Alpha Financial Partners, LLC Purchases in Q4 2024

Alpha Financial Partners, LLC

  • $127 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
62.1K
+ 1531.99%
$570.51 - $610.59 $35.4M - $37.9M
66.2K $38.9B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
168K
New
$96.64 - $101.23 $16.2M - $17M
168K $16.2B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
97.4K
+ 2054.73%
$61.68 - $67.87 $6M - $6.61M
102K $6.36B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
71.9K
New
$66.77 - $71.52 $4.8M - $5.14M
71.9K $4.96B
MUB
Ishares National Muni Bond ETF

ETFs
44.1K
+ 517.04%
$105.78 - $108.7 $4.67M - $4.8M
52.6K $5.61B
IXUS
Ishares Tr

ETFs
60K
New
$65.95 - $72.56 $3.96M - $4.35M
60K $3.97B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
32K
+ 1343.08%
$113.92 - $127.38 $3.65M - $4.08M
34.4K $3.97B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
57.6K
New
$56.06 - $61.35 $3.23M - $3.53M
57.6K $3.25B
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
52K
New
$48.96 - $52.85 $2.54M - $2.75M
52K $2.56B
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.37K
+ 113.9%
$481.22 - $538.17 $1.62M - $1.81M
6.32K $3.23B
PWR
Quanta Services, Inc.

Industrials
4.59K
New
$296.05 - $346.6 $1.36M - $1.59M
4.59K $1.45B
VGT
Vanguard Information Technolog

ETFs
1.95K
New
$571.78 - $647.97 $1.11M - $1.26M
1.95K $1.21B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
23.2K
New
$51.58 - $52.91 $1.2M - $1.23M
23.2K $1.2B
IAU
Ishares Gold Trust

ETFs
21.2K
New
$48.37 - $52.65 $1.03M - $1.12M
21.2K $1.05B
VTI
Vanguard Total Stock Market Et

ETFs
3.62K
New
$280.04 - $302.45 $1.01M - $1.09M
3.62K $1.05B
ICSH
Blackrock Ultra Short Term Bon

ETFs
17.9K
New
$50.35 - $50.69 $900K - $906K
17.9K $901M
COST
Costco Wholesale Corp

Consumer Defensive
969
New
$873.59 - $994.69 $847K - $964K
969 $888M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.09K
+ 106.32%
$567.81 - $607.81 $621K - $665K
2.12K $1.24B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.11K
+ 60.38%
$521.84 - $558.82 $577K - $617K
2.94K $1.58B
HDV
Ishares Core High Dividend ETF

ETFs
5.28K
New
$110.82 - $121.28 $586K - $641K
5.28K $593M
XOM
Exxon Mobil Corp

Energy
4.93K
New
$105.51 - $125.37 $520K - $617K
4.93K $530M
IWR
Ishares Russell Mid Cap ETF

ETFs
5.9K
New
$87.25 - $95.52 $514K - $563K
5.9K $521M
TJX
Tjx Companies Inc

Consumer Cyclical
4.15K
New
$112.15 - $127.2 $465K - $527K
4.15K $501M
ALL
Allstate Corp

Financial Services
2.51K
New
$181.25 - $208.2 $455K - $523K
2.51K $484M
MSFT
Microsoft Corp

Technology
1.17K
+ 98.07%
$406.35 - $454.46 $475K - $532K
2.36K $996M
IWY
Ishares Tr Russell 200 Growth

ETFs
2.02K
New
$216.72 - $244.71 $438K - $494K
2.02K $475M
GOOG
Alphabet Inc.

Communication Services
2.17K
+ 160.37%
$163.08 - $198.16 $353K - $429K
3.52K $669M
TSLA
Tesla, Inc.

Consumer Cyclical
1.02K
New
$213.65 - $479.86 $219K - $491K
1.02K $413M
PCT
Pure Cycle Technologies, Inc.

Industrials
39.4K
New
$8.81 - $14.3 $347K - $563K
39.4K $404M
PAVE
Global X Fds Us Infrastructure

ETFs
9.68K
New
$40.41 - $45.95 $391K - $445K
9.68K $391M
UNP
Union Pacific Corp

Industrials
1.68K
New
$223.15 - $249.32 $374K - $418K
1.68K $383M
BAC
Bank Of America Corp

Financial Services
8.65K
New
$39.22 - $47.77 $339K - $413K
8.65K $380M
HD
Home Depot, Inc.

Consumer Cyclical
987
+ 174.38%
$385.02 - $431.37 $380K - $426K
1.55K $604M
VUG
Vanguard Growth ETF

ETFs
896
New
$378.79 - $428.11 $339K - $384K
896 $368M
First Tr Exchng Traded Fd Vi
9.71K
New
N/A
9.71K $340M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.76K
New
$88.59 - $94.57 $333K - $356K
3.76K $334M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
6.86K
New
$47.77 - $51.75 $328K - $355K
6.86K $331M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
5.45K
New
$60.51 - $65.57 $330K - $357K
5.45K $331M
ORCL
Oracle Corp

Technology
1.96K
New
$165.41 - $192.43 $323K - $376K
1.96K $326M
ETN
Eaton Corp PLC

Industrials
954
New
$326.96 - $377.52 $312K - $360K
954 $317M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
681
+ 82.35%
$442.29 - $483.08 $301K - $329K
1.51K $684M
WMT
Walmart Inc.

Consumer Defensive
3.27K
New
$79.1 - $95.7 $258K - $312K
3.27K $295M
META
Meta Platforms, Inc.

Communication Services
499
New
$554.08 - $632.68 $276K - $316K
499 $292M
NFLX
Netflix Inc

Communication Services
324
New
$687.65 - $936.56 $223K - $303K
324 $289M
CTAS
Cintas Corp

Industrials
1.56K
New
$182.7 - $226.47 $284K - $352K
1.56K $284M
LOW
Lowes Companies Inc

Consumer Cyclical
1.13K
New
$244.52 - $284.07 $276K - $321K
1.13K $279M
ABBV
Abb Vie Inc.

Healthcare
1.53K
New
$164.99 - $203.87 $252K - $312K
1.53K $272M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
228
New
$1146.59 - $1270.6 $261K - $290K
228 $270M
BX
Blackstone Inc.

Financial Services
1.53K
New
$148.45 - $199.05 $226K - $304K
1.53K $263M
Activity Summary
Buys All Purchases 76 New Holdings 60 Increased Positions 16 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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