MondegarAI
Alliance Wealth Advisors, LLC

Q3 2025 · 13F-HR

Alliance Wealth Advisors, LLCholdings as filed

Filed 2025-10-15 · accession 0001376474-25-000841

$223.0M
Reported value
152
Positions
2025-09-30
Period end
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The Brief · Alliance Wealth Advisors, LLC · Q3 2025

AI · grounded in 13F

Alliance Wealth Advisors, LLC established a new position in DGRO valued at $25.2M. The fund also initiated new stakes in UITB for $24.9M and PLTR for $14.9M. Additional new positions include QQQ at $12.5M and AVUV at $10.2M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46434V621DGROISHARES TR$25.2M11.3%370,158CommonNONE
92647N527UITBVICTORY PORTFOLIOS II$25.0M11.2%525,475CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$14.3M6.43%140,000CALLNONE
46090E103QQQINVESCO QQQ TR$12.6M5.63%20,930CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$10.2M4.58%102,697CommonNONE
922908744VTVVANGUARD INDEX FDS$9.9M4.42%52,902CommonNONE
922908629VOVANGUARD INDEX FDS$9.0M4.05%30,778CommonNONE
78463V107GLDSPDR GOLD TR$5.0M2.25%14,130CommonNONE
594918104MSFTMICROSOFT CORP$4.9M2.20%9,475CommonNONE
553368101MPMP MATERIALS CORP$4.6M2.09%100,000CALLNONE
037833100AAPLAPPLE INC$4.4M1.95%17,100CommonNONE
464287507IJHISHARES TR$3.8M1.69%57,668CommonNONE
02079K305GOOGLALPHABET INC$3.4M1.53%14,032CommonNONE
278768106SATSECHOSTAR CORP$2.7M1.20%35,087CommonNONE
893641100TDGTRANSDIGM GROUP INC$2.6M1.15%1,948CommonNONE
254687106DISDISNEY WALT CO$2.3M1.03%20,054CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.3M1.02%4,528CommonNONE
458140100INTCINTEL CORP$2.2M1.01%200,000CALLNONE
30303M102METAMETA PLATFORMS INC$1.9M0.85%2,583CommonNONE
711040105PFISPEOPLES FINL SVCS CORP$1.8M0.82%37,638CommonNONE
922908769VTIVANGUARD INDEX FDS$1.7M0.78%5,321CommonNONE
023135106AMZNAMAZON COM INC$1.7M0.78%7,946CommonNONE
46432F834IXUSISHARES TR$1.5M0.69%18,540CommonNONE
30231G102XOMEXXON MOBIL CORP$1.5M0.69%13,549CommonNONE
62914V106NIONIO INC$1.5M0.68%200,000CommonNONE
67066G104NVDANVIDIA CORPORATION$1.5M0.66%7,892CommonNONE
064058100BKBANK NEW YORK MELLON CORP$1.4M0.61%12,505CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.3M0.59%4,202CommonNONE
36467J108GLPIGAMING & LEISURE PPTYS INC$1.3M0.59%28,223CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.3M0.58%7,934CommonNONE
097023105BABOEING CO$1.3M0.57%5,929CommonNONE
922907746VTEBVANGUARD MUN BD FDS$1.3M0.56%25,000CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.2M0.54%7,863CommonNONE
00287Y109ABBVABBVIE INC$1.2M0.52%5,037CommonNONE
58933Y105MRKMERCK & CO INC$1.1M0.51%13,537CommonNONE
20030N101CMCSACOMCAST CORP NEW$1.1M0.51%35,873CommonNONE
11135F101AVGOBROADCOM INC$1.1M0.49%3,323CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$1.0M0.47%24,778CommonNONE
29250N105ENBENBRIDGE INC$993,8100.45%19,695CommonNONE
682680103OKEONEOK INC NEW$920,0710.41%12,609CommonNONE
02079K107GOOGALPHABET INC$915,0170.41%3,757CommonNONE
69932A204PSKYPARAMOUNT SKYDANCE CORP$901,7900.40%100,000CALLNONE
949746101WMT2WELLS FARGO CO NEW$880,5290.39%10,505CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$855,6860.38%25,604CommonNONE
69351T106PPLPPL CORP$848,4440.38%22,832CommonNONE
