Portfolio (Quarterly)
Guide ↗
Alliance Wealth Advisors, LLC /UT
· CIK 0001893261| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 797 | $263K | 0.06% | SOLD |
| 22 | WDAY | WORKDAY INC | Technology | 1,174 | $252K | 0.06% | SOLD |
| 23 | JAAA | JANUS DETROIT STR TR | — | 4,927 | $249K | 0.05% | SOLD |
| 24 | EME | EMCOR GROUP INC | Industrials | 407 | $249K | 0.05% | SOLD |
| 25 | FDS | FACTSET RESH SYS INC | Financial Services | 846 | $246K | 0.05% | SOLD |
| 26 | NKE | NIKE INC | Consumer Cyclical | 3,840 | $245K | 0.05% | SOLD |
| 27 | ICLR | ICON PLC | Healthcare | 1,332 | $243K | 0.05% | SOLD |
| 28 | SAP | SAP SE | Technology | 935 | $227K | 0.05% | SOLD |
| 29 | EMBJ | EMBRAER S.A. | Industrials | 3,498 | $225K | 0.05% | SOLD |
| 30 | BBVA | BANCO BILBAO VIZCAYA ARGENTA | Financial Services | 9,485 | $221K | 0.05% | SOLD |
| 31 | MAIN | MAIN STR CAP CORP | Financial Services | 3,500 | $211K | 0.05% | SOLD |
| 32 | DEO | DIAGEO PLC | Consumer Defensive | 2,375 | $205K | 0.04% | SOLD |
| 33 | STWD | STARWOOD PPTY TR INC | Real Estate | 11,212 | $202K | 0.04% | SOLD |
| 34 | GOOD | GLADSTONE COMMERCIAL CORP | Real Estate | 17,859 | $191K | 0.04% | SOLD |
| 35 | MUFG | MITSUBISHI UFJ FINL GROUP IN | Financial Services | 11,763 | $187K | 0.04% | SOLD |
| 36 | SBSW | SIBANYE STILLWATER LTD | Basic Materials | 10,813 | $154K | 0.03% | SOLD |
| 37 | TIGR | UP FINTECH HLDG LTD | Financial Services | 12,598 | $120K | 0.03% | SOLD |
| 38 | RITM | RITHM CAPITAL CORP | Real Estate | 10,539 | $115K | 0.03% | SOLD |
| 39 | — | AEGON LTD | — | 10,366 | $80K | 0.02% | 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%