Alliance-Wealth-Advisors-Llc-Ut

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NCNO",
  "RGEN",
  "SPSC",
  "ARES",
  "APPF",
  "AZEK",
  "MPWR",
  "POOL",
  "MORN",
  "RJF",
  "STRL",
  "ENTG",
  "OLLI",
  "ATR",
  "ACN",
  "PBH",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "GOOGL",
  "AXP",
  "AEG",
  "ASML",
  "T",
  "BRO",
  "BSX",
  "DUK",
  "DT",
  "DAVA",
  null,
  "SMPL",
  "SFBS",
  "EXPD",
  "TIGR",
  "GD",
  "GILD",
  "GIS",
  "HD",
  "MCD",
  "UNP",
  "QCOM",
  "ISRG",
  null,
  "HLI",
  "META",
  "OS",
  null,
  null,
  null,
  "KNSL",
  null,
  "MA",
  "PODD",
  "MDT",
  "BMI",
  "MSFT",
  "MAA",
  "MDLZ",
  "MUFG",
  "DUOL",
  "ELF",
  "GWRE",
  "HMY",
  "NVS",
  "NU",
  "OXY",
  null,
  "ICLR",
  "HSY",
  "ORCL",
  "OKE",
  null,
  "PYPL",
  "PEP",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "NVDA",
  "ENB",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "PSTG",
  null,
  "MKC",
  "REGN",
  null,
  null,
  "NOW",
  "SHOP",
  "SPG",
  "O",
  "SNA",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "SAP",
  null,
  null,
  "SPYG",
  null,
  null,
  "RSG",
  null,
  "IBM",
  "SBUX",
  "ERIC",
  "TXN",
  "TXRH",
  "TMO",
  "UL",
  "UPS",
  "UFPT",
  "SCHW",
  "MNST",
  null,
  "TFIN",
  null,
  null,
  "VCIT",
  "EME",
  "TSCO",
  "GSHD",
  "DFH",
  "RVLV",
  "GDDY",
  "IEF",
  "TSM",
  "IT",
  "LRN",
  "RMD",
  "BN.TO",
  "VRTX",
  "VNET",
  "MEDP",
  "SAIA",
  "RRC",
  "RYAN",
  "SEIC",
  "LECO",
  "PEN",
  "ADSK",
  "AON",
  "SFM",
  null,
  "AVY",
  "USFD",
  "WSO",
  "DECK",
  "WEC",
  "DEO",
  "WM",
  "AEP",
  "EPAC",
  "PJT",
  "FDS",
  "NVO",
  "AMZN",
  null,
  "RMBS",
  "AAON",
  "CEF",
  "HDB",
  "HBAN",
  "USB",
  "VMI",
  "VXUS",
  "V",
  "WMT",
  "WERN",
  "WFC",
  "WAL",
  "WST",
  "WTW",
  "WDAY",
  "YUM",
  null,
  "GRMN",
  "PTC",
  "CART",
  "HLLY",
  "AEM",
  "SCHD",
  "SOFI",
  "MSCI",
  "CRM",
  "TDY",
  "SYY",
  null,
  null,
  "LYB",
  "HALO",
  "MELI",
  "NVT",
  "SPYV",
  null,
  null,
  "PAYC",
  "STE",
  "MKTX",
  "KMB",
  "ADP",
  "BAC",
  "BBVA",
  "BRK-B",
  "BDX",
  "BJ",
  "BA",
  "BAH",
  "CHRW",
  "WHD",
  "CDW",
  "CASY",
  "CVX",
  "CHH",
  "CSCO",
  "CWAN",
  "CME",
  "KO",
  "FIX",
  "CMCSA",
  "COP",
  "CVLT",
  "COO",
  "CPRT",
  "COST",
  "CSGP",
  "CR",
  "CVS",
  "CW",
  "CYBR",
  "DSGX",
  "DXCM",
  "TRNO",
  "NKE",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "AWK",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 255
Total Value: 383202445
Accession Number: 0001172661-25-001762
Form Type: 13F-HR
CIK: alliance-wealth-advisors-llc-ut
Manager Name: Alliance-Wealth-Advisors-Llc-Ut

Data Enrichment

89% identified

227 identified28 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

255 positions • $383.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 13

Sort by:

464287432

Shares:35.1K

Value:$3.2M

% of Portfolio:0.8% ($3.2M/$383.2M)

Accenture plc

ACN|G1151C101

Shares:10.0K

Value:$3.1M

% of Portfolio:0.8% ($3.1M/$383.2M)

NVIDIA CORP

NVDA|67066G104

Shares:28.6K

Value:$3.1M

% of Portfolio:0.8% ($3.1M/$383.2M)

ADOBE INC.

ADBE|00724F101

Shares:7.9K

Value:$3.0M

% of Portfolio:0.8% ($3.0M/$383.2M)

American Water Works Company, Inc.

AWK|030420103

Shares:19.9K

Value:$2.9M

% of Portfolio:0.8% ($2.9M/$383.2M)

78464A409

SPYG|78464A409

Shares:36.1K

Value:$2.9M

% of Portfolio:0.8% ($2.9M/$383.2M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:9.8K

Value:$2.9M

% of Portfolio:0.8% ($2.9M/$383.2M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:15.3K

Value:$2.8M

% of Portfolio:0.7% ($2.8M/$383.2M)

Alphabet Inc.

GOOGL|02079K305

Shares:17.4K

Value:$2.7M

% of Portfolio:0.7% ($2.7M/$383.2M)

MSCI Inc.

MSCI|55354G100

Shares:4.7K

Value:$2.6M

% of Portfolio:0.7% ($2.6M/$383.2M)

HERSHEY CO

HSY|427866108

Shares:14.9K

Value:$2.6M

% of Portfolio:0.7% ($2.6M/$383.2M)

STARBUCKS CORP

SBUX|855244109

Shares:24.8K

Value:$2.4M