Alliance Wealth Management Group Top Holdings and 13F Report (2024) → Must-See: Elon’s New Invention is Absolutely Insane (From InvestorPlace) (Ad) About Alliance Wealth Management GroupInvestment ActivityAlliance Wealth Management Group has $340.75 million in total holdings as of March 31, 2024.Alliance Wealth Management Group owns shares of 79 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 4.05% of the portfolio was purchased this quarter.About 1.13% of the portfolio was sold this quarter.This quarter, Alliance Wealth Management Group has purchased 76 new stocks and bought additional shares in 35 stocks.Alliance Wealth Management Group sold shares of 20 stocks and completely divested from 1 stock this quarter.Largest Holdings Schwab US Large-Cap ETF $48,142,772Schwab U.S. Aggregate Bond ETF $23,816,833SPDR Bloomberg Barclays Investment Grade Floating Rate ETF $22,062,067iShares Core S&P 500 ETF $16,429,169Schwab International Equity ETF $16,239,581 Largest New Holdings this Quarter SPDR S&P 500 ETF Trust $434,148 HoldingCostco Wholesale $253,992 HoldingPublic Service Enterprise Group $217,169 HoldingVisa $205,124 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 53,720 shares (about $3.26M)Schwab US Dividend Equity ETF 12,278 shares (about $989.98K)iShares Floating Rate Bond ETF 16,734 shares (about $854.44K)iShares Core S&P 500 ETF 1,566 shares (about $823.30K)iShares Core U.S. Aggregate Bond ETF 8,060 shares (about $789.40K) Largest Sales this Quarter Schwab Short-Term U.S. Treasury ETF 17,543 shares (about $845.76K)Schwab US Small-Cap ETF 10,990 shares (about $541.15K)Schwab U.S. Mid-Cap ETF 3,441 shares (about $280.20K)iShares 1-3 Year Treasury Bond ETF 2,936 shares (about $240.12K)Dimensional U.S. Equity ETF 4,142 shares (about $236.01K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAlliance Wealth Management Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$48,142,772$67,211 ▼-0.1%775,74614.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$23,816,833$377,384 ▲1.6%517,7577.0%ETFFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$22,062,067$770,380 ▲3.6%715,6046.5%ETFIVViShares Core S&P 500 ETF$16,429,169$823,299 ▲5.3%31,2504.8%ETFSCHFSchwab International Equity ETF$16,239,581$79,016 ▼-0.5%416,1864.8%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$13,914,311$619,276 ▲4.7%179,0084.1%ETFSCHESchwab Emerging Markets Equity ETF$12,756,298$562,418 ▲4.6%505,2003.7%ETFFLOTiShares Floating Rate Bond ETF$11,791,475$854,437 ▲7.8%230,9343.5%ETFSCHMSchwab U.S. Mid-Cap ETF$11,120,076$280,201 ▼-2.5%136,5603.3%ETFSCHASchwab US Small-Cap ETF$10,523,390$541,148 ▼-4.9%213,7163.1%ETFSCHBSchwab US Broad Market ETF$10,176,601$222,954 ▼-2.1%166,6933.0%ETFSPLGSPDR Portfolio S&P 500 ETF$9,761,181$210,002 ▼-2.1%158,6412.9%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$9,340,582$135,043 ▲1.5%104,1662.7%ETFCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$8,468,342$37,267 ▲0.4%88,1662.5%ETFSPABSPDR Portfolio Aggregate Bond ETF$7,429,034$118,285 ▲1.6%293,8702.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$6,657,088$789,397 ▲13.5%67,9712.0%FinanceMUBiShares National Muni Bond ETF$6,128,035$153,438 ▲2.6%56,9521.8%ETFIEFAiShares Core MSCI EAFE ETF$5,951,418$294,580 ▲5.2%80,1861.7%ETFSCHDSchwab US Dividend Equity ETF$5,602,936$989,982 ▲21.5%69,4891.6%ETFTFISPDR Nuveen Barclays Municipal Bond ETF$5,208,363$33,977 ▼-0.6%112,0561.5%FinanceAAPLApple$5,160,437$129,465 ▲2.6%30,0941.5%Computer and TechnologyPCYInvesco Emerging Markets Sovereign Debt ETF$4,600,624$208,488 ▼-4.3%224,8591.4%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$4,462,048$176,242 ▲4.1%104,8661.3%ETFPHBInvesco Fundamental High Yield Corporate Bond ETF$4,172,509$91,865 ▲2.3%230,1441.2%ETFIJHiShares Core S&P Mid-Cap ETF$4,044,234$3,262,939 ▲417.6%66,5831.2%ETFIJRiShares Core S&P Small-Cap ETF$3,909,051$49,291 ▲1.3%35,3701.