-05-12
JPM
JPMORGAN CHASE & CO
-15.73%
Shares1.7K
Event2026-03-31
Filed2026-05-12
RBRK
RUBRIK INC.
New
Shares10.3K
Event2026-03-31
Filed2026-05-12
OXY
OCCIDENTAL PETE CORP
-12.41%
Shares7.7K
Event2026-03-31
Filed2026-05-12
TSCO
TRACTOR SUPPLY CO
-24.88%
Shares11.1K
Event2026-03-31
Filed2026-05-12
CRM
SALESFORCE INC
-26.96%
Shares2.6K
Event2026-03-31
Filed2026-05-12
NOVT
NOVANTA INC
New
Shares4.1K
Event2026-03-31
Filed2026-05-12
LECO
LINCOLN ELEC HLDGS INC
-23.53%
Shares1.9K
Event2026-03-31
Filed2026-05-12
PTC
PTC INC
-24.79%
Shares3.3K
Event2026-03-31
Filed2026-05-12
ENTG
ENTEGRIS INC
-23.83%
Shares4.0K
Event2026-03-31
Filed2026-05-12
UFPT
UFP TECHNOLOGIES INC
-24.46%
Shares2.4K
Event2026-03-31
Filed2026-05-12
ZTS
ZOETIS INC
-50.69%
Shares3.9K
Event2026-03-31
Filed2026-05-12
HWKN
HAWKINS INC
-24.71%
Shares3.0K
Event2026-03-31
Filed2026-05-12
SHEL
SHELL PLC
-22.85%
Shares4.9K
Event2026-03-31
Filed2026-05-12
KO
COCA COLA CO
-5.33%
Shares5.9K
Event2026-03-31
Filed2026-05-12
BOOT
BOOT BARN HLDGS INC
-9.53%
Shares3.1K
Event2026-03-31
Filed2026-05-12
NVS
NOVARTIS AG
-13.43%
Shares2.9K
Event2026-03-31
Filed2026-05-12
RGEN
REPLIGEN CORP
-24.41%
Shares3.6K
Event2026-03-31
Filed2026-05-12
UNP
UNION PAC CORP
-10.94%
Shares1.8K
Event2026-03-31
Filed2026-05-12
STERIS PLC
STERIS PLC
-25.26%
Shares1.9K
Event2026-03-31
Filed2026-05-12
IRM
IRON MTN INC DEL
-0.32%
Shares4.1K
Event2026-03-31
Filed2026-05-12
MIR
MIRION TECHNOLOGIES INC
New
Shares22.2K
Event2026-03-31
Filed2026-05-12
PODD
INSULET CORP
-24.41%
Shares2.0K
Event2026-03-31
Filed2026-05-12
TIP
ISHARES TR
-52.78%
Shares3.6K
Event2026-03-31
Filed2026-05-12
LAM RESEARCH CORP
LAM RESEARCH CORP
New
Shares1.9K
Event2026-03-31
Filed2026-05-12
T
AT&T INC
16.36%
Shares13.8K
Event2026-03-31
Filed2026-05-12
ENB
ENBRIDGE INC
-14.35%
Shares7.3K
Event2026-03-31
Filed2026-05-12
AON PLC
AON PLC
-52.83%
Shares1.2K
Event2026-03-31
Filed2026-05-12
AEM
AGNICO EAGLE MINES LTD
-18.74%
Shares1.9K
Event2026-03-31
Filed2026-05-12
SCHW
SCHWAB CHARLES CORP
-10.18%
Shares4.1K
Event2026-03-31
Filed2026-05-12
WFC
WELLS FARGO & CO
-40.35%
Shares4.8K
Event2026-03-31
Filed2026-05-12
PJT
PJT PARTNERS INC
-25.38%
Shares2.7K
Event2026-03-31
Filed2026-05-12
TLT
ISHARES TR
-53.87%
Shares4.4K
Event2026-03-31
Filed2026-05-12
CSGP
COSTAR GROUP INC
47.96%
Shares9.4K
Event2026-03-31
Filed2026-05-12
FND
