Fund HoldingsAlliance Wealth Advisors, LLC

Total Portfolio Value
$158.61M
Total Bought
$5.28M
Total Sold
$6.88M
Net Transaction
-$1.60M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
027,171+27,17107860.50%+786
INVESCO QQQ TR17,54817,553+57,7918,4105.30%+618
NVIDIA CORPORATION(NVDA)70410,103+9,3996361,2480.79%+612
APPLE INC(AAPL)018,656+18,65603,9292.48%+3,929
NIO INC(NIO)80,700200,000+119,3003638320.52%+469
ALPHABET INC(GOOG)015,948+15,94802,9051.83%+2,905
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
011,550+11,55002810.18%+281
AMERICAN TOWER CORP NEW(AMT)01,414+1,41402750.17%+275
ENTERGY CORP NEW(ETR)02,499+2,49902670.17%+267
CARMAX INC(KMX)03,291+3,29102410.15%+241
MICROSOFT CORP(MSFT)9,4549,410-443,9774,2062.65%+229
ADOBE INC(ADBE)0387+38702150.14%+215
DIAGEO PLC(DEO)01,620+1,62002040.13%+204
FNCB BANCORP INC0215,111+215,11101,4520.92%+1,452
ECHOSTAR CORP(ECHO)35,08735,08705006250.39%+125
ALPHABET INC(GOOG)4,2564,175-816487660.48%+118
PFIZER INC(PFE)25,27428,863+3,5897018080.51%+106
BROADCOM INC(AVGO)322331+94275310.34%+105
VICTORY PORTFOLIOS II
CORE BD ETF
449,329455,115+5,78620,84020,94013.20%+100
PHILIP MORRIS INTL INC(PM)010,091+10,09101,0230.64%+1,023
SPDR GOLD TR(GLD)15,69615,372-3243,2293,3052.08%+76
COSTCO WHSL CORP NEW(COST)45145103303830.24%+53
AMAZON COM INC(AMZN)7,3797,158-2211,3311,3830.87%+52
ELI LILLY & CO(LLY)846779-676587050.44%+47
GOLDMAN SACHS GROUP INC(GS)01,171+1,17105300.33%+530
TAIWAN SEMICONDUCTOR MFG LTD(TSM)2,5652,239-3263493890.25%+40
AMGEN INC(AMGN)01,411+1,41104410.28%+441
ISHARES TR1,4101,407-34755130.32%+38
ISHARES TR
MSCI INDIA ETF
8,6008,60004444800.30%+36
WALMART INC(WMT)3,9613,956-52382680.17%+30
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
40,81441,722+9082,4442,4721.56%+28
AIR PRODS & CHEMS INC01,600+1,60004130.26%+413
TRANE TECHNOLOGIES PLC(TT)90090002702960.19%+26
PENN ENTERTAINMENT INC(PENN)021,869+21,86904230.27%+423
AT&T INC(T)16,93616,903-332983230.20%+25
TRANSDIGM GROUP INC(TDG)2,3722,306-662,9212,9461.86%+25
CONSTELLATION ENERGY CORP(CEG)1,5501,55002873100.20%+24
VANGUARD INDEX FDS2,5392,555+166606830.43%+24
BANK AMERICA CORP15,84415,694-1506016240.39%+23
QUALCOMM INC(QCOM)3,3502,953-3975675880.37%+21
WILLIAMS COS INC(WMB)6,4306,375-552512710.17%+20
EXCHANGE TRADED CONCEPTS TRU22,00022,00003163360.21%+20
SHELL PLC(SHEL)4,3554,293-622923100.20%+18
ONEOK INC NEW(OKE)12,46912,46901,0001,0170.64%+17
MORGAN STANLEY(MS)4,1334,13303894020.25%+13
FS KKR CAP CORP(FSK)017,676+17,67603490.22%+349
INNOVATOR ETFS TRUST
US EQTY PWR BUF
11,20011,20004254350.27%+10
BANK NEW YORK MELLON CORP16,00615,550-4569229310.59%+9
JPMORGAN CHASE & CO.(JPM)4,9164,899-179859910.62%+6
