Position in ELV
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$592,470
+$112,946 QoQ
Shares Held
1,532
-6.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#913
of 1,597 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Alliance Wealth Advisors, LLC holds $1,006,787 across 2 Healthcare Plans names. ELV ranks #1 (58.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
This page
|
1,532 | $592,470 | |
| 2 | CVS |
CVS HEALTH Corp
|
4,005 | $414,317 |
All Filings in ELV
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $592,470 | 1,532 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $479,524 | 1,638 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $313,391 | 894 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $280,468 | 868 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $306,889 | 789 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $334,484 | 769 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $333,116 | 903 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $363,480 | 699 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $372,257 | 687 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $378,015 | 729 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $351,312 | 745 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $315,244 | 724 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $286,567 | 645 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $239,561 | 521 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $286,237 | 558 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $253,920 | 559 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $281,826 | 584 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $284,907 | 580 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $325,405 | 702 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $258,350 | 693 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $260,387 | 682 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $239,419 | 667 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $216,093 | 673 | Shares | Sole | 2021-03-09 | |
| No filing history on record for this holder in this stock. | ||||||