Alpha Financial Advisors, LLC Portfolio Holdings by Sector
Alpha Financial Advisors, LLC
- $225 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
TSPA DFAU DFIC CGGR FIXD DFSV DFCF DFUS 32 stocks |
$190 Million
98.53% of portfolio
|
  13  
|
  13  
|
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$659,912
0.34% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$598,404
0.31% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$336,349
0.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
BAC 1 stocks |
$306,465
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$272,502
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$229,542
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$225,268
0.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$204,405
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|