Alpha Family Trust Top Holdings and 13F Report (2024) → Time is Running Out - June 25th Deadline Approaching! (From Paradigm Press) (Ad) About Alpha Family TrustInvestment ActivityAlpha Family Trust has $165.35 million in total holdings as of March 31, 2024.Alpha Family Trust owns shares of 155 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 4.35% of the portfolio was purchased this quarter.About 3.29% of the portfolio was sold this quarter.This quarter, Alpha Family Trust has purchased 144 new stocks and bought additional shares in 6 stocks.Alpha Family Trust sold shares of 8 stocks and completely divested from 11 stocks this quarter.Largest Holdings Similarweb $14,782,819Microsoft $13,492,490NVIDIA $11,059,573Apple $10,410,545Amazon.com $8,274,928 Largest New Holdings this Quarter Pioneer Natural Resources $984,375 HoldingAmerican Electric Power $572,564 HoldingEversource Energy $325,149 HoldingDominion Energy $321,702 HoldingWalt Disney $275,922 Holding Largest Purchases this Quarter Pioneer Natural Resources 3,750 shares (about $984.38K)Johnson & Johnson 4,005 shares (about $633.55K)American Electric Power 6,650 shares (about $572.56K)Walmart 6,320 shares (about $380.27K)Eversource Energy 5,440 shares (about $325.15K) Largest Sales this Quarter Applovin 13,179 shares (about $911.20K)Tesla 2,215 shares (about $389.37K)Apple 1,450 shares (about $248.65K)PepsiCo 505 shares (about $88.38K)Airbnb 475 shares (about $78.36K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAlpha Family Trust Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSMWBSimilarweb$14,782,8190.0%1,681,7778.9%Computer and TechnologyMSFTMicrosoft$13,492,4900.0%32,0708.2%Computer and TechnologyNVDANVIDIA$11,059,5730.0%12,2406.7%Computer and TechnologyAAPLApple$10,410,545$248,646 ▼-2.3%60,7106.3%Computer and TechnologyAMZNAmazon.com$8,274,9280.0%45,8755.0%Retail/WholesaleGOOGLAlphabet$8,005,9310.0%53,0444.8%Computer and TechnologyUUnity Software$7,342,5740.0%275,9334.4%Computer and TechnologyMETAMeta Platforms$5,460,8320.0%11,2463.3%Computer and TechnologyIBBiShares Biotechnology ETF$4,734,7200.0%34,6082.9%FinanceXLVHealth Care Select Sector SPDR Fund$4,404,0600.0%30,0682.7%ETFAVGOBroadcom$3,518,9640.0%2,6552.1%Computer and TechnologyTSLATesla$2,029,494$389,375 ▼-16.1%11,5451.2%Auto/Tires/TrucksAMDAdvanced Micro Devices$1,700,2160.0%9,4201.0%Computer and TechnologyCOSTCostco Wholesale$1,666,7330.0%2,2751.0%Retail/WholesaleNFLXNetflix$1,521,3620.0%2,5050.9%Consumer DiscretionaryBRK.BBerkshire Hathaway$1,450,7940.0%3,4500.9%FinanceAMATApplied Materials$1,329,1520.0%6,4450.8%Computer and TechnologyPEPPepsiCo$1,278,447$88,380 ▼-6.5%7,3050.8%Consumer StaplesCSCOCisco Systems$1,250,9920.0%25,0650.8%Computer and TechnologyJPMJPMorgan Chase & Co.$1,191,7850.0%5,9500.7%FinanceLLYEli Lilly and Company$1,190,2790.0%1,5300.7%MedicalADBEAdobe$1,188,3330.0%2,3550.7%Computer and TechnologyVVisa$1,169,3450.0%4,1900.7%Business ServicesCMCSAComcast$1,166,1150.0%26,9000.7%Consumer DiscretionaryINTCIntel$1,156,1500.0%26,1750.7%Computer and TechnologyLRCXLam Research$1,117,3060.0%1,1500.7%Computer and TechnologyAMGNAmgen$1,114,5340.0%3,9200.7%MedicalHONHoneywell International$1,114,5080.0%5,4300.7%Multi-Sector ConglomeratesMAMastercard$987,2180.0%2,0500.6%Business ServicesJNJJohnson & Johnson$985,523$633,551 ▲180.0%6,2300.6%MedicalPXDPioneer Natural Resources$984,375$984,375 ▲New Holding3,7500.6%Oils/EnergyUNHUnitedHealth Group$974,5590.0%1,9700.6%MedicalApplovin$911,196$911,196 ▼-50.0%13,1790.6%CMN Class ACRMSalesforce$883,9630.0%2,9350.5%Computer and TechnologyBKNGBooking$870,6910.0%2400.5%Retail/WholesaleISRGIntuitive Surgical$848,0660.0%2,1250.5%MedicalABBVAbbVie$796,6870.0%4,3750.5%MedicalHDHome Depot$757,6100.0%1,9750.5%Retail/WholesaleQCOMQUALCOMM$740,688$71,106 ▼-8.8%4,3750.4%Computer and TechnologyMUMicron Technology$738,5810.0%6,2650.4%Computer and TechnologyMRKMerck & Co., Inc.