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American Financial Advisors

Latest statistics and disclosures from American Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are QQQ, VIG, VBK, BRK.B, IWB, and represent 29.19% of American Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: IJH (+$12M), CGCB, VCIT, IYH, SCHD, VGIT, CSCO, IWB, ORCL, VCSH.
Started 11 new stock positions in GS, CGCB, WM, NVO, CRWD, VOO, CSCO, VTV, AXP, VGIT. ORCL.
Reduced shares in these 10 stocks: LLY, QQQ, VBK, DNP, SCZ, SLYV, XBI, ARKK, FIXD, CIBR.
Sold out of its positions in COST, FEM, HYLS, IWF, ESGV.
American Financial Advisors was a net buyer of stock by $7.0M.
American Financial Advisors has $710M in assets under management (AUM), dropping by 5.02%.
Central Index Key (CIK): 0001767898

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Portfolio Holdings for American Financial Advisors

American Financial Advisors holds 151 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	8.3	$59M	-2%	132k	444.01	View chart
Vanguard Specialized Funds Div App Etf (VIG)	5.6	$40M		219k	182.61	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	5.3	$37M	-2%	144k	260.72	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	5.2	$37M		88k	420.52	View chart
Ishares Tr Rus 1000 Etf (IWB)	4.8	$34M		118k	288.03	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	4.8	$34M		395k	85.65	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	4.6	$33M		404k	81.53	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	4.3	$30M		697k	43.60	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	4.0	$28M		368k	77.31	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.9	$28M	+2%	345k	80.63	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	3.6	$26M		537k	48.25	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	3.2	$23M	-2%	272k	82.97	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.1	$22M	+4%	270k	80.51	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	3.0	$21M		143k	147.73	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.9	$21M		83k	249.86	View chart
DNP Select Income Fund (DNP)	2.5	$18M	-3%	2.0M	9.07	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.1	$15M	+389%	241k	60.74	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.9	$13M	-4%	208k	63.33	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	1.8	$13M	-2%	221k	56.39	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.7	$12M		407k	29.02	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	1.6	$12M		296k	39.53	View chart
Eli Lilly & Co. (LLY)	1.5	$10M	-29%	13k	777.96	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.3	$9.3M	+2%	189k	49.24	View chart
Ark Etf Tr Innovation Etf (ARKK)	1.2	$8.4M	-5%	168k	50.08	View chart
Delta Air Lines Inc Del Com New (DAL)	1.0	$7.1M	+2%	147k	47.87	View chart
Apple (AAPL)	0.9	$6.4M	-4%	38k	171.48	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.9	$6.4M	+2%	127k	50.45	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.9	$6.1M	-7%	64k	94.89	View chart
Amazon (AMZN)	0.7	$5.1M		28k	180.38	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$4.5M		18k	259.90	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$3.0M	-2%	38k	79.86	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$2.9M	-5%	69k	41.77	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$2.9M	-2%	73k	39.02	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.4	$2.8M	-2%	62k	46.21	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$2.8M	+2%	5.3k	525.74	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$2.7M	-3%	18k	150.93	View chart
Home Depot (HD)	0.3	$2.5M	+2%	6.4k	383.62	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.3	$2.4M		17k	140.51	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$2.3M	-12%	44k	52.16	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$2.1M		66k	31.95	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.3	$2.1M		22k	94.25	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$2.0M	-7%	22k	89.67	View chart
Microsoft Corporation (MSFT)	0.3	$2.0M	+9%	4.7k	420.69	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.2	$1.8M	NEW	68k	25.99	View chart
