MondegarAI
Alliance Wealth Advisors, LLC /UT

Q4 2024 · 13F-HR

Alliance Wealth Advisors, LLC /UTholdings as filed

Filed 2025-01-24 · accession 0001172661-25-000353

$387.6M
Reported value
257
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$13.9M3.58%275,425CommonSOLE
023135106AMZNAMAZON COM INC$12.5M3.22%56,938CommonSOLE
594918104MSFTMICROSOFT CORP$9.9M2.57%23,604CommonSOLE
68389X105ORCLORACLE CORP$7.1M1.83%42,647CommonSOLE
464287200IVVISHARES TR$7.1M1.83%12,042CommonSOLE
92826C839VVISA INC$6.9M1.79%21,942CommonSOLE
78468R663BILSPDR SER TR$6.9M1.78%75,455CommonSOLE
037833100AAPLAPPLE INC$6.5M1.67%25,921CommonSOLE
02079K107GOOGALPHABET INC$6.4M1.64%33,368CommonSOLE
464287176TIPISHARES TR$6.1M1.58%57,455CommonSOLE
64110L106NFLXNETFLIX INC$5.5M1.41%6,149CommonSOLE
82509L107SHOPSHOPIFY INC$5.4M1.40%50,867CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$4.9M1.25%9,224CommonSOLE
81762P102NOWSERVICENOW INC$4.8M1.24%4,521CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$4.7M1.21%26,490CommonSOLE
760759100RSGREPUBLIC SVCS INC$4.5M1.15%22,197CommonSOLE
G5960L103MDTMEDTRONIC PLC$4.3M1.12%54,456CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$4.3M1.11%14,728CommonSOLE
942622200WSOWATSCO INC$4.2M1.10%8,956CommonSOLE
464287440IEFISHARES TR$4.2M1.09%45,501CommonSOLE
437076102HDHOME DEPOT INC$4.2M1.08%10,719CommonSOLE
682680103OKEONEOK INC NEW$4.0M1.03%39,912CommonSOLE
46429B747STIPISHARES TR$3.9M1.01%38,827CommonSOLE
00724F101ADBEADOBE INC$3.8M0.99%8,637CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$3.8M0.98%10,781CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$3.7M0.96%7,137CommonSOLE
002824100ABTABBOTT LABS$3.6M0.93%31,994CommonSOLE
580135101MCDMCDONALDS CORP$3.6M0.93%12,476CommonSOLE
464287457SHYISHARES TR$3.6M0.92%43,347CommonSOLE
833034101SNASNAP ON INC$3.5M0.91%10,394CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$3.5M0.90%22,531CommonSOLE
92939U106WECWEC ENERGY GROUP INC$3.5M0.90%36,948CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$3.4M0.89%17,544CommonSOLE
98149E303GLDMWORLD GOLD TR$3.4M0.88%65,699CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.4M0.88%15,427CommonSOLE
747525103QCOMQUALCOMM INC$3.4M0.87%21,944CommonSOLE
30231G102XOMEXXON MOBIL CORP$3.2M0.83%30,010CommonSOLE
98978V103ZTSZOETIS INC$3.2M0.83%19,720CommonSOLE
00287Y109ABBVABBVIE INC$3.2M0.83%18,040CommonSOLE
78464A409SPYGSPDR SER TR$3.1M0.79%34,916CommonSOLE
55354G100MSCIMSCI INC$3.0M0.78%5,044CommonSOLE
78464A359CWBSPDR SER TR$3.0M0.77%38,178CommonSOLE
532457108LLYELI LILLY & CO$3.0M0.77%3,850CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$3.0M0.77%74,302CommonSOLE
67066G104NVDANVIDIA CORPORATION$3.0M0.77%22,095CommonSOLE
02079K305GOOGLALPHABET INC$2.9M0.75%15,455CommonSOLE
882508104TXNTEXAS INSTRS INC$2.9M0.74%15,219CommonSOLE
009066101ABNBAIRBNB INC$2.8M0.73%21,535CommonSOLE
464288281EMBISHARES TR$2.8M0.73%31,768CommonSOLE
009158106APDAIR PRODS & CHEMS INC$2.8M0.73%9,739CommonSOLE
464288513HYGISHARES TR$2.8M0.73%35,750CommonSOLE
98138H101WDAYWORKDAY INC$2.8M0.72%10,799CommonSOLE
464287242LQDISHARES TR$2.8M0.72%26,013CommonSOLE
