Alpha Financial Partners, LLC Purchases in Q2 2025

Alpha Financial Partners, LLC

  • $139 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Neos ETF Trust
24.1K
New
N/A
24.1K $1.25B
SLQD
Ishares 0 5 Year Investment Gr

ETFs
22.7K
New
$49.79 - $50.59 $1.13M - $1.15M
22.7K $1.15B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
21.7K
New
$51.68 - $52.76 $1.12M - $1.14M
21.7K $1.14B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.65K
+ 99.28%
$456.74 - $568.03 $752K - $936K
3.31K $1.88B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.7K
+ 6.54%
$58.41 - $72.69 $275K - $342K
76.6K $5.57B
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.29K
+ 60.56%
$152.93 - $181.74 $656K - $779K
11.4K $2.07B
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
53.7K
New
$10.29 - $11.24 $552K - $603K
53.7K $586M
MSFT
Microsoft Corp

Technology
539
+ 22.74%
$354.56 - $497.45 $191K - $268K
2.91K $1.45B
Listed Fds Tr
9.68K
New
N/A
9.68K $537M
VGT
Vanguard Information Technolog

ETFs
522
+ 35.56%
$470.37 - $663.28 $246K - $346K
1.99K $1.32B
SPYI
Shp ETF Tr Neos S&P 500 High I
10.1K
New
N/A
10.1K $508M
GLDM
World Gold Trust

ETFs
7.04K
New
$58.96 - $67.97 $415K - $479K
7.04K $461M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
896
+ 0.83%
$51.16 - $62.02 $45.8K - $55.6K
108K $6.71B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
7.58K
New
$50.1 - $51.02 $380K - $387K
7.58K $387M
USRT
Ishares Core U.S. Reit ETF

ETFs
6.69K
New
$50.37 - $57.97 $337K - $388K
6.69K $378M
NVDA
Nvidia Corp

Technology
734
+ 14.33%
$94.31 - $157.99 $69.2K - $116K
5.86K $925M
IFRA
Ishares Tr

ETFs
3.06K
+ 10.08%
$40.97 - $49.19 $125K - $151K
33.4K $1.64B
AVGO
Broadcom Inc.

Technology
408
+ 27.31%
$146.29 - $275.65 $59.7K - $112K
1.9K $524M
GOOGL
Alphabet Inc.

Communication Services
1.55K
New
$144.7 - $178.6 $224K - $276K
1.55K $272M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.66K
+ 29.87%
$51.14 - $57.0 $238K - $266K
20.3K $1.15B
Ge Vernova Inc
435
New
N/A
435 $230M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
706
New
$177.93 - $313.14 $126K - $221K
706 $221M
Ssga Active Tr
8.24K
New
N/A
8.24K $215M
META
Meta Platforms, Inc.

Communication Services
174
+ 34.32%
$484.66 - $738.09 $84.3K - $128K
681 $503M
Labcorp Holdings Inc
765
New
N/A
765 $201M
TXN
Texas Instruments Inc

Technology
967
New
N/A
967 $201M
ORCL
Oracle Corp

Technology
148
+ 7.34%
$122.82 - $218.63 $18.2K - $32.4K
2.16K $473M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.42K
+ 0.88%
$96.84 - $99.46 $137K - $141K
163K $16.2B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.52K
+ 11.18%
$43.53 - $54.46 $66K - $82.6K
15.1K $821M
Ishares Bitcoin Trust ETF
337
+ 3.61%
N/A
9.68K $592M
TSLA
Tesla, Inc.

Consumer Cyclical
195
+ 14.44%
$221.86 - $362.89 $43.3K - $70.8K
1.55K $491M
QUAL
Ishares Msci Usa Quality Facto

ETFs
343
+ 5.98%
$152.42 - $182.82 $52.3K - $62.7K
6.08K $1.11B
GOOG
Alphabet Inc.

Communication Services
262
+ 7.65%
$146.58 - $180.01 $38.4K - $47.2K
3.69K $654M
ETN
Eaton Corp PLC

Industrials
51
+ 5.34%
$246.52 - $356.99 $12.6K - $18.2K
1.01K $359M
GE
General Electric CO

Industrials
108
+ 10.18%
$166.81 - $257.39 $18K - $27.8K
1.17K $301M
WMT
Walmart Inc.

Consumer Defensive
363
+ 11.06%
$81.79 - $99.98 $29.7K - $36.3K
3.64K $356M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
195
+ 2.99%
$49.48 - $61.22 $9.65K - $11.9K
6.72K $409M
CTAS
Cintas Corp

Industrials
45
+ 2.89%
$190.11 - $227.66 $8.55K - $10.2K
1.6K $357M
ABT
Abbott Laboratories

Healthcare
224
+ 13.89%
$123.95 - $138.08 $27.8K - $30.9K
1.84K $250M
PG
Procter & Gamble CO

Consumer Defensive
244
+ 19.37%
$157.66 - $172.39 $38.5K - $42.1K
1.5K $240M
MA
Mastercard Inc

Financial Services
12
+ 2.97%
$479.92 - $590.74 $5.76K - $7.09K
416 $234M
AAPL
Apple Inc.

Technology
519
+ 9.28%
$172.42 - $223.89 $89.5K - $116K
6.11K $1.25B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
146
+ 2.9%
$50.36 - $50.68 $7.35K - $7.4K
5.19K $263M
HD
Home Depot, Inc.

Consumer Cyclical
3
+ 0.18%
$335.24 - $380.78 $1.01K - $1.14K
1.64K $601M
LOW
Lowes Companies Inc

Consumer Cyclical
5
+ 0.41%
$210.83 - $235.28 $1.05K - $1.18K
1.22K $271M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3.2K
+ 1402.63%
$87.84 - $1441.89 $281K - $4.61M
3.43K $309M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
62
+ 4.22%
$483.48 - $539.8 $30K - $33.5K
1.53K $743M
Activity Summary
Buys All Purchases 48 New Holdings 15 Increased Positions 33 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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