Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALLIANCE WEALTH ADVISORS LLC /UT | 05-13-2024 | 03-31-2024 | 230 | 335,294,519 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMAZON COM INC | COM | 1 | $15,059,047 | 83,485 | 0.00 | 0.00 | 3,199 | 3.98 | 03-31-2024 |
| ISHARES TR | 1 3 YR TREAS BD | 2 | $13,069,380 | 159,811 | 0.00 | 0.01 | -9,318 | -5.51 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 3 | $12,791,425 | 253,547 | 0.00 | 0.00 | 30,288 | 13.57 | 03-31-2024 |
| MICROSOFT CORP | COM | 4 | $11,109,570 | 26,406 | 0.00 | 0.00 | 8,154 | 44.67 | 03-31-2024 |
