Portfolio (Quarterly)
Guide ↗
Alliance Wealth Advisors, LLC /UT
· CIK 0001893261| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | GLDM | WORLD GOLD TR | Financial Services | 87,251 | $7.4M | 1.61% | SOLD |
| 2 | BBJP | J P MORGAN EXCHANGE TRADED F | — | 78,530 | $5.2M | 1.12% | SOLD |
| 3 | INDA | ISHARES TR | — | 57,591 | $3.1M | 0.67% | SOLD |
| 4 | VGSH | VANGUARD SCOTTSDALE FDS | — | 51,618 | $3.0M | 0.66% | SOLD |
| 5 | — | CYBERARK SOFTWARE LTD | — | 2,951 | $1.3M | 0.28% | SOLD |
| 6 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 10,321 | $1.0M | 0.23% | SOLD |
| 7 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 10,887 | $1.0M | 0.23% | SOLD |
| 8 | RTX | RTX CORPORATION | Industrials | 5,212 | $956K | 0.21% | SOLD |
| 9 | IBDU | ISHARES TR | — | 36,309 | $850K | 0.18% | SOLD |
| 10 | ADBE | ADOBE INC | Technology | 2,396 | $839K | 0.18% | SOLD |
| 11 | INTU | INTUIT | Technology | 1,056 | $700K | 0.15% | SOLD |
| 12 | EMB | ISHARES TR | — | 6,750 | $650K | 0.14% | SOLD |
| 13 | CWAN | CLEARWATER ANALYTICS HLDGS I | Technology | 22,394 | $540K | 0.12% | SOLD |
| 14 | SPSC | SPS COMM INC | Technology | 4,541 | $405K | 0.09% | SOLD |
| 15 | PAYC | PAYCOM SOFTWARE INC | Technology | 2,378 | $379K | 0.08% | SOLD |
| 16 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | Technology | 2,579 | $371K | 0.08% | SOLD |
| 17 | ILMN | ILLUMINA INC | Healthcare | 2,396 | $314K | 0.07% | SOLD |
| 18 | DUOL | DUOLINGO INC | Technology | 1,633 | $287K | 0.06% | SOLD |
| 19 | — | BLOCK INC | — | 4,115 | $268K | 0.06% | SOLD |
| 20 | GIS | GENERAL MLS INC | Consumer Defensive | 5,681 | $264K | 0.06% | SOLD |
Sector Allocation
Technology
23.8%
Financial Services
18.2%
Healthcare
12.7%
Industrials
11.7%
Communication Services
9.4%
Consumer Cyclical
9.0%
Consumer Defensive
4.9%
Energy
4.5%
Utilities
2.4%
Real Estate
2.2%