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Portfolio (Quarterly) Guide ↗

Alliance Wealth Advisors, LLC /UT

· CIK 0001893261
13F Portfolio $462.3B AUM 228 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 34 Added 170 Reduced 39 Exited
Page 5 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NVT NVENT ELEC PLC Industrials 8,592.0 $1.0M 0.22% -3K -24.3% $118.28 +47.1%
82 NVO NOVO-NORDISK A S Healthcare 26,446.0 $972K 0.21% +1K +4.6% $36.75 +24.6%
83 O REALTY INCOME CORP Real Estate 15,292.0 $936K 0.20% -11K -41.5% $61.18 +1.3%
84 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,624.0 $887K 0.19% $337.95 +23.6%
85 FIX COMFORT SYS USA INC Industrials 643.0 $887K 0.19% -836.0 -56.5% $1378.99 +48.1%
86 VTIP VANGUARD MALVERN FDS 17,623.0 $880K 0.19% +13K +314.3% $49.95 +0.9%
87 PEP PEPSICO INC Consumer Defensive 5,560.0 $864K 0.19% -1K -16.1% $155.31 -4.3%
88 NOW SERVICENOW INC Technology 8,188.0 $856K 0.18% -881.0 -9.7% $104.56 -13.4%
89 SPMB SPDR SERIES TRUST 37,224.0 $833K 0.18% -12K -24.0% $22.39 -1.5%
90 SDCI USCF ETF TR 30,326.0 $826K 0.18% NEW $27.24 +6.0%
91 SHYG ISHARES TR 19,016.0 $805K 0.17% -6K -22.9% $42.31 -0.1%
92 MKC MCCORMICK & CO INC Consumer Defensive 15,357.0 $775K 0.17% -8K -35.4% $50.44 -7.8%
93 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,710.0 $764K 0.17% -634.0 -27.1% $446.54 +0.9%
94 SPSM SPDR SERIES TRUST 15,195.0 $734K 0.16% -5K -23.9% $48.32 +7.9%
95 PEN PENUMBRA INC Healthcare 2,207.0 $725K 0.16% -832.0 -27.4% $328.37 -1.6%
96 AVUV AMERICAN CENTY ETF TR 6,490.0 $717K 0.15% NEW $110.47 +6.1%
97 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 9,687.0 $702K 0.15% -4K -31.5% $72.46 +18.4%
98 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 7,125.0 $701K 0.15% -2K -23.7% $98.42 -2.1%
99 AGG ISHARES TR 7,055.0 $700K 0.15% -2K -20.2% $99.27 -1.3%
100 ISRG INTUITIVE SURGICAL INC Healthcare 1,494.0 $689K 0.15% -887.0 -37.2% $460.99 -7.1%
Page 5 of 12  ·  228 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%