ALLIANCE WEALTH ADVISORS LLC UT
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 300,569 | +25,144 | +9.13% | $50.22 | 3.98% | 0.05% | 15,217,826 | 2025-03-31 | ||||||
| AMZN | AMAZON | 54,966 | -1,972 | -3.46% | $100.25 | 2.74% | 0.00% | 10,457,856 | 2025-03-31 | ||||||
| TIP | ISHARES TIPS BOND ETF | 89,133 | +31,678 | +55.14% | $107.49 | 2.59% | 0.07% | 9,901,785 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 23,277 | -327 | -1.39% | $280.33 | 2.29% | 0.00% | 8,737,979 | 2025-03-31 | ||||||
| IVV | ISHARES CORE S&P 500 ETF | 13,540 | +1,498 | +12.44% | $470.76 | 1.99% | 0.00% | 7,608,246 | 2025-03-31 | ||||||
| V | VISA | 21,652 | -290 | -1.32% | $222.56 | 1.99% | 0.00% | 7,587,992 | 2025-03-31 | ||||||
| ORCL | ORACLE | 46,357 | +3,710 | +8.70% | $143.69 | 1.70% | 0.00% | 6,481,201 | 2025-03-31 | ||||||
| BIL | SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | 70,472 | -4,983 | -6.60% | $91.58 | 1.69% | 0.02% | 6,464,397 | 2025-03-31 | ||||||
| RSG | REPUBLIC SERVICES | 22,459 | +262 | +1.18% | $143.37 | 1.42% | 0.01% | 5,438,576 | 2025-03-31 | ||||||
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | 51,115 | +5,614 | +12.34% | $95.24 | 1.28% | 0.01% | 4,874,849 | 2025-03-31 | ||||||
| MA | MASTERCARD | 8,418 | -806 | -8.74% | $339.31 | 1.21% | 0.00% | 4,614,230 | 2025-03-31 | ||||||
| WSO | WATSCO | 9,073 | +117 | +1.31% | $297.59 | 1.21% | 0.03% | 4,611,830 | 2025-03-31 | ||||||
| ADP | AUTOMATIC DATA PROCESSING | 14,847 | +119 | +0.81% | $243.41 | 1.19% | 0.00% | 4,536,166 | 2025-03-31 | ||||||
| SHOP | SHOPIFY | 47,243 | -3,624 | -7.12% | $65.94 | 1.18% | 0.00% | 4,510,762 | 2025-03-31 | ||||||
| MDT | MEDTRONIC | 50,128 | -4,328 | -7.95% | $83.80 | 1.18% | 0.00% | 4,504,505 | 2025-03-31 | ||||||
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 43,321 | +4,494 | +11.57% | $99.98 | 1.17% | 0.04% | 4,482,379 | 2025-03-31 | ||||||
| GLDM | SPDR GOLD MINISHARES TRUST | 71,623 | +5,924 | +9.02% | $46.61 | 1.16% | 0.03% | 4,432,747 | 2025-03-31 | ||||||
| IVVB | ISHARES LARGE CAP DEEP BUFFER ETF | 144,618 | +144,618 | Open | $30.05 | 1.11% | 1.78% | 4,240,200 | 2025-03-31 | ||||||
| LLY | ELI LILLY | 5,078 | +1,228 | +31.90% | $748.87 | 1.10% | 0.00% | 4,193,971 | 2025-03-31 | ||||||
| WEC | WEC ENERGY GROUP | 36,971 | +23 | +0.06% | $88.39 | 1.05% | 0.01% | 4,029,132 | 2025-03-31 | ||||||
| OKE | ONEOK | 40,599 | +687 | +1.72% | $64.50 | 1.05% | 0.01% | 4,028,217 | 2025-03-31 | ||||||
| HD | HOME DEPOT | 10,847 | +128 | +1.19% | $310.85 | 1.04% | 0.00% | 3,975,255 | 2025-03-31 | ||||||
| ARES | ARES MANAGEMENT | 26,727 | +237 | +0.89% | $81.74 | 1.03% | 0.01% | 3,918,379 | 2025-03-31 | ||||||
| NFLX | NETFLIX | 4,180 | -1,969 | -32.02% | $310.15 | 1.02% | 0.00% | 3,898,285 | 2025-03-31 | ||||||
| ABBV | ABBVIE | 18,575 | +535 | +2.97% | $155.32 | 1.02% | 0.00% | 3,891,774 | 2025-03-31 | ||||||