032108409DIVOAMPLIFY ETF TR$846,7410.38%18,998CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$839,3530.38%1,054CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$750,7230.34%17,081CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$749,6090.34%13,128CommonNONE
060505104BACBANK AMERICA CORP$741,6580.33%14,376CommonNONE
62914V106NIONIO INC$725,0400.33%200,000CALLNONE
57636Q104MAMASTERCARD INCORPORATED$675,1770.30%1,187CommonNONE
713448108PEPPEPSICO INC$660,3490.30%4,702CommonNONE
617446448MSMORGAN STANLEY$656,9820.29%4,133CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$649,0500.29%3,558CommonNONE
464287614IWFISHARES TR$643,5950.29%1,374CommonNONE
203607106CBUCOMMUNITY FINANCIAL SYSTEM I$625,9820.28%10,675CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD$624,7950.28%5,697CommonNONE
94106L109WMWASTE MGMT INC DEL$623,8450.28%2,825CommonNONE
717081103PFEPFIZER INC$619,2650.28%24,304CommonNONE
219350105GLWCORNING INC$607,4400.27%7,405CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$580,1050.26%10,707CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$561,5240.25%104CommonNONE
747525103QCOMQUALCOMM INC$555,9750.25%3,342CommonNONE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$544,3010.24%7,893CommonNONE
29364G103ETRENTERGY CORP NEW$539,5700.24%5,790CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$538,6180.24%8,008CommonNONE
92204A801VAWVANGUARD WORLD FD$518,9100.23%2,533CommonNONE
532457108LLYELI LILLY & CO$517,3140.23%678CommonNONE
45782C813PJULINNOVATOR ETFS TRUST$510,7200.23%11,200CommonNONE
931142103WMTWALMART INC$510,1270.23%4,950CommonNONE
89832Q109TFCTRUIST FINL CORP$507,1540.23%11,093CommonNONE
369604301GEGE AEROSPACE$505,3780.23%1,680CommonNONE
478160104JNJJOHNSON & JOHNSON$505,2760.23%2,725CommonNONE
191216100KOCOCA COLA CO$492,4920.22%7,426CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$489,6550.22%8,172CommonNONE
922908363VOOVANGUARD INDEX FDS$488,5770.22%798CommonNONE
808513105SCHWSCHWAB CHARLES CORP$484,7970.22%5,078CommonNONE
075887109BDXBECTON DICKINSON & CO$480,0910.22%2,565CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$477,1520.21%1,450CommonNONE
79466L302CRMSALESFORCE INC$476,8440.21%2,012CommonNONE
G5960L103MDTMEDTRONIC PLC$475,3430.21%4,991CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$453,6590.20%2,804CommonNONE
855244109SBUXSTARBUCKS CORP$449,9030.20%5,318CommonNONE
46429B598INDAISHARES TR$447,7160.20%8,600CommonNONE
00206R102TAT&T INC$436,7970.20%15,467CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$434,3630.19%3,510CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$429,4920.19%464CommonNONE
539830109LMTLOCKHEED MARTIN CORP$428,8210.19%859CommonNONE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$427,5630.19%15,469CommonNONE
166764100CVXCHEVRON CORP NEW$421,7710.19%2,716CommonNONE
281020107EIXEDISON INTL$421,5650.19%7,626CommonNONE
707569109PENNPENN ENTERTAINMENT INC$419,0780.19%21,759CommonNONE
512816109LAMRLAMAR ADVERTISING CO NEW$418,1870.19%3,416CommonNONE
806857108SLBSCHLUMBERGER LTD$417,8250.19%12,157CommonNONE
580135101MCDMCDONALDS CORP$411,4670.18%1,354CommonNONE
37733W204GSKGSK PLC$401,9920.18%9,314CommonNONE
02209S103MOALTRIA GROUP INC$395,1050.18%5,981CommonNONE
78464A375SPIBSPDR SERIES TRUST$394,5470.18%11,642CommonNONE