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$3,755,444$320,590 ▲9.3%72,7801.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$3,562,747$108,452 ▼-3.0%99,4071.0%ETFSPEMSPDR Portfolio Emerging Markets ETF$3,559,178$31,196 ▲0.9%98,3471.0%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$3,011,926$81,235 ▲2.8%92,1360.9%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$2,458,243$95,197 ▲4.0%22,5690.7%FinanceMSFTMicrosoft$2,365,250$465,309 ▲24.5%5,6220.7%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$2,350,6370.0%25,3520.7%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$2,235,461$75,984 ▲3.5%19,3880.7%ETFIWFiShares Russell 1000 Growth ETF$2,182,0620.0%6,4740.6%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$2,179,419$96,865 ▼-4.3%40,8590.6%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,038,460$149,822 ▼-6.8%47,3620.6%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,545,502$66,908 ▼-4.1%24,0920.5%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$1,280,085$216,170 ▲20.3%31,4440.4%ETFMRKMerck & Co., Inc.$1,233,733$65,843 ▲5.6%9,3500.4%MedicalRSPInvesco S&P 500 Equal Weight ETF$1,193,9440.0%7,0490.4%ETFSCHOSchwab Short-Term U.S. Treasury ETF$1,010,250$845,756 ▼-45.6%20,9550.3%ETFJNJJohnson & Johnson$1,002,411$65,646 ▲7.0%6,3370.3%MedicalJPMJPMorgan Chase & Co.$999,6970.0%4,9910.3%FinanceDGROiShares Core Dividend Growth ETF$956,885$264,579 ▲38.2%16,4810.3%ETFQQQInvesco QQQ$872,3020.0%1,9650.3%FinanceAMZNAmazon.com$754,710$254,336 ▲50.8%4,1840.2%Retail/WholesaleVTIVanguard Total Stock Market ETF$736,147$4,679 ▼-0.6%2,8320.2%ETFVUGVanguard Growth ETF$650,9110.0%1,8910.2%ETFSCHVSchwab U.S. Large-Cap Value ETF$617,1100.0%8,1220.2%ETFNVDANVIDIA$612,120$14,467 ▲2.4%6770.2%Computer and TechnologyGOOGAlphabet$595,337$287,772 ▲93.6%3,9100.2%Computer and TechnologyMETAMeta Platforms$588,0370.0%1,2110.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$509,6110.0%2,7910.1%ETFCOKECoca-Cola Consolidated$484,4230.0%7,9180.1%Consumer StaplesTAT&T$474,464$10,912 ▲2.4%26,9580.1%Computer and TechnologyVTVVanguard Value ETF$435,8130.0%2,6760.1%ETFSPYSPDR S&P 500 ETF Trust$434,148$434,148 ▲New Holding8300.1%FinanceIWDiShares Russell 1000 Value ETF$421,4460.0%2,3530.1%ETFIBMInternational Business Machines$396,665$128,338 ▲47.8%2,0770.1%Computer and TechnologyCVXChevron$383,308$19,875 ▼-4.9%2,4300.1%Oils/EnergyBACBank of America$376,5080.0%9,9290.1%FinanceVOOVanguard S&P 500 ETF$355,405$52,421 ▲17.3%7390.1%ETFDFUSDimensional U.S. Equity ETF$325,983$236,011 ▼-42.0%5,7210.1%ETFLVSLas Vegas Sands$325,7100.0%6,3000.1%Consumer DiscretionarySHYiShares 1-3 Year Treasury Bond ETF$324,928$240,118 ▼-42.5%3,9730.1%ManufacturingCSCOCisco Systems$307,296$3,344 ▼-1.1%6,1570.1%Computer and TechnologyVTVanguard Total World Stock ETF$286,1890.0%2,5900.1%ETFHDHome Depot$280,4120.0%7310.1%Retail/WholesaleDISWalt Disney$280,3270.0%2,2910.1%Consumer DiscretionaryGOOGLAlphabet$268,6550.0%1,7800.1%Computer and TechnologyCLColgate-Palmolive$259,151$49,705 ▼-16.1%2,8780.1%Consumer StaplesNEENextEra Energy$257,630$34,704 ▲15.6%4,0310.1%UtilitiesCOSTCostco Wholesale$253,992$253,992 ▲New Holding3470.1%Retail/WholesaleVEUVanguard FTSE All-World ex-US ETF$228,809$3,050 ▼-1.3%3,9010.1%ETFPGProcter & Gamble$227,4750.0%1,4020.1%Consumer StaplesPEGPublic Service Enterprise Group$217,169$217,169 ▲New Holding3,2520.1%UtilitiesHSYHershey$213,9500.0%1,1000.1%Consumer StaplesVVisa$205,124$205,124 ▲New Holding7350.1%Business ServicesSPSBSPDR Portfolio Short Term Corporate Bond ETF$0$378,812 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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