Long-term investor

Alliance Wealth Management Group @alliancewealthmanagement

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001623707).

Record

  • Tracked since 2025-06-30 (471 days), 33 trades recorded
  • Returns: week n/a · month n/a · 90 days -0.4% · 6 months +0.3% · 1 year +0.5% · all +0.5%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 808524201 · 12.7% · long · since 2025-06-30
  • 464287200 · 9.0% · long · since 2025-06-30
  • 464288513 · 4.9% · long · since 2025-06-30
  • 464287242 · 4.6% · long · since 2025-06-30
  • 808524839 · 4.3% · long · since 2025-06-30
  • 808524805 · 4.3% · long · since 2025-06-30
  • 464287226 · 4.1% · long · since 2025-06-30
  • 808524706 · 3.4% · long · since 2025-06-30
  • 46432F842 · 3.2% · long · since 2025-06-30
  • 78468R200 · 3.1% · long · since 2025-06-30
  • 46434G103 · 2.9% · long · since 2025-06-30
  • 464288281 · 2.8% · long · since 2025-06-30

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