Alliance Wealth Advisors, LLC /UT

Position in AXP — American Express Co

CIK 1893261 Centerville, UT

Position in AXP

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$345,015

+$58,869 QoQ

Shares Held

1,020

+7.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#2,270

of 2,990 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Alliance Wealth Advisors, LLC /UT holds $6,583,303 across 5 Credit Services names. AXP ranks #5 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	6,706	$2,300,761
2	SOFI	SoFi Technologies, Inc.	122,358	$2,193,878
3	MA	Mastercard Inc	2,347	$1,205,419
4	AFRM	Affirm Holdings, Inc.	6,600	$538,230
5	AXP	American Express Co This page	1,020	$345,015

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$345,015	1,020	+7.8%	Shares	Other	2026-07-23
2026-03-31	$286,146	946	-16.7%	Shares	Sole	2026-05-12
2025-12-31	$420,263	1,136	-17.7%	Shares	Sole	2026-02-02
2025-09-30	$458,712	1,381	+9.5%	Shares	Sole	2025-11-10
2025-06-30	$402,233	1,261	+10.1%	Shares	Sole	2025-08-14
2025-03-31	$308,062	1,145	-3.2%	Shares	Sole	2025-05-13
2024-12-31	$351,102	1,183	-0.3%	Shares	Sole	2025-01-24
2024-09-30	$321,643	1,186	+1.1%	Shares	Sole	2024-11-08
2024-06-30	$271,608	1,173	+2.5%	Shares	Sole	2024-08-02
2024-03-31	$260,477	1,144	+5.0%	Shares	Sole	2024-05-13
2023-12-31	$204,200	1,090	—	Shares	Sole	2024-02-05
No filing history on record for this holder in this stock.