Alliance Wealth Advisors, LLC Buys Costco Wholesale Corp, Linde PLC, Hartford Short Duration ...

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Investment company Alliance Wealth Advisors, LLC (Current Portfolio) buys Costco Wholesale Corp, Linde PLC, Hartford Short Duration ETF, sells iShares Core Dividend Growth ETF, iShares Core S&P Mid-Cap ETF, PowerShares QQQ Trust Ser 1, Vanguard FTSE Developed Markets ETF, iShares Core S&P Small-Cap ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Alliance Wealth Advisors, LLC. As of 2021Q4, Alliance Wealth Advisors, LLC owns 114 stocks with a total value of $123 million. These are the details of the buys and sells.

  • New Purchases: COST, LIN, HSRT,

  • Reduced Positions: DGRO, IJH, QQQ, VEA, IJR, AAPL, ENB, CVS, GOOGL, GLD, MSFT, TDG, LOW, MRK, INTC, DIS, GS, PG, SLB, VB, PFE, CBU, FB, VO, XOM, BA, FTLS, IXUS, JPST, AMZN, PPL, PM, FXH, MA, BAC, JNJ, PEP, OKE, ABBV, FVD, CVX, CMCSA, VWO, T, LMT, GDV, KO, HD, PNC, VZ, WM, D, JPM, BRK.B, GE, UPS, WFC, GOOG, LAMR, SPIB, UNH, IQV, DUK, MCD, MS, INDA, VAW, MO, BMY, IWF, VNQ, AMGN, PFIS, BKNG, TFC, FNX, GLW, HBI, EIX, V, TSLA, SRC, SDY, CSCO, F, QCOM, LLY, EXC, FE, NBTB, ANTM, FSK, RBLX, VTIP, ABC, GPC, NFLX, TXN, IWD, GIS, TSM, ISD, DOW, HMOP, SPDW, FNCB, KMX, FNB, LYG, PAGP,

  • Sold Out: CMP, AVGO, VTA, HTAB, FLXN,


For the details of Alliance Wealth Advisors, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/alliance+wealth+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Alliance Wealth Advisors, LLC

  1. iShares Core Dividend Growth ETF (DGRO) - 231,082 shares, 10.46% of the total portfolio. Shares reduced by 47.04%

  2. PowerShares QQQ Trust Ser 1 (QQQ) - 15,034 shares, 4.87% of the total portfolio. Shares reduced by 49.1%

  3. iShares Core S&P Mid-Cap ETF (IJH) - 20,734 shares, 4.78% of the total portfolio. Shares reduced by 49.6%

  4. Vanguard FTSE Developed Markets ETF (VEA) - 105,625 shares, 4.39% of the total portfolio. Shares reduced by 48.37%

  5. iShares Core S&P Small-Cap ETF (IJR) - 34,906 shares, 3.26% of the total portfolio. Shares reduced by 50.02%

New Purchase: Costco Wholesale Corp (COST)

Alliance Wealth Advisors, LLC initiated holding in Costco Wholesale Corp. The purchase prices were between $440.14 and $567.77, with an estimated average price of $514.33. The stock is now traded at around $486.280000. The impact to a portfolio due to this purchase was 0.19%. The holding were 412 shares as of 2021-12-31.

New Purchase: Linde PLC (LIN)

Alliance Wealth Advisors, LLC initiated holding in Linde PLC. The purchase prices were between $294.65 and $346.43, with an estimated average price of $324.66. The stock is now traded at around $318.720000. The impact to a portfolio due to this purchase was 0.17%. The holding were 605 shares as of 2021-12-31.

New Purchase: Hartford Short Duration ETF (HSRT)

Alliance Wealth Advisors, LLC initiated holding in Hartford Short Duration ETF. The purchase prices were between $40.32 and $40.66, with an estimated average price of $40.51. The stock is now traded at around $40.356000. The impact to a portfolio due to this purchase was 0.17%. The holding were 5,061 shares as of 2021-12-31.

Sold Out: Compass Minerals International Inc (CMP)

Alliance Wealth Advisors, LLC sold out a holding in Compass Minerals International Inc. The sale prices were between $48.63 and $74.49, with an estimated average price of $60.63.

Sold Out: Broadcom Inc (AVGO)

Alliance Wealth Advisors, LLC sold out a holding in Broadcom Inc. The sale prices were between $475.95 and $674.28, with an estimated average price of $564.76.

Sold Out: Invesco Dynamic Credit Opportunities Fund (VTA)

Alliance Wealth Advisors, LLC sold out a holding in Invesco Dynamic Credit Opportunities Fund. The sale prices were between $11.45 and $11.76, with an estimated average price of $11.55.

Sold Out: Hartford Schroders Tax Aware Bond ETF (HTAB)

Alliance Wealth Advisors, LLC sold out a holding in Hartford Schroders Tax Aware Bond ETF. The sale prices were between $21.17 and $21.36, with an estimated average price of $21.27.

Sold Out: (FLXN)

Alliance Wealth Advisors, LLC sold out a holding in . The sale prices were between $5.65 and $9.44, with an estimated average price of $8.78.



Here is the complete portfolio of Alliance Wealth Advisors, LLC. Also check out:

1. Alliance Wealth Advisors, LLC's Undervalued Stocks

2. Alliance Wealth Advisors, LLC's Top Growth Companies, and

3. Alliance Wealth Advisors, LLC's High Yield stocks

4. Stocks that Alliance Wealth Advisors, LLC keeps buyingThis article first appeared on GuruFocus.

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