Portfolio (Quarterly)
Guide ↗
Alpha Financial Partners LLC
· CIK 0001966219| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | MA | MASTERCARD INCORPORATED | Financial Services | 515 | $294K | 0.18% | SOLD |
| 2 | JMUB | J P MORGAN EXCHANGE TRADED F | — | 5,569 | $281K | 0.17% | SOLD |
| 3 | VXUS | VANGUARD STAR FDS | — | 3,716 | $280K | 0.17% | SOLD |
| 4 | BIV | VANGUARD BD INDEX FDS | — | 3,501 | $273K | 0.17% | SOLD |
| 5 | MCD | MCDONALDS CORP | Consumer Cyclical | 841 | $257K | 0.16% | SOLD |
| 6 | SYK | STRYKER CORPORATION | Healthcare | 660 | $232K | 0.14% | SOLD |
| 7 | NFLX | NETFLIX INC | Communication Services | 2,462 | $231K | 0.14% | SOLD |
| 8 | IVOO | VANGUARD ADMIRAL FDS INC | — | 2,033 | $227K | 0.14% | SOLD |
| 9 | BX | BLACKSTONE INC | Financial Services | 1,434 | $221K | 0.14% | SOLD |
Sector Allocation
Financial Services
38.7%
Industrials
19.5%
Technology
18.8%
Consumer Cyclical
8.3%
Consumer Defensive
3.9%
Healthcare
3.6%
Communication Services
2.7%
Energy
2.0%
Utilities
1.9%
Real Estate
0.5%