The Analysis of Alliance Wealth Management Group's Holdings


Currently, Alliance Wealth Management Group holds 95 types of securities in its portfolio with a total value $449.6M. In the most recent quarter, they have increased their positions in IVV (+11.1K shares, valued at $7.4M), CL (+59.3K shares, valued at $4.7M), AGG (+31.0K shares, valued at $3.1M); decreased their positions in SCHA (-49.3K shares, valued at $1.4M), SCHX (-35.6K shares, valued at $938.0K), SCHF (-37.8K shares, valued at $880.1K); initiated new positions in LIN (+893 shares, valued at $424.2K), AVGO (+1.3K shares, valued at $412.4K), TSLA (+870 shares, valued at $386.9K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SCHX SCHWAB STRATEGIC TR2.2M shares-1.56%2025-09-302025-10-28history
IVV ISHARES TR50.5K shares28.15%2025-09-302025-10-28history
SCHZ SCHWAB STRATEGIC TR1.1M shares3.50%2025-09-302025-10-28history
FLRN SPDR SER TR637.4K shares3.71%2025-09-302025-10-28history
SCHF SCHWAB STRATEGIC TR821.3K shares-4.40%2025-09-302025-10-28history
HYG ISHARES TR216.6K shares10.37%2025-09-302025-10-28history
SCHE SCHWAB STRATEGIC TR508.5K shares-2.51%2025-09-302025-10-28history
AGG ISHARES TR142.0K shares27.96%2025-09-302025-10-28history
Sponsored
FLOT ISHARES TR272.1K shares19.88%2025-09-302025-10-28history
EMB ISHARES TR123.1K shares10.44%2025-09-302025-10-28history
IEFA ISHARES TR131.4K shares25.33%2025-09-302025-10-28history
SCHM SCHWAB STRATEGIC TR386.3K shares-0.61%2025-09-302025-10-28history
CORP PIMCO ETF TR113.6K shares3.20%2025-09-302025-10-28history
SPYM SPDR SERIES TRUST139.8K shares-5.04%2025-09-302025-10-28history
SCHB SCHWAB STRATEGIC TR417.2K shares-2.65%2025-09-302025-10-28history
SCHA SCHWAB STRATEGIC TR374.3K shares-11.64%2025-09-302025-10-28history
Sponsored
IEMG ISHARES TR151.4K shares26.99%2025-09-302025-10-28history
SPAB SPDR SERIES TRUST324.7K shares6.04%2025-09-302025-10-28history
MUB ISHARES TR78.0K shares8.42%2025-09-302025-10-28history
LQD ISHARES TR71.2K shares21.42%2025-09-302025-10-28history
AAPL APPLE INC28.9K shares-3.85%2025-09-302025-10-28history
IJH ISHARES TR104.2K shares28.07%2025-09-302025-10-28history
IJR ISHARES TR53.8K shares16.74%2025-09-302025-10-28history
SCHD SCHWAB STRATEGIC TR214.8K shares8.15%2025-09-302025-10-28history
Sponsored
PCY INVESCO EXCHNG TRADED FD TR257.0K shares2.52%2025-09-302025-10-28history
CL COLGATE PALMOLIVE CO64.1K shares1243.61%2025-09-302025-10-28history
SHYG ISHARES TR116.2K shares4.66%2025-09-302025-10-28history
SPIB SPDR SERIES TRUST134.1K shares5.46%2025-09-302025-10-28history
SPEM SPDR INDEX SHS FDS95.5K shares-5.08%2025-09-302025-10-28history
PHB INVESCO EXCHNG TRADED FD TR233.3K shares1.52%2025-09-302025-10-28history
ITOT ISHARES TR28.4K shares28.05%2025-09-302025-10-28history
SPDW SPDR INDEX SHS FDS90.6K shares-7.54%2025-09-302025-10-28history
Sponsored
MSFT MICROSOFT CORP6.6K shares14.20%2025-09-302025-10-28history
TFI SPDR SER TR73.8K shares3.90%2025-09-302025-10-28history
SCHG SCHWAB STRATEGIC TR102.2K shares-0.04%2025-09-302025-10-28history
IWF ISHARES TR6.6K shares0.00%2025-09-302025-10-28history
SPMD SPDR SERIES TRUST35.3K shares-3.40%2025-09-302025-10-28history
SPSM SPDR SER TR40.5K shares-12.41%2025-09-302025-10-28history
DGRO ISHARES TR26.6K shares34.00%2025-09-302025-10-28history
NVDA NVIDIA CORPORATION8.3K shares20.19%2025-09-302025-10-28history
Sponsored
GOOG ALPHABET INC6.0K shares56.99%2025-09-302025-10-28history
SPYD SPDR SER TR32.8K shares10.48%2025-09-302025-10-28history
META META PLATFORMS INC1.9K shares50.70%2025-09-302025-10-28history
