Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Afg Fiduciary Services Limited Partnership

Latest statistics and disclosures from Afg Fiduciary Services Limited Partnership's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, MINT, IJH, AMZN, QQQ, and represent 43.34% of Afg Fiduciary Services Limited Partnership's stock portfolio.
Added to shares of these 10 stocks: SH, PSQ, PULS, SPY, XLE, Cava Group, AMD, CAVA, IBIT, EPI.
Started 12 new stock positions in PLTR, Cava Group, PULS, GOOG, IBIT, VST, SH, EPI, XLF, SQQQ. WWD, SPXS.
Reduced shares in these 10 stocks: TLT (-$13M), GLD, Proshares Tr short s&p 500 ne, EWZ, EDV, TIPX, XBI, AMZN, NET, .
Sold out of its positions in CHPT, ENPH, EWZ, AGG, IEF, Pennymac Corp, PLD, Proshares Tr short s&p 500 ne, Proshares Ultrapro Short Qqq, SDY. TIPX, UBER, EDV, RIG, IREN.
Afg Fiduciary Services Limited Partnership was a net seller of stock by $-3.3M.
Afg Fiduciary Services Limited Partnership has $142M in assets under management (AUM), dropping by -4.60%.
Central Index Key (CIK): 0001907820

Tip: Access up to 7 years of quarterly data

Positions held by Afg Fiduciary Services Limited Partnership consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Afg Fiduciary Services Limited Partnership

