MondegarAI
Alliance Wealth Advisors, LLC

Q3 2024 · 13F-HR

Alliance Wealth Advisors, LLCholdings as filed

Filed 2024-10-16 · accession 0001376474-24-000603

$175.1M
Reported value
140
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92647N527UITBVICTORY PORTFOLIOS II$23.7M13.5%495,032CommonNONE
46434V621DGROISHARES TR$20.5M11.7%327,735CommonNONE
46090E103QQQINVESCO QQQ TR$9.6M5.47%19,626CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$8.5M4.83%88,129CommonNONE
464287507IJHISHARES TR$7.2M4.12%115,747CommonNONE
037833100AAPLAPPLE INC$4.4M2.49%18,689CommonNONE
594918104MSFTMICROSOFT CORP$4.0M2.30%9,367CommonNONE
78463V107GLDSPDR GOLD TR$3.8M2.17%15,629CommonNONE
922908629VOVANGUARD INDEX FDS$3.4M1.93%12,806CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$3.2M1.85%54,680CommonNONE
893641100TDGTRANSDIGM GROUP INC$3.2M1.85%2,264CommonNONE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$2.8M1.62%44,366CommonNONE
02079K305GOOGLALPHABET INC$2.6M1.50%15,797CommonNONE
254687106DISDISNEY WALT CO$2.3M1.30%23,706CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$2.1M1.23%40,710CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.1M1.19%4,530CommonNONE
711040105PFISPEOPLES FINL SVCS CORP$1.8M1.03%38,632CommonNONE
922908744VTVVANGUARD INDEX FDS$1.7M0.97%9,710CommonNONE
30303M102METAMETA PLATFORMS INC$1.6M0.91%2,787CommonNONE
58933Y105MRKMERCK & CO INC$1.6M0.90%13,897CommonNONE
46432F834IXUSISHARES TR$1.5M0.85%20,614CommonNONE
30231G102XOMEXXON MOBIL CORP$1.5M0.83%12,420CommonNONE
20030N101CMCSACOMCAST CORP NEW$1.5M0.83%34,827CommonNONE
36467J108GLPIGAMING & LEISURE PPTYS INC$1.5M0.83%28,223CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.4M0.82%8,297CommonNONE
922907746VTEBVANGUARD MUN BD FDS$1.4M0.82%28,000CommonNONE
023135106AMZNAMAZON COM INC$1.4M0.80%7,535CommonNONE
62914V106NIONIO INC$1.3M0.76%200,000CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.2M0.69%10,012CommonNONE
458140100INTCINTEL CORP$1.2M0.67%200,000CALLNONE
67066G104NVDANVIDIA CORPORATION$1.1M0.65%9,444CommonNONE
682680103OKEONEOK INC NEW$1.1M0.65%12,469CommonNONE
064058100BKBANK NEW YORK MELLON CORP$1.1M0.62%14,990CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.0M0.60%4,960CommonNONE
203607106CBUCOMMUNITY FINANCIAL SYSTEM I$1.0M0.60%17,946CommonNONE
00287Y109ABBVABBVIE INC$1.0M0.58%5,100CommonNONE
922908769VTIVANGUARD INDEX FDS$916,0230.52%3,235CommonNONE
097023105BABOEING CO$881,3760.50%5,797CommonNONE
278768106SATSECHOSTAR CORP$870,8590.50%35,087CommonNONE
717081103PFEPFIZER INC$838,1200.48%28,961CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$812,1410.46%27,171CommonNONE
29250N105ENBENBRIDGE INC$800,0170.46%19,700CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$798,7320.46%17,785CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$794,9030.45%17,795CommonNONE
713448108PEPPEPSICO INC$788,0120.45%4,634CommonNONE
032108409DIVOAMPLIFY ETF TR$774,7020.44%18,808CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$741,7920.42%12,465CommonNONE
02079K107GOOGALPHABET INC$706,5450.40%4,226CommonNONE
532457108LLYELI LILLY & CO$698,1210.40%788CommonNONE
94106L109WMWASTE MGMT INC DEL$690,2700.39%3,325CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD$675,6470.39%6,040CommonNONE
57636Q104MAMASTERCARD INCORPORATED$673,0490.38%1,363CommonNONE
69351T106PPLPPL CORP$647,8120.37%19,583CommonNONE
806857108SLBSCHLUMBERGER LTD$627,6340.36%14,961CommonNONE
191216100KOCOCA COLA CO$608,7260.35%8,471CommonNONE
949746101WMT2WELLS FARGO CO NEW$593,4270.34%10,505CommonNONE
855244109SBUXSTARBUCKS CORP$574,9960.33%5,898CommonNONE
060505104BACBANK AMERICA CORP$572,4630.33%14,427CommonNONE
11135F101AVGOBROADCOM INC$570,8030.33%3,309CommonNONE
747525103QCOMQUALCOMM INC$554,8730.32%3,263CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$550,0670.31%1,111CommonNONE
92204A801VAWVANGUARD WORLD FD$548,7650.31%2,595CommonNONE
539830109LMTLOCKHEED MARTIN CORP$534,2880.31%914CommonNONE
464287614IWFISHARES TR$528,2330.30%1,407CommonNONE
79466L302CRMSALESFORCE INC$527,4390.30%1,927CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$522,3030.30%124CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$511,8040.29%10,696CommonNONE
46429B598INDAISHARES TR$503,3580.29%8,600CommonNONE
281020107EIXEDISON INTL$495,9780.28%5,695CommonNONE
