Alpha Financial Partners, LLC New Holdings in Q4 2024

Alpha Financial Partners, LLC

  • $127 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
168K
New
$96.64 - $101.23 $16.2M - $17M
168K $16.2B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
71.9K
New
$66.77 - $71.52 $4.8M - $5.14M
71.9K $4.96B
IXUS
Ishares Tr

ETFs
60K
New
$65.95 - $72.56 $3.96M - $4.35M
60K $3.97B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
57.6K
New
$56.06 - $61.35 $3.23M - $3.53M
57.6K $3.25B
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
52K
New
$48.96 - $52.85 $2.54M - $2.75M
52K $2.56B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
17.7K
New
$100.16 - $100.7 $1.77M - $1.78M
17.7K $1.78B
PWR
Quanta Services, Inc.

Industrials
4.59K
New
$296.05 - $346.6 $1.36M - $1.59M
4.59K $1.45B
VGT
Vanguard Information Technolog

ETFs
1.95K
New
$571.78 - $647.97 $1.11M - $1.26M
1.95K $1.21B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
23.2K
New
$51.58 - $52.91 $1.2M - $1.23M
23.2K $1.2B
IAU
Ishares Gold Trust

ETFs
21.2K
New
$48.37 - $52.65 $1.03M - $1.12M
21.2K $1.05B
ICSH
Blackrock Ultra Short Term Bon

ETFs
17.9K
New
$50.35 - $50.69 $900K - $906K
17.9K $901M
COST
Costco Wholesale Corp

Consumer Defensive
969
New
$873.59 - $994.69 $847K - $964K
969 $888M
HDV
Ishares Core High Dividend ETF

ETFs
5.28K
New
$110.82 - $121.28 $586K - $641K
5.28K $593M
XOM
Exxon Mobil Corp

Energy
4.93K
New
$105.51 - $125.37 $520K - $617K
4.93K $530M
IWR
Ishares Russell Mid Cap ETF

ETFs
5.9K
New
$87.25 - $95.52 $514K - $563K
5.9K $521M
TJX
Tjx Companies Inc

Consumer Cyclical
4.15K
New
$112.15 - $127.2 $465K - $527K
4.15K $501M
ALL
Allstate Corp

Financial Services
2.51K
New
$181.25 - $208.2 $455K - $523K
2.51K $484M
IWY
Ishares Tr Russell 200 Growth

ETFs
2.02K
New
$216.72 - $244.71 $438K - $494K
2.02K $475M
TSLA
Tesla, Inc.

Consumer Cyclical
1.02K
New
$213.65 - $479.86 $219K - $491K
1.02K $413M
PCT
Pure Cycle Technologies, Inc.

Industrials
39.4K
New
$8.81 - $14.3 $347K - $563K
39.4K $404M
PAVE
Global X Fds Us Infrastructure

ETFs
9.68K
New
$40.41 - $45.95 $391K - $445K
9.68K $391M
UNP
Union Pacific Corp

Industrials
1.68K
New
$223.15 - $249.32 $374K - $418K
1.68K $383M
BAC
Bank Of America Corp

Financial Services
8.65K
New
$39.22 - $47.77 $339K - $413K
8.65K $380M
VUG
Vanguard Growth ETF

ETFs
896
New
$378.79 - $428.11 $339K - $384K
896 $368M
First Tr Exchng Traded Fd Vi
9.71K
New
N/A
9.71K $340M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.76K
New
$88.59 - $94.57 $333K - $356K
3.76K $334M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
6.86K
New
$47.77 - $51.75 $328K - $355K
6.86K $331M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
5.45K
New
$60.51 - $65.57 $330K - $357K
5.45K $331M
ORCL
Oracle Corp

Technology
1.96K
New
$165.41 - $192.43 $323K - $376K
1.96K $326M
ETN
Eaton Corp PLC

Industrials
954
New
$326.96 - $377.52 $312K - $360K
954 $317M
WMT
Walmart Inc.

Consumer Defensive
3.27K
New
$79.1 - $95.7 $258K - $312K
3.27K $295M
META
Meta Platforms, Inc.

Communication Services
499
New
$554.08 - $632.68 $276K - $316K
499 $292M
NFLX
Netflix Inc

Communication Services
324
New
$687.65 - $936.56 $223K - $303K
324 $289M
CTAS
Cintas Corp

Industrials
1.56K
New
$182.7 - $226.47 $284K - $352K
1.56K $284M
LOW
Lowes Companies Inc

Consumer Cyclical
1.13K
New
$244.52 - $284.07 $276K - $321K
1.13K $279M
ABBV
Abb Vie Inc.

Healthcare
1.53K
New
$164.99 - $203.87 $252K - $312K
1.53K $272M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
228
New
$1146.59 - $1270.6 $261K - $290K
228 $270M
BX
Blackstone Inc.

Financial Services
1.53K
New
$148.45 - $199.05 $226K - $304K
1.53K $263M
MCD
Mcdonalds Corp

Consumer Cyclical
861
New
$288.47 - $316.54 $248K - $273K
861 $250M
PKG
Packaging Corp Of America

Consumer Cyclical
1.11K
New
$211.98 - $248.85 $235K - $276K
1.11K $249M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
2.34K
New
$104.52 - $115.08 $244K - $269K
2.34K $247M
ACN
Accenture PLC

Technology
697
New
$343.9 - $376.86 $240K - $263K
697 $245M
PLD
Prologis, Inc.

Real Estate
2.32K
New
$101.4 - $126.96 $235K - $294K
2.32K $245M
CVX
Chevron Corp

Energy
1.68K
New
$141.15 - $162.53 $237K - $273K
1.68K $244M
QCOM
Qualcomm Inc

Technology
1.55K
New
$150.4 - $178.04 $233K - $276K
1.55K $238M
FDX
Fedex Corp

Industrials
820
New
$260.5 - $305.15 $214K - $250K
820 $231M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.07K
New
$209.89 - $233.24 $225K - $250K
1.07K $228M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.22K
New
$183.23 - $199.79 $223K - $243K
1.22K $225M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.69K
New
$58.88 - $64.8 $217K - $239K
3.69K $217M
Activity Summary
Buys All Purchases 76 New Holdings 60 Increased Positions 16 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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