MondegarAI
Alliance Wealth Advisors, LLC

Q2 2024 · 13F-HR

Alliance Wealth Advisors, LLCholdings as filed

Filed 2024-07-17 · accession 0001376474-24-000320

$158.9M
Reported value
135
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92647N527UITBVICTORY PORTFOLIOS II$20.9M13.2%455,115CommonNONE
46434V621DGROISHARES TR$18.3M11.5%317,107CommonNONE
46090E103QQQINVESCO QQQ TR$8.4M5.29%17,553CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$7.6M4.80%85,094CommonNONE
464287507IJHISHARES TR$6.6M4.18%113,556CommonNONE
594918104MSFTMICROSOFT CORP$4.2M2.65%9,410CommonNONE
037833100AAPLAPPLE INC$3.9M2.47%18,656CommonNONE
78463V107GLDSPDR GOLD TR$3.3M2.08%15,372CommonNONE
922908629VOVANGUARD INDEX FDS$3.0M1.86%12,225CommonNONE
893641100TDGTRANSDIGM GROUP INC$2.9M1.85%2,306CommonNONE
02079K305GOOGLALPHABET INC$2.9M1.83%15,948CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$2.9M1.82%52,867CommonNONE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$2.5M1.56%41,722CommonNONE
254687106DISDISNEY WALT CO$2.4M1.50%24,008CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$2.0M1.25%40,261CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.8M1.16%4,537CommonNONE
58933Y105MRKMERCK & CO INC$1.8M1.12%14,421CommonNONE
922908744VTVVANGUARD INDEX FDS$1.6M0.99%9,798CommonNONE
126650100CVSCVS HEALTH CORP$1.5M0.92%24,746CommonNONE
302578109FNCB BANCORP INC$1.5M0.91%215,111CommonNONE
30231G102XOMEXXON MOBIL CORP$1.4M0.89%12,307CommonNONE
922907746VTEBVANGUARD MUN BD FDS$1.4M0.88%28,000CommonNONE
30303M102METAMETA PLATFORMS INC$1.4M0.88%2,769CommonNONE
023135106AMZNAMAZON COM INC$1.4M0.87%7,158CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.4M0.87%8,340CommonNONE
20030N101CMCSACOMCAST CORP NEW$1.4M0.87%35,119CommonNONE
46432F834IXUSISHARES TR$1.4M0.86%20,118CommonNONE
36467J108GLPIGAMING & LEISURE PPTYS INC$1.3M0.80%28,223CommonNONE
67066G104NVDANVIDIA CORPORATION$1.2M0.79%10,103CommonNONE
097023105BABOEING CO$1.1M0.67%5,847CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.0M0.64%10,091CommonNONE
682680103OKEONEOK INC NEW$1.0M0.64%12,469CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$990,8720.62%4,899CommonNONE
064058100BKBANK NEW YORK MELLON CORP$931,2900.59%15,550CommonNONE
203607106CBUCOMMUNITY FINANCIAL SYSTEM I$895,1490.56%18,961CommonNONE
00287Y109ABBVABBVIE INC$854,9570.54%4,985CommonNONE
62914V106NIONIO INC$832,0000.52%200,000CommonNONE
717081103PFEPFIZER INC$807,5820.51%28,863CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$785,7850.49%27,171CommonNONE
02079K107GOOGALPHABET INC$765,7790.48%4,175CommonNONE
713448108PEPPEPSICO INC$743,1750.47%4,506CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$732,4410.46%17,760CommonNONE
032108409DIVOAMPLIFY ETF TR$728,8760.46%18,834CommonNONE
94106L109WMWASTE MGMT INC DEL$709,3560.45%3,325CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$706,9130.44%12,472CommonNONE
532457108LLYELI LILLY & CO$705,2910.44%779CommonNONE
29250N105ENBENBRIDGE INC$701,4790.44%19,710CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$690,0360.43%17,965CommonNONE
922908769VTIVANGUARD INDEX FDS$683,4880.43%2,555CommonNONE
806857108SLBSCHLUMBERGER LTD$664,5720.42%14,086CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD$631,3010.40%6,040CommonNONE
278768106SATSECHOSTAR CORP$624,8990.39%35,087CommonNONE
060505104BACBANK AMERICA CORP$624,1500.39%15,694CommonNONE
949746101WMT2WELLS FARGO CO NEW$611,4200.38%10,295CommonNONE
57636Q104MAMASTERCARD INCORPORATED$607,4770.38%1,377CommonNONE
747525103QCOMQUALCOMM INC$588,1790.37%2,953CommonNONE
191216100KOCOCA COLA CO$540,4520.34%8,491CommonNONE
69351T106PPLPPL CORP$536,8860.34%19,417CommonNONE
11135F101AVGOBROADCOM INC$531,4300.33%331CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$529,6670.33%1,171CommonNONE
464287614IWFISHARES TR$512,9360.32%1,407CommonNONE
92204A801VAWVANGUARD WORLD FD$499,8750.31%2,595CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$491,2260.31%124CommonNONE
46429B598INDAISHARES TR$479,7080.30%8,600CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$468,0570.29%10,696CommonNONE
79466L302CRMSALESFORCE INC$452,4960.28%1,760CommonNONE
