Alpha Family Trust Top Holdings and 13F Report (2024) → Man who Predicted Trump 2016 Win: “Prepare for Election Meltdown” (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 TechnologyKDPKeurig Dr Pepper$308,234$78,209 ▼-20.2%10,0500.2%Consumer StaplesETNEaton$307,9900.0%9850.2%Industrial ProductsROSTRoss Stores$305,9940.0%2,0850.2%Retail/WholesaleASMLASML$305,6980.0%3150.2%Computer and TechnologyDXCMDexCom$298,8980.0%2,1550.2%MedicalSYKStryker$298,8210.0%8350.2%MedicalAXPAmerican Express$297,1350.0%1,3050.2%FinanceELVElevance Health$285,1970.0%5500.2%MedicalCIThe Cigna Group$285,1040.0%7850.2%MedicalNXPINXP Semiconductors$282,4580.0%1,1400.2%Computer and TechnologyPCARPACCAR$282,0980.0%2,2770.2%Auto/Tires/TrucksSHWSherwin-Williams$279,6010.0%8050.2%ConstructionTJXTJX Companies$279,4120.0%2,7550.2%Retail/WholesaleEWEdwards Lifesciences$278,0800.0%2,9100.2%MedicalCTSHCognizant Technology Solutions$277,7690.0%3,7900.2%Computer and TechnologyANETArista Networks$276,9310.0%9550.2%Computer and TechnologyDISWalt Disney$275,922$275,922 ▲New Holding2,2550.2%Consumer DiscretionaryNOCNorthrop Grumman$268,0500.0%5600.2%AerospaceUSBU.S. Bancorp$264,8480.0%5,9250.2%FinanceCEGConstellation Energy$264,335$264,335 ▲New Holding1,4300.2%Oils/EnergyPAYXPaychex$264,0200.0%2,1500.2%Business ServicesANSSANSYS$263,8420.0%7600.2%Computer and TechnologyDEDeere & Company$260,8200.0%6350.2%Industrial ProductsBSXBoston Scientific$255,4670.0%3,7300.2%MedicalABNBAirbnb$254,038$78,356 ▼-23.6%1,5400.2%Computer and TechnologyIDXXIDEXX Laboratories$248,3680.0%4600.2%MedicalNOWServiceNow$240,1560.0%3150.1%Computer and TechnologyITWIllinois Tool Works$238,8140.0%8900.1%Industrial ProductsHALHalliburton$237,7030.0%6,0300.1%Oils/EnergyILMNIllumina$232,7570.0%1,6950.1%MedicalLHXL3Harris Technologies$230,1480.0%1,0800.1%AerospaceGDGeneral Dynamics$227,4040.0%8050.1%AerospaceWMBWilliams Companies$222,713$222,713 ▲New Holding5,7150.1%Oils/EnergyPGRProgressive$221,297$221,297 ▲New Holding1,0700.1%FinanceAESAES$219,6410.0%12,2500.1%UtilitiesKHCKraft Heinz$214,019$214,019 ▲New Holding5,8000.1%Consumer StaplesLMTLockheed Martin$213,789$213,789 ▲New Holding4700.1%AerospaceVRSKVerisk Analytics$213,3360.0%9050.1%Business ServicesORealty Income$212,6130.0%3,9300.1%FinanceEVRGEvergy$211,919$211,919 ▲New Holding3,9700.1%UtilitiesPDDPDD$211,5750.0%1,8200.1%Multi-Sector ConglomeratesFEFirstEnergy$209,899$209,899 ▲New Holding5,4350.1%UtilitiesMMCMarsh & McLennan Companies$207,010$207,010 ▲New Holding1,0050.1%FinanceAMPAmeriprise Financial$206,067$206,067 ▲New Holding4700.1%FinanceFASTFastenal$204,807$204,807 ▲New Holding2,6550.1%Retail/WholesaleDELLDell Technologies$204,257$204,257 ▲New Holding1,7900.1%Computer and TechnologySTZConstellation Brands$203,820$203,820 ▲New Holding7500.1%Consumer StaplesJCIJohnson Controls International$203,471$37,559 ▼-15.6%3,1150.1%Industrial ProductsKEYKeyCorp$202,5260.0%12,8100.1%FinanceMCKMcKesson$201,319$201,319 ▲New Holding3750.1%MedicalSLBSchlumberger$201,153$201,153 ▲New Holding3,6700.1%Oils/EnergyXOMExxon Mobil$200,514$200,514 ▲New Holding1,7250.1%Oils/EnergyGMGeneral Motors$200,447$200,447 ▲New Holding4,4200.1%Auto/Tires/TrucksWBDWarner Bros. Discovery$130,9500.0%15,0000.1%Consumer DiscretionarySIRISirius XM$55,114$55,114 ▲New Holding14,2050.0%Consumer DiscretionaryPFEPfizer$0$511,740 ▼-100.0%00.0%MedicalXELXcel Energy$0$457,514 ▼-100.0%00.0%UtilitiesNEENextEra Energy$0$456,765 ▼-100.0%00.0%UtilitiesBMYBristol-Myers Squibb$0$364,814 ▼-100.0%00.0%MedicalCHTRCharter Communications$0$322,604 ▼-100.0%00.0%Consumer DiscretionaryNKENIKE$0$268,711 ▼-100.0%00.0%Consumer DiscretionaryBABoeing$0$242,414 ▼-100.0%00.0%AerospaceDVNDevon Energy$0$237,371 ▼-100.0%00.0%Oils/EnergyLULULululemon Athletica$0$235,193 ▼-100.0%00.0%Consumer DiscretionaryEXCExelon$0$225,451 ▼-100.0%00.0%UtilitiesTEAMAtlassian$0$217,642 ▼-100.0%00.0%Computer and Technology 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. 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