Afg Fiduciary Services Limited Partnership holds 73 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	20.9	$30M	+5%	370k	79.86	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	8.5	$12M		120k	100.50	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.9	$6.9M		108k	63.93	View chart
Amazon (AMZN)	4.8	$6.8M	-5%	30k	223.35	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.3	$6.1M		12k	516.70	View chart
Proshares Tr Short Qqq (PSQ)	3.4	$4.9M	+347%	131k	37.07	View chart
Spdr Gold Tr Gold Shs (GLD)	3.3	$4.6M	-24%	19k	248.88	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.3	$4.6M		39k	117.03	View chart
Proshares Tr Short S&p 500 Ne (SH)	3.1	$4.4M	NEW	106k	41.99	View chart
Select Sector Spdr Tr Technology (XLK)	2.8	$4.0M	-5%	17k	232.29	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	2.7	$3.8M	-77%	44k	86.76	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	2.6	$3.8M	NEW	76k	49.66	View chart
Advanced Micro Devices (AMD)	2.4	$3.4M	+16%	29k	119.96	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	2.0	$2.9M		55k	52.12	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	1.8	$2.5M	-9%	40k	63.60	View chart
NVIDIA Corporation (NVDA)	1.8	$2.5M		18k	136.24	View chart
Cava Group Ord (CAVA)	1.6	$2.3M	+24%	20k	115.61	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.4	$2.0M	-2%	42k	48.17	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	1.4	$2.0M		26k	76.23	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.3	$1.8M		9.5k	192.69	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.2	$1.7M		6.5k	269.46	View chart
Select Sector Spdr Tr Energy (XLE)	1.1	$1.5M	+114%	16k	92.57	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	1.0	$1.4M	-7%	6.3k	227.28	View chart
Apple (AAPL)	1.0	$1.4M		5.8k	237.87	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.9	$1.3M		17k	78.90	View chart
Cloudflare Cl A Com (NET)	0.8	$1.1M	-19%	10k	114.48	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$1.1M	+9%	26k	43.46	View chart
Exxon Mobil Corporation (XOM)	0.8	$1.1M		9.7k	111.51	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.7	$1.0M		14k	76.79	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.7	$947k		15k	64.18	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$941k		8.9k	105.93	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.6	$876k	-5%	3.9k	223.21	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.6	$841k		20k	41.81	View chart
Ishares Msci Pac Jp Etf (EPP)	0.6	$829k		19k	44.10	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$769k	-4%	2.6k	293.71	View chart
Capitol Ser Tr Fairlead Tactica (TACK)	0.5	$672k		24k	27.54	View chart
Invesco Qqq Tr Put Put Option (Principal)	0.4	$620k	+33%	1.2k	516.70	View chart
First Tr Exchange-traded Rba Indl Etf (AIRR)	0.4	$614k	+115%	7.6k	81.23	View chart
Cava Group Call Call Option (Principal)	0.4	$613k	NEW	5.3k	115.61	View chart
Tesla Motors (TSLA)	0.4	$549k		1.3k	428.22	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.4	$532k	-16%	5.0k	106.48	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.4	$520k		6.8k	77.03	View chart
Allstate Corporation (ALL)	0.4	$502k		2.7k	188.03	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.3	$484k	+18%	17k	28.59	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.3	$450k		3.5k	127.96	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$446k	NEW	7.9k	56.64	View chart
Microsoft Corporation (MSFT)	0.3	$424k	+3%	994.00	426.31	View chart
Texas Pacific Land Corp (TPL)	0.3	$413k		300.00	1374.99	View chart
Meta Platforms Cl A (META)	0.3	$406k		658.00	617.12	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.3	$406k	NEW	9.2k	43.97	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$394k	NEW	8.0k	49.48	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$393k	-5%	1.8k	224.04	View chart
Global X Fds Global X Uranium (URA)	0.3	$372k	+5%	13k	27.65	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$348k	-5%	584.00	595.63	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$333k	+2%	11k	31.71	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$318k		4.9k	64.65	View chart
Proshares Tr Ultrapro Sht Qqq (SQQQ)	0.2	$309k	NEW	10k	30.08	View chart
Prospect Cap Corp Note 6.375% 3/0	0.2	$292k		295k	0.99	View chart
Vistra Energy (VST)	0.2	$286k	NEW	1.7k	169.17	View chart
JPMorgan Chase & Co. (JPM)	0.2	$285k		1.1k	252.35	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$284k		619.00	458.51	View chart
Palantir Technologies Cl A (PLTR)	0.2	$279k	NEW	4.1k	68.14	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.2	$272k	-64%	3.1k	88.55	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.2	$257k	+29%	8.6k	29.82	View chart
At&t (T)	0.2	$245k		11k	21.91	View chart
Woodward Governor Company (WWD)	0.2	$234k	NEW	1.3k	183.66	View chart
Verizon Communications (VZ)	0.2	$223k		5.9k	38.18	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$220k	NEW	1.1k	196.98	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$208k	-13%	2.6k	78.60	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$206k	-9%	508.00	404.90	View chart
Direxion Shs Etf Tr Dly S&p500 Br 3x (SPXS)	0.1	$178k	NEW	29k	6.07	View chart
HudBay Minerals (HBM)	0.1	$97k	-7%	11k	8.77	View chart
Denison Mines Corp (DNN)	0.0	$29k		15k	1.95	View chart

Past Filings by Afg Fiduciary Services Limited Partnership

SEC 13F filings are viewable for Afg Fiduciary Services Limited Partnership going back to 2021

Afg Fiduciary Services Limited Partnership 2024 Q4 filed Jan. 17, 2025
Afg Fiduciary Services Limited Partnership 2024 Q3 filed Oct. 15, 2024
Afg Fiduciary Services Limited Partnership 2024 Q2 filed July 31, 2024
Afg Fiduciary Services Limited Partnership 2024 Q1 filed April 15, 2024
Afg Fiduciary Services Limited Partnership 2023 Q4 filed Jan. 11, 2024
Afg Fiduciary Services Limited Partnership 2023 Q3 filed Oct. 23, 2023
Afg Fiduciary Services Limited Partnership 2023 Q2 filed July 18, 2023
Afg Fiduciary Services Limited Partnership 2023 Q1 filed May 4, 2023
Afg Fiduciary Services Limited Partnership 2022 Q4 filed Feb. 14, 2023
Afg Fiduciary Services Limited Partnership 2022 Q3 filed Nov. 15, 2022
Afg Fiduciary Services Limited Partnership 2022 Q2 filed Aug. 15, 2022
Afg Fiduciary Services Limited Partnership 2022 Q1 filed May 16, 2022
Afg Fiduciary Services Limited Partnership 2021 Q4 filed Feb. 11, 2022

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z