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Alliance Wealth Advisors, LLC
RIA/Wealth
Alliance Wealth Advisors, LLC is a RIA/Wealth based in Knoxville, TN led by Patrick Neal Clark, reporting $234.6M in AUM as of Q3 2025 with 57% ETF concentration and 55% concentrated in top 10 holdings.
Managing PartnerPatrick Neal Clark
- Portfolio Value
- $198.6M
- Positions
- 146
- Top Holding
- DGRO at 12.69%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Alliance Wealth Advisors, LLC's portfolio (55.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $25.2M | 12.69% | +$482.9K Bought | — 370.2K shares | |
ETF ETF | $25.0M | 12.57% | +$719.5K Bought | — 525.5K shares | |
ETF ETF | $12.6M | 6.33% | +$28.2K Bought | — 20.9K shares | |
ETF ETF | $10.2M | 5.15% | +$296.5K Bought | — 102.7K shares | |
ETF ETF | $9.9M | 4.97% | +$353.2K Bought | — 52.9K shares | |
ETF ETF | $9.0M | 4.55% | +$1.0M Bought | — 30.8K shares | |
Unknown Unknown | $5.0M | 2.53% | -$79.3K Sold | — 14.1K shares | |
Software - Infrastructure Technology | $4.9M | 2.47% | -$28.0K Sold | 0.00% 9.5K shares | |
Consumer Electronics Technology | $4.4M | 2.19% | +$14.5K Bought | 0.00% 17.1K shares | |
ETF ETF | $3.8M | 1.89% | -$726.7K Sold | — 57.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Alliance Wealth Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-24.18% | |
-23.09% | |
-20.68% |
Analytics
Portfolio insights and performance metrics for Alliance Wealth Advisors, LLC
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