MondegarAI
Alliance Wealth Advisors, LLC

Q4 2024 · 13F-HR

Alliance Wealth Advisors, LLCholdings as filed

Filed 2025-01-28 · accession 0001376474-25-000116

$178.9M
Reported value
145
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92647N527UITBVICTORY PORTFOLIOS II$22.7M12.7%494,614CommonNONE
46434V621DGROISHARES TR$20.8M11.6%338,946CommonNONE
46090E103QQQINVESCO QQQ TR$10.3M5.76%20,141CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$8.8M4.91%90,968CommonNONE
464287507IJHISHARES TR$7.4M4.14%118,794CommonNONE
037833100AAPLAPPLE INC$4.6M2.54%18,176CommonNONE
594918104MSFTMICROSOFT CORP$3.9M2.20%9,329CommonNONE
78463V107GLDSPDR GOLD TR$3.8M2.12%15,695CommonNONE
922908629VOVANGUARD INDEX FDS$3.5M1.97%13,341CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$3.3M1.85%56,082CommonNONE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$3.0M1.67%47,118CommonNONE
02079K305GOOGLALPHABET INC$3.0M1.67%15,733CommonNONE
893641100TDGTRANSDIGM GROUP INC$2.8M1.59%2,248CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.5M1.41%100,000CALLNONE
254687106DISDISNEY WALT CO$2.4M1.33%21,358CommonNONE
922908744VTVVANGUARD INDEX FDS$2.2M1.21%12,807CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$2.1M1.16%43,281CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.0M1.14%4,504CommonNONE
711040105PFISPEOPLES FINL SVCS CORP$2.0M1.11%38,857CommonNONE
023135106AMZNAMAZON COM INC$1.7M0.93%7,575CommonNONE
30303M102METAMETA PLATFORMS INC$1.7M0.93%2,828CommonNONE
46432F834IXUSISHARES TR$1.4M0.79%21,231CommonNONE
922907746VTEBVANGUARD MUN BD FDS$1.4M0.78%28,000CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.4M0.77%8,213CommonNONE
58933Y105MRKMERCK & CO INC$1.4M0.77%13,799CommonNONE
36467J108GLPIGAMING & LEISURE PPTYS INC$1.4M0.76%28,223CommonNONE
20030N101CMCSACOMCAST CORP NEW$1.4M0.76%36,159CommonNONE
30231G102XOMEXXON MOBIL CORP$1.3M0.74%12,376CommonNONE
67066G104NVDANVIDIA CORPORATION$1.3M0.74%9,886CommonNONE
682680103OKEONEOK INC NEW$1.3M0.71%12,569CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.2M0.67%9,901CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.2M0.65%4,849CommonNONE
064058100BKBANK NEW YORK MELLON CORP$1.1M0.62%14,350CommonNONE
922908769VTIVANGUARD INDEX FDS$1.0M0.58%3,560CommonNONE
097023105BABOEING CO$1.0M0.56%5,702CommonNONE
00287Y109ABBVABBVIE INC$906,2550.51%5,100CommonNONE
62914V106NIONIO INC$872,0000.49%200,000CommonNONE
458140100INTCINTEL CORP$845,0000.47%200,000CALLNONE
11135F101AVGOBROADCOM INC$833,9280.47%3,597CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$827,9000.46%27,171CommonNONE
29250N105ENBENBRIDGE INC$819,5780.46%19,316CommonNONE
278768106SATSECHOSTAR CORP$803,4920.45%35,087CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$778,8710.44%19,151CommonNONE
02079K107GOOGALPHABET INC$777,5670.43%4,083CommonNONE
032108409DIVOAMPLIFY ETF TR$761,1450.43%18,803CommonNONE
949746101WMT2WELLS FARGO CO NEW$733,9380.41%10,449CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$725,3960.41%12,609CommonNONE
57636Q104MAMASTERCARD INCORPORATED$722,9810.40%1,373CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$710,3770.40%17,764CommonNONE
713448108PEPPEPSICO INC$704,6460.39%4,634CommonNONE
203607106CBUCOMMUNITY FINANCIAL SYSTEM I$701,3020.39%11,370CommonNONE
717081103PFEPFIZER INC$694,7920.39%26,189CommonNONE
94106L109WMWASTE MGMT INC DEL$670,9520.38%3,325CommonNONE
69351T106PPLPPL CORP$654,1650.37%20,153CommonNONE
79466L302CRMSALESFORCE INC$644,2540.36%1,927CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$636,1810.36%1,111CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD$628,9450.35%6,040CommonNONE
060505104BACBANK AMERICA CORP$628,6610.35%14,304CommonNONE
532457108LLYELI LILLY & CO$569,7360.32%738CommonNONE
464287614IWFISHARES TR$565,0560.32%1,407CommonNONE
806857108SLBSCHLUMBERGER LTD$564,0610.32%14,712CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$526,6530.29%106CommonNONE
617446448MSMORGAN STANLEY$519,6010.29%4,133CommonNONE
191216100KOCOCA COLA CO$518,7500.29%8,332CommonNONE
747525103QCOMQUALCOMM INC$501,2620.28%3,263CommonNONE
92204A801VAWVANGUARD WORLD FD$487,4450.27%2,595CommonNONE
29273V100ETENERGY TRANSFER L P$482,2860.27%24,619CommonNONE
855244109SBUXSTARBUCKS CORP$472,6750.26%5,180CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$471,0520.26%10,696CommonNONE
89832Q109TFCTRUIST FINL CORP$468,6220.26%10,803CommonNONE
45782C813PJULINNOVATOR ETFS TRUST$461,1040.26%11,200CommonNONE
