Alpha Financial Partners, LLC Purchases and Sells in Q2 2025

Alpha Financial Partners, LLC

$139 Billion
Q2 2025

Top Buys

Incresed Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	1.65K + 99.28%	$456.74 - $568.03 $752K - $936K	3.31K $1.88B
SPLG	4.7K + 6.54%	$58.41 - $72.69 $275K - $342K	76.6K $5.57B
RSP	4.29K + 60.56%	$152.93 - $181.74 $656K - $779K	11.4K $2.07B
MSFT	539 + 22.74%	$354.56 - $497.45 $191K - $268K	2.91K $1.45B
VGT	522 + 35.56%	$470.37 - $663.28 $246K - $346K	1.99K $1.32B
IXUS	909 + 1.52%	$62.37 - $77.63 $56.7K - $70.6K	60.6K $4.68B

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NEOS ETF TRUST	24.1K New	N/A	24.1K $1.25B
SLQD	22.7K New	$49.79 - $50.59 $1.13M - $1.15M	22.7K $1.15B
IGSB	21.7K New	$51.68 - $52.76 $1.12M - $1.14M	21.7K $1.14B
NEA	53.7K New	$10.29 - $11.24 $552K - $603K	53.7K $586M
LISTED FDS TR	9.68K New	N/A	9.68K $537M
SPYI	10.1K New	N/A	10.1K $508M

Top Sells

Reduced Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COWZ	-19.3K - 82.41%	$47.46 - $55.3 $915K - $1.07M	4.12K $227M
ICSH	-8.58K - 63.59%	$50.48 - $50.71 $433K - $435K	4.91K $249M
VTI	-1.53K - 42.46%	$243.75 - $303.93 $374K - $466K	2.08K $632M
IAU	-6.61K - 31.9%	$56.1 - $64.74 $371K - $428K	14.1K $880M
MUB	-2.29K - 3.97%	$102.31 - $105.8 $234K - $242K	55.2K $5.77B
MUNI	-3.13K - 11.06%	$50.34 - $51.86 $158K - $162K	25.2K $1.29B

Activity Summary All Purchases 48 New Holdings 15 Increased Positions 33 All Sells 35 Reductions 35 Sold out 0 Calls 0 Puts 0

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