Alpha Financial Partners, LLC Portfolio Holdings
Alpha Financial Partners, LLC
- $116 Billion
- Q2 2024
Alpha Financial Partners, LLC has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $116 Billion distributed in 73 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 $35.3B, Ishares Core U.S. Aggregate Bo with a value of $13.6B, Ishares Core S&P Mid Cap ETF with a value of $6.01B, Ishares National Muni Bond ETF with a value of $5.02B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $4.6B.
Examining the 13F form we can see an increase of $5.63B in the current position value, from $110B to 116B.
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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