Alpha Financial Partners, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $127 Billion distributed in 83 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $38.9B, Ishares Core U.S. Aggregate Bo with a value of $16.2B, Ishares Core S&P Mid Cap ETF with a value of $6.36B, Ishares National Muni Bond ETF with a value of $5.61B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $4.96B.
Examining the 13F form we can see an decrease of $13.7B in the current position value, from $140B to 127B.
Alpha Financial Partners, LLC is based out at Lexington, KY
Below you can find more details about Alpha Financial Partners, LLC portfolio as well as his latest detailed transactions.