NVIDIA Corporation (NVDA)	0.2	$1.7M	-4%	1.9k	903.33	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$1.7M	+2%	11k	158.81	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$1.7M		49k	35.19	View chart
Meta Platforms Cl A (META)	0.2	$1.5M	-3%	3.1k	485.53	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$1.5M	-3%	14k	107.41	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$1.5M		8.2k	179.12	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$1.5M		26k	56.17	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.4M		23k	62.06	View chart
Welltower Inc Com reit (WELL)	0.2	$1.3M		14k	93.44	View chart
Southern Copper Corporation (SCCO)	0.2	$1.2M		12k	106.52	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.2M		7.2k	169.37	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$1.2M	+5%	2.2k	523.00	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$1.1M	-6%	23k	49.19	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.2	$1.1M	+393%	18k	61.90	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$1.1M		5.1k	210.31	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$918k		11k	86.48	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$909k	-4%	22k	42.12	View chart
Coca-Cola Company (KO)	0.1	$847k		14k	61.18	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$842k		11k	77.73	View chart
General Electric Com New (GE)	0.1	$816k	+3%	4.6k	175.53	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$799k		15k	54.40	View chart
Tesla Motors (TSLA)	0.1	$793k	+5%	4.5k	175.79	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.1	$793k	-21%	23k	34.09	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$785k		9.3k	84.44	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$763k	-3%	7.1k	107.60	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$729k		6.3k	114.86	View chart
Walt Disney Company (DIS)	0.1	$723k	-7%	5.9k	122.36	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$720k	+21%	12k	57.86	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$706k	-8%	3.4k	208.24	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$675k		13k	51.28	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$643k	+11%	2.9k	224.98	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV)	0.1	$564k	-8%	13k	44.21	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$536k		13k	40.90	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$536k	+6%	3.5k	152.26	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$529k		5.6k	94.66	View chart
MGM Resorts International. (MGM)	0.1	$526k		11k	47.21	View chart
Johnson & Johnson (JNJ)	0.1	$524k	+11%	3.3k	158.18	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$505k	+2%	23k	22.46	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$501k	-2%	9.7k	51.60	View chart
Mastercard Incorporated Cl A (MA)	0.1	$497k		1.0k	481.56	View chart
Ishares Tr Residential Mult (REZ)	0.1	$493k		6.8k	72.08	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$490k		3.9k	125.96	View chart
Abbvie (ABBV)	0.1	$474k		2.6k	182.12	View chart
Boeing Company (BA)	0.1	$466k	-7%	2.4k	193.00	View chart
Southern Company (SO)	0.1	$432k		6.0k	71.74	View chart
Proshares Tr Ultrpro S&p500 (UPRO)	0.1	$430k		6.1k	70.55	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$428k		7.2k	59.62	View chart
Amgen (AMGN)	0.1	$428k	+25%	1.5k	284.32	View chart
JPMorgan Chase & Co. (JPM)	0.1	$428k	+28%	2.1k	200.32	View chart
Uber Technologies (UBER)	0.1	$412k		5.3k	76.99	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$392k		5.4k	72.36	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$387k	NEW	6.6k	58.55	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$385k		7.6k	50.60	View chart
Weyerhaeuser Co Mtn Be Com New (WY)	0.1	$364k	-3%	10k	35.91	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$363k		5.5k	65.65	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$354k	+33%	3.8k	92.71	View chart
UnitedHealth (UNH)	0.0	$347k		701.00	494.70	View chart
Cisco Systems (CSCO)	0.0	$340k	NEW	6.8k	49.91	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.0	$335k	-7%	2.2k	153.77	View chart
Datadog Cl A Com (DDOG)	0.0	$330k	-12%	2.7k	123.60	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$326k		5.2k	62.35	View chart