009158106APDAIR PRODS & CHEMS INC$460,8740.26%1,589CommonNONE
46429B598INDAISHARES TR$452,7040.25%8,600CommonNONE
539830109LMTLOCKHEED MARTIN CORP$441,2340.25%908CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$440,2770.25%2,283CommonNONE
553368101MPMP MATERIALS CORP$435,0000.24%100,000CALLNONE
707569109PENNPENN ENTERTAINMENT INC$431,2630.24%21,759CommonNONE
931142103WMTWALMART INC$426,5370.24%4,721CommonNONE
512816109LAMRLAMAR ADVERTISING CO NEW$415,9860.23%3,417CommonNONE
78464A375SPIBSPDR SER TR$414,1750.23%12,643CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$413,2380.23%451CommonNONE
580135101MCDMCDONALDS CORP$399,7580.22%1,379CommonNONE
808513105SCHWSCHWAB CHARLES CORP$397,0640.22%5,365CommonNONE
29364G103ETRENTERGY CORP NEW$389,7150.22%5,140CommonNONE
62914V106NIONIO INC$387,6400.22%400,000CALLNONE
302635206FSKFS KKR CAP CORP$384,4930.21%17,702CommonNONE
02209S103MOALTRIA GROUP INC$381,8740.21%7,303CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$381,6150.21%3,542CommonNONE
00206R102TAT&T INC$375,0020.21%16,469CommonNONE
744320102PRUPRUDENTIAL FINL INC$369,9950.21%3,122CommonNONE
031162100AMGNAMGEN INC$367,5020.21%1,410CommonNONE
166764100CVXCHEVRON CORP NEW$360,9230.20%2,492CommonNONE
301505558INQQEXCHANGE TRADED CONCEPTS TRU$356,1800.20%22,000CommonNONE
92826C839VVISA INC$355,8610.20%1,126CommonNONE
219350105GLWCORNING INC$355,3170.20%7,477CommonNONE
075887109BDXBECTON DICKINSON & CO$348,2450.19%1,535CommonNONE
G5960L103MDTMEDTRONIC PLC$345,7210.19%4,328CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$335,5650.19%1,500CommonNONE
922908751VBVANGUARD INDEX FDS$335,4240.19%1,396CommonNONE
09290D101BLKBLACKROCK INC$334,1860.19%326CommonNONE
036752103ELVELEVANCE HEALTH INC$333,1170.19%903CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$332,4150.19%900CommonNONE
46266C105IQVIQVIA HLDGS INC$326,2070.18%1,660CommonNONE
88160R101TSLATESLA INC$325,8990.18%807CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$323,2910.18%1,637CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$322,6830.18%2,559CommonNONE
437076102HDHOME DEPOT INC$320,9170.18%825CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$320,2090.18%633CommonNONE
464287663IUSVISHARES TR$310,8410.17%3,357CommonNONE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$307,3370.17%12,043CommonNONE
37733W204GSKGSK PLC$301,6070.17%8,918CommonNONE
281020107EIXEDISON INTL$299,2400.17%3,748CommonNONE
681919106OMCOMNICOM GROUP INC$289,0080.16%3,359CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$288,9950.16%3,578CommonNONE
548661107LOWLOWES COS INC$287,3070.16%1,164CommonNONE
143130102KMXCARMAX INC$285,7510.16%3,495CommonNONE
478160104JNJJOHNSON & JOHNSON$283,9990.16%1,964CommonNONE
369604301GEGE AEROSPACE$273,0350.15%1,637CommonNONE
17275R102CSCOCISCO SYS INC$270,7220.15%4,573CommonNONE
780259305SHELSHELL PLC$269,0580.15%4,295CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$263,5600.15%1,437CommonNONE
372460105GPCGENUINE PARTS CO$261,8930.15%2,243CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$256,4340.14%2,920CommonNONE
20825C104COPCONOCOPHILLIPS$254,3710.14%2,565CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$254,1170.14%3,360CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$251,8470.14%2,085CommonNONE
G54950103LINLINDE PLC$251,2020.14%600CommonNONE
464287598IWDISHARES TR$249,0000.14%1,345CommonNONE
345370860FFORD MTR CO$246,0250.14%24,851CommonNONE
836100107SOUNSOUNDHOUND AI INC$242,0480.14%12,200CommonNONE
55261F104MTBM & T BK CORP$240,8410.13%1,281CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$237,4740.13%4,199CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$230,8920.13%7,363CommonNONE
25746U109DDOMINION ENERGY INC$226,1040.13%4,198CommonNONE
31609R100FDBCFIDELITY D & D BANCORP INC$217,7310.12%4,462CommonNONE
00724F101ADBEADOBE INC$210,7780.12%474CommonNONE
25243Q205DEODIAGEO PLC$210,1460.12%1,653CommonNONE
922908363VOOVANGUARD INDEX FDS$210,0430.12%390CommonNONE
37954Y889CATHGLOBAL X FDS$208,6950.12%2,946CommonNONE
921932885IVOOVANGUARD ADMIRAL FDS INC$207,6240.12%1,968CommonNONE
260557103DOWDOW INC$204,0610.11%5,085CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$201,9610.11%3,807CommonNONE
92556H2060VVBPARAMOUNT GLOBAL$190,5000.11%100,000CALLNONE
72651A207PAGPPLAINS GP HLDGS L P$188,2850.11%10,244CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$170,0730.10%62,527CommonNONE

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.