Alpha Financial Partners, LLC Incresed Positions in Q3 2025

Alpha Financial Partners, LLC

  • $154 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
2.51K
+ 3.58%
$620.67 - $670.08 $1.56M - $1.68M
72.6K $48.6B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9.92K
+ 6.09%
$97.75 - $100.75 $970K - $1M
173K $17.3B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
16K
+ 106.39%
$54.35 - $59.32 $872K - $952K
31.1K $1.84B
SPYI
Shp ETF Tr Neos S&P 500 High I
18.3K
+ 181.63%
N/A
28.4K $1.49B
Neos ETF Trust
9.86K
+ 40.94%
N/A
33.9K $1.84B
AAPL
Apple Inc.

Technology
1.04K
+ 17.0%
$202.38 - $256.87 $210K - $267K
7.15K $1.82B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.79K
+ 2.58%
$62.09 - $66.51 $173K - $185K
111K $7.24B
IXUS
Ishares Tr

ETFs
2.5K
+ 4.13%
$76.35 - $82.58 $191K - $206K
63.1K $5.21B
QQQ
Invesco Qqq Trust, Series 1

ETFs
266
+ 4.86%
$546.99 - $602.2 $145K - $160K
5.74K $3.44B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
435
+ 1.32%
$108.46 - $120.63 $47.2K - $52.5K
33.4K $3.97B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5.52K
+ 25.45%
$52.39 - $53.11 $289K - $293K
27.2K $1.44B
SLQD
Ishares 0 5 Year Investment Gr

ETFs
5.76K
+ 25.36%
$50.29 - $50.86 $289K - $293K
28.4K $1.45B
GOOG
Alphabet Inc.

Communication Services
205
+ 5.56%
$175.16 - $255.24 $35.9K - $52.3K
3.89K $948M
TSLA
Tesla, Inc.

Consumer Cyclical
120
+ 7.77%
$293.94 - $444.72 $35.3K - $53.4K
1.67K $740M
RSP
Invesco S&P 500 Equal Weight E

ETFs
773
+ 6.8%
$181.56 - $190.33 $140K - $147K
12.1K $2.3B
VGT
Vanguard Information Technolog

ETFs
85
+ 4.27%
$656.44 - $753.15 $55.8K - $64K
2.08K $1.55B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.19K
+ 13.28%
$100.37 - $100.74 $220K - $221K
18.7K $1.88B
GLDM
World Gold Trust

ETFs
1.66K
+ 23.51%
$64.73 - $76.45 $107K - $127K
8.7K $665M
IFRA
Ishares Tr

ETFs
1.42K
+ 4.25%
$49.77 - $52.82 $70.7K - $75K
34.9K $1.84B
Ssga Active Tr
5.81K
+ 70.49%
N/A
14K $391M
PWR
Quanta Services, Inc.

Industrials
18
+ 0.4%
$372.29 - $421.68 $6.7K - $7.59K
4.48K $1.86B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8
+ 0.24%
$567.77 - $614.76 $4.54K - $4.92K
3.31K $2.03B
AVGO
Broadcom Inc.

Technology
125
+ 6.57%
$264.74 - $369.57 $33.1K - $46.2K
2.03K $669M
USRT
Ishares Core U.S. Reit ETF

ETFs
2.19K
+ 32.71%
$55.64 - $59.37 $122K - $130K
8.87K $521M
Ishares Bitcoin Trust ETF
1.54K
+ 15.92%
N/A
11.2K $729M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.62K
+ 34.5%
$50.82 - $51.09 $133K - $134K
10.2K $521M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
210
+ 13.73%
$459.11 - $506.91 $96.4K - $106K
1.74K $875M
ABBV
Abb Vie Inc.

Healthcare
172
+ 10.62%
$184.85 - $231.54 $31.8K - $39.8K
1.79K $415M
MSFT
Microsoft Corp

Technology
105
+ 3.61%
$491.09 - $535.64 $51.6K - $56.2K
3.01K $1.56B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.38K
+ 5.49%
$50.9 - $52.37 $70.3K - $72.4K
26.6K $1.39B
TJX
Tjx Companies Inc

Consumer Cyclical
68
+ 1.71%
$121.35 - $144.54 $8.25K - $9.83K
4.04K $584M
GE
General Electric CO

Industrials
58
+ 4.96%
$244.75 - $305.63 $14.2K - $17.7K
1.23K $369M
META
Meta Platforms, Inc.

Communication Services
83
+ 12.19%
$695.21 - $791.73 $57.7K - $65.7K
764 $561M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.05%
$303.93 - $329.86 $304 - $330
2.08K $683M
Ge Vernova Inc
20
+ 4.6%
N/A
455 $280M
BAC
Bank Of America Corp

Financial Services
58
+ 0.67%
$44.92 - $52.42 $2.61K - $3.04K
8.78K $453M
IWR
Ishares Russell Mid Cap ETF

ETFs
100
+ 1.75%
$92.26 - $97.51 $9.23K - $9.75K
5.8K $560M
AMZN
Amazon Com Inc

Consumer Cyclical
139
+ 3.73%
$211.65 - $238.24 $29.4K - $33.1K
3.86K $848M
CGXU
Capital Group Intl Focus Equit

ETFs
16
+ 0.14%
$26.49 - $29.62 $424 - $474
11.4K $338M
XLK
Technology Sector Spdr

ETFs
6
+ 0.64%
$250.97 - $282.66 $1.51K - $1.7K
946 $267M
XOM
Exxon Mobil Corp

Energy
37
+ 0.81%
$105.83 - $117.22 $3.92K - $4.34K
4.58K $516M
Labcorp Holdings Inc
13
+ 1.7%
N/A
778 $223M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
50
+ 1.64%
$68.24 - $73.73 $3.41K - $3.69K
3.1K $228M
ICSH
Blackrock Ultra Short Term Bon

ETFs
327
+ 6.66%
$50.52 - $50.75 $16.5K - $16.6K
5.24K $266M
MCD
Mcdonalds Corp

Consumer Cyclical
27
+ 3.78%
$291.67 - $316.99 $7.88K - $8.56K
742 $225M
QCOM
Qualcomm Inc

Technology
34
+ 2.63%
$145.84 - $173.55 $4.96K - $5.9K
1.33K $221M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
26
+ 1.26%
$105.03 - $112.54 $2.73K - $2.93K
2.09K $231M
NFLX
Netflix Inc

Communication Services
1
+ 0.36%
$1147.87 - $1297.18 $1.15K - $1.3K
280 $336M
Activity Summary
Buys All Purchases 58 New Holdings 9 Increased Positions 49 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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