Long-term investor
Alliance Wealth Advisors, LLC @alliancewealthadvisorsll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001849724).
Record
- Tracked since 2025-06-30 (445 days), 73 trades recorded
- Returns: week n/a · month n/a · 90 days +7.2% · 6 months n/a · 1 year +15.8% · all +15.8%
- Max drawdown n/a · win rate 30% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DGRO · 9.9% · long · since 2025-06-30
- INTC · 9.4% · long · since 2025-06-30
- UITB · 9.0% · long · since 2025-06-30
- PLTR · 5.4% · long · since 2025-06-30
- 46090E103 · 5.3% · long · since 2025-06-30
- IDEQ · 5.2% · long · since 2026-06-30
- AVUV · 4.4% · long · since 2025-06-30
- VO · 4.3% · long · since 2025-06-30
- VTV · 4.3% · long · since 2025-06-30
- MP · 1.8% · long · since 2025-06-30
- AAPL · 1.5% · long · since 2025-06-30
- GOOGL · 1.3% · long · since 2025-06-30