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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Alliance Wealth Advisors LLC
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| CRD # | 288394 |
| SEC # | 801-110512 |
| CIK # | 0001849724 |
| AUM | $439.5 M (2025-03-21) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 570-961-1516 |
| Address | 538 Biden Street Scranton, PA 18503 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Palantir Technologies Inc | 9.7 | ||
| Microsoft Corp | 4.7 | ||
| Intel Corp | 4.5 | ||
| SPDR Gold Trust | 4.4 | ||
| Apple Inc | 3.5 | ||
| Fortress Value Acquisition Corp | 3.3 | ||
| Transdigm Group Inc | 3.0 | ||
| Walt Disney Co | 2.5 | ||
| Alphabet Inc | 2.5 | ||
| Facebook Inc | 2.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 565 | 178.6 |
| (b) Individuals (high net worth individuals) | 59 | 244.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 74.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 643 | 498.5 |
| By Discretionary | ||
| Discretionary | 629 | 427.9 |
| Non-Discretionary | 14 | 70.6 |
| Total | 643 | 498.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 498.5 | |
| Total | 643 | 498.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001849724] |
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|---|---|---|
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NC | 0.4 |
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NH | 0.4 |
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0.4 | |
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TrueWealth Advisors LLC
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OH | 0.4 |
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VT | 0.4 |
|
DLK Investment Management
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CA | 0.4 |
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Penobscot Wealth Management
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ME | 0.4 |