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | 62,070 | +28,121 | +82.83% | $61.68 | 1.01% | 0.00% | 3,854,534 | 2025-03-31 | ||||||
| ABT | ABBOTT LABORATORIES | 29,053 | -2,941 | -9.19% | $102.41 | 1.01% | 0.00% | 3,853,851 | 2025-03-31 | ||||||
| MCD | MCDONALDS | 12,284 | -192 | -1.54% | $267.99 | 1.00% | 0.00% | 3,837,119 | 2025-03-31 | ||||||
| MAA | MID AMERICA APARTMENT COMMUNITIES | 22,826 | +295 | +1.31% | $134.98 | 1.00% | 0.02% | 3,825,181 | 2025-03-31 | ||||||
| VZ | VERIZON COMMUNICATIONS | 83,637 | +9,335 | +12.56% | $38.40 | 0.99% | 0.00% | 3,793,769 | 2025-03-31 | ||||||
| ZTS | ZOETIS | 22,886 | +3,166 | +16.05% | $164.41 | 0.99% | 0.01% | 3,768,201 | 2025-03-31 | ||||||
| GOOG | ALPHABET | 23,724 | -9,644 | -28.90% | $99.54 | 0.97% | 0.00% | 3,706,418 | 2025-03-31 | ||||||
| XOM | EXXON MOBIL | 30,328 | +318 | +1.06% | $107.35 | 0.94% | 0.00% | 3,606,920 | 2025-03-31 | ||||||
| SNA | SNAP-ON | 10,556 | +162 | +1.56% | $239.64 | 0.93% | 0.02% | 3,557,504 | 2025-03-31 | ||||||
| AAPL | APPLE | 15,926 | -9,995 | -38.56% | $218.10 | 0.93% | 0.00% | 3,537,607 | 2025-03-31 | ||||||
| QCOM | QUALCOMM | 22,940 | +996 | +4.54% | $129.44 | 0.92% | 0.00% | 3,523,765 | 2025-03-31 | ||||||
| IBM | IBM | 13,983 | -1,444 | -9.36% | $141.70 | 0.91% | 0.00% | 3,477,039 | 2025-03-31 | ||||||
| TMO | THERMO FISHER SCIENTIFIC | 6,707 | -430 | -6.02% | $543.29 | 0.87% | 0.00% | 3,337,440 | 2025-03-31 | ||||||
| AON | AON | 8,095 | +5,965 | +280.05% | $361.06 | 0.85% | 0.00% | 3,230,634 | 2025-03-31 | ||||||
| GILD | GILEAD SCIENCES | 28,686 | -333 | -1.15% | $78.19 | 0.84% | 0.00% | 3,214,237 | 2025-03-31 | ||||||
| TLT | ISHARES 20+ YEAR TREASURY BOND ETF | 35,123 | +35,123 | Open | $89.08 | 0.84% | 0.01% | 3,197,247 | 2025-03-31 | ||||||
| ACN | ACCENTURE | 9,988 | -793 | -7.36% | $276.96 | 0.82% | 0.00% | 3,116,793 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 28,616 | +6,521 | +29.51% | $107.94 | 0.81% | 0.00% | 3,101,402 | 2025-03-31 | ||||||
| ADBE | ADOBE | 7,948 | -689 | -7.98% | $362.77 | 0.80% | 0.00% | 3,048,296 | 2025-03-31 | ||||||
| AWK | AMERICAN WATER WORKS COMPANY | 19,875 | +62 | +0.31% | $137.25 | 0.77% | 0.01% | 2,931,960 | 2025-03-31 | ||||||
| SPYG | SPDR(R) PORTFOLIO S&P 500 GROWTH ETF | 36,109 | +1,193 | +3.42% | $69.92 | 0.76% | 0.01% | 2,902,100 | 2025-03-31 | ||||||
| APD | AIR PRODUCTS & CHEMICALS | 9,832 | +93 | +0.95% | $276.76 | 0.76% | 0.00% | 2,899,730 | 2025-03-31 | ||||||
| TXN | TEXAS INSTRUMENTS | 15,340 | +121 | +0.80% | $173.52 | 0.72% | 0.00% | 2,756,642 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 17,403 | +1,948 | +12.60% | $132.05 | 0.70% | 0.00% | 2,691,200 | 2025-03-31 | ||||||
| MSCI | MSCI | 4,651 | -393 | -7.79% | $506.62 | 0.69% | 0.01% | 2,630,141 | 2025-03-31 | ||||||