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  Name: Alliance Wealth Advisors LLC /UT
  City: Bountiful
  State: UT
  Zip: 84010
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $335,295,000
  Total Value Change : $37,570,000
  Securities Held Change : 0
   
All Securities Held : 230
  New Positions : 16
  Closed Positions : 16
  Increased Positions : 154
  Unchanged Positions : 3
  Decreased Positions : 57

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Holdings Found : 16     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
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... 26 New $0.00 $3,309,000 20,134 0.99% 3,309,000 20,134 0.001    N/A
   (HEQT)1 Year Chart         HEQT Simplify Hedged Equity Etf 27 New $0.00 $3,234,000 122,072 0.96% 3,234,000 122,072 1.356    N/A
   (HSY)1 Year Chart         HSY Hershey Foods Corp 45 New $205.57 $2,559,000 13,158 0.76% 2,559,000 13,158 0.011    Confectioners
   (BBJP)1 Year Chart         BBJP Jpmorgan Betabuilders Japan... 55 New $0.00 $1,854,000 31,657 0.55% 1,854,000 31,657 0.011    N/A
   (DV)1 Year Chart         DV Doubleverify Holdings, Inc. 102 New $18.94 $794,000 22,589 0.24% 794,000 22,589 0.013    N/A
   (PEN)1 Year Chart         PEN Penumbra Inc 202 New $198.97 $297,000 1,331 0.09% 297,000 1,331 0.004    N/A
   (WM)1 Year Chart         WM Waste Management Inc 211 New $209.92 $256,000 1,202 0.08% 256,000 1,202 0    Waste Management
   (ETR)1 Year Chart         ETR Entergy Corp 214 New $112.70 $248,000 2,350 0.07% 248,000 2,350 0.001    Electric Utilities
   (SNPS)1 Year Chart         SNPS Synopsys Inc 217 New $573.13 $240,000 420 0.07% 240,000 420 0    Technical & System So...
   (DT)1 Year Chart         DT Dynatrace, Inc. 218 New $0.00 $232,000 4,987 0.07% 232,000 4,987 0.002    N/A
   (LYB)1 Year Chart         LYB LyondellBasell Industries N.V. 222 New $98.52 $220,000 2,150 0.07% 220,000 2,150 0    Specialty Chemicals
   (AEP)1 Year Chart         AEP American Electric Power Co Inc 221 New $91.48 $220,000 2,555 0.07% 220,000 2,555 0.001    Electric Utilities
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 223 New $469.71 $210,000 462 0.06% 210,000 462 0    Aerospace/Defense - M...
   (NRCIA)1 Year Chart         NRCIA National Research Corp 225 New $31.14 $203,000 5,126 0.06% 203,000 5,126 0.021    Research Services
   (GIS)1 Year Chart         GIS General Mills Inc 226 New $70.35 $201,000 2,870 0.06% 201,000 2,870 0    Food - Major Diversified
   (NMR)1 Year Chart         NMR Nomura Holdings Inc (ADR) 229 New $5.93 $68,000 10,575 0.02% 68,000 10,575 0.003    Investment Brokerage ...

      16 Records Found
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