| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 4 | Q3 2023 | 24.2% |
| ISHARES TR | 4 | Q3 2023 | 9.7% |
| PACER LUNT LARGE CAP MULTI-FACTOR ALTERNATOR ETF | 4 | Q3 2023 | 5.6% |
| INVESCO QQQ TRUST | 4 | Q3 2023 | 4.2% |
| VANGUARD TAX-EXEMPT BOND ETF | 4 | Q3 2023 | 3.9% |
| ISHARES TR | 4 | Q3 2023 | 4.0% |
| J P MORGAN EXCHANGE TRADED F | 4 | Q3 2023 | 3.7% |
| ISHARES TR | 4 | Q3 2023 | 3.8% |
| ISHARES TR | 4 | Q3 2023 | 2.6% |
| APPLE INC COM | 4 | Q3 2023 | 1.6% |
View Alpha Financial Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-16 |
View Alpha Financial Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.