The Analysis of Alpha Financial Partners, LLC's Holdings
Currently, Alpha Financial Partners, LLC holds 95 types of securities in its portfolio with a total value $163.8M. In the most recent quarter, they have increased their positions in ALLW (+172.4K shares, valued at $4.7M), JPM (+9.5K shares, valued at $3.1M), DYNF (+46.2K shares, valued at $2.8M); decreased their positions in IVV (-4.1K shares, valued at $2.8M), QQQI (-23.4K shares, valued at $1.3M), SLQD (-18.6K shares, valued at $940.5K); initiated new positions in PFF (+40.5K shares, valued at $1.3M), LGN (+17.9K shares, valued at $768.6K), HDV (+2.7K shares, valued at $330.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR68.5K shares-5.66%2025-12-312026-02-10
AGG ISHARES TR173.8K shares0.50%2025-12-312026-02-10 IJH ISHARES TR115.2K shares3.74%2025-12-312026-02-10 IXUS ISHARES TR71.5K shares13.34%2025-12-312026-02-10 MUB ISHARES TR52.4K shares0.45%2025-12-312026-02-10 ALLW SSGA ACTIVE TR186.4K shares1227.69%2025-12-312026-02-10 SPYM SPDR SERIES TRUST62.7K shares0.03%2025-12-312026-02-10 DYNF BLACKROCK ETF TRUST77.4K shares148.53%2025-12-312026-02-10 JPM JPMORGAN CHASE & CO.12.3K shares345.86%2025-12-312026-02-10 IJR ISHARES TR32.5K shares-2.74%2025-12-312026-02-10 SGOV ISHARES TR22.9K shares22.34%2025-12-312026-02-10 AAPL APPLE INC7.4K shares2.85%2025-12-312026-02-10 IFRA ISHARES TR36.9K shares5.80%2025-12-312026-02-10 PWR QUANTA SVCS INC4.5K shares0.07%2025-12-312026-02-10 USRT ISHARES TR29.3K shares230.64%2025-12-312026-02-10 MSFT MICROSOFT CORP3.2K shares4.64%2025-12-312026-02-10 SPY SPDR S&P 500 ETF TR2.1K shares0.00%2025-12-312026-02-10 MUNI PIMCO ETF TR27.3K shares2.67%2025-12-312026-02-10 NVDA NVIDIA CORPORATION7.3K shares8.43%2025-12-312026-02-10 SPYI NEOS ETF TRUST24.3K shares-14.72%2025-12-312026-02-10 PFF ISHARES TR40.5K sharesnew addition2025-12-312026-02-10 ALPHABET INC ALPHABET INC3.8K shares-1.64%2025-12-312026-02-10 FLOT ISHARES TR19.7K shares93.42%2025-12-312026-02-10 IBIT ISHARES BITCOIN TRUST ETF18.0K shares60.51%2025-12-312026-02-10 AMZN AMAZON COM INC3.8K shares-2.38%2025-12-312026-02-10 TSLA TESLA INC1.7K shares4.98%2025-12-312026-02-10 LGN LEGENCE CORP17.9K sharesnew addition2025-12-312026-02-10 GOCT FIRST TR EXCHNG TRADED FD VI19.0K shares-8.54%2025-12-312026-02-10 BROADCOM INC BROADCOM INC2.0K shares0.59%2025-12-312026-02-10 GLDM WORLD GOLD TR8.2K shares-6.15%2025-12-312026-02-10 VTI VANGUARD INDEX FDS2.1K shares-0.87%2025-12-312026-02-10 PALC PACER FDS TR12.8K shares-55.91%2025-12-312026-02-10 COST COSTCO WHSL CORP NEW776 shares1.44%2025-12-312026-02-10 LLY ELI LILLY & CO611 shares32.83%2025-12-312026-02-10 MAGS LISTED FDS TR9.7K shares0.00%2025-12-312026-02-10 VGT VANGUARD WORLD FD843 shares-59.37%2025-12-312026-02-10 IGSB ISHARES TR12.0K shares-56.04%2025-12-312026-02-10 TJX TJX COS INC NEW3.9K shares-3.02%2025-12-312026-02-10 XOM EXXON MOBIL CORP4.9K shares7.34%2025-12-312026-02-10 QQQI NEOS ETF TRUST10.6K shares-68.87%2025-12-312026-02-10 IWR ISHARES