DRAGANFLY INC.0103,000+103,0000240.02%+24
PEOPLES FINL SVCS CORP07,530+7,53003430.22%+343
PLAINS GP HLDGS L P(PAGP)10,41310,305-1081901940.12%+4
FIDELITY NATL INFORMATION SV(FIS)03,765+3,76502840.18%+284
SELECT SECTOR SPDR TR
ST STR REAL ETF
17,37017,965+5956876900.44%+3
PPL CORP(PPL)019,417+19,41705370.34%+537
WASTE MGMT INC DEL(WM)3,3253,32507097090.45%+1
CHEVRON CORP NEW(CVX)2,4022,420+183793780.24%-0
PRUDENTIAL FINL INC(PFH)3,1443,14403693680.23%-1
DOMINION ENERGY INC(D)4,1984,19802072060.13%-1
COCA COLA CO(KO)8,8488,491-3575415400.34%-1
BOOKING HOLDINGS INC(BKNG)136124-124934910.31%-2
VERIZON COMMUNICATIONS INC(VZ)17,51917,760+2417357320.46%-3
VANGUARD INDEX FDS9,6679,798+1311,5741,5720.99%-3
SPDR SER TR
ST INTER BD ETF
012,661+12,66104120.26%+412
FIRST TR EXCHANGE-TRADED FD02,920+2,92002450.15%+245
ENTERPRISE PRODS PARTNERS L(EPD)7,4797,361-1182182130.13%-5
ELEVANCE HEALTH INC(ELV)729687-423783720.23%-6
EXXON MOBIL CORP12,24012,307+671,4231,4170.89%-6
ISHARES TR01,495+1,49502610.16%+261
AMPLIFY ETF TR18,94018,834-1067367290.46%-8
ISHARES TR3,4343,437+33113030.19%-8
VANGUARD TAX-MANAGED FDS040,261+40,26101,9901.25%+1,990
LLOYDS BANKING GROUP PLC(LYG)71,69763,861-7,8361861740.11%-11
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
12,41512,472+577187070.45%-11
ENBRIDGE INC(ENB)019,710+19,71007010.44%+701
DUKE ENERGY CORP NEW(DUK)03,615+3,61503620.23%+362
EDISON INTL(EIX)05,748+5,74804130.26%+413
VANGUARD MUN BD FDS28,00028,00001,4171,4030.88%-14
CISCO SYS INC(CSCO)04,846+4,84602300.15%+230
BLACKROCK INC(BLK)32932902742590.16%-15
LINDE PLC(LIN)60060002792630.17%-15
FORD MTR CO DEL(F)20,94120,94102782630.17%-15
COMMUNITY FINANCIAL SYSTEM I(CBU)018,961+18,96108950.56%+895
ADVANCED MICRO DEVICES INC(AMD)1,4381,498+602602430.15%-17
TRUIST FINL CORP(TFC)11,40710,880-5274454230.27%-22
STARBUCKS CORP(SBUX)4,4774,958+4814093860.24%-23
PNC FINL SVCS GROUP INC(PNC)2,3692,312-573833590.23%-23
GAMING & LEISURE PPTYS INC(GLPI)028,223+28,22301,2760.80%+1,276
SOUNDHOUND AI INC(SOUN)13,00013,200+20077520.03%-24
DOW INC(DOW)5,0855,08502952700.17%-25
OMNICOM GROUP INC(OMC)3,3463,330-163242990.19%-25
JOHNSON & JOHNSON(JNJ)01,945+1,94502840.18%+284
GE AEROSPACE(GE)1,7151,71503012730.17%-28
ISHARES TR
CORE MSCI TOTAL
20,45520,118-3371,3881,3590.86%-29
NIO INC(NIO)(Call)0200,000+200,000013+13
CONOCOPHILLIPS(COP)2,2562,25602872580.16%-29
SCHWAB CHARLES CORP(SCHW)5,7235,216-5074143840.24%-30
VANGUARD INDEX FDS1,4621,394-683343040.19%-30
VANGUARD WORLD FD
MATERIALS ETF
2,5952,59505305000.32%-31
FIRST TR EXCHANGE TRADED FD
HLTH CARE ALPH
6,0406,04006626310.40%-31
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