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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, BRK.B, VIGI, IWB, and represent 30.13% of American Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: JPST, CGCB, GEV, SDVY, SPSM, RACE, SCHX, DFUS, OEF, ADP.
Started 7 new stock positions in SDVY, SPSM, RACE, GEV, DFUS, OEF, ADP.
Reduced shares in these 10 stocks: FIXD, SCZ, QQQ, VIG, DNP, BRK.B, VIGI, FTCS, VBK, VCSH.
Sold out of its positions in F, MA, QCOM, VOOG, VTV, WM.
American Financial Advisors was a net seller of stock by $-17M.
American Financial Advisors has $733M in assets under management (AUM), dropping by 4.20%.
Central Index Key (CIK): 0001767898

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Portfolio Holdings for American Financial Advisors

American Financial Advisors holds 146 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	8.1	$60M	-2%	122k	488.07	View chart
Vanguard Specialized Funds Div App Etf (VIG)	5.8	$42M	-2%	213k	198.06	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	5.6	$41M	-2%	90k	460.26	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	5.3	$39M	-2%	440k	88.28	View chart
Ishares Tr Rus 1000 Etf (IWB)	5.3	$39M		123k	314.39	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	5.1	$37M		139k	267.37	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	4.8	$36M	-2%	391k	90.80	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	4.4	$32M		404k	79.42	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.1	$30M		359k	84.53	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	4.0	$29M		348k	83.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.4	$25M		93k	263.83	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	3.2	$24M	+5%	876k	26.95	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	3.2	$23M		152k	154.02	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	3.2	$23M	-2%	268k	86.82	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	2.4	$17M	-2%	353k	49.41	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	2.0	$15M		497k	29.41	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	2.0	$15M		245k	59.23	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	2.0	$15M	-11%	320k	45.24	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.9	$14M	-3%	224k	62.32	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	1.8	$13M	-2%	299k	44.67	View chart
Eli Lilly & Co. (LLY)	1.6	$12M		13k	885.97	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.3	$9.8M		189k	51.50	View chart
Apple (AAPL)	1.1	$7.9M	-6%	34k	233.00	View chart
Delta Air Lines Inc Del Com New (DAL)	1.1	$7.7M		152k	50.79	View chart
DNP Select Income Fund (DNP)	1.0	$7.6M	-11%	755k	10.04	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.0	$7.1M	-18%	105k	67.70	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.9	$6.5M	+32%	128k	50.74	View chart
Amazon (AMZN)	0.7	$5.2M	-2%	28k	186.33	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.7	$5.2M	-5%	53k	98.80	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$4.5M	-8%	16k	283.16	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$3.1M		38k	83.63	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$3.0M	-3%	64k	47.85	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$3.0M		18k	165.85	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$2.9M		71k	41.12	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$2.8M	-4%	4.8k	576.86	View chart
Home Depot (HD)	0.4	$2.6M		6.5k	405.20	View chart
NVIDIA Corporation (NVDA)	0.3	$2.4M	+3%	19k	121.44	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.3	$2.3M	-5%	15k	157.34	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.3	$2.3M		22k	106.73	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$2.3M		66k	34.29	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.3	$2.2M	-9%	49k	45.89	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.3	$2.2M	-20%	46k	47.53	View chart
Microsoft Corporation (MSFT)	0.3	$1.9M	-7%	4.5k	430.33	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$1.9M	-6%	36k	53.63	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.8M	+13%	26k	67.85	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$1.8M	-3%	11k	166.83	View chart
Meta Platforms Cl A (META)	0.2	$1.7M	-3%	3.0k	572.43	View chart
Welltower Inc Com reit (WELL)	0.2	$1.7M		14k	128.03	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$1.5M		26k	59.21	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$1.5M		8.1k	189.81	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$1.5M	-4%	16k	93.58	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$1.5M	-6%	40k	37.70	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$1.4M	+11%	2.5k	573.71	View chart
Southern Copper Corporation (SCCO)	0.2	$1.4M		12k	115.67	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$1.2M	-11%	10k	110.47	View chart
Tesla Motors (TSLA)	0.2	$1.1M	-3%	4.3k	261.63	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.1M	-11%	6.2k	179.17	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.1M		4.9k	220.88	View chart
Coca-Cola Company (KO)	0.1	$1.0M		14k	71.86	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$935k		21k	45.32	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$933k	-7%	9.6k	97.42	View chart
Ge Aerospace Com New (GE)	0.1	$899k		4.8k	188.59	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$843k	-5%	8.8k	95.75	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$790k	-7%	9.8k	80.30	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$777k	-3%	14k	57.53	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$759k	-13%	12k	65.00	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$724k	-18%	14k	50.28	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$672k	-3%	13k	52.66	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$652k	-3%	2.7k	245.50	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$619k	-12%	10k	59.51	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$607k	-15%	5.6k	108.63	View chart
