The Analysis of Alliance Wealth Management Group's Holdings
Currently, Alliance Wealth Management Group holds 94 types of securities in its portfolio with a total value $455.7M. In the most recent quarter, they have increased their positions in LQD (+85.4K shares, valued at $9.4M), HYG (+72.9K shares, valued at $5.9M), AGG (+27.2K shares, valued at $2.7M); decreased their positions in CORP (-90.7K shares, valued at $8.9M), PHB (-212.5K shares, valued at $4.0M), SCHA (-58.3K shares, valued at $1.7M); initiated new positions in TT (+869 shares, valued at $338.2K), LLY (+203 shares, valued at $218.2K), PNC (+978 shares, valued at $204.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHX SCHWAB STRATEGIC TR2.2M shares-1.46%2025-12-312026-01-21
IVV ISHARES TR52.0K shares3.00%2025-12-312026-01-21 SCHZ SCHWAB STRATEGIC TR1.0M shares-4.24%2025-12-312026-01-21 HYG ISHARES TR289.5K shares33.65%2025-12-312026-01-21 SCHF SCHWAB STRATEGIC TR810.7K shares-1.29%2025-12-312026-01-21 FLRN SPDR SER TR623.7K shares-2.15%2025-12-312026-01-21 LQD ISHARES TR156.6K shares120.03%2025-12-312026-01-21 AGG ISHARES TR169.2K shares19.18%2025-12-312026-01-21 SCHE SCHWAB STRATEGIC TR482.4K shares-5.13%2025-12-312026-01-21 FLOT ISHARES TR276.2K shares1.53%2025-12-312026-01-21 EMB ISHARES TR130.9K shares6.34%2025-12-312026-01-21 IEFA ISHARES TR137.0K shares4.20%2025-12-312026-01-21 SCHM SCHWAB STRATEGIC TR380.3K shares-1.55%2025-12-312026-01-21 SPYM SPDR SERIES TRUST136.5K shares-2.39%2025-12-312026-01-21 SCHB SCHWAB STRATEGIC TR408.4K shares-2.12%2025-12-312026-01-21 IEMG ISHARES TR151.8K shares0.26%2025-12-312026-01-21 MUB ISHARES TR84.6K shares8.36%2025-12-312026-01-21 SCHA SCHWAB STRATEGIC TR316.0K shares-15.59%2025-12-312026-01-21 SPAB SPDR SERIES TRUST334.6K shares3.05%2025-12-312026-01-21 AAPL APPLE INC28.2K shares-2.43%2025-12-312026-01-21 IJH ISHARES TR107.4K shares3.04%2025-12-312026-01-21 SCHD SCHWAB STRATEGIC TR214.6K shares-0.12%2025-12-312026-01-21 IJR ISHARES TR48.5K shares-9.77%2025-12-312026-01-21 SHYG ISHARES TR130.0K shares11.87%2025-12-312026-01-21 CL COLGATE PALMOLIVE CO63.9K shares-0.36%2025-12-312026-01-21 PCY INVESCO EXCHNG TRADED FD TR230.5K shares-10.31%2025-12-312026-01-21 SPIB SPDR SERIES TRUST135.4K shares1.03%2025-12-312026-01-21 ITOT ISHARES TR28.8K shares1.57%2025-12-312026-01-21 SPEM SPDR INDEX SHS FDS89.6K shares-6.19%2025-12-312026-01-21 SPDW SPDR INDEX SHS FDS87.3K shares-3.69%2025-12-312026-01-21 SCHG SCHWAB STRATEGIC TR102.2K shares-0.02%2025-12-312026-01-21 MSFT MICROSOFT CORP6.5K shares-0.90%2025-12-312026-01-21 IWF ISHARES TR6.6K shares0.00%2025-12-312026-01-21 TFI SPDR SER TR56.7K shares-23.22%2025-12-312026-01-21 CORP PIMCO ETF TR22.9K shares-79.82%2025-12-312026-01-21 SPMD SPDR SERIES TRUST34.5K shares-2.22%2025-12-312026-01-21 DGRO ISHARES TR28.3K shares6.40%2025-12-312026-01-21 ALPHABET INC ALPHABET INC5.9K shares-1.18%2025-12-312026-01-21 SPSM SPDR SER TR33.7K shares-16.68%2025-12-312026-01-21 NVDA NVIDIA CORPORATION8.2K