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| Name: |
Alliance Wealth Management Group |
| City: |
Flemington |
| State: |
NJ |
| Zip: |
08822 |
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data |
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Filing Period: |
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| Holdings
Found :
20 |
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Menu
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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 |
|
SCHG |
Schwab Strategic Trust |
|
- |
$92.70 |
$2,351,000 |
25,352 |
% |
248,000 |
0 |
0 |
N/A |
|
|
IWF |
iShares Russell 1000 Growth |
|
- |
$335.67 |
$2,182,000 |
6,474 |
% |
219,000 |
0 |
0 |
N/A |
|
|
RSP |
Guggenheim ETF Trust - Gugg... |
|
- |
$164.50 |
$1,194,000 |
7,049 |
% |
82,000 |
0 |
0 |
N/A |
|
|
JPM |
JP Morgan Chase & Co |
|
- |
$191.75 |
$1,000,000 |
4,991 |
% |
151,000 |
0 |
0 |
N/A |
|
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QQQ |
Invesco QQQ Trust Series I |
|
- |
$440.32 |
$872,000 |
1,965 |
% |
67,000 |
0 |
0 |
N/A |
|
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VUG |
Vanguard Growth VIPERS |
|
- |
$343.39 |
$651,000 |
1,891 |
% |
63,000 |
0 |
0 |
N/A |
|
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SCHV |
Schwab Strategic Trust |
|
- |
$73.93 |
$617,000 |
8,122 |
% |
48,000 |
0 |
0 |
N/A |
|
|
FB |
Meta Platforms Inc |
|
- |
$468.24 |
$588,000 |
1,211 |
% |
159,000 |
0 |
0 |
N/A |
|
|
VIG |
Vanguard Dividend Appreciat... |
|
- |
$178.82 |
$510,000 |
2,791 |
% |
34,000 |
0 |
0 |
N/A |
|
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COKE |
Coca Cola Bottling Co Conso... |
|
- |
$1,009.31 |
$484,000 |
7,918 |
% |
17,000 |
0 |
0 |
N/A |
|
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VTV |
Vanguard Value VIPERS |
|
- |
$159.33 |
$436,000 |
2,676 |
% |
36,000 |
0 |
0 |
N/A |
|
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IWD |
iShares Russell 1000 Value |
|
- |
$174.87 |
$421,000 |
2,353 |
% |
32,000 |
0 |
0 |
N/A |
|
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BAC |
Bank of America Corp |
|
- |
$37.84 |
$377,000 |
9,929 |
% |
43,000 |
0 |
0 |
N/A |
|
|
LVS |
Las Vegas Sands Corp |
|
- |
$46.72 |
$326,000 |
6,300 |
% |
16,000 |
0 |
0 |
N/A |
|
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VT |
Vanguard Total World Stock ... |
|
- |
$109.79 |
$286,000 |
2,590 |
% |
20,000 |
0 |
0 |
N/A |
|
|
DIS |
Walt Disney Co |
|
- |
$105.39 |
$280,000 |
2,291 |
% |
73,000 |
0 |
0 |
N/A |
|
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HD |
Home Depot Inc |
|
- |
$340.69 |
$280,000 |
731 |
% |
27,000 |
0 |
0 |
N/A |
|
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GOOGL |
Alphabet Inc |
|
- |
$171.25 |
$269,000 |
1,780 |
% |
20,000 |
0 |
0 |
N/A |
|
|
PG |
Procter & Gamble Co |
|
- |
$165.76 |
$227,000 |
1,402 |
% |
22,000 |
0 |
0 |
N/A |
|
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HSY |
Hershey Foods Corp |
|
- |
$198.16 |
$214,000 |
1,100 |
% |
9,000 |
0 |
0 |
N/A |
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