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The Analysis of Alliance Wealth Management Group's Holdings & P&L

Currently, Alliance Wealth Management Group holds 97 types of securities in its portfolio with a total value $457.1M. In the most recent quarter, they have increased their positions in LQD (+29.6K shares, valued at $3.2M), IVV (+2.7K shares, valued at $1.8M), AGG (+10.8K shares, valued at $1.1M); decreased their positions in FLRN (-65.3K shares, valued at $2.0M), SCHX (-35.9K shares, valued at $919.8K), SCHF (-22.2K shares, valued at $549.4K); initiated new positions in GEV (+275 shares, valued at $240.0K), PM (+3.4K shares, valued at $225.9K), TSM (+650 shares, valued at $219.7K).

1M P&L

+2.1M+0.44%

3M P&L

-829.1K-0.17%

HY P&L

+18.4M+3.98%

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/A415.6M

92.9%

2Consumer Electronics7.2M

1.6%

3Household & Personal Products5.4M

1.2%

Top Industries by Stock Count

1N/A51 stocks

59.3%

2Banks - Diversified3 stocks

3.5%

3Telecom Services2 stocks

2.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR2.2M shares-1.62%2026-03-312026-04-29

IVV ISHARES TR54.7K shares5.19%2026-03-312026-04-29

HYG ISHARES TR298.2K shares3.01%2026-03-312026-04-29

SCHZ SCHWAB STRATEGIC TR1.0M shares-0.40%2026-03-312026-04-29

LQD ISHARES TR186.2K shares18.93%2026-03-312026-04-29

SCHF SCHWAB STRATEGIC TR788.5K shares-2.74%2026-03-312026-04-29

AGG ISHARES TR180.1K shares6.39%2026-03-312026-04-29

FLRN SPDR SER TR558.4K shares-10.47%2026-03-312026-04-29

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SCHE SCHWAB STRATEGIC TR490.5K shares1.68%2026-03-312026-04-29

FLOT ISHARES TR266.8K shares-3.42%2026-03-312026-04-29

IEFA ISHARES TR143.6K shares4.86%2026-03-312026-04-29

EMB ISHARES TR135.2K shares3.31%2026-03-312026-04-29

SCHM SCHWAB STRATEGIC TR376.2K shares-1.07%2026-03-312026-04-29

IEMG ISHARES TR160.8K shares5.98%2026-03-312026-04-29

SPYM SPDR SERIES TRUST135.9K shares-0.44%2026-03-312026-04-29

SCHB SCHWAB STRATEGIC TR404.7K shares-0.91%2026-03-312026-04-29

Sponsored

MUB ISHARES TR87.9K shares3.94%2026-03-312026-04-29

SCHA SCHWAB STRATEGIC TR310.8K shares-1.65%2026-03-312026-04-29

SPAB SPDR SERIES TRUST346.1K shares3.43%2026-03-312026-04-29

IJH ISHARES TR113.1K shares5.34%2026-03-312026-04-29

AAPL APPLE INC28.3K shares0.30%2026-03-312026-04-29

SCHD SCHWAB STRATEGIC TR210.4K shares-1.92%2026-03-312026-04-29

IJR ISHARES TR50.7K shares4.49%2026-03-312026-04-29

SHYG ISHARES TR142.3K shares9.45%2026-03-312026-04-29

Sponsored

SPIB SPDR SERIES TRUST162.5K shares20.02%2026-03-312026-04-29

CL COLGATE PALMOLIVE CO63.9K shares0.00%2026-03-312026-04-29

PCY INVESCO EXCHNG TRADED FD TR221.7K shares-3.79%2026-03-312026-04-29

SPEM SPDR INDEX SHS FDS91.3K shares1.92%2026-03-312026-04-29

ITOT ISHARES TR29.6K shares2.83%2026-03-312026-04-29

SPDW SPDR INDEX SHS FDS85.7K shares-1.77%2026-03-312026-04-29

SCHG SCHWAB STRATEGIC TR102.1K shares-0.05%2026-03-312026-04-29

IWF ISHARES TR6.6K shares0.00%2026-03-312026-04-29

Sponsored

TFI SPDR SER TR54.3K shares-4.22%2026-03-312026-04-29

MSFT MICROSOFT CORP6.3K shares-3.26%2026-03-312026-04-29

CORP PIMCO ETF TR22.4K shares-2.53%2026-03-312026-04-29

DGRO ISHARES TR30.3K shares6.82%2026-03-312026-04-29

SPMD SPDR SERIES TRUST34.8K shares0.78%2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR3.3K shares4.89%2026-03-312026-04-29

JNJ JOHNSON & JOHNSON7.2K shares0.36%2026-03-312026-04-29

ALPHABET INC ALPHABET INC5.8K shares-2.84%2026-03-312026-04-29

Sponsored

SPSM SPDR SER TR33.8K shares0.32%2026-03-312026-04-29

SPYD SPDR SER TR34.1K shares4.24%2026-03-312026-04-29

NVDA NVIDIA CORPORATION8.3K shares0.97%2026-03-312026-04-29

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T7.0K shares0.00%2026-03-312026-04-29

