Alpha Financial Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 18, 2024
Value $
$226M
Signature - Title
Robert Craig Lowder - Chief Operating Officer
Location
Charlotte, NC
Summary
This page shows a list of all the recent 13F filings made by Alpha Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Alpha Financial Advisors, LLC reported 48 stock holdings with total value $226M as of Q3 2024. Top holdings included DFIC, DFGX, DFAU, DFSV, and XT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 48 $226M +$9.44M -$1.26M +$8.19M DFIC, DFGX, DFAU, DFSV, XT 13F-HR 10/18/2024, 10:09 AM
Q2 2024 42 $208M +$1.56M -$3.25M -$1.69M DFGX, DFIC, XT, OMFL, DFSV 13F-HR 7/23/2024, 03:02 PM
Q1 2024 44 $212M +$8.86M -$503K +$8.35M DFGX, DFIC, OMFL, DFSV, XT 13F-HR 4/29/2024, 10:50 AM
Q4 2023 40 $197M +$42.1M -$18M +$24.1M DFGX, DFIC, OMFL, XT, DFSV 13F-HR 2/5/2024, 08:16 PM
Q3 2023 41 $158M +$5.2M -$466K +$4.74M DFIC, OMFL, XT, DFSV, FIXD 13F-HR 10/26/2023, 02:26 PM
Q2 2023 41 $160M +$14.3M -$2.91M +$11.4M OMFL, DFIC, XT, DFSV, FIXD 13F-HR 8/7/2023, 02:02 PM
Q1 2023 45 $144M +$33.8M -$11.7M +$22.1M OMFL, XT, DFIC, FIXD, DFSV 13F-HR 4/18/2023, 09:57 PM
Q4 2022 43 $115M $0 $0 OMFL, FIXD, XT, DFIC, DFAS 13F-HR 4/18/2023, 09:56 PM