American Financial Advisors

American Financial Advisors as of March 31, 2024

Portfolio Holdings for American Financial Advisors

American Financial Advisors holds 151 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 8.3 $59M 132k 444.01
Vanguard Specialized Funds Div App Etf (VIG) 5.6 $40M 219k 182.61
Vanguard Index Fds Sml Cp Grw Etf (VBK) 5.3 $37M 144k 260.72
Berkshire Hathaway Inc Del Cl B New (BRK.B) 5.2 $37M 88k 420.52
Ishares Tr Rus 1000 Etf (IWB) 4.8 $34M 118k 288.03
First Tr Exchange-traded Cap Strength Etf (FTCS) 4.8 $34M 395k 85.65
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 4.6 $33M 404k 81.53
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 4.3 $30M 697k 43.60
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.0 $28M 368k 77.31
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.9 $28M 345k 80.63
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 3.6 $26M 537k 48.25
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 3.2 $23M 272k 82.97
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.1 $22M 270k 80.51
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.0 $21M 143k 147.73
Vanguard Index Fds Mid Cap Etf (VO) 2.9 $21M 83k 249.86
DNP Select Income Fund (DNP) 2.5 $18M 2.0M 9.07
Ishares Tr Core S&p Mcp Etf (IJH) 2.1 $15M 241k 60.74
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.9 $13M 208k 63.33
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 1.8 $13M 221k 56.39
Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.7 $12M 407k 29.02
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 1.6 $12M 296k 39.53
Eli Lilly & Co. (LLY) 1.5 $10M 13k 777.96
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.3 $9.3M 189k 49.24
Ark Etf Tr Innovation Etf (ARKK) 1.2 $8.4M 168k 50.08
Delta Air Lines Inc Del Com New (DAL) 1.0 $7.1M 147k 47.87
Apple (AAPL) 0.9 $6.4M 38k 171.48
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.9 $6.4M 127k 50.45
Spdr Ser Tr S&p Biotech (XBI) 0.9 $6.1M 64k 94.89
Amazon (AMZN) 0.7 $5.1M 28k 180.38
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $4.5M 18k 259.90
Ishares Tr Msci Eafe Etf (EFA) 0.4 $3.0M 38k 79.86
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $2.9M 69k 41.77
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $2.9M 73k 39.02
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.4 $2.8M 62k 46.21
Ishares Tr Core S&p500 Etf (IVV) 0.4 $2.8M 5.3k 525.74
Alphabet Cap Stk Cl A (GOOGL) 0.4 $2.7M 18k 150.93
Home Depot (HD) 0.3 $2.5M 6.4k 383.62
Spdr Ser Tr Aerospace Def (XAR) 0.3 $2.4M 17k 140.51
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $2.3M 44k 52.16
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $2.1M 66k 31.95
Spdr Ser Tr Dj Reit Etf (RWR) 0.3 $2.1M 22k 94.25
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $2.0M 22k 89.67
Microsoft Corporation (MSFT) 0.3 $2.0M 4.7k 420.69
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 0.2 $1.8M 68k 25.99
NVIDIA Corporation (NVDA) 0.2 $1.7M 1.9k 903.33
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $1.7M 11k 158.81
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.2 $1.7M 49k 35.19
Meta Platforms Cl A (META) 0.2 $1.5M 3.1k 485.53
Ishares Tr Tips Bd Etf (TIP) 0.2 $1.5M 14k 107.41
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $1.5M 8.2k 179.12
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.2 $1.5M 26k 56.17
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $1.4M 23k 62.06
Welltower Inc Com reit (WELL) 0.2 $1.3M 14k 93.44
Southern Copper Corporation (SCCO) 0.2 $1.2M 12k 106.52
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $1.2M 7.2k 169.37
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.2M 2.2k 523.00
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $1.1M 23k 49.19
Ishares Tr Us Hlthcare Etf (IYH) 0.2 $1.1M 18k 61.90
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.1M 5.1k 210.31
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $918k 11k 86.48
Select Sector Spdr Tr Financial (XLF) 0.1 $909k 22k 42.12
Coca-Cola Company (KO) 0.1 $847k 14k 61.18
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $842k 11k 77.73
General Electric Com New (GE) 0.1 $816k 4.6k 175.53
Ishares Tr Eafe Value Etf (EFV) 0.1 $799k 15k 54.40
Tesla Motors (TSLA) 0.1 $793k 4.5k 175.79
First Tr Exchange-traded Ssi Strg Etf (FCVT) 0.1 $793k 23k 34.09
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $785k 9.3k 84.44
Ishares Tr National Mun Etf (MUB) 0.1 $763k 7.1k 107.60
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.1 $729k 6.3k 114.86
Walt Disney Company (DIS) 0.1 $723k 5.9k 122.36
