Alpha Financial Partners, LLC Purchases and Sells in Q3 2025

Alpha Financial Partners, LLC

$154 Billion
Q3 2025

Top Buys

Incresed Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	2.51K + 3.58%	$620.67 - $670.08 $1.56M - $1.68M	72.6K $48.6B
AGG	9.92K + 6.09%	$97.75 - $100.75 $970K - $1M	173K $17.3B
DYNF	16K + 106.39%	$54.35 - $59.32 $872K - $952K	31.1K $1.84B
SPYI	18.3K + 181.63%	N/A	28.4K $1.49B
NEOS ETF TRUST	9.86K + 40.94%	N/A	33.9K $1.84B
AAPL	1.04K + 17.0%	$202.38 - $256.87 $210K - $267K	7.15K $1.82B

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CMI	1.04K New	$327.85 - $426.39 $341K - $443K	1.04K $439M
MMIT	11.5K New	$23.69 - $24.32 $273K - $280K	11.5K $280M
JMUB	5.27K New	$49.09 - $50.58 $259K - $267K	5.27K $266M
BX	1.36K New	$152.77 - $188.68 $207K - $256K	1.36K $231M
PKG	1.05K New	$191.41 - $220.25 $201K - $232K	1.05K $229M
FIRST TR EXCHNG TRADED FD VI	5.42K New	N/A	5.42K $220M

Top Sells

Reduced Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	-13.9K - 18.15%	$72.65 - $78.68 $1.01M - $1.09M	62.7K $4.91B
MUB	-3.03K - 5.48%	$103.24 - $106.68 $313K - $323K	52.2K $5.56B
QUAL	-1.39K - 22.85%	$182.33 - $194.5 $253K - $270K	4.69K $913M
COST	-33 - 4.14%	$915.95 - $994.57 $30.2K - $32.8K	765 $708M
JPST	-1.03K - 19.92%	$50.47 - $50.74 $52.1K - $52.4K	4.15K $211M
CTAS	-106 - 6.62%	$199.29 - $226.27 $21.1K - $24K	1.5K $307M

Activity Summary All Purchases 58 New Holdings 9 Increased Positions 49 All Sells 28 Reductions 28 Sold out 0 Calls 0 Puts 0

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