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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, VBK, VIGI, FTCS, and represent 30.65% of American Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHD, VCIT, FIXD, XLV, DNP, IWB, JPST, SCHA, VTEB, VO.
Started 5 new stock positions in XHB, VCIT, F, VTEB, VGT.
Reduced shares in these 10 stocks: SCZ, SCHP, XBI, ESGV, QQQ, EMB, OEUR, VBK, VIG, FTSL.
Sold out of its positions in JPM.
American Financial Advisors was a net seller of stock by $-4.0M.
American Financial Advisors has $614M in assets under management (AUM), dropping by 4.10%.
Central Index Key (CIK): 0001767898

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Positions held by American Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for American Financial Advisors

American Financial Advisors holds 128 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	8.4	$52M		161k	320.93	View chart
Vanguard Specialized Funds Div App Etf (VIG)	6.2	$38M		247k	154.01	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	5.9	$37M		169k	216.41	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	5.2	$32M		435k	73.68	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	4.9	$30M		412k	72.94	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	4.8	$30M		387k	76.23	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	4.3	$27M		554k	47.87	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	4.2	$26M		571k	45.06	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	4.2	$26M	-4%	430k	59.51	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	4.1	$25M		330k	76.18	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.9	$24M		96k	250.16	View chart
Spdr Ser Tr S&p Biotech (XBI)	3.1	$19M	-4%	252k	76.21	View chart
Ishares Tr Rus 1000 Etf (IWB)	2.5	$16M	+2%	69k	225.23	View chart
DNP Select Income Fund (DNP)	2.5	$15M	+2%	1.4M	11.02	View chart
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Schwab Strategic Tr Us Tips Etf (SCHP)	2.3	$14M	-7%	267k	53.61	View chart
Vanguard World Esg Us Stk Etf (ESGV)	2.3	$14M	-5%	196k	71.71	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	2.2	$13M		479k	28.02	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	2.1	$13M	-2%	282k	45.24	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	2.0	$12M	-5%	144k	86.28	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	1.8	$11M		262k	42.75	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	1.6	$10M		267k	37.38	View chart
Eli Lilly & Co. (LLY)	1.4	$8.4M		24k	343.42	View chart
Ark Etf Tr Innovation Etf (ARKK)	1.3	$8.0M	-3%	198k	40.34	View chart
Alps Etf Tr Oshares Eur Qlt (OEUR)	1.3	$7.8M	-6%	291k	26.89	View chart
Apple (AAPL)	1.1	$6.8M		42k	164.90	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.7	$4.2M	+10%	83k	50.32	View chart
Delta Air Lines Inc Del Com New (DAL)	0.6	$3.8M		110k	34.92	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.6	$3.7M	+15%	29k	129.46	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.6	$3.6M	-2%	72k	50.39	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$3.6M	-4%	89k	40.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$3.6M	+4%	18k	204.11	View chart
Amazon (AMZN)	0.5	$3.0M		29k	103.29	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.5	$3.0M	-5%	61k	48.92	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$2.9M		40k	71.52	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$2.8M	+75%	39k	73.16	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$2.8M		80k	34.80	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$2.4M	-8%	22k	110.25	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.4	$2.3M		20k	116.91	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.3	$2.1M	-2%	24k	88.78	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.3	$2.1M	-5%	65k	31.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$2.0M		20k	103.73	View chart
Home Depot (HD)	0.3	$1.9M		6.5k	295.13	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$1.7M		66k	25.48	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$1.7M	+18%	8.0k	210.91	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.3	$1.6M	-9%	12k	137.02	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.6M		3.9k	411.03	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.3	$1.6M	-2%	5.7k	273.04	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT)	0.2	$1.3M	-6%	4.8k	275.96	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$1.3M		8.6k	152.26	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$1.3M		29k	44.87	View chart
Tesla Motors Call Option (Principal) (TSLA)	0.2	$1.2M	+15%	5.8k	207.46	View chart
Welltower Inc Com reit (WELL)	0.2	$1.2M		17k	71.69	View chart
Microsoft Corporation (MSFT)	0.2	$1.2M	+3%	4.0k	288.27	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1.1M	+5%	10k	107.74	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$1.1M	-3%	12k	93.59	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$963k		12k	83.04	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$950k		5.3k	178.39	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$895k	+50%	21k	41.93	View chart
Southern Copper Corporation (SCCO)	0.1	$868k		11k	76.25	View chart