FLOOR & DECOR HLDGS INC
-24.74%
Shares7.4K
Event2026-03-31
Filed2026-05-12
TMO
THERMO FISHER SCIENTIFIC INC
-26.53%
Shares767
Event2026-03-31
Filed2026-05-12
CHRW
C H ROBINSON WORLDWIDE IN
-26.20%
Shares2.3K
Event2026-03-31
Filed2026-05-12
CELH
CELSIUS HLDGS INC
New
Shares10.2K
Event2026-03-31
Filed2026-05-12
LMT
LOCKHEED MARTIN CORP
-7.96%
Shares578
Event2026-03-31
Filed2026-05-12
COOPER COS INC
COOPER COS INC
-23.96%
Shares4.9K
Event2026-03-31
Filed2026-05-12
ABT
ABBOTT LABORATORIES
-60.18%
Shares3.4K
Event2026-03-31
Filed2026-05-12
ELF
E L F BEAUTY INC
-24.87%
Shares5.7K
Event2026-03-31
Filed2026-05-12
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
-13.20%
Shares2.6K
Event2026-03-31
Filed2026-05-12
AVY
AVERY DENNISON CORP
-25.10%
Shares2.0K
Event2026-03-31
Filed2026-05-12
SHY
ISHARES TR
New
Shares4.1K
Event2026-03-31
Filed2026-05-12
TRNO
TERRENO RLTY CORP
-25.13%
Shares5.4K
Event2026-03-31
Filed2026-05-12
ABNB
AIRBNB INC
-46.63%
Shares2.6K
Event2026-03-31
Filed2026-05-12
APH
AMPHENOL CORP
-7.02%
Shares2.6K
Event2026-03-31
Filed2026-05-12
PFE
PFIZER INC
-26.38%
Shares11.5K
Event2026-03-31
Filed2026-05-12
CWB
SPDR SERIES TRUST
-53.49%
Shares3.4K
Event2026-03-31
Filed2026-05-12
EXPD
EXPEDITORS INTL WASH INC
-31.29%
Shares2.2K
Event2026-03-31
Filed2026-05-12
KNSL
KINSALE CAP GROUP INC
-29.88%
Shares901
Event2026-03-31
Filed2026-05-12
JQUA
J P MORGAN EXCHANGE TRADED F
-24.04%
Shares4.9K
Event2026-03-31
Filed2026-05-12
EXLS
EXLSERVICE HLDGS INC
-27.20%
Shares9.8K
Event2026-03-31
Filed2026-05-12
VGT
VANGUARD WORLD FD
0.00%
Shares427
Event2026-03-31
Filed2026-05-12
BMI
BADGER METER INC
-26.22%
Shares1.9K
Event2026-03-31
Filed2026-05-12
LQD
ISHARES TR
-53.83%
Shares2.7K
Event2026-03-31
Filed2026-05-12
AMGN
AMGEN INC
4.76%
Shares836
Event2026-03-31
Filed2026-05-12
HYG
ISHARES TR
-53.56%
Shares3.7K
Event2026-03-31
Filed2026-05-12
WMT
WALMART INC
6.92%
Shares2.3K
Event2026-03-31
Filed2026-05-12
DE
DEERE & CO
-28.27%
Shares515
Event2026-03-31
Filed2026-05-12
BAC
BANK AMERICA CORP
-12.49%
Shares5.9K
Event2026-03-31
Filed2026-05-12
AXP
AMERICAN EXPRESS CO
-16.73%
Shares946
Event2026-03-31
Filed2026-05-12
WM
WASTE MGMT INC DEL
-56.57%
Shares1.2K
Event2026-03-31
Filed2026-05-12
CDW
CDW CORP
-27.37%
Shares2.3K
Event2026-03-31
Filed2026-05-12
BN
BROOKFIELD CORP
-15.97%
Shares7.0K
Event2026-03-31
Filed2026-05-12
TJX