Ishares Tr Residential Mult (REZ)	0.1	$595k	-2%	6.7k	88.82	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$571k		2.5k	225.74	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$557k		5.7k	98.13	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$549k		13k	41.69	View chart
Proshares Tr Ultrpro S&p500 (UPRO)	0.1	$525k		6.1k	86.20	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$518k	-9%	3.1k	167.19	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$514k	+59%	7.6k	67.51	View chart
Johnson & Johnson (JNJ)	0.1	$514k		3.2k	162.04	View chart
Walt Disney Company (DIS)	0.1	$512k	-2%	5.3k	96.19	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV)	0.1	$509k	-2%	11k	48.12	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$490k	-6%	4.6k	106.12	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$479k	-9%	21k	23.12	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$478k	-9%	8.3k	57.41	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$474k	-2%	3.5k	135.45	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$463k		3.8k	120.33	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$446k	+3%	4.3k	104.18	View chart
Abbvie (ABBV)	0.1	$442k	-4%	2.2k	197.47	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$442k	+49%	16k	27.46	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$426k		7.1k	59.87	View chart
UnitedHealth (UNH)	0.1	$419k		717.00	584.68	View chart
Southern Company (SO)	0.1	$413k	-20%	4.6k	90.18	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$412k	+4%	5.1k	80.79	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$403k		6.7k	60.42	View chart
Uber Technologies (UBER)	0.1	$394k		5.2k	75.16	View chart
Oracle Corporation (ORCL)	0.1	$392k		2.3k	170.39	View chart
JPMorgan Chase & Co. (JPM)	0.1	$390k	-5%	1.8k	210.89	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.1	$387k		11k	35.70	View chart
MGM Resorts International. (MGM)	0.1	$385k	-4%	9.9k	39.09	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$358k	-6%	7.0k	51.12	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$356k		1.8k	200.82	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.0	$354k		2.1k	171.93	View chart
Cisco Systems (CSCO)	0.0	$351k		6.6k	53.22	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$341k		5.3k	64.86	View chart
Royal Caribbean Cruises (RCL)	0.0	$337k	-11%	1.9k	177.36	View chart
Boeing Company (BA)	0.0	$337k	-9%	2.2k	152.01	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$334k		5.0k	66.52	View chart
Procter & Gamble Company (PG)	0.0	$332k	-6%	1.9k	173.24	View chart
Weyerhaeuser Co Mtn Be Com New (WY)	0.0	$325k		9.6k	33.86	View chart
Starbucks Corporation (SBUX)	0.0	$322k	-4%	3.3k	97.48	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$322k		12k	27.01	View chart
AFLAC Incorporated (AFL)	0.0	$321k	+2%	2.9k	111.78	View chart
Advanced Micro Devices (AMD)	0.0	$320k	+19%	1.9k	164.08	View chart
Exxon Mobil Corporation (XOM)	0.0	$317k	-8%	2.7k	117.23	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.0	$315k	+3%	2.5k	124.55	View chart
Verizon Communications (VZ)	0.0	$312k	+3%	6.9k	44.91	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$308k	+10%	3.7k	83.10	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$302k	+3%	3.0k	101.28	View chart
Pepsi (PEP)	0.0	$297k		1.7k	170.01	View chart
Datadog Cl A Com (DDOG)	0.0	$288k	-7%	2.5k	115.06	View chart
Ge Vernova (GEV)	0.0	$285k	NEW	1.1k	254.98	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.0	$268k	NEW	7.4k	36.38	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$261k	NEW	5.7k	45.51	View chart
Amgen (AMGN)	0.0	$260k	-46%	806.00	322.27	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$257k	-11%	2.4k	107.68	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.0	$254k		14k	18.48	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$247k		1.8k	135.10	View chart
Cormedix Inc cormedix (CRMD)	0.0	$247k		31k	8.08	View chart
Fastenal Company (FAST)	0.0	$245k		3.4k	71.41	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$242k		459.00	528.01	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$242k	-18%	2.8k	87.80	View chart
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)	0.0	$233k		5.7k	41.08	View chart
American Express Company (AXP)	0.0	$230k	-6%	846.00	271.27	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$227k	+4%	3.1k	72.62	View chart
Merck & Co (MRK)	0.0	$225k		2.0k	113.58	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$219k	+10%	780.00	280.47	View chart
Ferrari Nv Ord (RACE)	0.0	$214k	NEW	455.00	470.11	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$214k		364.00	587.26	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$210k	NEW	3.4k	62.20	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$206k	NEW	745.00	276.63	View chart
Chevron Corporation (CVX)	0.0	$202k	+2%	1.4k	147.23	View chart
Automatic Data Processing (ADP)	0.0	$202k	NEW	729.00	276.71	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$187k		12k	16.05	View chart
Amarin Corp Spons Adr New (AMRN)	0.0	$73k	-7%	116k	0.63	View chart
Credit Suisse AM Inc Fund (CIK)	0.0	$35k		11k	3.09	View chart
Wheels Up Experience Com Cl A (UP)	0.0	$24k		10k	2.42	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 Q3 filed Oct. 25, 2024
American Financial Advisors 2024 Q2 filed July 24, 2024
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

View all past filings

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