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AlphaCore Capital LLC

Q2 2025 · Filed 2025-08-12
Market Value
$2.6B
+124.2%
Holdings
1,011
+279
New Purchases
289
Added To
462
Closed
39
Reduced
114
Top 10 Concentration
30.9%
Turnover
32.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
META 5.47% 0.52% +4.95% $143M
SCHB 5.44% 0.73% +4.70% $142M
SCHF 3.19% 0.02% +3.17% $83M
FNDX 3.19% 0.03% +3.17% $83M
FNDF 2.62% 0.02% +2.60% $68M
SPDW 1.59% 0.01% +1.58% $42M
PRF 1.47% 0.01% +1.46% $38M
VWO 1.31% 0.05% +1.26% $34M
AVDV 1.25% 0.00% +1.25% $33M
FNDB 1.19% 0.00% +1.19% $31M
AVUV 1.31% 0.33% +0.98% $34M
FNDA 0.99% 0.01% +0.98% $26M
VTEB 0.99% 0.05% +0.94% $26M
VGT 0.88% 0.03% +0.85% $23M
XLK 0.82% 0.02% +0.80% $22M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MPLX 3.10% 7.22% -4.12% $81M
DSTL 2.04% 4.44% -2.41% $53M
IWV 1.88% 4.23% -2.34% $49M
COWZ 1.01% 3.24% -2.23% $26M
IXUS 2.07% 3.76% -1.69% $54M
GLD 1.28% 2.72% -1.44% $33M
IAUM 0.78% 1.64% -0.86% $20M
VV 0.50% 1.34% -0.84% $13M
BRK-B 0.61% 1.44% -0.83% $16M
VOO 1.89% 2.63% -0.74% $49M
AAPL 1.29% 2.02% -0.74% $34M
RSP 0.60% 1.28% -0.68% $16M
EPD 0.45% 1.09% -0.64% $12M
ICOW 0.61% 1.15% -0.54% $16M
JPM 0.70% 1.23% -0.54% $18M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 80 $632M 24.2%
Large Cap 528 $1.5B 57.1%
Mid Cap 212 $311M 11.9%
Small Cap 148 $172M 6.6%
Micro Cap 43 $4M 0.2%

Portfolio Analytics

Avg Market Cap
$92.1B
Median Market Cap
$16.5B
Avg P/E
29.6
Median P/E
21.3
Avg Dividend Yield
0.03%
Avg Beta
0.90
# Stocks
494
# ETFs / Funds
517

