Alpha Financial Advisors, LLC Purchases in Q1 2025

Alpha Financial Advisors, LLC

  • $225 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
834K
+ 2561.63%
$34.58 - $38.65 $28.8M - $32.2M
867K $30.5B
DFAU
Dimensional ETF Tr

ETFs
189K
+ 31.7%
$37.84 - $42.29 $7.15M - $7.99M
785K $30.2B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
20.3K
+ 6.49%
$40.79 - $42.32 $830K - $861K
334K $14B
CGCP
Capital Group Core Plus Income

ETFs
48K
+ 284.05%
$21.94 - $22.64 $1.05M - $1.09M
64.9K $1.46B
Dimensional ETF Trust
15.7K
+ 2.93%
N/A
550K $28.8B
CGGR
Capital Group Growth ETF Shs C

ETFs
67.2K
+ 12.23%
$33.98 - $39.84 $2.28M - $2.68M
617K $21.1B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.26K
+ 104.75%
$95.85 - $99.25 $600K - $621K
12.2K $1.21B
IVV
Ishares Core S&P 500 ETF

ETFs
627
+ 111.96%
$554.06 - $615.85 $347K - $386K
1.19K $667M
USXF
Ishares Esg Advanced Msci Usa

Technology
5.8K
New
$46.38 - $52.65 $269K - $305K
5.8K $271M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.93K
New
$89.18 - $104.04 $262K - $305K
2.93K $269M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
431
New
$442.66 - $534.52 $191K - $230K
431 $230M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
3.65K
+ 3.87%
$48.31 - $49.23 $176K - $180K
98.1K $4.82B
Dimensional ETF Trust
2.12K
+ 30.81%
N/A
9.01K $482M
BAC
Bank Of America Corp

Financial Services
2K
+ 37.32%
$39.61 - $47.74 $79.1K - $95.3K
7.34K $306M
Linde PLC
2
+ 0.32%
N/A
628 $292M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
252
+ 4.87%
$67.41 - $69.37 $17K - $17.5K
5.42K $373M
Dimensional ETF Trust
398
+ 7.47%
N/A
5.73K $351M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
95
+ 0.9%
$27.01 - $28.54 $2.57K - $2.71K
10.7K $299M
PG
Procter & Gamble CO

Consumer Defensive
6
+ 0.38%
$158.56 - $176.26 $951 - $1.06K
1.6K $273M
SPY
Spdr S&P 500 ETF Trust

ETFs
8
+ 0.81%
$551.42 - $612.93 $4.41K - $4.9K
990 $554M
MSFT
Microsoft Corp

Technology
23
+ 2.63%
$375.39 - $447.2 $8.63K - $10.3K
896 $336M
AMZN
Amazon Com Inc

Consumer Cyclical
8
+ 0.68%
$190.26 - $242.06 $1.52K - $1.94K
1.18K $225M
GOOG
Alphabet Inc.

Communication Services
31
+ 1.69%
$156.06 - $207.71 $4.84K - $6.44K
1.87K $292M
AAPL
Apple Inc.

Technology
56
+ 2.12%
$209.68 - $247.1 $11.7K - $13.8K
2.69K $598M
GOOGL
Alphabet Inc.

Communication Services
44
+ 1.89%
$154.33 - $206.19 $6.79K - $9.07K
2.38K $368M
DFUS
Dimensional ETF Tr U S Equity

ETFs
247
+ 0.14%
$59.61 - $66.71 $14.7K - $16.5K
182K $11B
Activity Summary
Buys All Purchases 27 New Holdings 4 Increased Positions 23 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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