375558103GILDGILEAD SCIENCES INC$2.7M0.69%29,019CommonSOLE
670100205NVONOVO-NORDISK A S$2.7M0.69%31,005CommonSOLE
58933Y105MRKMERCK & CO INC$2.6M0.68%26,443CommonSOLE
427866108HSYHERSHEY CO$2.5M0.65%14,830CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$2.5M0.64%19,813CommonSOLE
254687106DISDISNEY WALT CO$2.2M0.57%19,901CommonSOLE
75513E101RTXRTX CORPORATION$2.2M0.56%18,780CommonSOLE
46429B598INDAISHARES TR$2.1M0.55%40,556CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$2.1M0.55%16,180CommonSOLE
579780206MKCMCCORMICK & CO INC$2.1M0.55%27,770CommonSOLE
921909768VXUSVANGUARD STAR FDS$2.0M0.52%33,949CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$2.0M0.51%3,920CommonSOLE
756109104OREALTY INCOME CORP$2.0M0.51%36,668CommonSOLE
88160R101TSLATESLA INC$1.9M0.49%4,670CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$1.9M0.49%122,388CommonSOLE
37960A529SHLDGLOBAL X FDS$1.8M0.48%49,301CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$1.8M0.46%52,660CommonSOLE
46432F339QUALISHARES TR$1.7M0.45%9,702CommonSOLE
78463M107SPSCSPS COMM INC$1.7M0.44%9,179CommonSOLE
617700109MORNMORNINGSTAR INC$1.6M0.42%4,793CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$1.6M0.42%14,674CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.6M0.41%3,547CommonSOLE
231561101CWCURTISS WRIGHT CORP$1.6M0.41%4,462CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$1.6M0.40%7,652CommonSOLE
78464A508SPYVSPDR SER TR$1.5M0.40%30,008CommonSOLE
904767704UNILEVER PLC$1.5M0.39%26,636CommonSOLE
199908104FIXCOMFORT SYS USA INC$1.5M0.38%3,490CommonSOLE
30303M102METAMETA PLATFORMS INC$1.5M0.37%2,481CommonSOLE
366651107ITGARTNER INC$1.4M0.37%2,929CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$1.4M0.36%4,181CommonSOLE
46429B267GOVTISHARES TR$1.4M0.36%60,367CommonSOLE
69370C100PTCPTC INC$1.3M0.33%7,056CommonSOLE
22160N109CSGPCOSTAR GROUP INC$1.3M0.33%17,596CommonSOLE
97717W471USDUWISDOMTREE TR$1.2M0.32%44,822CommonSOLE
803054204SAPSAP SE$1.2M0.32%5,002CommonSOLE
931142103WMTWALMART INC$1.1M0.29%12,323CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.1M0.29%7,686CommonSOLE
78464A383SPMBSPDR SER TR$1.1M0.28%49,583CommonSOLE
216648501COOCOOPER COS INC$1.0M0.27%11,262CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$1.0M0.27%19,438CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$1.0M0.26%11,309CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$978,3360.25%20,463CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$970,6330.25%12,092CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$956,4890.25%14,033CommonSOLE
969904101WSMWILLIAMS SONOMA INC$952,4620.25%5,143CommonSOLE
17275R102CSCOCISCO SYS INC$946,5990.24%15,990CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$945,5100.24%5,613CommonSOLE
86614U1007SUSUMMIT MATLS INC$924,1080.24%18,263CommonSOLE
303075105FDSFACTSET RESH SYS INC$924,0590.24%1,924CommonSOLE
N07059210ASMLASML HOLDING N V$916,2520.24%1,322CommonSOLE
742718109PGPROCTER AND GAMBLE CO$911,6540.24%5,438CommonSOLE
