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Company Main View
Name:
Alliance Wealth Management Group
City:
Flemington
State:
NJ
Zip:
08822
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-09-30
2017-06-30
2017-03-31
2016-12-31
2016-09-30
2016-06-30
2016-03-31
2015-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$340,746,000
Total Value Change :
$20,281,000
Securities Held Change :
3
All Securities Held :
79
New Positions
:
3
Closed Positions
:
1
Increased Positions
:
36
Unchanged Positions
:
20
Decreased Positions
:
20
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Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
New Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
SPY
Standard & Poors Depository...
58
New
$548.49
$434,000
830
0.13%
434,000
830
0
Closed - End Fund - E...
COST
Costco Wholesale Corp
74
New
$870.75
$254,000
347
0.07%
254,000
347
0
Discount, Variety Stores
V
Visa Inc
79
New
$273.62
$205,000
735
0.06%
205,000
735
0
Business Services
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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