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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 : 2023-12-31
  Total Value : $148,140,000
  Total Value Change : $16,731,000
  Securities Held Change : 16
   
All Securities Held : 144
  New Positions : 23
  Closed Positions : 15
  Increased Positions : 25
  Unchanged Positions : 83
  Decreased Positions : 13

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 15     View All Holdings Currently Viewing:  Closed 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
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 157 Closed $577.93 $0 0 0% -291,000 -575 0    Medical Laboratories ...
   (PLD)1 Year Chart         PLD ProLogis Inc 150 Closed $108.15 $0 0 0% -257,000 -2,288 0    REIT - Industrial
   (BAC)1 Year Chart         BAC Bank of America Corp 156 Closed $38.28 $0 0 0% -328,000 -11,970 0    Domestic Money Center...
   (D)1 Year Chart         D Dominion Energy Inc 149 Closed $52.84 $0 0 0% -377,000 -8,430 0    Electric Utilities
   (MMM)1 Year Chart         MMM 3M Co 155 Closed $97.33 $0 0 0% -343,000 -3,660 0    Conglomerates
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 148 Closed $118.44 $0 0 0% -1,024,000 -8,705 0    Integrated Oil & Gas
   (SLB)1 Year Chart         SLB Schlumberger Ltd 154 Closed $48.48 $0 0 0% -215,000 -3,695 0    Oil & Gas Equipment &...
   (ATVI)1 Year Chart         ATVI Activision Blizzard Inc 147 Closed $94.42 $0 0 0% -250,000 -2,670 0    Multimedia & Graphics...
   (DUK)1 Year Chart         DUK Duke Energy Corp 153 Closed $103.02 $0 0 0% -485,000 -5,500 0    Electric Utilities
   (SO)1 Year Chart         SO Southern Co 159 Closed $78.25 $0 0 0% -228,000 -3,520 0    Electric Utilities
   (AEP)1 Year Chart         AEP American Electric Power Co Inc 146 Closed $90.95 $0 0 0% -650,000 -8,635 0    Electric Utilities
   (LCID)1 Year Chart         LCID Lucid Group, Inc. 152 Closed $2.70 $0 0 0% -63,000 -11,215 0    N/A
   (UPS)1 Year Chart         UPS United Parcel Service Inc 158 Closed $148.06 $0 0 0% -287,000 -1,840 0    AirDelivery & Freight...
   (IQV)1 Year Chart         IQV IQVIA Holdings Inc 145 Closed $229.20 $0 0 0% -240,000 -1,220 0    Medical Laboratories ...
   (MS)1 Year Chart         MS Morgan Stanley 151 Closed $98.11 $0 0 0% -360,000 -4,405 0    Investment Brokerage ...
      15 Records Found
  1    
Page 1 of 1
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