Alpha Financial Partners, LLC Reduced Holdings in Q3 2025

Alpha Financial Partners, LLC

  • $154 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-13.9K
- 18.15%
$72.65 - $78.68 $1.01M - $1.09M
62.7K $4.91B
MUB
Ishares National Muni Bond ETF

ETFs
-3.03K
- 5.48%
$103.24 - $106.68 $313K - $323K
52.2K $5.56B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.39K
- 22.85%
$182.33 - $194.5 $253K - $270K
4.69K $913M
COST
Costco Wholesale Corp

Consumer Defensive
-33
- 4.14%
$915.95 - $994.57 $30.2K - $32.8K
765 $708M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.03K
- 19.92%
$50.47 - $50.74 $52.1K - $52.4K
4.15K $211M
CTAS
Cintas Corp

Industrials
-106
- 6.62%
$199.29 - $226.27 $21.1K - $24K
1.5K $307M
LLY
Eli Lilly & CO

Healthcare
-33
- 6.69%
$625.65 - $812.69 $20.6K - $26.8K
460 $351M
ORCL
Oracle Corp

Technology
-599
- 27.68%
$218.96 - $328.33 $131K - $197K
1.57K $440M
ABT
Abbott Laboratories

Healthcare
-131
- 7.13%
$120.51 - $136.62 $15.8K - $17.9K
1.71K $228M
PG
Procter & Gamble CO

Consumer Defensive
-66
- 4.39%
$150.47 - $161.22 $9.93K - $10.6K
1.44K $221M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-7
- 0.99%
$301.44 - $365.84 $2.11K - $2.56K
699 $226M
HD
Home Depot, Inc.

Consumer Cyclical
-141
- 8.6%
$357.4 - $423.42 $50.4K - $59.7K
1.5K $607M
UNP
Union Pacific Corp

Industrials
-3
- 0.22%
$214.91 - $237.16 $645 - $711
1.34K $317M
NEE
Nextera Energy Inc

Utilities
-120
- 4.09%
$69.77 - $77.54 $8.37K - $9.3K
2.81K $212M
IWD
Ishares Russell 1000 Val ETF

ETFs
-5
- 0.42%
$192.76 - $203.86 $964 - $1.02K
1.18K $239M
ETN
Eaton Corp PLC

Industrials
-16
- 1.59%
$342.99 - $392.76 $5.49K - $6.28K
990 $371M
ALL
Allstate Corp

Financial Services
-27
- 1.57%
$192.0 - $214.65 $5.18K - $5.8K
1.7K $364M
WMT
Walmart Inc.

Consumer Defensive
-6
- 0.16%
$94.4 - $104.27 $566 - $626
3.64K $375M
LOW
Lowes Companies Inc

Consumer Cyclical
-58
- 4.75%
$215.01 - $273.02 $12.5K - $15.8K
1.16K $292M
PAVE
Global X Fds Us Infrastructure

ETFs
-355
- 3.67%
$44.02 - $47.63 $15.6K - $16.9K
9.32K $444M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-235
- 6.86%
$89.32 - $107.82 $21K - $25.3K
3.19K $344M
IWY
Ishares Tr Russell 200 Growth

ETFs
-64
- 3.17%
$243.93 - $275.62 $15.6K - $17.6K
1.96K $535M
SLV
I Shares Silver Trust

ETFs
-700
- 8.89%
$32.73 - $42.5 $22.9K - $29.8K
7.17K $304M
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
-353
- 1.2%
$49.0 - $52.0 $17.3K - $18.4K
29.1K $1.51B
IAU
Ishares Gold Trust

ETFs
-1.17K
- 8.3%
$61.62 - $72.77 $72.2K - $85.3K
12.9K $942M
JPM
Jpmorgan Chase & CO

Financial Services
-14
- 0.51%
$282.78 - $316.06 $3.96K - $4.42K
2.76K $869M
GOOGL
Alphabet Inc.

Communication Services
-71
- 4.6%
$174.36 - $254.72 $12.4K - $18.1K
1.47K $358M
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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