TR5.8K shares-0.45%2025-12-312026-02-10 IWY ISHARES TR2.0K shares0.10%2025-12-312026-02-10 CMI CUMMINS INC1.1K shares1.44%2025-12-312026-02-10 ALPHABET INC ALPHABET INC1.6K shares10.38%2025-12-312026-02-10 HD HOME DEPOT INC1.5K shares-1.60%2025-12-312026-02-10 SLQD ISHARES TR9.9K shares-65.20%2025-12-312026-02-10 BAC BANK AMERICA CORP8.5K shares-2.77%2025-12-312026-02-10 PAVE GLOBAL X FDS9.3K shares0.00%2025-12-312026-02-10 ACWX ISHARES TR6.5K shares-2.67%2025-12-312026-02-10 META META PLATFORMS INC664 shares-13.09%2025-12-312026-02-10 SLV ISHARES SILVER TR6.5K shares-9.07%2025-12-312026-02-10 GJUL FIRST TR EXCHNG TRADED FD VI10.0K shares83.85%2025-12-312026-02-10 QUAL ISHARES TR2.1K shares-55.86%2025-12-312026-02-10 ABBV ABBVIE INC1.8K shares0.39%2025-12-312026-02-10 WMT WALMART INC3.5K shares-2.42%2025-12-312026-02-10 GE AEROSPACE GE AEROSPACE1.2K shares1.30%2025-12-312026-02-10 CGXU CAPITAL GROUP INTL FOCUS EQT11.5K shares0.58%2025-12-312026-02-10 ALL ALLSTATE CORP1.6K shares-5.37%2025-12-312026-02-10 HDV ISHARES TR2.7K sharesnew addition2025-12-312026-02-10 GEV GE VERNOVA INC504 shares10.77%2025-12-312026-02-10 LOW LOWES COS INC1.2K shares5.25%2025-12-312026-02-10 CTAS CINTAS CORP1.6K shares4.55%2025-12-312026-02-10 MA MASTERCARD INCORPORATED515 shares23.80%2025-12-312026-02-10 ORCL ORACLE CORP1.5K shares-3.96%2025-12-312026-02-10 ORLY OREILLY AUTOMOTIVE INC3.2K shares0.31%2025-12-312026-02-10 MMIT NEW YORK LIFE INVTS ACTIVE E11.6K shares0.84%2025-12-312026-02-10 JMUB J P MORGAN EXCHANGE TRADED F5.6K shares5.65%2025-12-312026-02-10 VXUS VANGUARD STAR FDS3.7K shares19.79%2025-12-312026-02-10 XLK SELECT SECTOR SPDR TR1.9K shares100.21%2025-12-312026-02-10 BIV VANGUARD BD INDEX FDS3.5K sharesnew addition2025-12-312026-02-10 VYM VANGUARD WHITEHALL FDS1.8K sharesnew addition2025-12-312026-02-10 MCD MCDONALDS CORP841 shares13.34%2025-12-312026-02-10 FDEC FIRST TR EXCHNG TRADED FD VI4.9K sharesnew addition2025-12-312026-02-10 GDEC FIRST TR EXCHNG TRADED FD VI6.6K sharesnew addition2025-12-312026-02-10 SHYM BLACKROCK ETF TRUST II11.3K sharesnew addition2025-12-312026-02-10 USMV ISHARES TR2.7K sharesnew addition2025-12-312026-02-10 PLD PROLOGIS INC.2.0K shares6.07%2025-12-312026-02-10 IWD ISHARES TR1.2K shares0.51%2025-12-312026-02-10 FDX FEDEX CORP847 sharesnew addition2025-12-312026-02-10 SYK STRYKER CORPORATION660 sharesnew addition2025-12-312026-02-10 NFLX NETFLIX INC2.5K shares779.29%2025-12-312026-02-10 NEE NEXTERA ENERGY INC2.9K shares1.89%2025-12-312026-02-10 KO COCA COLA CO3.3K sharesnew addition2025-12-312026-02-10 IVOO VANGUARD ADMIRAL FDS INC2.0K shares-2.87%2025-12-312026-02-10 AMGN AMGEN INC685 sharesnew addition2025-12-312026-02-10 QCOM QUALCOMM INC1.3K shares-2.41%2025-12-312026-02-10 NSC NORFOLK SOUTHN CORP750 shares5.34%2025-12-312026-02-10 PCAR PACCAR INC1.8K sharesnew addition2025-12-312026-02-10 PCT PURECYCLE TECHNOLOGIES INC20.7K shares-50.08%2025-12-312026-02-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available