009158106APDAIR PRODS & CHEMS INC$393,8080.18%1,444CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$389,8890.17%1,396CommonNONE
31609R100FDBCFIDELITY D & D BANCORP INC$389,4150.17%8,885CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$379,7640.17%900CommonNONE
88160R101TSLATESLA INC$379,3460.17%853CommonNONE
681919106OMCOMNICOM GROUP INC$370,1460.17%4,540CommonNONE
031162100AMGNAMGEN INC$362,9090.16%1,286CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$358,2580.16%1,783CommonNONE
46266C105IQVIQVIA HLDGS INC$355,7580.16%1,873CommonNONE
922908751VBVANGUARD INDEX FDS$354,9690.16%1,396CommonNONE
92826C839VVISA INC$352,3040.16%1,032CommonNONE
464287663IUSVISHARES TR$346,6570.16%3,468CommonNONE
301505558INQQEXCHANGE TRADED CONCEPTS TRU$343,2000.15%22,000CommonNONE
172967424CCITIGROUP INC$342,4610.15%3,374CommonNONE
437076102HDHOME DEPOT INC$337,5230.15%833CommonNONE
68389X105ORCLORACLE CORP$333,2690.15%1,185CommonNONE
744320102PRUPRUDENTIAL FINL INC$322,8940.14%3,113CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$313,4130.14%4,753CommonNONE
372460105GPCGENUINE PARTS CO$312,9590.14%2,258CommonNONE
038222105AMATAPPLIED MATLS INC$308,9530.14%1,509CommonNONE
126650100CVSCVS HEALTH CORP$303,6560.14%4,028CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$298,6730.13%1,553CommonNONE
36828A101GEVGE VERNOVA INC$296,9970.13%483CommonNONE
09290D101BLKBLACKROCK INC$296,1310.13%254CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$291,3300.13%4,482CommonNONE
669549107NWFLNORWOOD FINANCIAL CORP$288,6700.13%11,356CommonNONE
20825C104COPCONOCOPHILLIPS$287,1750.13%3,036CommonNONE
G54950103LINLINDE PLC$285,0000.13%600CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$280,4680.13%868CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$274,9920.12%60,571CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$273,4290.12%2,920CommonNONE
345370860FFORD MTR CO$273,2980.12%22,851CommonNONE
302635206FSKFS KKR CAP CORP$264,5670.12%17,721CommonNONE
00039J202TAFIAB ACTIVE ETFS INC$261,0020.12%10,300CommonNONE
92939U106WECWEC ENERGY GROUP INC$257,1400.12%2,244CommonNONE
55261F104MTBM & T BK CORP$253,1510.11%1,281CommonNONE
25746U109DDOMINION ENERGY INC$252,8770.11%4,134CommonNONE
37954Y889CATHGLOBAL X FDS$250,9570.11%3,096CommonNONE
72651A207PAGPPLAINS GP HLDGS L P$249,7240.11%13,691CommonNONE
464287598IWDISHARES TR$247,9730.11%1,218CommonNONE
458140100INTCINTEL CORP$243,9220.11%7,270CommonNONE
446413106HIIHUNTINGTON INGALLS INDS INC$237,5260.11%825CommonNONE
149123101CATCATERPILLAR INC$236,5520.11%496CommonNONE
369550108GDGENERAL DYNAMICS CORP$234,6080.11%688CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$230,2870.10%7,364CommonNONE
64110L106NFLXNETFLIX INC$220,6010.10%184CommonNONE
17275R102CSCOCISCO SYS INC$219,9700.10%3,215CommonNONE
921932885IVOOVANGUARD ADMIRAL FDS INC$217,2280.10%1,968CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$212,0710.10%2,539CommonNONE
464287655IWMISHARES TR$211,9570.10%876CommonNONE
30040W108ESEVERSOURCE ENERGY$210,9300.09%2,965CommonNONE
871829107SYYSYSCO CORP$209,2260.09%2,541CommonNONE
836100107SOUNSOUNDHOUND AI INC$205,1490.09%12,758CommonNONE

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.