Coca-Cola Company (KO)	0.1	$852k		14k	62.03	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$815k		11k	75.55	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$811k		17k	48.53	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$808k	-11%	12k	67.69	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$787k	NEW	9.8k	80.22	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$743k		13k	59.51	View chart
Walt Disney Company (DIS)	0.1	$739k		7.4k	100.13	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$733k		23k	32.15	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV)	0.1	$710k		17k	42.35	View chart
Meta Platforms Cl A (META)	0.1	$672k	-6%	3.2k	211.94	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$663k	+5%	14k	48.37	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$662k		1.6k	409.51	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$661k	-2%	11k	61.95	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$628k	-5%	12k	50.54	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$612k	-2%	38k	15.96	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$607k		9.5k	63.89	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$606k		4.0k	151.00	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$591k		3.8k	155.03	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$581k		5.9k	99.11	View chart
MGM Resorts International. (MGM)	0.1	$580k		13k	44.42	View chart
Boeing Company (BA)	0.1	$575k		2.7k	212.44	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$551k	-8%	5.8k	94.72	View chart
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)	0.1	$528k		14k	37.21	View chart
NVIDIA Corporation (NVDA)	0.1	$509k		1.8k	277.73	View chart
Ishares Tr Residential Mult (REZ)	0.1	$504k		7.1k	70.62	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$499k		6.6k	75.50	View chart
Johnson & Johnson (JNJ)	0.1	$473k	+2%	3.1k	154.99	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$461k		9.5k	48.79	View chart
General Electric Com New (GE)	0.1	$454k	-6%	4.8k	95.60	View chart
Abbvie (ABBV)	0.1	$447k		2.8k	159.35	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$437k		13k	33.48	View chart
Starbucks Corporation (SBUX)	0.1	$407k	+5%	3.9k	104.12	View chart
Select Sector Spdr Tr Sbi Int-inds (XLI)	0.1	$400k		3.9k	101.18	View chart
Southern Company (SO)	0.1	$383k		5.5k	69.58	View chart
Mastercard Incorporated Cl A (MA)	0.1	$375k		1.0k	363.51	View chart
UnitedHealth (UNH)	0.1	$331k		701.00	472.59	View chart
Weyerhaeuser Co Mtn Be Com New (WY)	0.1	$321k		11k	30.13	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$321k	+10%	3.1k	104.00	View chart
Pepsi (PEP)	0.0	$300k		1.6k	182.27	View chart
Verizon Communications (VZ)	0.0	$287k	-7%	7.4k	38.89	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$284k	-3%	1.1k	263.21	View chart
Amgen (AMGN)	0.0	$279k		1.2k	241.81	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$276k	NEW	5.5k	50.66	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$275k		12k	23.06	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$274k		5.2k	52.70	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.0	$273k	-2%	13k	21.20	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$273k	+3%	2.7k	102.18	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$269k		3.2k	82.82	View chart
Ishares Tr Exponential Tech (XT)	0.0	$266k		5.0k	52.70	View chart
Procter & Gamble Company (PG)	0.0	$264k		1.8k	148.68	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$257k		2.2k	117.17	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.0	$257k	+22%	6.5k	39.76	View chart
Exxon Mobil Corporation (XOM)	0.0	$255k		2.3k	109.64	View chart
Datadog Cl A Com (DDOG)	0.0	$245k		3.4k	72.66	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$240k	+9%	5.0k	47.85	View chart
Chevron Corporation (CVX)	0.0	$238k		1.5k	163.18	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$238k		1.0k	230.48	View chart
Annaly Capital Management In Com New (NLY)	0.0	$233k		12k	19.11	View chart
AFLAC Incorporated (AFL)	0.0	$226k	-2%	3.5k	64.52	View chart
Merck & Co (MRK)	0.0	$210k		2.0k	106.41	View chart
4068594 Enphase Energy (ENPH)	0.0	$206k		979.00	210.28	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.0	$204k	NEW	3.0k	67.77	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.0	$201k	NEW	522.00	385.48	View chart
Carnival Corp Common Stock (CCL)	0.0	$194k	-2%	19k	10.15	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$164k		13k	12.47	View chart
Amyris Com New (AMRS)	0.0	$132k		97k	1.36	View chart
Ford Motor Company (F)	0.0	$127k	NEW	10k	12.60	View chart
Amarin Corp Spons Adr New (AMRN)	0.0	$52k	+13%	34k	1.50	View chart
Credit Suisse AM Inc Fund (CIK)	0.0	$29k		11k	2.57	View chart

Past Filings by American Financial Advisors

SEC 13F filings are viewable for American Financial Advisors going back to 2018

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
American Financial Advisors 2020 Q3 filed Nov. 9, 2020
American Financial Advisors 2020 Q2 filed July 30, 2020
American Financial Advisors 2020 Q1 filed May 1, 2020
American Financial Advisors 2019 Q4 filed Feb. 14, 2020
American Financial Advisors 2019 Q3 filed Oct. 31, 2019
American Financial Advisors 2019 Q2 filed Aug. 6, 2019

View all past filings

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American Financial Advisors

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Portfolio Holdings for American Financial Advisors

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Past Filings by American Financial Advisors