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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 : 4     View All Holdings Currently Viewing:  Unchanged 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
   (PAVE)1 Year Chart         PAVE Global X Us Infrastructure ... 32 - $0.00 $426,000 12,370 0.42% 50,000 0 0.009    N/A
   (IWN)1 Year Chart         IWN iShares Russell 2000 Value 35 - $155.37 $395,000 2,541 0.39% 51,000 0 0.003    Closed - End Fund - E...
   (DGRO)1 Year Chart         DGRO iShares Core Dividend Growth 52 - $57.16 $265,000 4,929 0.26% 21,000 0 0.002    N/A
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 64 - $118.59 $231,000 2,073 0.23% 17,000 0 0.001    Closed - End Fund - Debt

      4 Records Found
  1    
Page 1 of 1
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