05478C105AZEKAZEK CO INC$908,7660.23%19,144CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$908,3170.23%2,734CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$902,1320.23%10,100CommonSOLE
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$900,3000.23%11,529CommonSOLE
127203107WHDCACTUS INC$878,9220.23%15,060CommonSOLE
855244109SBUXSTARBUCKS CORP$856,9670.22%9,391CommonSOLE
45784P101PODDINSULET CORP$851,8710.22%3,263CommonSOLE
26856L103ELFE L F BEAUTY INC$843,3190.22%6,717CommonSOLE
41151J505HGERHARBOR ETF TRUST$843,0490.22%38,086CommonSOLE
718172109PMPHILIP MORRIS INTL INC$837,8770.22%6,962CommonSOLE
920253101VMIVALMONT INDS INC$834,9270.22%2,723CommonSOLE
369550108GDGENERAL DYNAMICS CORP$822,8450.21%3,123CommonSOLE
78464A201SLYGSPDR SER TR$816,2310.21%9,034CommonSOLE
097023105BABOEING CO$807,1200.21%4,560CommonSOLE
78468R853SPSMSPDR SER TR$801,4630.21%17,842CommonSOLE
70975L107PENPENUMBRA INC$779,4090.20%3,282CommonSOLE
000360206AAONAAON INC$778,8060.20%6,618CommonSOLE
191216100KOCOCA COLA CO$774,1830.20%12,435CommonSOLE
949746101WMT2WELLS FARGO CO NEW$770,6990.20%10,972CommonSOLE
G0403H108AONAON PLC$765,0110.20%2,130CommonSOLE
713448108PEPPEPSICO INC$756,5630.20%4,975CommonSOLE
73278L105POOLPOOL CORP$740,2760.19%2,171CommonSOLE
902673102UFPTUFP TECHNOLOGIES INC$739,8870.19%3,026CommonSOLE
12514G108CDWCDW CORP$722,1020.19%4,149CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$719,2110.19%18,744CommonSOLE
75281A109RRCRANGE RES CORP$718,6190.19%19,973CommonSOLE
056525108BMIBADGER METER INC$705,0870.18%3,324CommonSOLE
654106103NKENIKE INC$692,1500.18%9,147CommonSOLE
204166102CVLTCOMMVAULT SYS INC$686,7910.18%4,551CommonSOLE
G8473T100STESTERIS PLC$666,1470.17%3,241CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$659,2980.17%7,892CommonSOLE
29362U104ENTGENTEGRIS INC$656,6050.17%6,628CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$656,1260.17%6,350CommonSOLE
48242W106KBRKBR INC$653,1850.17%11,275CommonSOLE
075887109BDXBECTON DICKINSON & CO$637,5910.16%2,810CommonSOLE
871829107SYYSYSCO CORP$628,5010.16%8,220CommonSOLE
053611109AVYAVERY DENNISON CORP$619,2640.16%3,309CommonSOLE
78463V107GLDSPDR GOLD TR$617,1890.16%2,549CommonSOLE
82900L102SMPLSIMPLY GOOD FOODS CO$613,0770.16%15,728CommonSOLE
052769106ADSKAUTODESK INC$609,8460.16%2,063CommonSOLE
169905106CHHCHOICE HOTELS INTL INC$606,9300.16%4,275CommonSOLE
79466L302CRMSALESFORCE INC$603,1710.16%1,804CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$600,0200.15%1,290CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$591,2800.15%3,154CommonSOLE
46434V407SHYGISHARES TR$581,3550.15%13,644CommonSOLE
922908769VTIVANGUARD INDEX FDS$544,5530.14%1,879CommonSOLE
88146M101TRNOTERRENO RLTY CORP$537,9980.14%9,097CommonSOLE
81768T108SFBSSERVISFIRST BANCSHARES INC$531,9130.14%6,277CommonSOLE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$530,4110.14%8,267CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$524,3360.14%2,655CommonSOLE
78464A664SPTLSPDR SER TR$522,0350.13%19,933CommonSOLE
20825C104COPCONOCOPHILLIPS$520,1470.13%5,245CommonSOLE
759916109RGENREPLIGEN CORP$516,1690.13%3,586CommonSOLE
950755108WERNWERNER ENTERPRISES INC$506,7390.13%14,107CommonSOLE
