$82.5 Million is the total value of Alpha Financial Partners, LLC's 81 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2022 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-16
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 7 | Q2 2024 | 31.9% |
ISHARES TR | 7 | Q2 2024 | 5.5% |
PACER LUNT LARGE CAP MULTI-FACTOR ALTERNATOR ETF | 7 | Q2 2024 | 5.6% |
INVESCO QQQ TRUST | 7 | Q2 2024 | 4.2% |
J P MORGAN EXCHANGE TRADED F | 7 | Q2 2024 | 3.7% |
ISHARES TR | 7 | Q2 2024 | 2.8% |
ISHARES TR | 7 | Q2 2024 | 3.8% |
ISHARES TR | 7 | Q2 2024 | 3.2% |
APPLE INC COM | 7 | Q2 2024 | 1.6% |
ISHARES TR | 7 | Q2 2024 | 1.6% |
View Alpha Financial Partners, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-09 |
N-PX | 2024-08-05 |
13F-HR | 2024-05-13 |
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.