031162100AMGNAMGEN INC$440,8670.28%1,411CommonNONE
45782C813PJULINNOVATOR ETFS TRUST$435,1200.27%11,200CommonNONE
539830109LMTLOCKHEED MARTIN CORP$428,3310.27%917CommonNONE
707569109PENNPENN ENTERTAINMENT INC$423,2750.27%21,869CommonNONE
89832Q109TFCTRUIST FINL CORP$422,6960.27%10,880CommonNONE
009158106APDAIR PRODS & CHEMS INC$412,8800.26%1,600CommonNONE
281020107EIXEDISON INTL$412,7640.26%5,748CommonNONE
78464A375SPIBSPDR SER TR$412,2380.26%12,661CommonNONE
512816109LAMRLAMAR ADVERTISING CO NEW$409,2710.26%3,424CommonNONE
617446448MSMORGAN STANLEY$401,6860.25%4,133CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$389,1610.24%2,239CommonNONE
855244109SBUXSTARBUCKS CORP$385,9800.24%4,958CommonNONE
808513105SCHWSCHWAB CHARLES CORP$384,3670.24%5,216CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$383,3450.24%451CommonNONE
166764100CVXCHEVRON CORP NEW$378,4890.24%2,420CommonNONE
036752103ELVELEVANCE HEALTH INC$372,2580.23%687CommonNONE
744320102PRUPRUDENTIAL FINL INC$368,3900.23%3,144CommonNONE
580135101MCDMCDONALDS CORP$364,1660.23%1,429CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$362,3310.23%3,615CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$359,4700.23%2,312CommonNONE
46266C105IQVIQVIA HLDGS INC$353,5280.22%1,672CommonNONE
302635206FSKFS KKR CAP CORP$348,7410.22%17,676CommonNONE
458140100INTCINTEL CORP$346,9810.22%11,204CommonNONE
711040105PFISPEOPLES FINL SVCS CORP$342,9160.22%7,530CommonNONE
G5960L103MDTMEDTRONIC PLC$335,8560.21%4,267CommonNONE
301505558INQQEXCHANGE TRADED CONCEPTS TRU$335,5000.21%22,000CommonNONE
02209S103MOALTRIA GROUP INC$334,6560.21%7,347CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$333,1610.21%2,434CommonNONE
00206R102TAT&T INC$323,0090.20%16,903CommonNONE
548661107LOWLOWES COS INC$313,8720.20%1,424CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$310,4190.20%1,550CommonNONE
780259305SHELSHELL PLC$309,8890.20%4,293CommonNONE
372460105GPCGENUINE PARTS CO$306,1020.19%2,213CommonNONE
922908751VBVANGUARD INDEX FDS$303,9390.19%1,394CommonNONE
464287663IUSVISHARES TR$302,9390.19%3,437CommonNONE
681919106OMCOMNICOM GROUP INC$298,7010.19%3,330CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$296,0370.19%900CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$294,3520.19%578CommonNONE
437076102HDHOME DEPOT INC$291,5710.18%847CommonNONE
478160104JNJJOHNSON & JOHNSON$284,2190.18%1,945CommonNONE
92826C839VVISA INC$283,9930.18%1,082CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$283,7300.18%3,765CommonNONE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$280,8960.18%11,550CommonNONE
37733W204GSKGSK PLC$278,5860.18%7,236CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$274,8530.17%1,414CommonNONE
369604301GEGE AEROSPACE$272,6340.17%1,715CommonNONE
969457100WMBWILLIAMS COS INC$270,9380.17%6,375CommonNONE
260557103DOWDOW INC$269,7590.17%5,085CommonNONE
931142103WMTWALMART INC$267,8830.17%3,956CommonNONE
29364G103ETRENTERGY CORP NEW$267,3930.17%2,499CommonNONE
92556H2060VVBPARAMOUNT GLOBAL$265,0000.17%100,000CALLNONE
G54950103LINLINDE PLC$263,2860.17%600CommonNONE
345370860FFORD MTR CO DEL$262,6000.17%20,941CommonNONE
464287598IWDISHARES TR$260,8330.16%1,495CommonNONE
09247X101BLKCHFBLACKROCK INC$259,0280.16%329CommonNONE
20825C104COPCONOCOPHILLIPS$258,0410.16%2,256CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$245,3970.15%2,920CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$242,9910.15%1,498CommonNONE
143130102KMXCARMAX INC$241,3620.15%3,291CommonNONE
17275R102CSCOCISCO SYS INC$230,2330.14%4,846CommonNONE
00724F101ADBEADOBE INC$214,9940.14%387CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$213,3330.13%7,361CommonNONE
25746U109DDOMINION ENERGY INC$205,7020.13%4,198CommonNONE
25243Q205DEODIAGEO PLC$204,2500.13%1,620CommonNONE
72651A207PAGPPLAINS GP HLDGS L P$193,9400.12%10,305CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$174,3410.11%63,861CommonNONE
836100107SOUNSOUNDHOUND AI INC$52,1400.03%13,200CommonNONE
26142Q205DRAGANFLY INC.$24,1020.02%103,000CommonNONE
62914V106NIONIO INC$13,0000.01%200,000CALLNONE

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.