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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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