Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Alliance Wealth Management Group
  City: Flemington
  State: NJ
  Zip: 08822
   
Achive data
  View Filing Period:
  
 
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 :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
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)1 Year Chart         SPY Standard & Poors Depository... New $517.19 $434,000 830 % 434,000 830 0    N/A
   (COST)1 Year Chart         COST Costco Wholesale Corp New $763.41 $254,000 347 % 254,000 347 0    N/A
   (V)1 Year Chart         V Visa Inc New $277.19 $205,000 735 % 205,000 735 0    N/A

      3 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results