Alpha Financial Advisors, LLC Portfolio Holdings by Sector
Alpha Financial Advisors, LLC
- $226 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFIC DFAU DFSV XT OMFL FIXD DFUS VGLT 33 stocks |
$192 Million
98.39% of portfolio
|
  15  
|
  10  
|
  3  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$701,055
0.36% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$658,676
0.34% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$374,791
0.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$276,081
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$245,916
0.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$224,341
0.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$222,763
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
LOW 1 stocks |
$215,200
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
BAC 1 stocks |
$213,240
0.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|