Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Alliance Wealth Advisors, LLC

Q3 2023 · 13F-HR

Alliance Wealth Advisors, LLCholdings as filed

Filed 2023-10-12 · accession 0001376474-23-000454

$138.3M
Reported value
126
Positions
2023-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92647N527UITBVICTORY PORTFOLIOS II$17.3M12.5%389,398CommonNONE
46434V621DGROISHARES TR$14.8M10.7%298,963CommonNONE
46090E103QQQINVESCO QQQ TR$6.8M4.89%18,871CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$6.1M4.39%138,720CommonNONE
464287507IJHISHARES TR$5.5M3.99%22,150CommonNONE
464287804IJRISHARES TR$3.6M2.61%38,202CommonNONE
037833100AAPLAPPLE INC$3.5M2.54%20,497CommonNONE
594918104MSFTMICROSOFT CORP$3.1M2.27%9,954CommonNONE
78463V107GLDSPDR GOLD TR$2.6M1.91%15,417CommonNONE
922908751VBVANGUARD INDEX FDS$2.6M1.86%13,595CommonNONE
02079K305GOOGLALPHABET INC$2.4M1.76%18,614CommonNONE
922908629VOVANGUARD INDEX FDS$2.3M1.66%10,994CommonNONE
893641100TDGTRANSDIGM GROUP INC$2.2M1.59%2,616CommonNONE
254687106DISDISNEY WALT CO$2.1M1.54%26,293CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$2.1M1.53%46,083CommonNONE
58933Y105MRKMERCK & CO INC$1.8M1.33%17,860CommonNONE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$1.8M1.31%35,453CommonNONE
806857108SLBSCHLUMBERGER LTD$1.8M1.28%30,324CommonNONE
126650100CVSCVS HEALTH CORP$1.7M1.26%25,050CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$1.7M1.21%68,571CommonNONE
29250N105ENBENBRIDGE INC$1.6M1.15%47,827CommonNONE
30231G102XOMEXXON MOBIL CORP$1.6M1.12%13,222CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.5M1.10%4,362CommonNONE
20030N101CMCSACOMCAST CORP NEW$1.5M1.09%33,933CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.4M1.00%9,484CommonNONE
36467J108GLPIGAMING & LEISURE PPTYS INC$1.3M0.93%28,223CommonNONE
46432F834IXUSISHARES TR$1.2M0.88%20,222CommonNONE
302578109FNCB BANCORP INC$1.2M0.87%201,397CommonNONE
097023105BABOEING CO$1.0M0.75%5,422CommonNONE
023135106AMZNAMAZON COM INC$978,4430.71%7,697CommonNONE
718172109PMPHILIP MORRIS INTL INC$969,4720.70%10,472CommonNONE
30303M102METAMETA PLATFORMS INC$948,3630.69%3,159CommonNONE
922907746VTEBVANGUARD MUN BD FDS$889,8500.64%18,500CommonNONE
203607106CBUCOMMUNITY BK SYS INC$806,0840.58%19,097CommonNONE
682680103OKEONEOK INC NEW$790,9020.57%12,469CommonNONE
032108409DIVOAMPLIFY ETF TR$789,6560.57%22,737CommonNONE
00287Y109ABBVABBVIE INC$785,0060.57%5,266CommonNONE
713448108PEPPEPSICO INC$763,4970.55%4,506CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$753,0000.54%14,059CommonNONE
717081103PFEPFIZER INC$748,2930.54%22,559CommonNONE
46625H100JPMJPMORGAN CHASE & CO$723,3600.52%4,988CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$718,3660.52%18,321CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$680,0330.49%20,982CommonNONE
064058100BKBANK NEW YORK MELLON CORP$645,8490.47%15,143CommonNONE
57636Q104MAMASTERCARD INCORPORATED$623,9540.45%1,576CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$607,8040.44%10,997CommonNONE
02079K107GOOGALPHABET INC$598,8630.43%4,542CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD$586,8460.42%6,040CommonNONE
02209S103MOALTRIA GROUP INC$570,7450.41%13,573CommonNONE
69351T106PPLPPL CORP$558,3140.40%23,698CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$546,5850.40%16,043CommonNONE
191216100KOCOCA COLA CO$527,9470.38%9,431CommonNONE
707569109PENNPENN ENTERTAINMENT INC$526,1290.38%22,925CommonNONE
94106L109WMWASTE MGMT INC DEL$506,8630.37%3,325CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$484,1800.35%157CommonNONE
009158106APDAIR PRODS & CHEMS INC$473,8450.34%1,672CommonNONE
532457108LLYELI LILLY & CO$467,8400.34%871CommonNONE
949746101WMT2WELLS FARGO CO NEW$458,2040.33%11,214CommonNONE
060505104BACBANK AMERICA CORP$457,0270.33%16,692CommonNONE
539830109LMTLOCKHEED MARTIN CORP$452,7190.33%1,107CommonNONE
