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

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

View all past filings