Alpha Financial Partners, LLC Reduced Holdings in Q2 2025

Alpha Financial Partners, LLC

  • $139 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-19.3K
- 82.41%
$47.46 - $55.3 $915K - $1.07M
4.12K $227M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-8.58K
- 63.59%
$50.48 - $50.71 $433K - $435K
4.91K $249M
VTI
Vanguard Total Stock Market Et

ETFs
-1.53K
- 42.46%
$243.75 - $303.93 $374K - $466K
2.08K $632M
IAU
Ishares Gold Trust

ETFs
-6.61K
- 31.9%
$56.1 - $64.74 $371K - $428K
14.1K $880M
MUB
Ishares National Muni Bond ETF

ETFs
-2.29K
- 3.97%
$102.31 - $105.8 $234K - $242K
55.2K $5.77B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-3.13K
- 11.06%
$50.34 - $51.86 $158K - $162K
25.2K $1.29B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.24K
- 18.48%
$416.06 - $551.64 $516K - $684K
5.47K $3.02B
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
-2.78K
- 8.63%
$43.45 - $49.4 $121K - $138K
29.5K $1.46B
VUG
Vanguard Growth ETF

ETFs
-341
- 38.06%
$329.49 - $438.4 $112K - $149K
555 $243M
AMZN
Amazon Com Inc

Consumer Cyclical
-926
- 19.92%
$167.32 - $223.3 $155K - $207K
3.72K $817M
XLK
Technology Sector Spdr

ETFs
-475
- 33.57%
$179.73 - $253.23 $85.4K - $120K
940 $238M
ABBV
Abb Vie Inc.

Healthcare
-37
- 2.23%
$170.16 - $206.27 $6.3K - $7.63K
1.62K $301M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-462
- 2.72%
$100.35 - $100.71 $46.4K - $46.5K
16.5K $1.66B
SLV
I Shares Silver Trust

ETFs
-1.75K
- 18.19%
$27.08 - $33.74 $47.4K - $59K
7.87K $258M
ALL
Allstate Corp

Financial Services
-109
- 5.95%
$180.53 - $212.64 $19.7K - $23.2K
1.72K $347M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-21
- 1.95%
$212.1 - $244.27 $4.45K - $5.13K
1.06K $231M
MCD
Mcdonalds Corp

Consumer Cyclical
-56
- 7.26%
$285.55 - $321.23 $16K - $18K
715 $209M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-404
- 16.35%
$86.58 - $104.98 $35K - $42.4K
2.07K $217M
QCOM
Qualcomm Inc

Technology
-201
- 13.44%
$124.66 - $159.48 $25.1K - $32.1K
1.3K $206M
UNP
Union Pacific Corp

Industrials
-62
- 4.42%
$208.27 - $238.46 $12.9K - $14.8K
1.34K $309M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-652
- 17.6%
$55.54 - $69.09 $36.2K - $45K
3.05K $211M
KO
Coca Cola CO

Consumer Defensive
-202
- 6.66%
$68.37 - $73.9 $13.8K - $14.9K
2.83K $200M
NEE
Nextera Energy Inc

Utilities
-93
- 3.08%
$64.11 - $75.0 $5.96K - $6.98K
2.93K $203M
IWD
Ishares Russell 1000 Val ETF

ETFs
-31
- 2.56%
$166.82 - $194.23 $5.17K - $6.02K
1.18K $229M
TJX
Tjx Companies Inc

Consumer Cyclical
-41
- 1.02%
$119.13 - $135.03 $4.88K - $5.54K
3.98K $491M
COST
Costco Wholesale Corp

Consumer Defensive
-11
- 1.36%
$908.13 - $1056.85 $9.99K - $11.6K
798 $790M
IWR
Ishares Russell Mid Cap ETF

ETFs
-168
- 2.86%
$74.88 - $91.97 $12.6K - $15.5K
5.7K $524M
BAC
Bank Of America Corp

Financial Services
-447
- 4.88%
$34.39 - $47.46 $15.4K - $21.2K
8.72K $413M
NFLX
Netflix Inc

Communication Services
-26
- 8.52%
$855.86 - $1339.13 $22.3K - $34.8K
279 $374M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-550
- 1.64%
$90.56 - $109.49 $49.8K - $60.2K
32.9K $3.6B
JPM
Jpmorgan Chase & CO

Financial Services
-46
- 1.63%
$210.28 - $289.91 $9.67K - $13.3K
2.77K $803M
PCT
Pure Cycle Technologies, Inc.

Industrials
-8.87K
- 17.61%
$5.57 - $14.12 $49.4K - $125K
41.5K $568M
PWR
Quanta Services, Inc.

Industrials
-135
- 2.94%
$239.47 - $381.26 $32.3K - $51.5K
4.46K $1.69B
IVV
Ishares Core S&P 500 ETF

ETFs
-332
- 0.47%
$498.8 - $620.9 $166K - $206K
70.1K $43.5B
Activity Summary
Buys All Purchases 48 New Holdings 15 Increased Positions 33 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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