$732,9820.0%5,5550.4%MedicalSNPSSynopsys$711,5180.0%1,2450.4%Computer and TechnologyTAT&T$710,4240.0%40,3650.4%Computer and TechnologyTMUST-Mobile US$708,374$60,391 ▲9.3%4,3400.4%Computer and TechnologyCVXChevron$683,014$75,715 ▲12.5%4,3300.4%Oils/EnergyADPAutomatic Data Processing$653,0700.0%2,6150.4%Business ServicesMDLZMondelez International$649,9500.0%9,2850.4%Consumer StaplesKLACKLA$649,6700.0%9300.4%Computer and TechnologyVRTXVertex Pharmaceuticals$620,7450.0%1,4850.4%MedicalSBUXStarbucks$608,2000.0%6,6550.4%Retail/WholesaleFIFiserv$608,1150.0%3,8050.4%Business ServicesCDNSCadence Design Systems$605,4390.0%1,9450.4%Computer and TechnologyINTUIntuit$588,2500.0%9050.4%Computer and TechnologyADIAnalog Devices$587,4360.0%2,9700.4%Computer and TechnologyREGNRegeneron Pharmaceuticals$572,6820.0%5950.3%MedicalAEPAmerican Electric Power$572,564$572,564 ▲New Holding6,6500.3%UtilitiesWMTWalmart$570,412$380,275 ▲200.0%9,4800.3%Retail/WholesaleLINDE PLC$538,6110.0%1,1600.3%CMNGILDGilead Sciences$531,429$52,008 ▲10.8%7,2550.3%MedicalCSXCSX$530,8420.0%14,3200.3%TransportationABTAbbott Laboratories$513,7430.0%4,5200.3%MedicalCATCaterpillar$465,3660.0%1,2700.3%Industrial ProductsUNPUnion Pacific$462,3480.0%1,8800.3%TransportationSCHWCharles Schwab$439,1040.0%6,0700.3%FinancePYPLPayPal$434,0950.0%6,4800.3%Computer and TechnologyTXNTexas Instruments$433,7830.0%2,4900.3%Computer and TechnologyMRNAModerna$425,1740.0%3,9900.3%MedicalWFCWells Fargo & Company$418,4710.0%7,2200.3%FinanceDHRDanaher$414,5350.0%1,6600.3%Multi-Sector ConglomeratesIBMInternational Business Machines$413,4280.0%2,1650.3%Computer and TechnologyCCICrown Castle$407,4450.0%3,8500.2%FinanceGEGeneral Electric$397,5750.0%2,2650.2%TransportationMCDMcDonald's$396,1400.0%1,4050.2%Retail/WholesaleORLYO'Reilly Automotive$395,1080.0%3500.2%Retail/WholesalePANWPalo Alto Networks$393,5200.0%1,3850.2%Computer and TechnologySPGIS&P Global$391,4140.0%9200.2%Business ServicesCVSCVS Health$390,8240.0%4,9000.2%Retail/WholesaleCTASCintas$381,3020.0%5550.2%Industrial ProductsACNAccenture$381,2710.0%1,1000.2%Business ServicesAMTAmerican Tower$380,3610.0%1,9250.2%FinancePMPhilip Morris International$376,5580.0%4,1100.2%Consumer StaplesPGProcter & Gamble$367,4960.0%2,2650.2%Consumer StaplesMNSTMonster Beverage$364,5720.0%6,1500.2%Consumer StaplesMARMarriott International$363,3260.0%1,4400.2%Consumer DiscretionaryCOPConocoPhillips$355,1110.0%2,7900.2%Oils/EnergyKOCoca-Cola$354,843$74,333 ▲26.5%5,8000.2%Consumer StaplesORCLOracle$351,7080.0%2,8000.2%Computer and TechnologyMETMetLife$339,4230.0%4,5800.2%FinanceLOWLowe's Companies$336,2430.0%1,3200.2%Retail/WholesaleRTXRTX$335,5030.0%3,4400.2%AerospaceESEversource Energy$325,149$325,149 ▲New Holding5,4400.2%UtilitiesMELIMercadoLibre$325,0710.0%2150.2%Retail/WholesaleSTXSeagate Technology$324,2790.0%3,4850.2%Business ServicesDDominion Energy$321,702$321,702 ▲New Holding6,5400.2%UtilitiesCPRTCopart$319,1390.0%5,5100.2%Business ServicesCRWDCrowdStrike$318,9870.0%9950.2%Computer and TechnologyBLKBlackRock$316,8060.0%3800.2%FinanceMDTMedtronic$315,4830.0%3,6200.2%MedicalWDAYWorkday$309,5710.0%1,1350.2%Computer and TechnologyMCHPMicrochip Technology$309,0510.0%3,4450.2%Computer and TechnologyShowing largest 100 holdings. 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