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $720k 12k 57.86
Select Sector Spdr Tr Technology (XLK) 0.1 $706k 3.4k 208.24
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $675k 13k 51.28
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $643k 2.9k 224.98
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.1 $564k 13k 44.21
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $536k 13k 40.90
Alphabet Cap Stk Cl C (GOOG) 0.1 $536k 3.5k 152.26
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $529k 5.6k 94.66
MGM Resorts International. (MGM) 0.1 $526k 11k 47.21
Johnson & Johnson (JNJ) 0.1 $524k 3.3k 158.18
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.1 $505k 23k 22.46
Ishares Core Msci Emkt (IEMG) 0.1 $501k 9.7k 51.60
Mastercard Incorporated Cl A (MA) 0.1 $497k 1.0k 481.56
Ishares Tr Residential Mult (REZ) 0.1 $493k 6.8k 72.08
Select Sector Spdr Tr Indl (XLI) 0.1 $490k 3.9k 125.96
Abbvie (ABBV) 0.1 $474k 2.6k 182.12
Boeing Company (BA) 0.1 $466k 2.4k 193.00
Southern Company (SO) 0.1 $432k 6.0k 71.74
Proshares Tr Ultrpro S&p500 (UPRO) 0.1 $430k 6.1k 70.55
First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $428k 7.2k 59.62
Amgen (AMGN) 0.1 $428k 1.5k 284.32
JPMorgan Chase & Co. (JPM) 0.1 $428k 2.1k 200.32
Uber Technologies (UBER) 0.1 $412k 5.3k 76.99
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $392k 5.4k 72.36
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $387k 6.6k 58.55
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $385k 7.6k 50.60
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $364k 10k 35.91
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $363k 5.5k 65.65
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $354k 3.8k 92.71
UnitedHealth (UNH) 0.0 $347k 701.00 494.70
Cisco Systems (CSCO) 0.0 $340k 6.8k 49.91
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.0 $335k 2.2k 153.77
Datadog Cl A Com (DDOG) 0.0 $330k 2.7k 123.60
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $326k 5.2k 62.35
Procter & Gamble Company (PG) 0.0 $326k 2.0k 162.21
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $319k 5.2k 61.05
Exxon Mobil Corporation (XOM) 0.0 $319k 2.7k 116.25
Pepsi (PEP) 0.0 $318k 1.8k 174.99
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $315k 1.0k 304.71
Select Sector Spdr Tr Energy (XLE) 0.0 $309k 3.3k 94.41
Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $303k 12k 25.44
Starbucks Corporation (SBUX) 0.0 $303k 3.3k 91.39
Oracle Corporation (ORCL) 0.0 $301k 2.4k 125.59
Royal Caribbean Cruises (RCL) 0.0 $299k 2.2k 139.01
Advanced Micro Devices (AMD) 0.0 $296k 1.6k 180.49
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS) 0.0 $288k 7.4k 38.71
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.0 $284k 11k 27.01
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $281k 2.9k 97.94
Verizon Communications (VZ) 0.0 $278k 6.6k 41.96
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $277k 2.7k 102.75
Spdr Ser Tr S&p Homebuild (XHB) 0.0 $272k 2.4k 111.60
Fastenal Company (FAST) 0.0 $264k 3.4k 77.13
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $262k 1.4k 182.70
Ishares Tr Exponential Tech (XT) 0.0 $261k 4.4k 59.61
Merck & Co (MRK) 0.0 $259k 2.0k 131.92
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $254k 3.1k 81.42
Ishares Tr Mbs Etf (MBB) 0.0 $244k 2.6k 92.41
AFLAC Incorporated (AFL) 0.0 $241k 2.8k 85.87
Intel Corporation (INTC) 0.0 $239k 5.4k 44.17
Chevron Corporation (CVX) 0.0 $235k 1.5k 157.75
Waste Management (WM) 0.0 $233k 1.1k 213.06
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $232k 14k 16.34
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $229k 13k 17.32
Crowdstrike Hldgs Cl A (CRWD) 0.0 $228k 711.00 320.59
Ishares Tr Select Divid Etf (DVY) 0.0 $225k 1.8k 123.16
Vanguard Index Fds Value Etf (VTV) 0.0 $224k 1.4k 162.85
Ishares Tr Russell 3000 Etf (IWV) 0.0 $223k 744.00 300.01
Bank of America Corporation (BAC) 0.0 $218k 5.7k 37.92
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $217k 452.00 480.78
Novo-nordisk A S Adr (NVO) 0.0 $205k 1.6k 128.38
American Express Company (AXP) 0.0 $205k 901.00 227.75
Annaly Capital Management In Com New (NLY) 0.0 $205k 10k 19.69
Ishares Tr Core Msci Total (IXUS) 0.0 $204k 3.0k 67.87
Goldman Sachs (GS) 0.0 $203k 485.00 417.74
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $183k 12k 15.73
Ford Motor Company (F) 0.0 $166k 13k 13.28
Cormedix Inc cormedix (CRMD) 0.0 $129k 31k 4.24
Amarin Corp Spons Adr New (AMRN) 0.0 $104k 116k 0.89
Credit Suisse AM Inc Fund (CIK) 0.0 $34k 11k 2.95
Wheels Up Experience Com Cl A (UP) 0.0 $29k 10k 2.87