The Analysis of Alpha Financial Partners, LLC's Holdings
Currently, Alpha Financial Partners, LLC holds 92 types of securities in its portfolio with a total value $153.8M. In the most recent quarter, they have increased their positions in IVV (+2.5K shares, valued at $1.7M), AGG (+9.9K shares, valued at $994.9K), SPYI (+18.3K shares, valued at $959.5K); decreased their positions in SPYM (-13.9K shares, valued at $1.1M), MUB (-3.0K shares, valued at $322.3K), QUAL (-1.4K shares, valued at $270.3K); initiated new positions in CMI (+1.0K shares, valued at $438.9K), MMIT (+11.5K shares, valued at $279.7K), JMUB (+5.3K shares, valued at $266.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR72.6K shares3.58%2025-09-302025-11-07
AGG ISHARES TR173.0K shares6.09%2025-09-302025-11-07 IJH ISHARES TR111.0K shares2.58%2025-09-302025-11-07 MUB ISHARES TR52.2K shares-5.48%2025-09-302025-11-07 IXUS ISHARES TR63.1K shares4.13%2025-09-302025-11-07 SPYM SPDR SERIES TRUST62.7K shares-18.15%2025-09-302025-11-07 IJR ISHARES TR33.4K shares1.32%2025-09-302025-11-07 QQQ INVESCO QQQ TR5.7K shares4.86%2025-09-302025-11-07 RSP INVESCO EXCHANGE TRADED FD T12.1K shares6.80%2025-09-302025-11-07 VOO VANGUARD INDEX FDS3.3K shares0.24%2025-09-302025-11-07 SGOV ISHARES TR18.7K shares13.28%2025-09-302025-11-07 PWR QUANTA SVCS INC4.5K shares0.40%2025-09-302025-11-07 DYNF BLACKROCK ETF TRUST31.1K shares106.39%2025-09-302025-11-07 IFRA ISHARES TR34.9K shares4.25%2025-09-302025-11-07 QQQI NEOS ETF TRUST33.9K shares40.94%2025-09-302025-11-07 AAPL APPLE INC7.1K shares17.00%2025-09-302025-11-07 MSFT MICROSOFT CORP3.0K shares3.61%2025-09-302025-11-07 VGT VANGUARD WORLD FD2.1K shares4.27%2025-09-302025-11-07 PALC PACER FDS TR29.1K shares-1.20%2025-09-302025-11-07 SPYI NEOS ETF TRUST28.4K shares181.63%2025-09-302025-11-07 SLQD ISHARES TR28.4K shares25.36%2025-09-302025-11-07 IGSB ISHARES TR27.2K shares25.45%2025-09-302025-11-07 SPY SPDR S&P 500 ETF TR2.1K shares0.00%2025-09-302025-11-07 MUNI PIMCO ETF TR26.6K shares5.49%2025-09-302025-11-07 NVDA NVIDIA CORPORATION6.7K shares14.87%2025-09-302025-11-07 GOOG ALPHABET INC3.9K shares5.56%2025-09-302025-11-07 IAU ISHARES GOLD TR12.9K shares-8.30%2025-09-302025-11-07 QUAL ISHARES TR4.7K shares-22.85%2025-09-302025-11-07 BRK.B BERKSHIRE HATHAWAY INC DEL1.7K shares13.73%2025-09-302025-11-07 JPM JPMORGAN CHASE & CO.2.8K shares-0.51%2025-09-302025-11-07 AMZN AMAZON COM INC3.9K shares3.73%2025-09-302025-11-07 GOCT FIRST TR EXCHNG TRADED FD VI20.7K shares0.00%2025-09-302025-11-07 TSLA TESLA INC1.7K shares7.77%2025-09-302025-11-07 IBIT ISHARES BITCOIN TRUST ETF11.2K shares15.92%2025-09-302025-11-07 COST COSTCO WHSL CORP NEW765 shares-4.14%2025-09-302025-11-07 VTI VANGUARD INDEX FDS2.1K shares0.05%2025-09-302025-11-07 AVGO BROADCOM INC2.0K shares6.57%2025-09-302025-11-07 GLDM WORLD GOLD TR8.7K shares23.51%2025-09-302025-11-07 MAGS LISTED FDS TR9.7K shares0.00%2025-09-302025-11-07 HD HOME DEPOT INC1.5K shares-8.60%2025-09-302025-11-07 TJX TJX COS INC NEW4.0K shares1.71%2025-09-302025-11-07 META META PLATFORMS