Alpha Wealth Funds, LLC Top Holdings and 13F Report (2025) About Alpha Wealth Funds, LLCInvestment ActivityAlpha Wealth Funds, LLC has $103.85 million in total holdings as of December 31, 2024.Alpha Wealth Funds, LLC owns shares of 53 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Largest Holdings iShares 0-3 Month Treasury Bond ETF $45,657,839SPDR S&P 500 ETF TR $7,865,389SPDR S&P 500 ETF Trust $4,699,571Health Care Select Sector SPDR Fund $3,442,001Apple $3,365,895 Sector AllocationMap of 500 Largest Holdings ofAlpha Wealth Funds, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSGOViShares 0-3 Month Treasury Bond ETF$45,657,839455,12244.0%ETFSPDR S&P 500 ETF TR$7,865,3898667.6%CALLSPYSPDR S&P 500 ETF Trust$4,699,5718,0154.5%FinanceXLVHealth Care Select Sector SPDR Fund$3,442,00125,0203.3%ETFAAPLApple$3,365,89513,4413.2%Computer and TechnologyGRAIL INC$3,055,432143,5472.9%COMMDYSPDR S&P MidCap 400 ETF Trust$2,470,8384,3382.4%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$2,402,29722,4852.3%FinanceETEnergy Transfer$2,142,915109,5002.1%Oils/EnergyIJRiShares Core S&P Small-Cap ETF$2,003,10017,3851.9%ETFXLYConsumer Discretionary Select Sector SPDR Fund$1,953,4158,7071.9%FinanceTQQQProShares UltraPro QQQ$1,878,23023,7361.8%ETFIXUSiShares Core MSCI Total International Stock ETF$1,493,64022,5831.4%ManufacturingXBISPDR S&P Biotech ETF$1,441,77116,0091.4%ETFTSLATesla$1,291,4803,1981.2%Auto/Tires/TrucksDVNDevon Energy$1,289,60640,3381.2%Oils/EnergyINHIBRX BIOSCIENCES INC$1,179,90677,9331.1%COMXLKTechnology Select Sector SPDR Fund$1,146,7894,9321.1%ETFPALANTIR TECHNOLOGIES INC$1,118,34114,7871.1%CL AFSKFS KKR Capital$926,16342,6410.9%FinanceBOTZGlobal X Robotics & Artificial Intelligence Thematic ETF$901,91728,2290.9%ManufacturingCRMSalesforce$869,2582,6000.8%Computer and TechnologyBIZDVanEck BDC Income ETF$860,90251,7680.8%ETFNVDANVIDIA$818,6326,0960.8%Computer and TechnologyLULULululemon Athletica$768,1002,0000.7%Consumer DiscretionaryLBRTLiberty Energy$727,79037,0000.7%Oils/EnergyMSFTMicrosoft$639,7741,5060.6%Computer and TechnologyLUVSouthwest Airlines$637,64019,0000.6%TransportationAMGNAmgen$522,3232,0040.5%MedicalLLYEli Lilly and Company$476,6566160.5%MedicalARKGARK Genomic Revolution ETF$470,90020,0000.5%ETFPROSHARES TR II$420,0003,0000.4%CALLGLDSPDR Gold Shares$404,5991,6710.4%FinanceCOPConocoPhillips$388,3604,0000.4%Oils/EnergyROKRockwell Automation$386,7571,3540.4%Computer and TechnologyMRVIMaravai LifeSciences$385,70070,0000.4%MedicalBSMBlack Stone Minerals$358,75025,0000.3%Oils/EnergyUCTTUltra Clean$356,00010,0000.3%Computer and TechnologyTFCTruist Financial$346,9608,0000.3%FinanceCARRCarrier Global$341,1505,0000.3%Computer and TechnologyCNCCentene$271,6204,5000.3%MedicalAMZNAmazon.com$236,7221,0790.2%Retail/WholesaleAZTAAzenta$224,7754,5000.2%MedicalQQQInvesco QQQ$218,8064280.2%FinanceXOMExxon Mobil$212,4252,0000.2%Oils/EnergyFOURShift4 Payments$210,0003,0000.2%Business ServicesKLAVIYO INC$209,2505,0000.2%COM SER ASNBRSleep Number$152,70010,0000.1%Consumer DiscretionaryTMCITreace Medical Concepts$96,32014,0000.1%MedicalTLSTelos$68,60020,0000.1%Computer and TechnologyFREYR BATTERY INC$32,62712,0840.0%COM NEWEDITEditas Medicine$12,00010,0000.0%MedicalUKOMWUcommune International$651100,0960.0%Real EstateShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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