Alpha Financial Partners, LLC Purchases and Sells in Q1 2025

Alpha Financial Partners, LLC

$125 Billion
Q1 2025

Top Buys

Incresed Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	4.3K + 6.51%	$554.06 - $615.85 $2.38M - $2.65M	70.5K $39.6B
MUB	4.87K + 9.26%	$104.71 - $107.69 $510K - $525K	57.5K $6.06B
FIRST TR EXCHNG TRADED FD VI	11K + 113.46%	N/A	20.7K $711M
MUNI	5.06K + 21.78%	$51.26 - $52.53 $259K - $266K	28.3K $1.46B
AMZN	1.75K + 60.48%	$190.26 - $242.06 $333K - $424K	4.65K $885M
JEPI	3.55K + 29.44%	$56.17 - $59.71 $199K - $212K	15.6K $892M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IFRA	30.4K New	$44.8 - $49.25 $1.36M - $1.5M	30.4K $1.37B
ISHARES BITCOIN TRUST ETF	9.34K New	N/A	9.34K $437M
CGXU	11.4K New	$24.48 - $26.59 $279K - $303K	11.4K $279M
JPST	5.04K New	$50.39 - $50.66 $254K - $255K	5.04K $255M
AVGO	1.49K New	$167.43 - $244.7 $250K - $366K	1.49K $250M
ABT	1.61K New	$111.1 - $140.22 $179K - $226K	1.61K $214M

Top Sells

Reduced Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COWZ	-34.2K - 59.36%	$53.6 - $58.97 $1.83M - $2.02M	23.4K $1.28B
PALC	-19.7K - 37.87%	$46.71 - $52.3 $919K - $1.03M	32.3K $1.55B
VOO	-1.28K - 43.48%	$507.05 - $563.67 $647K - $719K	1.66K $852M
IJR	-937 - 2.72%	$102.49 - $119.96 $96K - $112K	33.5K $3.5B
VGT	-477 - 24.52%	$542.38 - $646.34 $259K - $308K	1.47K $796M
AGG	-5.96K - 3.56%	$95.85 - $99.25 $571K - $591K	162K $16B

Activity Summary All Purchases 47 New Holdings 7 Increased Positions 40 All Sells 31 Reductions 31 Sold out 0 Calls 0 Puts 0

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