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.

Portfolio value $127 Billion
ETFs: $105 Billion
Technology: $4.05 Billion
Industrials: $3.28 Billion
Consumer Cyclical: $3.2 Billion
Financial Services: $2.93 Billion
Consumer Defensive: $1.61 Billion
Communication Services: $1.45 Billion
Healthcare: $1.25 Billion
Other: $1.25 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $127 Billion
  • Prior Value $140 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 60 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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