00206R102TAT&T INC$502,2150.13%22,056CommonSOLE
63947X101NCNONCINO INC$501,1820.13%14,925CommonSOLE
38267D109GSHDGOOSEHEAD INS INC$489,8880.13%4,569CommonSOLE
29250N105ENBENBRIDGE INC$472,0760.12%11,126CommonSOLE
70202L102PSNPARSONS CORP DEL$470,7520.12%5,103CommonSOLE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$455,5940.12%7,955CommonSOLE
G4705A100ICLRICON PLC$449,6180.12%2,144CommonSOLE
147528103CASYCASEYS GEN STORES INC$441,0040.11%1,113CommonSOLE
58733R102MELIMERCADOLIBRE INC$438,7140.11%258CommonSOLE
292765104EPACENERPAC TOOL GROUP CORP$438,4710.11%10,671CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$436,5620.11%4,052CommonSOLE
69343T107PJTPJT PARTNERS INC$435,0820.11%2,757CommonSOLE
40415F101HDBHDFC BANK LTD$433,6090.11%6,790CommonSOLE
217204106CPRTCOPART INC$432,7210.11%7,540CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$431,6410.11%930CommonSOLE
25243Q205DEODIAGEO PLC$430,0810.11%3,383CommonSOLE
89679E300TFINTRIUMPH FINANCIAL INC$428,7720.11%4,718CommonSOLE
11271J107BNBROOKFIELD CORP$425,9920.11%7,415CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$422,6880.11%8,042CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$415,8430.11%5,317CommonSOLE
115236101BROBROWN & BROWN INC$402,4690.10%3,945CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$401,1030.10%1,975CommonSOLE
166764100CVXCHEVRON CORP NEW$399,8870.10%2,761CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$394,7100.10%1,205CommonSOLE
12572Q105CMECME GROUP INC$390,1460.10%1,680CommonSOLE
902973304USBUS BANCORP DEL$388,1880.10%8,116CommonSOLE
29364G103ETRENTERGY CORP NEW$387,7430.10%5,114CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$387,6110.10%1,617CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$386,9270.10%2,491CommonSOLE
380237107GDDYGODADDY INC$386,0560.10%1,956CommonSOLE
78709Y105SAIASAIA INC$383,2690.10%841CommonSOLE
29084Q100EMEEMCOR GROUP INC$381,2760.10%840CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$377,5430.10%2,994CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$376,5250.10%935CommonSOLE
249906108DSGXDESCARTES SYS GROUP INC$376,0160.10%3,310CommonSOLE
78464A474SPSBSPDR SER TR$375,3550.10%12,570CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$368,7960.10%7,464CommonSOLE
464287226AGGISHARES TR$366,0880.09%3,778CommonSOLE
74624M102PPURE STORAGE INC$361,9460.09%5,892CommonSOLE
060505104BACBANK AMERICA CORP$361,4010.09%8,223CommonSOLE
20030N101CMCSACOMCAST CORP NEW$354,3580.09%9,442CommonSOLE
912008109USFDUS FOODS HLDG CORP$354,1650.09%5,250CommonSOLE
76156B107RVLVREVOLVE GROUP INC$352,0130.09%10,511CommonSOLE
025816109AXPAMERICAN EXPRESS CO$351,1030.09%1,183CommonSOLE
780259305SHELSHELL PLC$346,4550.09%5,530CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$342,5730.09%1,861CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$334,8770.09%2,602CommonSOLE
717081103PFEPFIZER INC$333,5090.09%12,571CommonSOLE
268150109DTDYNATRACE INC$331,6980.09%6,103CommonSOLE
761152107RMDRESMED INC$320,6230.08%1,402CommonSOLE
29109X106AZPN1USDASPEN TECHNOLOGY INC$316,7800.08%1,269CommonSOLE