SPTM SPDR SERIES TRUST16.5K shares-0.37%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO4.2K shares0.00%2026-03-312026-04-29

SCHO SCHWAB STRATEGIC TR50.4K shares0.63%2026-03-312026-04-29

ALPHABET INC ALPHABET INC4.2K shares0.00%2026-03-312026-04-29

Sponsored

META META PLATFORMS INC2.0K shares2.09%2026-03-312026-04-29

MERCK & CO INC MERCK & CO INC9.2K shares-0.23%2026-03-312026-04-29

AMZN AMAZON COM INC4.7K shares-5.44%2026-03-312026-04-29

VANGUARD INDEX FDS VANGUARD INDEX FDS1.6K shares10.77%2026-03-312026-04-29

VUG VANGUARD INDEX FDS2.0K shares-2.63%2026-03-312026-04-29

T AT&T INC28.9K shares-1.73%2026-03-312026-04-29

CSCO CISCO SYS INC9.8K shares0.00%2026-03-312026-04-29

SHY ISHARES TR9.1K shares8.02%2026-03-312026-04-29

Sponsored

SCHV SCHWAB STRATEGIC TR24.2K shares-0.11%2026-03-312026-04-29

HD HOME DEPOT INC2.2K shares33.65%2026-03-312026-04-29

SPY SPDR TR S&P 500 ETF TR1.0K shares0.00%2026-03-312026-04-29

COKE COCA COLA CONSOLIDATED INC8.6K shares0.00%2026-03-312026-04-29

VIG VANGUARD SPECIALIZED FUNDS2.7K shares-8.66%2026-03-312026-04-29

VTI VANGUARD INDEX FDS1.7K shares-3.74%2026-03-312026-04-29

CVX CHEVRON CORP NEW2.6K shares3.04%2026-03-312026-04-29

IBM INTERNATIONAL BUSINESS MACHS2.2K shares2.35%2026-03-312026-04-29

Sponsored

BAC BANK AMER CORP10.7K shares0.00%2026-03-312026-04-29

VTV VANGUARD INDEX FDS2.6K shares0.00%2026-03-312026-04-29

NEE NEXTERA ENERGY INC5.0K shares0.44%2026-03-312026-04-29

LINDE PLC LINDE PLC893 shares0.00%2026-03-312026-04-29

V VISA INC1.4K shares0.00%2026-03-312026-04-29

DFUS DIMENSIONAL ETF TRUST5.7K shares0.00%2026-03-312026-04-29

BROADCOM INC BROADCOM INC1.3K shares4.00%2026-03-312026-04-29

COST COSTCO WHSL CORP NEW381 shares5.54%2026-03-312026-04-29

Sponsored

IWD ISHARES TR1.7K shares0.00%2026-03-312026-04-29

TT TRANE TECHNOLOGIES PLC869 shares0.00%2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL709 shares1.43%2026-03-312026-04-29