shares-0.56%2025-12-312026-01-21 JNJ JOHNSON & JOHNSON7.2K shares-0.32%2025-12-312026-01-21 SPYD SPDR SER TR32.7K shares-0.39%2025-12-312026-01-21 SPTM SPDR SERIES TRUST16.6K shares-5.12%2025-12-312026-01-21 JPM JPMORGAN CHASE & CO4.2K shares-1.53%2025-12-312026-01-21 ALPHABET INC ALPHABET INC4.2K shares0.00%2025-12-312026-01-21 META META PLATFORMS INC1.9K shares-0.57%2025-12-312026-01-21 SCHO SCHWAB STRATEGIC TR50.1K shares3.24%2025-12-312026-01-21 AMZN AMAZON COM INC5.0K shares-0.66%2025-12-312026-01-21 VUG VANGUARD INDEX FDS2.1K shares8.73%2025-12-312026-01-21 CSCO CISCO SYS INC9.8K shares6.53%2025-12-312026-01-21 T AT&T INC29.4K shares0.68%2025-12-312026-01-21 SCHV SCHWAB STRATEGIC TR24.2K shares0.00%2025-12-312026-01-21 SHY ISHARES TR8.5K shares8.21%2025-12-312026-01-21 SPY SPDR TR S&P 500 ETF TR1.0K shares0.00%2025-12-312026-01-21 VIG VANGUARD SPECIALIZED FUNDS3.0K shares0.00%2025-12-312026-01-21 IBM INTERNATIONAL BUSINESS MACHS2.1K shares0.00%2025-12-312026-01-21 COKE COCA COLA CONSOLIDATED INC8.6K shares1.18%2025-12-312026-01-21 BAC BANK AMER CORP10.7K shares0.00%2025-12-312026-01-21 VTI VANGUARD INDEX FDS1.7K shares-33.92%2025-12-312026-01-21 HD HOME DEPOT INC1.7K shares0.00%2025-12-312026-01-21 VTV VANGUARD INDEX FDS2.6K shares-0.79%2025-12-312026-01-21 V VISA INC1.4K shares0.00%2025-12-312026-01-21 BROADCOM INC BROADCOM INC1.3K shares0.00%2025-12-312026-01-21 DFUS DIMENSIONAL ETF TRUST5.7K shares0.00%2025-12-312026-01-21 NEE NEXTERA ENERGY INC5.0K shares0.48%2025-12-312026-01-21 PHB INVESCO EXCHNG TRADED FD TR20.8K shares-91.08%2025-12-312026-01-21 LINDE PLC LINDE PLC893 shares0.00%2025-12-312026-01-21 CVX CHEVRON CORP NEW2.5K shares0.00%2025-12-312026-01-21 IWD ISHARES TR1.7K shares0.00%2025-12-312026-01-21 TSLA TESLA INC768 shares-11.72%2025-12-312026-01-21 TT TRANE TECHNOLOGIES PLC869 sharesnew addition2025-12-312026-01-21 VT VANGUARD INTL EQUITY INDEX F2.4K shares0.30%2025-12-312026-01-21 NFLX NETFLIX INC3.3K shares1204.69%2025-12-312026-01-21 COST COSTCO WHSL CORP NEW361 shares0.00%2025-12-312026-01-21 ORCL ORACLE CORP1.5K shares-0.83%2025-12-312026-01-21 BK BANK NEW YORK MELLON CORP2.6K shares0.00%2025-12-312026-01-21 IWP ISHARES TR2.2K shares0.00%2025-12-312026-01-21 GE AEROSPACE GE AEROSPACE850 shares0.00%2025-12-312026-01-21 PEG PUBLIC SVC ENTERPRISE GRP IN3.3K shares0.00%2025-12-312026-01-21 DIS DISNEY WALT CO2.3K shares0.00%2025-12-312026-01-21 LVS LAS VEGAS SANDS CORP3.9K shares0.00%2025-12-312026-01-21 UNH UNITEDHEALTH GROUP INC730 shares-3.31%2025-12-312026-01-21 VZ VERIZON COMMUNICATIONS INC5.8K shares0.47%2025-12-312026-01-21 CITIGROUP INC CITIGROUP INC2.0K shares-20.11%2025-12-312026-01-21 SPSB SPDR SER TR7.5K shares3.31%2025-12-312026-01-21 LLY ELI LILLY & CO203 sharesnew addition2025-12-312026-01-21 VXF VANGUARD INDEX FDS1.0K shares0.00%2025-12-312026-01-21 PNC PNC FINL SVCS GROUP INC978 sharesnew addition2025-12-312026-01-21 HSY HERSHEY CO1.1K shares0.00%2025-12-312026-01-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available