TJX COS INC NEW
-1.51%
Shares1.8K
Event2026-03-31
Filed2026-05-12
CMCSA
COMCAST CORP NEW
-0.69%
Shares9.7K
Event2026-03-31
Filed2026-05-12
AEP
AMERICAN ELEC PWR CO INC
-13.87%
Shares2.1K
Event2026-03-31
Filed2026-05-12
BDX
BECTON DICKINSON & CO
-14.38%
Shares1.8K
Event2026-03-31
Filed2026-05-12
MORN
MORNINGSTAR INC
-27.74%
Shares1.6K
Event2026-03-31
Filed2026-05-12
UPS
UNITED PARCEL SVCS INC
-27.15%
Shares2.8K
Event2026-03-31
Filed2026-05-12
SPG
SIMON PPTY GROUP INC NEW
-12.66%
Shares1.5K
Event2026-03-31
Filed2026-05-12
SNPS
SYNOPSYS INC
-47.71%
Shares674
Event2026-03-31
Filed2026-05-12
PLTR
PALANTIR TECHNOLOGIES INC
11.65%
Shares1.8K
Event2026-03-31
Filed2026-05-12
SPSB
SPDR SERIES TRUST
-23.89%
Shares8.8K
Event2026-03-31
Filed2026-05-12
AMD
ADVANCED MICRO DEVICES INC
New
Shares1.2K
Event2026-03-31
Filed2026-05-12
SEIC
SEI INVTS CO
-32.48%
Shares3.2K
Event2026-03-31
Filed2026-05-12
GEV
GE VERNOVA INC
New
Shares284
Event2026-03-31
Filed2026-05-12
SLYG
SPDR SERIES TRUST
-22.91%
Shares2.5K
Event2026-03-31
Filed2026-05-12
AMAT
APPLIED MATLS INC
New
Shares717
Event2026-03-31
Filed2026-05-12
LHX
L3HARRIS TECHNOLOGIES INC
1.72%
Shares708
Event2026-03-31
Filed2026-05-12
YUM
YUM BRANDS INC
-31.23%
Shares1.5K
Event2026-03-31
Filed2026-05-12
USB
US BANCORP
-31.13%
Shares4.6K
Event2026-03-31
Filed2026-05-12
UBER
UBER TECHNOLOGIES INC
-41.20%
Shares3.3K
Event2026-03-31
Filed2026-05-12
CVS
CVS HEALTH CORP
-16.03%
Shares3.2K
Event2026-03-31
Filed2026-05-12
POOL
POOL CORP
-24.55%
Shares1.1K
Event2026-03-31
Filed2026-05-12
CAT
CATERPILLAR INC
New
Shares313
Event2026-03-31
Filed2026-05-12
PYPL
PAYPAL HLDGS INC
19.61%
Shares4.8K
Event2026-03-31
Filed2026-05-12
MU
MICRON TECHNOLOGY INC
-7.98%
Shares646
Event2026-03-31
Filed2026-05-12
WTW
WILLIS TOWERS WATSON PLC LTD
New
Shares749
Event2026-03-31
Filed2026-05-12
SPY
STATE STR SPDR S&P 500 ETF T
0.60%
Shares334
Event2026-03-31
Filed2026-05-12
CASY
CASEYS GEN STORES INC
-26.87%
Shares294
Event2026-03-31
Filed2026-05-12
CVLT
COMMVAULT SYS INC
-27.87%
Shares2.6K
Event2026-03-31
Filed2026-05-12
MPWR
MONOLITHIC PWR SYS INC
-20.76%
Shares187
Event2026-03-31
Filed2026-05-12
VNET
VNET GROUP INC
-14.85%
Shares11.4K
Event2026-03-31
Filed2026-05-12

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Alliance Wealth Advisors, LLC /UT Institutional Holdings, Portfolio & P&L β€” TradeFomo