Top Holdings (1,011 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 META 5.47% 193,359 $143M $738.09 $137M +182,931 +1754.2%
2 SCHB 5.44% 5,953,464 $142M $23.83 $133M +5,556,673 +1400.4%
3 FNDX 3.19% 3,396,569 $83M $24.54 $83M +3,382,953 +24845.4%
4 SCHF 3.19% 3,764,614 $83M $22.10 $83M +3,753,737 +34510.8%
5 MPLX 3.10% 1,571,333 $81M $51.51 -$3M +1,259 +0.1%
6 FNDF 2.62% 1,710,588 $68M $40.02 $68M +1,704,665 +28780.4%
7 IXUS 2.07% 699,074 $54M $77.31 $10M +72,399 +11.6%
8 DSTL 2.04% 959,896 $53M $55.35 $1M +6,709 +0.7%
9 VOO 1.89% 86,379 $49M $569.77 $19M +26,875 +45.2%
10 IWV 1.88% 140,119 $49M $351.00 -$2K -14,721 -9.5%
11 SPDW 1.59% 1,026,614 $42M $40.49 $41M +1,022,153 +22913.1%
12 PRF 1.47% 905,165 $38M $42.27 $38M +902,245 +30898.8%
13 VWO 1.31% 691,596 $34M $49.46 $34M +678,106 +5026.7%
14 AVUV 1.31% 375,270 $34M $91.10 $30M +331,819 +763.7%
15 MSFT 1.31% 68,637 $34M $497.41 $14M +14,808 +27.5%
16 AAPL 1.29% 163,813 $34M $205.17 $10M +57,720 +54.4%
17 GLD 1.28% 109,494 $33M $304.83 $2M -493 -0.5%
18 AVDV 1.25% 410,202 $33M $79.28 +410,202 NEW
19 FNDB 1.19% 1,293,595 $31M $23.98 $31M +1,292,380 +106368.7%
20 NVDA 1.16% 191,456 $30M $158.00 $26M +148,824 +349.1%
21 JGRO 1.02% 308,986 $27M $86.07 $13M +125,950 +68.8%
22 COWZ 1.01% 477,877 $26M $55.10 -$11M -210,306 -30.6%
23 VTEB 0.99% 527,685 $26M $49.03 $25M +516,747 +4724.3%
24 FNDA 0.99% 897,565 $26M $28.65 $26M +894,057 +25486.2%
25 JMST 0.97% 498,744 $25M $50.92 $14M +278,288 +126.2%
26 VGT 0.88% 34,598 $23M $663.26 $23M +33,995 +5637.6%
27 XLK 0.82% 84,914 $22M $253.23 $21M +83,672 +6736.9%
28 AMZN 0.78% 93,173 $20M $219.39 $6M +16,071 +20.8%
29 IAUM 0.78% 618,282 $20M $32.99 $1M +5,578 +0.9%
30 SPTM 0.76% 266,087 $20M $74.89 $20M +265,446 +41411.2%
31 FNDE 0.74% 585,637 $19M $33.01 $19M +583,426 +26387.4%
32 VTI 0.73% 62,286 $19M $304.84 $6M +13,618 +28.0%
33 IEFA 0.71% 222,250 $19M $83.48 $5M +39,984 +21.9%
34 JPM 0.70% 62,851 $18M $289.91 $4M +4,334 +7.4%
35 MGC 0.67% 77,739 $18M $225.47 $15M +66,985 +622.9%
36 GSLC 0.65% 140,252 $17M $121.38 $17M +139,367 +15747.7%
37 IVV 0.65% 27,357 $17M $620.90 $9M +13,191 +93.1%
38 ICOW 0.61% 469,434 $16M $34.03 $3M +43,518 +10.2%
39 BRK-B 0.61% 32,624 $16M $485.77 -$913K +1,153 +3.7%
40 RSP 0.60% 85,503 $16M $181.74 $663K -373 -0.4%
41 IQLT 0.59% 355,545 $15M $43.22 $4M +69,921 +24.5%
42 SPY 0.59% 24,732 $15M $617.85 $5M +5,855 +31.0%
43 VO 0.58% 54,299 $15M $280.90 $10M +34,947 +180.6%
44 VEU 0.55% 213,434 $14M $67.22 $13M +193,511 +971.3%
45 VB 0.52% 56,557 $13M $237.76 $9M +37,505 +196.9%
46 GOOGL 0.51% 76,168 $13M $176.23 $6M +30,269 +66.0%
47 VV 0.50% 45,949 $13M $286.14 -$3M -14,943 -24.5%
48 DISV 0.50% 395,629 $13M $32.91 $13M +392,837 +14070.1%
49 XLF 0.48% 236,810 $12M $52.37 $8M +144,135 +155.5%
50 EPD 0.45% 382,639 $12M $31.01 -$846K +10,287 +2.8%
51 IIPR 0.44% 209,630 $12M $55.22 +209,630 NEW
52 COST 0.44% 11,642 $12M $989.94 $1M +907 +8.4%
53 PR 0.44% 843,175 $11M $13.62 +843,175 NEW