Procter & Gamble Company (PG)	0.0	$326k		2.0k	162.21	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$319k		5.2k	61.05	View chart
Exxon Mobil Corporation (XOM)	0.0	$319k	+17%	2.7k	116.25	View chart
Pepsi (PEP)	0.0	$318k		1.8k	174.99	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$315k		1.0k	304.71	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$309k	-3%	3.3k	94.41	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$303k		12k	25.44	View chart
Starbucks Corporation (SBUX)	0.0	$303k	-14%	3.3k	91.39	View chart
Oracle Corporation (ORCL)	0.0	$301k	NEW	2.4k	125.59	View chart
Royal Caribbean Cruises (RCL)	0.0	$299k	-8%	2.2k	139.01	View chart
Advanced Micro Devices (AMD)	0.0	$296k	+2%	1.6k	180.49	View chart
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)	0.0	$288k	-27%	7.4k	38.71	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.0	$284k		11k	27.01	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$281k		2.9k	97.94	View chart
Verizon Communications (VZ)	0.0	$278k	-5%	6.6k	41.96	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$277k	-2%	2.7k	102.75	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.0	$272k	-17%	2.4k	111.60	View chart
Fastenal Company (FAST)	0.0	$264k		3.4k	77.13	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$262k	+15%	1.4k	182.70	View chart
Ishares Tr Exponential Tech (XT)	0.0	$261k		4.4k	59.61	View chart
Merck & Co (MRK)	0.0	$259k		2.0k	131.92	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$254k	+13%	3.1k	81.42	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$244k	-2%	2.6k	92.41	View chart
AFLAC Incorporated (AFL)	0.0	$241k	-6%	2.8k	85.87	View chart
Intel Corporation (INTC)	0.0	$239k		5.4k	44.17	View chart
Chevron Corporation (CVX)	0.0	$235k		1.5k	157.75	View chart
Waste Management (WM)	0.0	$233k	NEW	1.1k	213.06	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.0	$232k	-3%	14k	16.34	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$229k	-20%	13k	17.32	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$228k	NEW	711.00	320.59	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$225k	-12%	1.8k	123.16	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$224k	NEW	1.4k	162.85	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$223k		744.00	300.01	View chart
Bank of America Corporation (BAC)	0.0	$218k	-41%	5.7k	37.92	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$217k	NEW	452.00	480.78	View chart
Novo-nordisk A S Adr (NVO)	0.0	$205k	NEW	1.6k	128.38	View chart
American Express Company (AXP)	0.0	$205k	NEW	901.00	227.75	View chart
Annaly Capital Management In Com New (NLY)	0.0	$205k	-2%	10k	19.69	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$204k	-5%	3.0k	67.87	View chart
Goldman Sachs (GS)	0.0	$203k	NEW	485.00	417.74	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$183k		12k	15.73	View chart
Ford Motor Company (F)	0.0	$166k	+3%	13k	13.28	View chart
Cormedix Inc cormedix (CRMD)	0.0	$129k		31k	4.24	View chart
Amarin Corp Spons Adr New (AMRN)	0.0	$104k		116k	0.89	View chart
Credit Suisse AM Inc Fund (CIK)	0.0	$34k		11k	2.95	View chart
Wheels Up Experience Com Cl A (UP)	0.0	$29k		10k	2.87	View chart

Past Filings by American Financial Advisors

SEC 13F filings are viewable for American Financial Advisors going back to 2018

American Financial Advisors 2024 Q1 filed April 22, 2024
American Financial Advisors 2023 Q4 filed Jan. 31, 2024
American Financial Advisors 2023 Q3 filed Nov. 14, 2023
American Financial Advisors 2023 Q2 filed July 13, 2023
American Financial Advisors 2023 Q1 filed April 18, 2023
American Financial Advisors 2022 Q4 filed Jan. 26, 2023
American Financial Advisors 2022 Q3 filed Oct. 17, 2022
American Financial Advisors 2022 Q2 filed Aug. 1, 2022
American Financial Advisors 2022 Q1 filed April 27, 2022
American Financial Advisors 2021 Q4 filed Feb. 2, 2022
American Financial Advisors 2021 Q3 filed Nov. 5, 2021
American Financial Advisors 2021 Q2 filed Aug. 5, 2021
American Financial Advisors 2021 Q1 filed May 13, 2021
American Financial Advisors 2020 Q4 filed Feb. 16, 2021
American Financial Advisors 2020 Q3 filed Nov. 9, 2020
American Financial Advisors 2020 Q2 filed July 30, 2020

View all past filings

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