Alpha Financial Advisors, LLC

13F Portfolio Filings

Latest portfolio report
Q1 2024 - Apr 29, 2024
Value $
$212M
Signature - Title
Robert Craig Lowder - Chief Operations Officers
Location
11325 N Community House Rd., Suite 410, Charlotte, North Carolina
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 44 $212M +$8.86M -$503K +$8.35M DFGX, DFIC, OMFL, DFSV, XT, DFAU 13F-HR 4/29/2024, 10:50 AM
Q4 2023 40 $197M +$42.1M -$18M +$24.1M DFGX, DFIC, OMFL, XT, DFSV, DFAU 13F-HR 2/5/2024, 08:16 PM
Q3 2023 41 $158M +$5.2M -$466K +$4.74M DFIC, OMFL, XT, DFSV, FIXD, DFAU 13F-HR 10/26/2023, 02:26 PM
Q2 2023 41 $160M +$14.3M -$2.91M +$11.4M OMFL, DFIC, XT, DFSV, FIXD, DFAU 13F-HR 8/7/2023, 02:02 PM
Q1 2023 45 $144M +$33.8M -$10.3M +$23.4M OMFL, XT, DFIC, FIXD, DFSV, DFAU 13F-HR 4/18/2023, 09:57 PM
Q4 2022 43 $115M OMFL, FIXD, XT, DFIC, DFAS, DFUS 13F-HR 4/18/2023, 09:56 PM