54 GOOG 0.42% 62,178 $11M $177.39 $6M +30,308 +95.1%
55 PRFZ 0.41% 265,330 $11M $40.67 $11M +258,415 +3737.0%
56 V 0.40% 29,095 $10M $355.05 $775K +1,823 +6.7%
57 JPST 0.38% 196,816 $10M $50.68 $464K +8,978 +4.8%
58 XLV 0.38% 73,752 $10M $134.79 $10M +71,205 +2795.6%
59 SCHE 0.38% 329,269 $10M $30.14 $10M +328,809 +71480.2%
60 VOX 0.38% 57,717 $10M $171.03 $10M +57,130 +9732.5%
61 QQQ 0.37% 17,519 $10M $551.65 $6M +9,816 +127.4%
62 CSCO 0.37% 138,179 $10M $69.38 $2M +8,252 +6.3%
63 MOAT 0.36% 99,780 $9M $93.79 $2M +17,980 +22.0%
64 SCHZ 0.35% 388,794 $9M $23.24 $7M +299,439 +335.1%
65 QCOM 0.34% 54,993 $9M $159.26 $803K +3,201 +6.2%
66 VFH 0.33% 66,793 $9M $127.30 $8M +65,452 +4880.8%
67 WMT 0.33% 86,763 $8M $97.78 $2M +10,321 +13.5%
68 ORCL 0.31% 37,304 $8M $218.63 $5M +14,135 +61.0%
69 VTHR 0.31% 29,711 $8M $272.75 $1M +1,880 +6.8%
70 BILS 0.31% 80,546 $8M $99.43 $2M +15,845 +24.5%
71 UNM 0.30% 98,188 $8M $80.76 -$142K -903 -0.9%
72 IBRX 0.30% 2,974,878 $8M $2.64 +2,974,878 NEW
73 SCHX 0.30% 319,223 $8M $24.44 $4M +131,228 +69.8%
74 HD 0.29% 20,888 $8M $366.64 $1M +3,504 +20.2%
75 XLI 0.29% 51,912 $8M $147.52 $8M +51,644 +19270.2%
76 XLY 0.29% 34,412 $7M $217.33 $7M +33,561 +3943.7%
77 VEA 0.28% 128,170 $7M $57.01 $2M +15,891 +14.2%
78 GCOW 0.28% 192,394 $7M $37.97 $5M +125,675 +188.4%
79 IEMG 0.28% 119,755 $7M $60.03 $3M +47,318 +65.3%
80 TSLA 0.27% 22,420 $7M $317.66 $5M +15,926 +245.2%
81 IWF 0.26% 15,748 $7M $424.57 $2M +1,496 +10.5%
82 AVUS 0.25% 65,361 $7M $100.82 $7M +65,349 +544575.0%
83 VHT 0.25% 26,505 $7M $248.35 $6M +25,634 +2943.1%
84 MPC 0.25% 39,371 $7M $166.11 $1M +1,872 +5.0%
85 AVLV 0.24% 92,017 $6M $68.21 $6M +90,130 +4776.4%
86 EMGF 0.24% 120,365 $6M $52.07 $6M +120,087 +43196.8%
87 IJH 0.24% 100,482 $6M $62.02 $4M +58,507 +139.4%
88 XCEM 0.23% 174,300 $6M $34.18 $906K +3,277 +1.9%
89 USMV 0.22% 61,403 $6M $93.87 $17K +47 +0.1%
90 AVGO 0.22% 20,787 $6M $275.65 $3M +7,340 +54.6%
91 AVES 0.21% 103,790 $6M $53.55 $5M +82,212 +381.0%
92 QUAL 0.21% 30,183 $6M $182.82 $310K -295 -1.0%
93 PXF 0.21% 96,009 $6M $57.42 $5M +95,052 +9932.3%
94 TSM 0.21% 24,203 $6M $227.27 $2M +5,443 +29.0%
95 VCR 0.21% 14,980 $5M $362.32 $5M +14,892 +16922.7%
96 XLC 0.21% 49,980 $5M $108.53 $5M +48,146 +2625.2%
97 BAC 0.20% 112,947 $5M $47.32 $1M +14,575 +14.8%
98 IVW 0.20% 48,455 $5M $110.10 $4M +36,023 +289.8%
99 VXUS 0.20% 75,327 $5M $69.09 $5M +64,908 +623.0%
100 ABBV 0.20% 28,029 $5M $185.62 $206K +4,182 +17.5%

New Positions

SymbolValue% Port
AVDV $33M 1.25%
IIPR $12M 0.44%
PR $11M 0.44%
IBRX $8M 0.30%
VDC $4M 0.17%
TOTL $4M 0.16%
PRMB $2M 0.09%
TPYP $2M 0.08%
VPU $2M 0.06%
AVIV $2M 0.06%
TCBX $1M 0.05%
NVO $1M 0.05%
ADI $1M 0.05%
VAW $1M 0.04%
BX $1M 0.04%

Sold Out Positions

SymbolValue% Port
ARCO —%
GSBD —%
LYB —%
SPG —%
SLB —%
CCJ —%
PTY —%
USFD —%
EXPE —%
FFIV —%
CSWC —%
DGRW —%
CTA —%
DIVD —%
CLM —%
View SEC EDGAR Filings for AlphaCore Capital LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms