Holdings
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
As of Jun 30, 2026, Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies reported 28 positions worth US$27.4M. Largest: Caterpillar, Inc., Apple Inc and Paccar Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Caterpillar, Inc. | 4,573 | US$4.87M | no change | Jun 30, 2026 |
| Apple Inc | 13,407 | US$3.88M | −775 | Jun 30, 2026 |
| Paccar Inc. | 17,364 | US$2.09M | no change | Jun 30, 2026 |
| Walmart Inc. | 18,113 | US$2.05M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 5,024 | US$1.8M | −20 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 4,198 | US$1.37M | no change | Jun 30, 2026 |
| Norfolk Southern Corporation | 3,968 | US$1.25M | no change | Jun 30, 2026 |
| Microsoft Corp. | 2,764 | US$1.03M | no change | Jun 30, 2026 |
| Texas Instruments Incorporated | 3,200 | US$954K | no change | Jun 30, 2026 |
| Interdigital, Inc. | 2,851 | US$807K | no change | Jun 30, 2026 |