Alpha Financial Partners, LLC Purchases and Sells in Q1 2024

Alpha Financial Partners, LLC

$110 Billion
Q1 2024

Top Buys

Incresed Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	2.34K + 3.65%	$469.56 - $525.73 $1.1M - $1.23M	66.6K $35B
SPLG	34.8K + 94.67%	$54.97 - $61.53 $1.92M - $2.14M	71.6K $4.41B
IJH	79.7K + 414.34%	$56.98 - $284.98 $4.54M - $22.7M	98.9K $6.01B
AGG	6.65K + 5.5%	$96.75 - $99.37 $643K - $661K	128K $12.5B
IXUS	1.91K + 3.86%	$62.39 - $67.92 $119K - $130K	51.4K $3.48B
PWR	2 + 0.04%	$193.28 - $259.8 $387 - $520	4.59K $1.19B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RSP	2.14K New	$153.84 - $169.37 $329K - $362K	2.14K $362M
WMT	4.17K New	$58.61 - $175.86 $244K - $732K	4.17K $251M
PCAR	1.87K New	$93.59 - $124.46 $175K - $233K	1.87K $232M
ORCL	1.84K New	$102.46 - $129.24 $189K - $238K	1.84K $231M
FDX	767 New	$236.39 - $289.74 $181K - $222K	767 $222M
KR	3.72K New	$44.62 - $57.13 $166K - $212K	3.72K $212M

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NEE	-2.55K - 36.61%	$54.97 - $63.91 $140K - $163K	4.42K $283M
HDV	-2.11K - 18.49%	$101.8 - $110.21 $215K - $233K	9.31K $1.03B
MCD	-240 - 20.58%	$278.58 - $300.53 $66.9K - $72.1K	926 $261M
ACN	-223 - 27.53%	$333.82 - $386.91 $74.4K - $86.3K	587 $203M
JEPI	-3.14K - 7.16%	$54.75 - $57.86 $172K - $182K	40.7K $2.35B
PEP	-324 - 21.04%	$162.04 - $175.01 $52.5K - $56.7K	1.22K $213M

Activity Summary All Purchases 41 New Holdings 7 Increased Positions 34 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

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