Alpha Financial Partners, LLC Sells in Q1 2025

Alpha Financial Partners, LLC

  • $125 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-34.2K
- 59.36%
$53.6 - $58.97 $1.83M - $2.02M
23.4K $1.28B
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
-19.7K
- 37.87%
$46.71 - $52.3 $919K - $1.03M
32.3K $1.55B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.28K
- 43.48%
$507.05 - $563.67 $647K - $719K
1.66K $852M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-937
- 2.72%
$102.49 - $119.96 $96K - $112K
33.5K $3.5B
VGT
Vanguard Information Technolog

ETFs
-477
- 24.52%
$542.38 - $646.34 $259K - $308K
1.47K $796M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-5.96K
- 3.56%
$95.85 - $99.25 $571K - $591K
162K $16B
ICSH
Blackrock Ultra Short Term Bon

ETFs
-4.38K
- 24.5%
$50.44 - $50.7 $221K - $222K
13.5K $684M
GOOG
Alphabet Inc.

Communication Services
-88
- 2.5%
$156.06 - $207.71 $13.7K - $18.3K
3.43K $535M
COST
Costco Wholesale Corp

Consumer Defensive
-160
- 16.51%
$890.62 - $1076.86 $142K - $172K
809 $765M
ALL
Allstate Corp

Financial Services
-680
- 27.08%
$180.99 - $210.18 $123K - $143K
1.83K $379M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-735
- 4.15%
$100.34 - $100.68 $73.7K - $74K
17K $1.71B
VTI
Vanguard Total Stock Market Et

ETFs
-3
- 0.08%
$271.18 - $303.12 $814 - $909
3.61K $993M
BX
Blackstone Inc.

Financial Services
-11
- 0.72%
$136.53 - $186.74 $1.5K - $2.05K
1.51K $212M
UNP
Union Pacific Corp

Industrials
-274
- 16.33%
$225.21 - $254.42 $61.7K - $69.7K
1.4K $332M
CVX
Chevron Corp

Energy
-474
- 28.18%
$146.71 - $167.97 $69.5K - $79.6K
1.21K $202M
IWR
Ishares Russell Mid Cap ETF

ETFs
-27
- 0.46%
$82.81 - $92.93 $2.24K - $2.51K
5.87K $499M
PLD
Prologis, Inc.

Real Estate
-274
- 11.84%
$103.59 - $124.04 $28.4K - $34K
2.04K $228M
NEE
Nextera Energy Inc

Utilities
-160
- 5.03%
$66.96 - $76.16 $10.7K - $12.2K
3.02K $214M
TJX
Tjx Companies Inc

Consumer Cyclical
-129
- 3.11%
$112.81 - $126.16 $14.6K - $16.3K
4.02K $489M
MCD
Mcdonalds Corp

Consumer Cyclical
-90
- 10.45%
$279.74 - $321.29 $25.2K - $28.9K
771 $241M
QCOM
Qualcomm Inc

Technology
-53
- 3.42%
$151.94 - $175.86 $8.05K - $9.32K
1.5K $230M
NFLX
Netflix Inc

Communication Services
-19
- 5.86%
$828.4 - $1058.6 $15.7K - $20.1K
305 $284M
KO
Coca Cola CO

Consumer Defensive
-423
- 12.24%
$60.81 - $72.32 $25.7K - $30.6K
3.03K $217M
IWD
Ishares Russell 1000 Val ETF

ETFs
-5
- 0.41%
$182.82 - $196.21 $914 - $981
1.21K $228M
AMGN
Amgen Inc

Healthcare
-119
- 14.95%
$258.59 - $327.36 $30.8K - $39K
677 $211M
JPM
Jpmorgan Chase & CO

Financial Services
-47
- 1.64%
$225.19 - $279.95 $10.6K - $13.2K
2.82K $691M
XOM
Exxon Mobil Corp

Energy
-277
- 5.62%
$105.44 - $118.93 $29.2K - $32.9K
4.65K $553M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-40
- 2.65%
$442.66 - $534.52 $17.7K - $21.4K
1.47K $782M
IAU
Ishares Gold Trust

ETFs
-508
- 2.39%
$49.74 - $58.96 $25.3K - $30K
20.7K $1.22B
IXUS
Ishares Tr

ETFs
-297
- 0.5%
$65.06 - $72.31 $19.3K - $21.5K
59.7K $4.17B
Activity Summary
Buys All Purchases 47 New Holdings 7 Increased Positions 40 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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