92204A801VAWVANGUARD WORLD FDS$447,6890.32%2,595CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$434,3250.31%2,786CommonNONE
458140100INTCINTEL CORP$421,7430.30%11,863CommonNONE
62914V106NIONIO INC$414,0000.30%200,000CALLNONE
38141G104GSGOLDMAN SACHS GROUP INC$410,2870.30%1,268CommonNONE
281020107EIXEDISON INTL$405,4990.29%6,407CommonNONE
46266C105IQVIQVIA HLDGS INC$400,5830.29%2,036CommonNONE
031162100AMGNAMGEN INC$399,3770.29%1,486CommonNONE
78464A375SPIBSPDR SER TR$399,1010.29%12,690CommonNONE
166764100CVXCHEVRON CORP NEW$394,6710.29%2,341CommonNONE
580135101MCDMCDONALDS CORP$389,1010.28%1,477CommonNONE
46429B598INDAISHARES TR$380,2920.28%8,600CommonNONE
45782C813PJULINNOVATOR ETFS TR$377,4400.27%11,200CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$375,9880.27%4,260CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$375,1170.27%744CommonNONE
464287614IWFISHARES TR$374,2480.27%1,407CommonNONE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$362,9520.26%8,175CommonNONE
747525103QCOMQUALCOMM INC$361,8330.26%3,258CommonNONE
302635206FSKFS KKR CAP CORP$354,1590.26%17,987CommonNONE
512816109LAMRLAMAR ADVERTISING CO NEW$341,0580.25%4,086CommonNONE
617446448MSMORGAN STANLEY$337,5420.24%4,133CommonNONE
808513105SCHWSCHWAB CHARLES CORP$336,3170.24%6,126CommonNONE
25746U109DDOMINION ENERGY INC$335,2480.24%7,505CommonNONE
548661107LOWLOWES COS INC$331,0920.24%1,593CommonNONE
79466L302CRMSALESFORCE INC$328,0980.24%1,618CommonNONE
036752103ELVELEVANCE HEALTH INC$315,2440.23%724CommonNONE
711040105PFISPEOPLES FINL SVCS CORP$314,9450.23%7,854CommonNONE
478160104JNJJOHNSON & JOHNSON$311,3570.23%1,999CommonNONE
G5960L103MDTMEDTRONIC PLC$299,9620.22%3,828CommonNONE
744320102PRUPRUDENTIAL FINL INC$298,2900.22%3,144CommonNONE
67066G104NVDANVIDIA CORPORATION$295,7930.21%680CommonNONE
92826C839VVISA INC$293,7230.21%1,277CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$290,8420.21%2,369CommonNONE
17275R102CSCOCISCO SYS INC$288,3690.21%5,364CommonNONE
37733W204GSKGSK PLC$285,1790.21%7,867CommonNONE
780259305SHELSHELL PLC$280,1940.20%4,352CommonNONE
00206R102TAT&T INC$272,2510.20%18,126CommonNONE
89832Q109TFCTRUIST FINL CORP$270,3070.20%9,448CommonNONE
345370860FFORD MTR CO DEL$268,7810.19%21,641CommonNONE
20825C104COPCONOCOPHILLIPS$265,9560.19%2,220CommonNONE
260557103DOWDOW INC$264,3480.19%5,127CommonNONE
855244109SBUXSTARBUCKS CORP$263,4960.19%2,887CommonNONE
681919106OMCOMNICOM GROUP INC$263,0630.19%3,532CommonNONE
11135F101AVGOBROADCOM INC$260,8020.19%314CommonNONE
437076102HDHOME DEPOT INC$255,9300.19%847CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$254,7970.18%451CommonNONE
00724F101ADBEADOBE INC$253,9300.18%498CommonNONE
464287598IWDISHARES TR$253,6910.18%1,671CommonNONE
143130102KMXCARMAX INC$252,6480.18%3,572CommonNONE
464287663IUSVISHARES TR$251,5420.18%3,371CommonNONE
372460105GPCGENUINE PARTS CO$248,0450.18%1,718CommonNONE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$245,4380.18%11,550CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$236,5420.17%2,722CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$235,1010.17%3,193CommonNONE
84860W300SRCUSDSPIRIT RLTY CAP INC NEW$234,4750.17%6,993CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$232,8320.17%4,640CommonNONE
09247X101BLKCHFBLACKROCK INC$226,9180.16%351CommonNONE
G54950103LINLINDE PLC$223,4100.16%600CommonNONE
88160R101TSLATESLA INC$215,1890.16%860CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$214,1480.15%3,690CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$204,6420.15%7,477CommonNONE
72651A207PAGPPLAINS GP HLDGS L P$173,7410.13%10,778CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$162,8110.12%76,437CommonNONE
69346H100ISDPGIM HIGH YIELD BOND FUND IN$157,2630.11%13,350CommonNONE
26142Q205DRAGANFLY INC.$79,2070.06%103,000CommonNONE
410345102HN9HANESBRANDS INC$44,7440.03%11,299CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.