INC764 shares12.19%2025-09-302025-11-07 IWR ISHARES TR5.8K shares1.75%2025-09-302025-11-07 PCT PURECYCLE TECHNOLOGIES INC41.5K shares0.00%2025-09-302025-11-07 IWY ISHARES TR2.0K shares-3.17%2025-09-302025-11-07 USRT ISHARES TR8.9K shares32.71%2025-09-302025-11-07 FLOT ISHARES TR10.2K shares34.50%2025-09-302025-11-07 XOM EXXON MOBIL CORP4.6K shares0.81%2025-09-302025-11-07 BAC BANK AMERICA CORP8.8K shares0.67%2025-09-302025-11-07 PAVE GLOBAL X FDS9.3K shares-3.67%2025-09-302025-11-07 ORCL ORACLE CORP1.6K shares-27.68%2025-09-302025-11-07 CMI CUMMINS INC1.0K sharesnew addition2025-09-302025-11-07 ACWX ISHARES TR6.7K shares0.00%2025-09-302025-11-07 ABBV ABBVIE INC1.8K shares10.62%2025-09-302025-11-07 ALLW SSGA ACTIVE TR14.0K shares70.49%2025-09-302025-11-07 WMT WALMART INC3.6K shares-0.16%2025-09-302025-11-07 ETN EATON CORP PLC990 shares-1.59%2025-09-302025-11-07 GE GE AEROSPACE1.2K shares4.96%2025-09-302025-11-07 ALL ALLSTATE CORP1.7K shares-1.57%2025-09-302025-11-07 GOOGL ALPHABET INC1.5K shares-4.60%2025-09-302025-11-07 LLY ELI LILLY & CO460 shares-6.69%2025-09-302025-11-07 ORLY OREILLY AUTOMOTIVE INC3.2K shares-6.86%2025-09-302025-11-07 CGXU CAPITAL GROUP INTL FOCUS EQT11.4K shares0.14%2025-09-302025-11-07 NFLX NETFLIX INC280 shares0.36%2025-09-302025-11-07 UNP UNION PAC CORP1.3K shares-0.22%2025-09-302025-11-07 CTAS CINTAS CORP1.5K shares-6.62%2025-09-302025-11-07 SLV ISHARES SILVER TR7.2K shares-8.89%2025-09-302025-11-07 LOW LOWES COS INC1.2K shares-4.75%2025-09-302025-11-07 MMIT NEW YORK LIFE INVTS ACTIVE E11.5K sharesnew addition2025-09-302025-11-07 GEV GE VERNOVA INC455 shares4.60%2025-09-302025-11-07 XLK SELECT SECTOR SPDR TR946 shares0.64%2025-09-302025-11-07 JMUB J P MORGAN EXCHANGE TRADED F5.3K sharesnew addition2025-09-302025-11-07 ICSH ISHARES TR5.2K shares6.66%2025-09-302025-11-07 IWD ISHARES TR1.2K shares-0.42%2025-09-302025-11-07 MA MASTERCARD INCORPORATED416 shares0.00%2025-09-302025-11-07 VUG VANGUARD INDEX FDS488 shares-12.07%2025-09-302025-11-07 BX BLACKSTONE INC1.4K sharesnew addition2025-09-302025-11-07 IVOO VANGUARD ADMIRAL FDS INC2.1K shares1.26%2025-09-302025-11-07 PKG PACKAGING CORP AMER1.1K sharesnew addition2025-09-302025-11-07 ABT ABBOTT LABS1.7K shares-7.13%2025-09-302025-11-07 VXUS VANGUARD STAR FDS3.1K shares1.64%2025-09-302025-11-07 RCL ROYAL CARIBBEAN GROUP699 shares-0.99%2025-09-302025-11-07 MCD MCDONALDS CORP742 shares3.78%2025-09-302025-11-07 LH LABCORP HOLDINGS INC778 shares1.70%2025-09-302025-11-07 QCOM QUALCOMM INC1.3K shares2.63%2025-09-302025-11-07 PG PROCTER AND GAMBLE CO1.4K shares-4.39%2025-09-302025-11-07 GJUL FIRST TR EXCHNG TRADED FD VI5.4K sharesnew addition2025-09-302025-11-07 NSC NORFOLK SOUTHN CORP712 sharesnew addition2025-09-302025-11-07 NEE NEXTERA ENERGY INC2.8K shares-4.09%2025-09-302025-11-07 PLD PROLOGIS INC.1.8K sharesnew addition2025-09-302025-11-07 JPST J P MORGAN EXCHANGE TRADED F4.2K shares-19.92%2025-09-302025-11-07 SHW SHERWIN WILLIAMS CO604 sharesnew addition2025-09-302025-11-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available