NFLX NETFLIX INC3.4K shares2.10%2026-03-312026-04-29

VT VANGUARD INTL EQUITY INDEX F2.4K shares0.00%2026-03-312026-04-29

BK BANK NEW YORK MELLON CORP2.6K shares0.00%2026-03-312026-04-29

VZ VERIZON COMMUNICATIONS INC6.0K shares3.51%2026-03-312026-04-29

GE AEROSPACE GE AEROSPACE1.0K shares17.65%2026-03-312026-04-29

Sponsored

IWP ISHARES TR2.2K shares0.00%2026-03-312026-04-29

TSLA TESLA INC728 shares-5.21%2026-03-312026-04-29

PEG PUBLIC SVC ENTERPRISE GRP IN3.3K shares0.00%2026-03-312026-04-29

ORCL ORACLE CORP1.7K shares9.70%2026-03-312026-04-29

GEV GE VERNOVA INC275 sharesnew addition2026-03-312026-04-29

HSY HERSHEY CO1.1K shares0.00%2026-03-312026-04-29

PM PHILIP MORRIS INTL INC3.4K sharesnew addition2026-03-312026-04-29

CITIGROUP INC CITIGROUP INC2.0K shares0.00%2026-03-312026-04-29

Sponsored

SPSB SPDR SER TR7.7K shares2.22%2026-03-312026-04-29

TSM TAIWAN SEMICONDUCTOR MANUFAC650 sharesnew addition2026-03-312026-04-29

DIS DISNEY WALT CO2.3K shares0.00%2026-03-312026-04-29

VEU VANGUARD INTL EQUITY INDEX F2.9K sharesnew addition2026-03-312026-04-29

LLY ELI LILLY & CO228 shares12.32%2026-03-312026-04-29

MMM 3M CO1.4K sharesnew addition2026-03-312026-04-29

LVS LAS VEGAS SANDS CORP3.9K shares0.00%2026-03-312026-04-29

UNH UNITEDHEALTH GROUP INC755 shares3.42%2026-03-312026-04-29

Sponsored

PNC PNC FINL SVCS GROUP INC978 shares0.00%2026-03-312026-04-29

SCHX

SCHWAB STRATEGIC TR

-1.62%

Shares2.2M

Event2026-03-31

Filed2026-04-29

IVV

ISHARES TR

5.19%

Shares54.7K

Event2026-03-31

Filed2026-04-29

HYG

ISHARES TR

3.01%

Shares298.2K

Event2026-03-31

Filed2026-04-29

SCHZ

SCHWAB STRATEGIC TR

-0.40%

Shares1.0M

Event2026-03-31

Filed2026-04-29

LQD

ISHARES TR

18.93%

Shares186.2K

Event2026-03-31

Filed2026-04-29

SCHF

SCHWAB STRATEGIC TR

-2.74%

Shares788.5K

Event2026-03-31

Filed2026-04-29

AGG

ISHARES TR

6.39%

Shares180.1K

Event2026-03-31

Filed2026-04-29

FLRN

SPDR SER TR

-10.47%

Shares558.4K

Event2026-03-31

Filed2026-04-29

SCHE

SCHWAB STRATEGIC TR

1.68%

Shares490.5K

Event2026-03-31

Filed2026-04-29

FLOT

ISHARES TR

-3.42%

Shares266.8K

Event2026-03-31

Filed2026-04-29

IEFA

ISHARES TR

4.86%

Shares143.6K

Event2026-03-31

Filed2026-04-29

EMB

ISHARES TR

3.31%

Shares135.2K

Event2026-03-31

Filed2026-04-29

SCHM

SCHWAB STRATEGIC TR

-1.07%

Shares376.2K

Event2026-03-31

Filed2026-04-29

IEMG

ISHARES TR

5.98%

Shares160.8K

Event2026-03-31

Filed2026-04-29

SPYM

SPDR SERIES TRUST

-0.44%

Shares135.9K

Event2026-03-31

Filed2026-04-29

SCHB

SCHWAB STRATEGIC TR

-0.91%

Shares404.7K

Event2026-03-31

Filed2026-04-29

MUB

ISHARES TR

3.94%

Shares87.9K

Event2026-03-31

Filed2026-04-29

SCHA

SCHWAB STRATEGIC TR

-1.65%

Shares310.8K

Event2026-03-31

Filed2026-04-29

SPAB

SPDR SERIES TRUST

3.43%

Shares346.1K

Event2026-03-31

Filed2026-04-29

IJH

ISHARES TR

5.34%

Shares113.1K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

0.30%

Shares28.3K

Event2026-03-31

Filed2026-04-29

SCHD

SCHWAB STRATEGIC TR

-1.92%

Shares210.4K

Event2026-03-31

Filed2026-04-29

IJR

ISHARES TR

4.49%

Shares50.7K

Event2026-03-31

Filed2026-04-29

SHYG

ISHARES TR

9.45%

Shares142.3K

Event2026-03-31

Filed2026-04-29

SPIB

SPDR SERIES TRUST

20.02%

Shares162.5K

Event2026-03-31

Filed2026-04-29

COLGATE PALMOLIVE CO

0.00%

Shares63.9K

Event2026-03-31

Filed2026-04-29

PCY

INVESCO EXCHNG TRADED FD TR

-3.79%

Shares221.7K

Event2026-03-31

Filed2026-04-29

SPEM

SPDR INDEX SHS FDS

1.92%

Shares91.3K

Event2026-03-31

Filed2026-04-29

ITOT

ISHARES TR

2.83%

Shares29.6K

Event2026-03-31

Filed2026-04-29

SPDW

SPDR INDEX SHS FDS

-1.77%

Shares85.7K

Event2026-03-31

Filed2026-04-29

SCHG

SCHWAB STRATEGIC TR

-0.05%

Shares102.1K

Event2026-03-31

Filed2026-04-29

IWF

ISHARES TR

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-29

TFI

SPDR SER TR

-4.22%

Shares54.3K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

-3.26%

Shares6.3K

Event2026-03-31

Filed2026-04-29

CORP

PIMCO ETF TR

-2.53%

Shares22.4K

Event2026-03-31

Filed2026-04-29

DGRO

ISHARES TR

6.82%

Shares30.3K

Event2026-03-31

Filed2026-04-29

SPMD

SPDR SERIES TRUST

0.78%

Shares34.8K

Event2026-03-31

Filed2026-04-29

INVESCO QQQ TR

4.89%

Shares3.3K

Event2026-03-31

Filed2026-04-29

JNJ

JOHNSON & JOHNSON

0.36%

Shares7.2K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

-2.84%

Shares5.8K

Event2026-03-31

Filed2026-04-29

SPSM

SPDR SER TR

0.32%

Shares33.8K

Event2026-03-31

Filed2026-04-29

SPYD

SPDR SER TR

4.24%

Shares34.1K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

0.97%

Shares8.3K

Event2026-03-31

Filed2026-04-29

INVESCO EXCHANGE TRADED FD T

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-29

SPTM

SPDR SERIES TRUST

-0.37%

Shares16.5K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-29

SCHO

SCHWAB STRATEGIC TR

0.63%

Shares50.4K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-29