Alpha Financial Partners, LLC Purchases and Sells in Q4 2024

Alpha Financial Partners, LLC

$127 Billion
Q4 2024

Top Buys

Incresed Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	62.1K + 1531.99%	$570.51 - $610.59 $35.4M - $37.9M	66.2K $38.9B
IJH	97.4K + 2054.73%	$61.68 - $67.87 $6M - $6.61M	102K $6.36B
MUB	44.1K + 517.04%	$105.78 - $108.7 $4.67M - $4.8M	52.6K $5.61B
IJR	32K + 1343.08%	$113.92 - $127.38 $3.65M - $4.08M	34.4K $3.97B
QQQ	3.37K + 113.9%	$481.22 - $538.17 $1.62M - $1.81M	6.32K $3.23B
SPY	1.09K + 106.32%	$567.81 - $607.81 $621K - $665K	2.12K $1.24B

New Holdings

60 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	168K New	$96.64 - $101.23 $16.2M - $17M	168K $16.2B
SPLG	71.9K New	$66.77 - $71.52 $4.8M - $5.14M	71.9K $4.96B
IXUS	60K New	$65.95 - $72.56 $3.96M - $4.35M	60K $3.97B
COWZ	57.6K New	$56.06 - $61.35 $3.23M - $3.53M	57.6K $3.25B
PALC	52K New	$48.96 - $52.85 $2.54M - $2.75M	52K $2.56B
SGOV	17.7K New	$100.16 - $100.7 $1.77M - $1.78M	17.7K $1.78B

Top Sells

Reduced Positions

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DYNF	-128K - 91.57%	$49.03 - $53.35 $6.27M - $6.82M	11.8K $603M
QUAL	-33.2K - 85.93%	$176.42 - $186.91 $5.86M - $6.21M	5.44K $969M
XLK	-15.7K - 94.15%	$220.26 - $241.44 $3.47M - $3.8M	978 $227M
JEPI	-47.6K - 79.78%	$57.53 - $60.83 $2.74M - $2.9M	12.1K $694M
SLV	-23.6K - 71.01%	$26.33 - $31.74 $620K - $748K	9.62K $253M
AAPL	-785 - 12.55%	$221.69 - $259.02 $174K - $203K	5.47K $1.37B

Activity Summary All Purchases 76 New Holdings 60 Increased Positions 16 All Sells 7 Reductions 7 Sold out 0 Calls 0 Puts 0

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