370334104GISGENERAL MLS INC$313,3660.08%4,914CommonSOLE
224408104CRCRANE COMPANY$313,2120.08%2,064CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$310,3570.08%15,410CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$307,2550.08%2,418CommonSOLE
038336103ATRAPTARGROUP INC$302,2600.08%1,924CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$299,1440.08%955CommonSOLE
252131107DXCMDEXCOM INC$296,7700.08%3,816CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$295,5980.08%1,454CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$291,7080.08%493CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$291,0780.08%599CommonSOLE
26154D100DFHDREAM FINDERS HOMES INC$286,3140.07%12,304CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$284,1830.07%2,714CommonSOLE
609207105MDLZMONDELEZ INTL INC$283,5980.07%4,748CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$278,2050.07%533CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$275,9520.07%2,992CommonSOLE
74758T303QLYSQUALYS INC$272,8680.07%1,946CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$271,7470.07%1,578CommonSOLE
L44385109GLOBGLOBANT S A$270,8120.07%1,263CommonSOLE
92047W101VVVVALVOLINE INC$269,7940.07%7,457CommonSOLE
68278B107K4FONESTREAM INC$268,6870.07%9,421CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$267,9660.07%3,608CommonSOLE
94106L109WMWASTE MGMT INC DEL$260,9140.07%1,293CommonSOLE
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$255,8010.07%15,345CommonSOLE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$251,7370.06%10,595CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$247,8910.06%348CommonSOLE
66987V109NVSNOVARTIS AG$246,7780.06%2,536CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$246,2980.06%4,857CommonSOLE
683344105ONTOONTO INNOVATION INC$240,8380.06%1,445CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$235,1010.06%1,040CommonSOLE
126650100CVSCVS HEALTH CORP$229,9270.06%5,122CommonSOLE
46436E718SGOVISHARES TR$227,2250.06%2,265CommonSOLE
29260V105DAVAENDAVA PLC$222,3560.06%7,196CommonSOLE
90337L108USPHU S PHYSICAL THERAPY$220,0900.06%2,481CommonSOLE
399909100GGALGRUPO FINANCIERO GALICIA S.A$217,9950.06%3,498CommonSOLE
35138V102FOXFFOX FACTORY HLDG CORP$216,0980.06%7,139CommonSOLE
784117103SEICSEI INVTS CO$215,9330.06%2,618CommonSOLE
05961W105BMABANCO MACRO SA$206,5830.05%2,135CommonSOLE
871607107SNPSSYNOPSYS INC$204,3370.05%421CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$192,7330.05%11,846CommonSOLE
85207K107PSLVSPROTT PHYSICAL SILVER TR$174,6650.05%18,100CommonSOLE
G6683N103NUNU HLDGS LTD$152,3750.04%14,708CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$144,0620.04%12,292CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$98,8330.03%10,168CommonSOLE
294821608ERICTELEFONAKTIEBOLAGET LM ERICS$93,9880.02%11,661CommonSOLE
91531W106TIGRUP FINTECH HLDG LTD$91,9900.02%14,240CommonSOLE
413216300HMYHARMONY GOLD MINING CO LTD$88,1430.02%10,736CommonSOLE
0076CA104AEGAEGON LTD$67,8060.02%11,512CommonSOLE
43538H103HLLYHOLLEY INC$63,4890.02%21,023CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.