Position in WSO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,256,440
-$193,626 QoQ
Shares Held
3,015
-24.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#327
of 780 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Alliance Wealth Advisors, LLC /UT holds $1,256,440 across 1 Industrial Distribution name. WSO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
This page
|
3,015 | $1,256,440 |
All Filings in WSO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,256,440 | 3,015 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $1,450,066 | 3,986 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,055,731 | 6,101 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,714,708 | 9,188 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,114,573 | 9,317 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,611,805 | 9,073 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,244,158 | 8,956 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,302,474 | 8,747 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,867,127 | 8,348 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,504,140 | 8,112 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,250,373 | 7,586 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,883,892 | 7,635 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,797,700 | 7,334 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,270,707 | 7,137 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,771,488 | 7,103 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||