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  Name: Alpha Family Trust
  City: Los Angeles
  State: CA
  Zip: 90046
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $165,348,000
  Total Value Change : $17,208,000
  Securities Held Change : 11
   
All Securities Held : 155
  New Positions : 18
  Closed Positions : 11
  Increased Positions : 10
  Unchanged Positions : 119
  Decreased Positions : 8

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Holdings Found : 10     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 30 - $149.70 $986,000 6,230 0.6% 637,000 4,005 0    Drug Manufacturers - ...
   (TMUS)1 Year Chart         TMUS T-Mobile Us Inc 44 - $164.97 $708,000 4,340 0.43% 71,000 370 0    Wireless Communications
   (CVX)1 Year Chart         CVX Chevron Corp 45 - $156.94 $683,000 4,330 0.41% 109,000 480 0    Integrated Oil & Gas
   (AEP)1 Year Chart         AEP American Electric Power Co Inc 55 - $89.28 $573,000 6,650 0.35% 573,000 6,650 0.002    Electric Utilities
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 57 - $60.24 $570,000 9,480 0.34% 72,000 6,320 0    Discount, Variety Stores
   (GILD)1 Year Chart         GILD Gilead Sciences Inc 60 - $66.17 $531,000 7,255 0.32% 1,000 710 0    Biotechnology
   (KO)1 Year Chart         KO Coca-Cola Co 85 - $62.09 $355,000 5,800 0.21% 85,000 1,215 0    Beverage Soft Drinks...
   (D)1 Year Chart         D Dominion Energy Inc 94 - $52.54 $322,000 6,540 0.19% 322,000 6,540 0.001    Electric Utilities
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 152 - $113.51 $201,000 1,725 0.12% 201,000 1,725 0    Integrated Oil & Gas
   (SLB)1 Year Chart         SLB Schlumberger Ltd 151 - $46.32 $201,000 3,670 0.12% 201,000 3,670 0    Oil & Gas Equipment &...

      10 Records Found
  1    
Page 1 of 1
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