SPTM SPDR SERIES TRUST17.4K shares-6.73%2025-09-302025-10-28history
QQQ INVESCO QQQ TR2.3K shares31.34%2025-09-302025-10-28history
JPM JPMORGAN CHASE & CO4.2K shares-2.49%2025-09-302025-10-28history
JNJ JOHNSON & JOHNSON7.2K shares13.79%2025-09-302025-10-28history
RSP INVESCO EXCHANGE TRADED FD T7.0K shares0.00%2025-09-302025-10-28history
Sponsored
SCHO SCHWAB STRATEGIC TR48.5K shares6.00%2025-09-302025-10-28history
AMZN AMAZON COM INC5.0K shares12.53%2025-09-302025-10-28history
GOOGL ALPHABET INC4.2K shares134.27%2025-09-302025-10-28history
VOO VANGUARD INDEX FDS1.6K shares106.93%2025-09-302025-10-28history
VUG VANGUARD INDEX FDS1.9K shares0.00%2025-09-302025-10-28history
VTI VANGUARD INDEX FDS2.6K shares-1.35%2025-09-302025-10-28history
T AT&T INC29.2K shares5.52%2025-09-302025-10-28history
MRK MERCK & CO INC9.2K shares0.83%2025-09-302025-10-28history
Sponsored
SCHV SCHWAB STRATEGIC TR24.2K shares0.00%2025-09-302025-10-28history
SPY SPDR TR S&P 500 ETF TR1.0K shares17.66%2025-09-302025-10-28history
HD HOME DEPOT INC1.7K shares3.10%2025-09-302025-10-28history
SHY ISHARES TR7.8K shares40.18%2025-09-302025-10-28history
VIG VANGUARD SPECIALIZED FUNDS3.0K shares0.00%2025-09-302025-10-28history
CSCO CISCO SYS INC9.2K shares49.28%2025-09-302025-10-28history
IBM INTERNATIONAL BUSINESS MACHS2.1K shares2.41%2025-09-302025-10-28history
COKE COCA COLA CONSOLIDATED INC8.5K shares7.69%2025-09-302025-10-28history
Sponsored
BAC BANK AMER CORP10.7K shares8.69%2025-09-302025-10-28history
VTV VANGUARD INDEX FDS2.7K shares0.00%2025-09-302025-10-28history
V VISA INC1.4K shares105.41%2025-09-302025-10-28history
ORCL ORACLE CORP1.6K shares0.84%2025-09-302025-10-28history
LIN LINDE PLC893 sharesnew addition2025-09-302025-10-28history
DFUS DIMENSIONAL ETF TRUST5.7K shares0.00%2025-09-302025-10-28history
AVGO BROADCOM INC1.3K sharesnew addition2025-09-302025-10-28history
CVX CHEVRON CORP NEW2.5K shares4.08%2025-09-302025-10-28history
Sponsored
TSLA TESLA INC870 sharesnew addition2025-09-302025-10-28history
NEE NEXTERA ENERGY INC5.0K shares19.62%2025-09-302025-10-28history
BRK.B BERKSHIRE HATHAWAY INC DEL720 sharesnew addition2025-09-302025-10-28history
IWD ISHARES TR1.7K shares0.00%2025-09-302025-10-28history
COST COSTCO WHSL CORP NEW361 shares4.94%2025-09-302025-10-28history
VT VANGUARD INTL EQUITY INDEX F2.4K shares-7.42%2025-09-302025-10-28history
IWP ISHARES TR2.2K shares0.00%2025-09-302025-10-28history
NFLX NETFLIX INC256 shares11.30%2025-09-302025-10-28history
Sponsored
BK BANK NEW YORK MELLON CORP2.6K shares7.29%2025-09-302025-10-28history
PEG PUBLIC SVC ENTERPRISE GRP IN3.3K shares0.00%2025-09-302025-10-28history
UNH UNITEDHEALTH GROUP INC755 shares1.89%2025-09-302025-10-28history
DIS DISNEY WALT CO2.3K shares-0.66%2025-09-302025-10-28history
GE AEROSPACE GE AEROSPACE850 sharesnew addition2025-09-302025-10-28history
C CITIGROUP INC2.5K sharesnew addition2025-09-302025-10-28history
VZ VERIZON COMMUNICATIONS INC5.7K shares0.23%2025-09-302025-10-28history
ABBV ABBVIE INC1.0K sharesnew addition2025-09-302025-10-28history
Sponsored
PM PHILIP MORRIS INTL INC3.4K shares0.00%2025-09-302025-10-28history
SPSB SPDR SER TR7.3K shares2.39%2025-09-302025-10-28history
VXF VANGUARD INDEX FDS1.0K sharesnew addition2025-09-302025-10-28history
VEU VANGUARD INTL EQUITY INDEX F2.9K shares-12.71%2025-09-302025-10-28history
LVS LAS VEGAS SANDS CORP3.9K sharesnew addition2025-09-302025-10-28history
HSY HERSHEY CO1.1K sharesnew addition2025-09-302025-10-28history
PG PROCTER AND GAMBLE CO1.3K shares1.83%2025-09-302025-10-28history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available