009158106APDAIR PRODS & CHEMS INC$476,3840.27%1,600CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$464,4280.27%4,028CommonNONE
89832Q109TFCTRUIST FINL CORP$460,8810.26%10,776CommonNONE
512816109LAMRLAMAR ADVERTISING CO NEW$457,0460.26%3,421CommonNONE
031162100AMGNAMGEN INC$453,6720.26%1,408CommonNONE
45782C813PJULINNOVATOR ETFS TRUST$453,3750.26%11,200CommonNONE
617446448MSMORGAN STANLEY$430,8240.25%4,133CommonNONE
580135101MCDMCDONALDS CORP$427,5320.24%1,404CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$427,3730.24%2,312CommonNONE
78464A375SPIBSPDR SER TR$426,1910.24%12,643CommonNONE
707569109PENNPENN ENTERTAINMENT INC$412,4490.24%21,869CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$399,8210.23%451CommonNONE
29273V100ETENERGY TRANSFER L P$395,1350.23%24,619CommonNONE
46266C105IQVIQVIA HLDGS INC$393,3700.22%1,660CommonNONE
G5960L103MDTMEDTRONIC PLC$392,2610.22%4,357CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$390,0300.22%1,500CommonNONE
744320102PRUPRUDENTIAL FINL INC$378,0170.22%3,122CommonNONE
02209S103MOALTRIA GROUP INC$374,2250.21%7,332CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$370,1020.21%633CommonNONE
00206R102TAT&T INC$367,9200.21%16,724CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$365,7490.21%2,106CommonNONE
036752103ELVELEVANCE HEALTH INC$363,4800.21%699CommonNONE
301505558INQQEXCHANGE TRADED CONCEPTS TRU$360,8000.21%22,000CommonNONE
166764100CVXCHEVRON CORP NEW$357,9340.20%2,430CommonNONE
931142103WMTWALMART INC$356,2640.20%4,412CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$349,8570.20%900CommonNONE
302635206FSKFS KKR CAP CORP$348,9140.20%17,684CommonNONE
808513105SCHWSCHWAB CHARLES CORP$347,2520.20%5,358CommonNONE
681919106OMCOMNICOM GROUP INC$346,1500.20%3,348CommonNONE
29364G103ETRENTERGY CORP NEW$341,0020.19%2,591CommonNONE
437076102HDHOME DEPOT INC$339,5580.19%838CommonNONE
219350105GLWCORNING INC$337,1180.19%7,467CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$336,0400.19%2,465CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$332,3280.19%1,429CommonNONE
922908751VBVANGUARD INDEX FDS$331,1370.19%1,396CommonNONE
464287663IUSVISHARES TR$328,7120.19%3,442CommonNONE
478160104JNJJOHNSON & JOHNSON$323,2550.18%1,995CommonNONE
548661107LOWLOWES COS INC$315,2510.18%1,164CommonNONE
369604301GEGE AEROSPACE$315,1170.18%1,671CommonNONE
345370860FFORD MTR CO$314,6990.18%29,801CommonNONE
09247X101BLKCHFBLACKROCK INC$312,3890.18%329CommonNONE
372460105GPCGENUINE PARTS CO$309,9500.18%2,219CommonNONE
92826C839VVISA INC$308,2190.18%1,121CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$302,1700.17%3,608CommonNONE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$301,5570.17%12,043CommonNONE
37733W204GSKGSK PLC$295,5620.17%7,230CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$295,0160.17%1,798CommonNONE
969457100WMBWILLIAMS COS INC$287,6410.16%6,301CommonNONE
G54950103LINLINDE PLC$286,1160.16%600CommonNONE
464287598IWDISHARES TR$283,7510.16%1,495CommonNONE
780259305SHELSHELL PLC$283,1830.16%4,294CommonNONE
126650100CVSCVS HEALTH CORP$280,5760.16%4,462CommonNONE
260557103DOWDOW INC$277,7940.16%5,085CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$265,1360.15%2,920CommonNONE
143130102KMXCARMAX INC$264,6400.15%3,420CommonNONE
20825C104COPCONOCOPHILLIPS$264,2530.15%2,510CommonNONE
17275R102CSCOCISCO SYS INC$252,5820.14%4,746CommonNONE
25746U109DDOMINION ENERGY INC$242,6020.14%4,198CommonNONE
25243Q205DEODIAGEO PLC$231,9820.13%1,653CommonNONE
55261F104MTBM & T BK CORP$228,1720.13%1,281CommonNONE
31609R100FDBCFIDELITY D & D BANCORP INC$219,9850.13%4,459CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$214,3080.12%7,362CommonNONE
921932885IVOOVANGUARD ADMIRAL FDS INC$207,8800.12%1,968CommonNONE
37954Y889CATHGLOBAL X FDS$204,4230.12%2,946CommonNONE
68389X105ORCLORACLE CORP$204,3100.12%1,199CommonNONE
00724F101ADBEADOBE INC$201,9340.12%390CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$197,9950.11%63,460CommonNONE
72651A207PAGPPLAINS GP HLDGS L P$190,0880.11%10,275CommonNONE
92556H2060VVBPARAMOUNT GLOBAL$161,9700.09%100,000CALLNONE
62914V106NIONIO INC$76,0000.04%200,000CALLNONE
836100107SOUNSOUNDHOUND AI INC$56,8520.03%12,200CommonNONE

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.