Alpha Financial Advisors, LLC Portfolio Holdings

Alpha Financial Advisors, LLC

  • $226 Billion
  • Q3 2024

Alpha Financial Advisors, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $226 Billion distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $28.6B, Dimensional ETF Trust with a value of $28.2B, Dimensional ETF Tr with a value of $23.2B, Dimensional ETF Tr Dimensional with a value of $22.7B, and Ishares Tr Exponential Technol with a value of $22.6B.

Examining the 13F form we can see an increase of $18.3B in the current position value, from $208B to 226B.

Alpha Financial Advisors, LLC is based out at Charlotte, NC

Below you can find more details about Alpha Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $226 Billion
ETFs: $192 Billion
Technology: $1.28 Billion
Communication Services: $701 Million
Consumer Cyclical: $440 Million
Consumer Defensive: $276 Million
Healthcare: $223 Million
Financial Services: $213 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.74T
$659 Million 0.29% of portfolio
2,827
Q3 2024 Added 11.52%
$3.12T
$375 Million 0.17% of portfolio
871
Q3 2024 Added 0.81%
$984B
$394 Million 0.17% of portfolio
2,373
Q3 2024 Added 2.11%
$1.03T
$307 Million 0.14% of portfolio
1,839
Q3 2024 Reduced 1.24%
$420B
$276 Million 0.12% of portfolio
1,594
Q3 2024 Added 8.07%
$339B
$246 Million 0.11% of portfolio
2,025
Q3 2024 Added 1.71%
$171B
$215 Million 0.1% of portfolio
795
Q3 2024 New
$2.05T
$224 Million 0.1% of portfolio
1,204
Q3 2024 Added 3.61%
$567B
$223 Million 0.1% of portfolio
381
Q3 2024 New
$381B
$213 Million 0.09% of portfolio
5,374
Q3 2024 Added 0.19%

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $226 Billion
  • Prior Value $208 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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