Afg Fiduciary Services Limited Partnership

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

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

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Portfolio Holdings for Afg Fiduciary Services Limited Partnership

Afg Fiduciary Services Limited Partnership holds 71 positions in its portfolio as reported in the March 2025 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) 20.0 $27M +6% 393k 69.38
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 6.8 $9.2M +147% 187k 49.42
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 6.6 $9.0M -24% 90k 100.27
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Invesco Qqq Tr Unit Ser 1 (QQQ) 5.2 $7.2M +29% 15k 466.00
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 4.4 $6.1M +54% 68k 88.87
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Amazon (AMZN) 4.4 $6.0M +4% 32k 191.10
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Ishares Tr Core S&p Mcp Etf (IJH) 4.4 $6.0M 107k 55.90
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Spdr Gold Tr Gold Shs (GLD) 3.9 $5.3M 19k 285.38
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Ishares Tr Core S&p Scp Etf (IJR) 3.2 $4.3M +11% 44k 98.56
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Select Sector Spdr Tr Technology (XLK) 2.6 $3.6M +3% 18k 203.86
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Advanced Micro Devices (AMD) 2.1 $2.8M +2% 29k 96.84
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Blackrock Etf Trust Ii Ishares Flexible (BINC) 2.0 $2.7M -5% 52k 51.65
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 1.9 $2.6M +2% 41k 62.90
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Ishares Tr S&p 500 Val Etf (IVE) 1.8 $2.5M +45% 14k 180.91
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NVIDIA Corporation (NVDA) 1.5 $2.1M 18k 114.33
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.5 $2.0M 26k 79.31
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.5 $2.0M 41k 49.06
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Cava Group Ord (CAVA) 1.4 $1.9M +2% 21k 91.95
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Vanguard Index Fds Mid Cap Etf (VO) 1.3 $1.8M +14% 7.4k 246.70
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.1 $1.5M NEW 9.2k 165.16
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Ishares Tr Ishares Semicdtr (SOXX) 1.0 $1.3M +85% 7.3k 183.62
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Select Sector Spdr Tr Energy (XLE) 1.0 $1.3M -2% 16k 82.36
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.9 $1.3M 17k 74.80
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.9 $1.2M 6.2k 195.54
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Vaneck Etf Trust Rare Earth And S (REMX) 0.9 $1.2M NEW 33k 36.73
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J P Morgan Exchange Traded F Betabuilders Eur (BBEU) 0.9 $1.2M NEW 20k 59.28
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Apple (AAPL) 0.9 $1.2M 5.9k 198.85
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Cloudflare Cl A Com (NET) 0.8 $1.1M 10k 112.56
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First Tr Exchange Traded Rba Indl Etf (AIRR) 0.8 $1.0M +102% 15k 68.26
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Exxon Mobil Corporation (XOM) 0.8 $1.0M 9.7k 105.80
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.7 $1.0M +2% 15k 67.40
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.7 $1.0M -2% 13k 75.97
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $918k -16% 22k 42.49
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Ishares Tr National Mun Etf (MUB) 0.6 $834k -9% 8.1k 103.32
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.6 $828k 20k 41.19
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Global X Fds Global X Uranium (URA) 0.6 $806k +171% 37k 22.12
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.6 $801k +117% 17k 46.83
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Ishares Msci Pac Jp Etf (EPP) 0.6 $791k 19k 42.09
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Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $725k +3% 2.7k 268.48
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Wisdomtree Tr India Erngs Fd (EPI) 0.5 $658k +65% 15k 43.08
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Capitol Ser Tr Fairlead Tactica (TACK) 0.5 $627k -2% 24k 26.28
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Vaneck Etf Trust Uranium And Nucl (NLR) 0.4 $556k NEW 7.6k 73.13
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $535k 5.0k 107.07
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Kraneshares Trust Csi Chi Internet (KWEB) 0.4 $516k 17k 30.01
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Allstate Corporation (ALL) 0.4 $515k 2.7k 193.00
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Select Sector Spdr Tr Financial (XLF) 0.4 $487k +29% 10k 47.23
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Cava Group Call Call Option (Principal) 0.4 $487k 5.3k 91.95
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Ishares Tr MRGSTR MD CP GRW (IMCG) 0.3 $467k 6.8k 69.20
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Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.3 $390k 3.5k 111.13
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Meta Platforms Cl A (META) 0.3 $387k 660.00 585.77
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Texas Pacific Land Corp (TPL) 0.3 $379k 300.00 1263.49
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Tesla Motors (TSLA) 0.3 $360k +3% 1.3k 272.20
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Ishares Tr Russell 2000 Etf (IWM) 0.3 $344k +3% 1.8k 189.68
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $323k 619.00 521.41
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Ishares Tr Pfd And Incm Sec (PFF) 0.2 $321k +2% 11k 29.84
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $319k 584.00 546.25
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Microsoft Corporation (MSFT) 0.2 $316k -18% 809.00 390.49
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.2 $306k 4.8k 63.31
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Vistra Energy (VST) 0.2 $298k +49% 2.5k 118.02
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At&t (T) 0.2 $292k 11k 26.47
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Palantir Technologies Cl A (PLTR) 0.2 $290k -23% 3.2k 92.01
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Woodward Governor Company (WWD) 0.2 $276k +23% 1.6k 174.89
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Ishares Tr China Lg-cap Etf (FXI) 0.2 $270k 8.5k 31.68
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JPMorgan Chase & Co. (JPM) 0.2 $260k 1.1k 234.34
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First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.2 $237k NEW 4.2k 55.97
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Spdr Ser Tr S&p Biotech (XBI) 0.2 $232k 3.1k 74.88
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Verizon Communications (VZ) 0.2 $226k -9% 5.3k 42.89
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First Tr Exchange-traded Wtr Etf (FIW) 0.2 $222k NEW 2.3k 96.71
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HudBay Minerals (HBM) 0.1 $77k 11k 6.95
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Plug Power Com New (PLUG) 0.0 $47k NEW 39k 1.21
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Denison Mines Corp (DNN) 0.0 $20k 15k 1.30
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Past Filings by Afg Fiduciary Services Limited Partnership

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