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Latest Alliance Wealth Management Group Stock Portfolio

$320Million

Equity Portfolio Value
Last Reported on: 19 Jan, 2024

About Alliance Wealth Management Group and it’s 13F Hedge Fund Stock Holdings

Alliance Wealth Management Group is a hedge fund based in Flemington, NJ. On 13-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $309.4 Millions. In it's latest 13F Holdings report, Alliance Wealth Management Group reported an equity portfolio of $320.5 Millions as of 31 Dec, 2023.

The top stock holdings of Alliance Wealth Management Group are FNDA, FNDA, BIL. The fund has invested 13.7% of it's portfolio in SCHWAB STRATEGIC TR and 7.4% of portfolio in SCHWAB STRATEGIC TR.

Alliance Wealth Management Group opened new stock positions in SCHWAB STRATEGIC TR (FNDA), SPDR SER TR (BIL) and ISHARES TR (AGG).

New Buys

Ticker$ Bought
SCHWAB STRATEGIC TR43,813,200
SCHWAB STRATEGIC TR23,755,300
SPDR SER TR21,125,900
SCHWAB STRATEGIC TR15,457,100
ISHARES TR14,178,200
ISHARES TR13,236,900
SCHWAB STRATEGIC TR11,971,700
ISHARES TR10,842,800

New stocks bought by Alliance Wealth Management Group

Additions

No additions were made to existing positions by Alliance Wealth Management Group

Reductions

None of the existing positions were reduced by Alliance Wealth Management Group

Sold off

None of the stocks were completely sold off by Alliance Wealth Management Group

Current Stock Holdings of Alliance Wealth Management Group

Last Reported on: 19 Jan, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
AAPLAPPLE INC1.7629,3395,648,690NEW
AAXJISHARES TR4.13171,04113,236,900NEW
AAXJISHARES TR2.85102,6609,142,920NEW
AAXJISHARES TR1.8855,5266,019,570NEW
ACWFISHARES TR1.33100,7244,252,570NEW
ACWFISHARES TR0.2011,924641,751NEW
AGGISHARES TR4.4229,68414,178,200NEW
AGGISHARES TR1.8559,9115,946,130NEW
AGGISHARES TR1.1834,9243,780,480NEW
AGGISHARES TR1.1112,8633,565,010NEW
AGGISHARES TR0.7521,6952,400,750NEW
AGGISHARES TR0.6218,7291,970,830NEW
AGGISHARES TR0.616,4741,962,720NEW
AGGISHARES TR0.186,909566,797NEW
AGGISHARES TR0.122,353388,833NEW
AMPSISHARES TR3.38214,20010,842,800NEW
AMZNAMAZON COM INC0.132,774421,482NEW
BACBANK AMERICA CORP0.109,929334,309NEW
BILSPDR SER TR6.59690,61621,125,900NEW
BILSPDR SER TR2.83162,0549,058,820NEW
BILSPDR SER TR2.31289,1917,414,860NEW
BILSPDR SER TR1.65112,7875,300,990NEW
BILSPDR SER TR0.9289,6512,943,240NEW
BILSPDR SER TR0.6750,8432,144,560NEW
BILSPDR SER TR0.6542,6752,079,130NEW
BILSPDR SER TR0.4625,1351,469,140NEW
BILSPDR SER TR0.3226,1341,024,190NEW
BILSPDR SER TR0.1213,040378,812NEW
BONDPIMCO ETF TR2.6687,7788,537,330NEW
CLCOLGATE PALMOLIVE CO0.093,430273,371NEW
COKECOCA COLA CONS INC0.157,918466,608NEW
CSCOCISCO SYS INC0.106,224314,436NEW
CSDINVESCO EXCHANGE TRADED FD T0.357,0491,112,380NEW
CVXCHEVRON CORP NEW0.122,556381,253NEW
CWISPDR INDEX SHS FDS1.09102,4333,483,750NEW
CWISPDR INDEX SHS FDS1.0897,4853,451,940NEW
DFACDIMENSIONAL ETF TRUST0.169,863511,199NEW
DISDISNEY WALT CO0.062,291206,854NEW
EMGFISHARES INC1.0566,5673,366,940NEW
FNDASCHWAB STRATEGIC TR13.67776,82943,813,200NEW
FNDASCHWAB STRATEGIC TR7.41509,55323,755,300NEW
FNDASCHWAB STRATEGIC TR4.82418,21115,457,100NEW
FNDASCHWAB STRATEGIC TR3.74482,92611,971,700NEW
FNDASCHWAB STRATEGIC TR3.31224,70610,615,100NEW
FNDASCHWAB STRATEGIC TR3.29140,00110,544,900NEW
FNDASCHWAB STRATEGIC TR2.96170,3459,483,080NEW
FNDASCHWAB STRATEGIC TR1.3657,2114,355,490NEW
FNDASCHWAB STRATEGIC TR0.6625,3522,103,200NEW
FNDASCHWAB STRATEGIC TR0.5838,4981,865,230NEW
FNDASCHWAB STRATEGIC TR0.188,122569,352NEW
GOOGALPHABET INC0.092,020284,679NEW
GOOGALPHABET INC0.081,780248,648NEW
HDHOME DEPOT INC0.08731253,328NEW
HSYHERSHEY CO0.061,100205,084NEW
IBCEISHARES TR1.6776,2175,361,850NEW
IBMINTERNATIONAL BUSINESS MACHS0.071,405229,792NEW
JNJJOHNSON & JOHNSON0.295,922928,204NEW
JPMJPMORGAN CHASE & CO0.264,991848,969NEW
LVSLAS VEGAS SANDS CORP0.106,300310,023NEW
METAMETA PLATFORMS INC0.131,211428,646NEW
MRKMERCK & CO INC0.308,851964,936NEW
MSFTMICROSOFT CORP0.534,5161,698,110NEW
NEENEXTERA ENERGY INC0.073,488211,837NEW
NVDANVIDIA CORPORATION0.10661327,561NEW
PGPROCTER AND GAMBLE CO0.061,402205,449NEW
QQQINVESCO QQQ TR0.251,965804,543NEW
SPHDINVESCO EXCH TRADED FD TR II1.51235,0494,846,720NEW
SPHDINVESCO EXCH TRADED FD TR II1.27225,0774,080,640NEW
TAT&T INC0.1426,338441,945NEW
VEUVANGUARD INTL EQUITY INDEX F0.082,590266,443NEW
VEUVANGUARD INTL EQUITY INDEX F0.073,953221,912NEW
VIGVANGUARD SPECIALIZED FUNDS0.152,791475,536NEW
VOOVANGUARD INDEX FDS0.212,850676,017NEW
VOOVANGUARD INDEX FDS0.181,891587,844NEW
VOOVANGUARD INDEX FDS0.122,676400,062NEW
VOOVANGUARD INDEX FDS0.09630275,344NEW