AF Advisors
Latest statistics and disclosures from AF Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FICO, WFC, VTI, CAT, CVX, and represent 98.95% of AF Advisors's stock portfolio.
- Added to shares of these 2 stocks: NVDA, AMZN.
- Reduced shares in these 10 stocks: FICO, VT, DVY, VGT, ITOT, TSLA, SCHB, VXUS, VTI, AAPL.
- Sold out of its position in VT.
- AF Advisors was a net seller of stock by $-2.2M.
- AF Advisors has $545M in assets under management (AUM), dropping by 18.19%.
- Central Index Key (CIK): 0001818044
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Portfolio Holdings for AF Advisors
AF Advisors holds 21 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Fair Isaac Corporation (FICO) | 98.1 | $535M | 359k | 1488.66 |
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Wells Fargo & Company (WFC) | 0.3 | $1.9M | 32k | 59.39 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.4M | 5.4k | 267.51 |
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Caterpillar (CAT) | 0.1 | $686k | 2.1k | 333.10 |
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Chevron Corporation (CVX) | 0.1 | $684k | 4.4k | 156.42 |
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NVIDIA Corporation (NVDA) | 0.1 | $647k | +950% | 5.2k | 123.54 |
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Vanguard Index Fds Growth Etf (VUG) | 0.1 | $630k | 1.7k | 374.01 |
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $565k | -2% | 9.0k | 62.87 |
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Amazon (AMZN) | 0.1 | $548k | 2.8k | 193.25 |
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Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $401k | -3% | 3.4k | 118.78 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $381k | 700.00 | 544.22 |
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Apple (AAPL) | 0.1 | $377k | 1.8k | 210.62 |
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Ishares Tr Select Divid Etf (DVY) | 0.1 | $361k | -9% | 3.0k | 120.99 |
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Clorox Company (CLX) | 0.1 | $273k | 2.0k | 136.47 |
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Vanguard World Inf Tech Etf (VGT) | 0.0 | $255k | -9% | 442.00 | 576.61 |
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Tesla Motors (TSLA) | 0.0 | $241k | -5% | 1.2k | 197.88 |
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $230k | -4% | 3.8k | 60.30 |
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Microsoft Corporation (MSFT) | 0.0 | $221k | 494.00 | 446.95 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $210k | 1.2k | 182.55 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $204k | 935.00 | 218.14 |
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WestAmerica Ban (WABC) | 0.0 | $204k | 4.2k | 48.53 |
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Past Filings by AF Advisors
SEC 13F filings are viewable for AF Advisors going back to 2020
- AF Advisors 2024 Q2 filed Aug. 5, 2024
- AF Advisors 2024 Q1 filed April 24, 2024
- AF Advisors 2023 Q4 filed Feb. 6, 2024
- AF Advisors 2023 Q3 filed Nov. 7, 2023
- AF Advisors 2023 Q2 filed Aug. 18, 2023
- AF Advisors 2023 Q1 filed May 12, 2023
- AF Advisors 2022 Q4 filed Feb. 8, 2023
- AF Advisors 2022 Q3 filed Nov. 4, 2022
- AF Advisors 2022 Q2 filed July 29, 2022
- AF Advisors 2022 Q1 filed May 6, 2022
- AF Advisors 2021 Q4 filed Feb. 9, 2022
- AF Advisors 2021 Q3 filed Nov. 12, 2021
- AF Advisors 2021 Q2 filed Aug. 10, 2021
- AF Advisors 2021 Q1 filed May 10, 2021
- AF Advisors 2020 Q4 filed Feb. 5, 2021
- AF Advisors 2019 Q4 filed Oct. 23, 2020