Alpha Financial Partners, LLC New Holdings in Q3 2024

Alpha Financial Partners, LLC

  • $140 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IFRA
Ishares Tr

ETFs
7.64K
New
$41.55 - $46.97 $317K - $359K
7.64K $359M
FDIS
Fidelity Covington Tr Msci Con

ETFs
4.03K
New
$75.81 - $88.73 $306K - $358K
4.03K $357M
CORP
Pimco Investment Grade Corp Bd

ETFs
3.57K
New
$94.36 - $100.01 $336K - $357K
3.57K $355M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
17.9K
New
$18.55 - $19.57 $332K - $350K
17.9K $344M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.04K
New
$92.63 - $105.69 $282K - $322K
3.04K $317M
IXC
Ishares Tr Global Energy ETF

ETFs
7.73K
New
$38.94 - $42.35 $301K - $327K
7.73K $313M
TECB
Ishares Tr Us Tech Breakthroug

ETFs
5.96K
New
$45.31 - $51.64 $270K - $308K
5.96K $305M
AXP
American Express CO

Financial Services
1.11K
New
$225.92 - $271.17 $250K - $300K
1.11K $300M
Blackrock ETF Trust Ii
5.94K
New
N/A
5.94K $300M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
4.11K
New
$64.0 - $72.54 $263K - $298K
4.11K $297M
JPIE
J P Morgan Exchange Traded Fd
6.03K
New
$45.17 - $46.39 $273K - $280K
6.03K $280M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
5.3K
New
$46.96 - $52.8 $249K - $280K
5.3K $277M
GNR
Spdr S&P Global Natural Resour

ETFs
4.72K
New
$53.02 - $57.84 $250K - $273K
4.72K $272M
FNDA
Schwab Fundamental U S Small C

ETFs
4.49K
New
$54.26 - $60.01 $244K - $270K
4.49K $268M
V
Visa Inc.

Financial Services
973
New
$253.74 - $291.56 $247K - $284K
973 $267M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
757
New
$305.34 - $350.41 $231K - $265K
757 $261M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
13.6K
New
$18.19 - $18.81 $248K - $257K
13.6K $257M
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
18.6K
New
$12.58 - $14.06 $234K - $261K
18.6K $252M
XLF
Financial Sector Spdr

ETFs
5.56K
New
$40.84 - $45.74 $227K - $254K
5.56K $252M
XLE
Energy Sector Spdr

ETFs
2.82K
New
$84.35 - $93.39 $238K - $263K
2.82K $247M
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.89K
New
$77.24 - $83.67 $223K - $241K
2.89K $241M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.74K
New
$116.79 - $133.54 $204K - $233K
1.74K $230M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.78K
New
$44.9 - $47.55 $215K - $227K
4.78K $226M
VZ
Verizon Communications Inc

Communication Services
4.98K
New
$38.89 - $45.0 $194K - $224K
4.98K $224M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
8.16K
New
$26.01 - $27.41 $212K - $224K
8.16K $223M
HYLB
Xtrackers Usd High Yield Corp

ETFs
6.04K
New
$35.26 - $36.92 $213K - $223K
6.04K $223M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5.92K
New
$36.06 - $37.66 $213K - $223K
5.92K $223M
HYG
Ishares Tr

ETFs
2.77K
New
$76.72 - $80.36 $213K - $223K
2.77K $223M
EMB
Ishares Tr

ETFs
2.37K
New
$87.75 - $93.74 $208K - $222K
2.37K $222M
HEFA
Ishares Currency Hedged Msci E

ETFs
6.21K
New
$32.34 - $35.85 $201K - $223K
6.21K $220M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.4K
New
$128.47 - $280.94 $179K - $392K
1.4K $216M
JNJ
Johnson & Johnson

Healthcare
1.29K
New
$145.48 - $167.38 $187K - $215K
1.29K $209M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
7.79K
New
$24.86 - $26.33 $194K - $205K
7.79K $204M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
4.73K
New
$40.83 - $43.12 $193K - $204K
4.73K $203M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
10.5K
New
$8.98 - $10.08 $94.1K - $106K
10.5K $101M
Activity Summary
Buys All Purchases 94 New Holdings 86 Increased Positions 8 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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