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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, PULS, MINT, QQQ, TLT, and represent 43.02% of Afg Fiduciary Services Limited Partnership's stock portfolio.
Added to shares of these 10 stocks: PULS (+$5.5M), TLT, QQQ, SPY, RSP, REMX, BBEU, IVE, SOXX, NLR.
Started 7 new stock positions in FIW, REMX, RSP, NLR, PLUG, RDVY, BBEU.
Reduced shares in these 10 stocks: PSQ, SH, MINT, Powershares Qqq Etf Put Opt 01/19 154.0 put, SQQQ, Prospect Capital Corporation note, GOOG, GSEW, IWF, SPXS.
Sold out of its positions in GOOG, SPXS, GSEW, Powershares Qqq Etf Put Opt 01/19 154.0 put, IWF, SQQQ, Prospect Capital Corporation note, SH, PSQ.
Afg Fiduciary Services Limited Partnership was a net buyer of stock by $5.4M.
Afg Fiduciary Services Limited Partnership has $137M in assets under management (AUM), dropping by -3.59%.
Central Index Key (CIK): 0001907820

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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	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	6.8	$9.2M	+147%	187k	49.42	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	6.6	$9.0M	-24%	90k	100.27	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.2	$7.2M	+29%	15k	466.00	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	4.4	$6.1M	+54%	68k	88.87	View chart
Amazon (AMZN)	4.4	$6.0M	+4%	32k	191.10	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.4	$6.0M		107k	55.90	View chart
Spdr Gold Tr Gold Shs (GLD)	3.9	$5.3M		19k	285.38	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.2	$4.3M	+11%	44k	98.56	View chart
Select Sector Spdr Tr Technology (XLK)	2.6	$3.6M	+3%	18k	203.86	View chart
Advanced Micro Devices (AMD)	2.1	$2.8M	+2%	29k	96.84	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	2.0	$2.7M	-5%	52k	51.65	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	1.9	$2.6M	+2%	41k	62.90	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.8	$2.5M	+45%	14k	180.91	View chart
NVIDIA Corporation (NVDA)	1.5	$2.1M		18k	114.33	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	1.5	$2.0M		26k	79.31	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.5	$2.0M		41k	49.06	View chart
Cava Group Ord (CAVA)	1.4	$1.9M	+2%	21k	91.95	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.3	$1.8M	+14%	7.4k	246.70	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.1	$1.5M	NEW	9.2k	165.16	View chart
Ishares Tr Ishares Semicdtr (SOXX)	1.0	$1.3M	+85%	7.3k	183.62	View chart
Select Sector Spdr Tr Energy (XLE)	1.0	$1.3M	-2%	16k	82.36	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.9	$1.3M		17k	74.80	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.9	$1.2M		6.2k	195.54	View chart
Vaneck Etf Trust Rare Earth And S (REMX)	0.9	$1.2M	NEW	33k	36.73	View chart
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)	0.9	$1.2M	NEW	20k	59.28	View chart
Apple (AAPL)	0.9	$1.2M		5.9k	198.85	View chart
Cloudflare Cl A Com (NET)	0.8	$1.1M		10k	112.56	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.8	$1.0M	+102%	15k	68.26	View chart
Exxon Mobil Corporation (XOM)	0.8	$1.0M		9.7k	105.80	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.7	$1.0M	+2%	15k	67.40	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.7	$1.0M	-2%	13k	75.97	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$918k	-16%	22k	42.49	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$834k	-9%	8.1k	103.32	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.6	$828k		20k	41.19	View chart
Global X Fds Global X Uranium (URA)	0.6	$806k	+171%	37k	22.12	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.6	$801k	+117%	17k	46.83	View chart
Ishares Msci Pac Jp Etf (EPP)	0.6	$791k		19k	42.09	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$725k	+3%	2.7k	268.48	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.5	$658k	+65%	15k	43.08	View chart
Capitol Ser Tr Fairlead Tactica (TACK)	0.5	$627k	-2%	24k	26.28	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.4	$556k	NEW	7.6k	73.13	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.4	$535k		5.0k	107.07	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.4	$516k		17k	30.01	View chart
Allstate Corporation (ALL)	0.4	$515k		2.7k	193.00	View chart
Select Sector Spdr Tr Financial (XLF)	0.4	$487k	+29%	10k	47.23	View chart
Cava Group Call Call Option (Principal)	0.4	$487k		5.3k	91.95	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.3	$467k		6.8k	69.20	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.3	$390k		3.5k	111.13	View chart
Meta Platforms Cl A (META)	0.3	$387k		660.00	585.77	View chart
Texas Pacific Land Corp (TPL)	0.3	$379k		300.00	1263.49	View chart
Tesla Motors (TSLA)	0.3	$360k	+3%	1.3k	272.20	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$344k	+3%	1.8k	189.68	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$323k		619.00	521.41	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$321k	+2%	11k	29.84	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$319k		584.00	546.25	View chart
Microsoft Corporation (MSFT)	0.2	$316k	-18%	809.00	390.49	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$306k		4.8k	63.31	View chart
Vistra Energy (VST)	0.2	$298k	+49%	2.5k	118.02	View chart
At&t (T)	0.2	$292k		11k	26.47	View chart
Palantir Technologies Cl A (PLTR)	0.2	$290k	-23%	3.2k	92.01	View chart
Woodward Governor Company (WWD)	0.2	$276k	+23%	1.6k	174.89	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.2	$270k		8.5k	31.68	View chart
JPMorgan Chase & Co. (JPM)	0.2	$260k		1.1k	234.34	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$237k	NEW	4.2k	55.97	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.2	$232k		3.1k	74.88	View chart
Verizon Communications (VZ)	0.2	$226k	-9%	5.3k	42.89	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.2	$222k	NEW	2.3k	96.71	View chart
HudBay Minerals (HBM)	0.1	$77k		11k	6.95	View chart
Plug Power Com New (PLUG)	0.0	$47k	NEW	39k	1.21	View chart
Denison Mines Corp (DNN)	0.0	$20k		15k	1.30	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 2025 Q1 filed April 11, 2025
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

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