HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SCHWAB STRATEGIC TR |
776,829 | +776,829 | $43,813 |
| SCHX | 776,829 | +776,829 | $43,813 |
| SCHWAB STRATEGIC TR |
509,553 | +509,553 | $23,755 |
| SCHZ | 509,553 | +509,553 | $23,755 |
| SPDR SER TR (FLRN) |
690,616 | +690,616 | $21,126 |
| FLRN | 690,616 | +690,616 | $21,126 |
| SCHWAB STRATEGIC TR |
418,211 | +418,211 | $15,457 |
| SCHF | 418,211 | +418,211 | $15,457 |
| ISHARES TR (IVV) |
29,684 | +29,684 | $14,178 |
| IVV | 29,684 | +29,684 | $14,178 |
| ISHARES TR (HYG) |
171,041 | +171,041 | $13,237 |
| HYG | 171,041 | +171,041 | $13,237 |
| SCHWAB STRATEGIC TR |
482,926 | +482,926 | $11,972 |
| SCHE | 482,926 | +482,926 | $11,972 |
| ISHARES TR (FLOT) |
214,200 | +214,200 | $10,843 |
| FLOT | 214,200 | +214,200 | $10,843 |
| SCHWAB STRATEGIC TR |
224,706 | +224,706 | $10,615 |
| SCHA | 224,706 | +224,706 | $10,615 |
| SCHWAB STRATEGIC TR |
140,001 | +140,001 | $10,545 |
| SCHM | 140,001 | +140,001 | $10,545 |
| SCHWAB STRATEGIC TR |
170,345 | +170,345 | $9,483 |
| SCHB | 170,345 | +170,345 | $9,483 |
| ISHARES TR (EMB) |
102,660 | +102,660 | $9,143 |
| EMB | 102,660 | +102,660 | $9,143 |
| SPDR SER TR (SPLG) |
162,054 | +162,054 | $9,059 |
| SPLG | 162,054 | +162,054 | $9,059 |
| PIMCO ETF TR (CORP) |
87,778 | +87,778 | $8,537 |
| CORP | 87,778 | +87,778 | $8,537 |
| SPDR SER TR (SPAB) |
289,191 | +289,191 | $7,415 |
| SPAB | 289,191 | +289,191 | $7,415 |
| COCA COLA CONS INC |
7,918 | +7,918 | $7,351 |
| COKE | 7,918 | +7,918 | $7,351 |
| ISHARES TR (MUB) |
55,526 | +55,526 | $6,020 |
| MUB | 55,526 | +55,526 | $6,020 |
| ISHARES TR (AGG) |
59,911 | +59,911 | $5,946 |
| AGG | 59,911 | +59,911 | $5,946 |
| APPLE INC |
29,339 | +29,339 | $5,649 |
| AAPL | 29,339 | +29,339 | $5,649 |
| ISHARES TR (IEFA) |
76,217 | +76,217 | $5,362 |
| IEFA | 76,217 | +76,217 | $5,362 |
| SPDR SER TR (TFI) |
112,787 | +112,787 | $5,301 |
| TFI | 112,787 | +112,787 | $5,301 |
| INVESCO EXCH TRADED FD TR II (PCY) |
235,049 | +235,049 | $4,847 |
| PCY | 235,049 | +235,049 | $4,847 |
| SCHWAB STRATEGIC TR |
57,211 | +57,211 | $4,355 |
| SCHD | 57,211 | +57,211 | $4,355 |
| ISHARES TR (SHYG) |
100,724 | +100,724 | $4,253 |
| SHYG | 100,724 | +100,724 | $4,253 |
| INVESCO EXCH TRADED FD TR II (PHB) |
225,077 | +225,077 | $4,081 |
| PHB | 225,077 | +225,077 | $4,081 |
| ISHARES TR (IJR) |
34,924 | +34,924 | $3,780 |
| IJR | 34,924 | +34,924 | $3,780 |
| ISHARES TR (IJH) |
12,863 | +12,863 | $3,565 |
| IJH | 12,863 | +12,863 | $3,565 |
| SPDR INDEX SHS FDS (SPDW) |
102,433 | +102,433 | $3,484 |
| SPDW | 102,433 | +102,433 | $3,484 |
| SPDR INDEX SHS FDS (SPEM) |
97,485 | +97,485 | $3,452 |
| SPEM | 97,485 | +97,485 | $3,452 |
| ISHARES INC (IEMG) |
66,567 | +66,567 | $3,367 |
| IEMG | 66,567 | +66,567 | $3,367 |
| SPDR SER TR (SPIB) |
89,651 | +89,651 | $2,943 |
| SPIB | 89,651 | +89,651 | $2,943 |
| ISHARES TR (LQD) |
21,695 | +21,695 | $2,401 |
| LQD | 21,695 | +21,695 | $2,401 |
| SPDR SER TR (SPSM) |
50,843 | +50,843 | $2,145 |
| SPSM | 50,843 | +50,843 | $2,145 |
| SCHWAB STRATEGIC TR |
25,352 | +25,352 | $2,103 |
| SCHG | 25,352 | +25,352 | $2,103 |
| SPDR SER TR (SPMD) |
42,675 | +42,675 | $2,079 |
| SPMD | 42,675 | +42,675 | $2,079 |
| ISHARES TR (ITOT) |
18,729 | +18,729 | $1,971 |
| ITOT | 18,729 | +18,729 | $1,971 |
| ISHARES TR (IWF) |
6,474 | +6,474 | $1,963 |
| IWF | 6,474 | +6,474 | $1,963 |
| SCHWAB STRATEGIC TR |
38,498 | +38,498 | $1,865 |
| SCHO | 38,498 | +38,498 | $1,865 |
| MICROSOFT CORP |
4,516 | +4,516 | $1,698 |
| MSFT | 4,516 | +4,516 | $1,698 |
| SPDR SER TR (SPTM) |
25,135 | +25,135 | $1,469 |
| SPTM | 25,135 | +25,135 | $1,469 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
7,049 | +7,049 | $1,112 |
| RSP | 7,049 | +7,049 | $1,112 |
| SPDR SER TR (SPYD) |
26,134 | +26,134 | $1,024 |
| SPYD | 26,134 | +26,134 | $1,024 |
| MERCK & CO INC |
8,851 | +8,851 | $965 |
| MRK | 8,851 | +8,851 | $965 |
| JOHNSON & JOHNSON |
5,922 | +5,922 | $928 |
| JNJ | 5,922 | +5,922 | $928 |
| JPMORGAN CHASE & CO |
4,991 | +4,991 | $849 |
| JPM | 4,991 | +4,991 | $849 |
| INVESCO QQQ TR |
1,965 | +1,965 | $805 |
| QQQ | 1,965 | +1,965 | $805 |
| VANGUARD INDEX FDS (VTI) |
2,850 | +2,850 | $676 |
| VTI | 2,850 | +2,850 | $676 |
| ISHARES TR (DGRO) |
11,924 | +11,924 | $642 |
| DGRO | 11,924 | +11,924 | $642 |
| VANGUARD INDEX FDS (VUG) |
1,891 | +1,891 | $588 |
| VUG | 1,891 | +1,891 | $588 |
| SCHWAB STRATEGIC TR |
8,122 | +8,122 | $569 |
| SCHV | 8,122 | +8,122 | $569 |
See Full List: All Stocks Held By Alliance Wealth Management Group
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Alliance Wealth Management Group
|
Size ($ in 1000's)
At 12/31/2023: $327,349 At 09/30/2023: $0 Alliance Wealth Management Group holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Alliance Wealth Management Group 13F filings. Link to 13F filings: SEC filings |
