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  Name: Alpha Financial Partners LLC
  City: LEXINGTON
  State: KY
  Zip: 40502
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $101,352,000
  Total Value Change : $15,234,000
  Securities Held Change : -1
   
All Securities Held : 81
  New Positions : 10
  Closed Positions : 15
  Increased Positions : 31
  Unchanged Positions : 4
  Decreased Positions : 36

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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
   (FTY)1 Year Chart         FTY iShares Trust 82 Closed $52.22 $0 0 0% -553,000 -11,719 0    Closed - End Fund - Debt
   (JEMA)1 Year Chart         JEMA Jpmorgan Activebuilders Eme... 88 Closed $0.00 $0 0 0% -1,581,000 -45,780 0    N/A
   (MEAR)1 Year Chart         MEAR Ishares Short Maturity Muni... 94 Closed $0.00 $0 0 0% -481,000 -9,651 0    N/A
   (ABNB)1 Year Chart         ABNB Airbnb, Inc. 87 Closed $147.05 $0 0 0% -237,000 -1,725 0    N/A
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 93 Closed $507.03 $0 0 0% -264,000 -524 0    Health Care Plans
   (FDX)1 Year Chart         FDX Fedex Corp 86 Closed $262.06 $0 0 0% -203,000 -767 0    AirDelivery & Freight...
   (MMC)1 Year Chart         MMC Marsh & McLennan Companies Inc 92 Closed $204.84 $0 0 0% -301,000 -1,582 0    Insurance Brokers
   (OC)1 Year Chart         OC Owens Corning 85 Closed $177.38 $0 0 0% -305,000 -2,236 0    General Building Mate...
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 91 Closed $50.26 $0 0 0% -2,829,000 -58,810 0    N/A
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 84 Closed $143.30 $0 0 0% -237,000 -1,839 0    Closed - End Fund - E...
   (XLE)1 Year Chart         XLE SPDR Energy Sector 90 Closed $94.35 $0 0 0% -213,000 -2,352 0    Closed - End Fund - E...
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 96 Closed $81.35 $0 0 0% -5,023,000 -62,033 0    Closed - End Fund - E...
   (QAI)1 Year Chart         QAI Index IQ ETF Trust 83 Closed $30.78 $0 0 0% -341,000 -11,344 0    Closed - End Fund - Debt
   (MOS)1 Year Chart         MOS Mosaic Co 89 Closed $29.89 $0 0 0% -209,000 -5,883 0    Agricultural & Fertil...
   (PSX)1 Year Chart         PSX Phillips 66 95 Closed $147.72 $0 0 0% -216,000 -1,795 0    Oil & Gas Refining, P...
      15 Records Found
  1    
Page 1 of 1
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