Alpha Wealth Funds, LLC New Holdings in Q4 2024

Alpha Wealth Funds, LLC

  • $104 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
455K
New
$100.16 - $100.7 $45.6M - $45.8M
455K $45.7B
SPY
Spdr S&P 500 ETF Trust

ETFs
8.02K
New
$567.81 - $607.81 $4.55M - $4.87M
8.02K $4.7B
XLV
Select Sector Spdr Fund Health

ETFs
25K
New
$136.28 - $154.74 $3.41M - $3.87M
25K $3.44B
AAPL
Apple Inc.

Technology
13.4K
New
$221.69 - $259.02 $2.98M - $3.48M
13.4K $3.37B
Grail Inc
144K
New
N/A
144K $3.06B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
4.34K
New
$563.99 - $620.12 $2.45M - $2.69M
4.34K $2.47B
LQD
Ishares Iboxx $ Investment Gra

ETFs
22.5K
New
$106.56 - $113.11 $2.4M - $2.54M
22.5K $2.4B
ET
Energy Transfer LP

Energy
110K
New
$16.05 - $19.86 $1.76M - $2.17M
110K $2.14B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
17.4K
New
$113.92 - $127.38 $1.98M - $2.21M
17.4K $2B
XLY
Select Sector Spdr Consumer Di

ETFs
8.71K
New
$194.8 - $239.43 $1.7M - $2.08M
8.71K $1.95B
IXUS
Ishares Tr

ETFs
22.6K
New
$65.95 - $72.56 $1.49M - $1.64M
22.6K $1.49B
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
16K
New
$89.81 - $104.0 $1.44M - $1.66M
16K $1.44B
TSLA
Tesla, Inc.

Consumer Cyclical
3.2K
New
$213.65 - $479.86 $683K - $1.53M
3.2K $1.29B
DVN
Devon Energy Corp

Energy
40.3K
New
$30.52 - $42.96 $1.23M - $1.73M
40.3K $1.29B
Inhibrx Biosciences Inc
77.9K
New
N/A
77.9K $1.18B
XLK
Technology Sector Spdr

ETFs
4.93K
New
$220.26 - $241.44 $1.09M - $1.19M
4.93K $1.15B
PLTR
Palantir Technologies Inc.

Technology
14.8K
New
$36.46 - $82.38 $539K - $1.22M
14.8K $1.12B
FSK
Fs Kkr Capital Corp

Financial Services
42.6K
New
$19.71 - $22.22 $840K - $947K
42.6K $926M
BOTZ
Global X Fds

ETFs
28.2K
New
$31.11 - $34.18 $878K - $965K
28.2K $902M
CRM
Salesforce, Inc.

Technology
2.6K
New
$270.87 - $367.87 $704K - $956K
2.6K $869M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
51.8K
New
$15.9 - $17.05 $823K - $883K
51.8K $861M
NVDA
Nvidia Corp

Technology
6.1K
New
$117.0 - $148.88 $713K - $908K
6.1K $819M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2K
New
$260.53 - $404.79 $521K - $810K
2K $768M
LBRT
Liberty Energy Inc.

Energy
37K
New
$16.68 - $20.84 $617K - $771K
37K $728M
MSFT
Microsoft Corp

Technology
1.51K
New
$406.35 - $454.46 $612K - $684K
1.51K $640M
LUV
Southwest Airlines CO

Industrials
19K
New
$28.99 - $34.84 $551K - $662K
19K $638M
AMGN
Amgen Inc

Healthcare
2K
New
$258.78 - $328.31 $519K - $658K
2K $522M
LLY
Eli Lilly & CO

Healthcare
616
New
$727.2 - $932.06 $448K - $574K
616 $477M
ARKG
Ark Genomic Revolution ETF (De

ETFs
20K
New
$22.66 - $27.11 $453K - $542K
20K $471M
GLD
Spdr Gold Trust

ETFs
1.67K
New
$236.59 - $257.5 $395K - $430K
1.67K $405M
COP
Conocophillips

Energy
4K
New
$95.12 - $114.72 $380K - $459K
4K $388M
ROK
Rockwell Automation, Inc

Industrials
1.35K
New
$264.65 - $302.92 $358K - $410K
1.35K $387M
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
70K
New
$4.42 - $8.5 $309K - $595K
70K $386M
BSM
Black Stone Minerals, L.P.

Energy
25K
New
$13.86 - $15.57 $347K - $389K
25K $359M
UCTT
Ultra Clean Holdings, Inc.

Technology
10K
New
$33.45 - $40.93 $335K - $409K
10K $356M
TFC
Truist Financial Corp

Financial Services
8K
New
$41.51 - $48.1 $332K - $385K
8K $347M
CARR
Carrier Global Corp

Industrials
5K
New
$66.69 - $82.65 $333K - $413K
5K $341M
CNC
Centene Corp

Healthcare
4.5K
New
$56.71 - $73.94 $255K - $333K
4.5K $272M
AMZN
Amazon Com Inc

Consumer Cyclical
1.08K
New
$180.88 - $232.93 $195K - $251K
1.08K $237M
AZTA
Azenta, Inc.

Healthcare
4.5K
New
$40.37 - $51.57 $182K - $232K
4.5K $225M
QQQ
Invesco Qqq Trust, Series 1

ETFs
428
New
$481.22 - $538.17 $206K - $230K
428 $219M
XOM
Exxon Mobil Corp

Energy
2K
New
$105.51 - $125.37 $211K - $251K
2K $212M
FOUR
Shift4 Payments, Inc.

Technology
3K
New
$88.26 - $114.95 $265K - $345K
3K $210M
Klaviyo Inc
5K
New
N/A
5K $209M
SNBR
Sleep Number Corp

Consumer Cyclical
10K
New
$11.67 - $20.41 $117K - $204K
10K $153M
TMCI
Treace Medical Concepts, Inc.

Healthcare
14K
New
$4.66 - $8.78 $65.2K - $123K
14K $96.3M
TLS
Telos Corp

Technology
20K
New
$3.15 - $4.66 $63K - $93.2K
20K $68.6M
Freyr Battery Inc
12.1K
New
N/A
12.1K $32.6M
EDIT
Editas Medicine, Inc.

Healthcare
10K
New
$1.2 - $3.76 $12K - $37.6K
10K $12M
Activity Summary
Buys All Purchases 51 New Holdings 51 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 2 Puts 0
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