American Financial Advisors

American Financial Advisors as of March 31, 2025

Portfolio Holdings for American Financial Advisors

American Financial Advisors holds 147 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
Invesco Qqq Tr Unit Ser 1 (QQQ) 8.0 $55M 117k 468.92
Berkshire Hathaway Inc Del Cl B New (BRK.B) 6.7 $46M 87k 532.58
Vanguard Specialized Funds Div App Etf (VIG) 5.8 $40M 205k 193.99
Ishares Tr Rus 1000 Etf (IWB) 5.3 $37M 120k 306.74
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 5.1 $35M 427k 82.94
First Tr Exchange-traded Cap Strength Etf (FTCS) 4.9 $34M 375k 89.64
Vanguard Index Fds Sml Cp Grw Etf (VBK) 4.9 $34M 133k 251.77
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.6 $32M 399k 78.94
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.3 $30M 1.1M 27.96
Vanguard Scottsdale Fds Int-term Corp (VCIT) 4.1 $29M 349k 81.76
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 3.4 $24M 904k 26.28
Vanguard Index Fds Mid Cap Etf (VO) 3.4 $24M 91k 258.62
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.1 $22M 147k 146.01
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 2.9 $20M 258k 78.40
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 2.5 $17M 344k 49.16
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 2.1 $15M 235k 63.00
Vaneck Etf Trust Fallen Angel Hg (ANGL) 2.1 $14M 492k 28.86
Ishares Tr Core S&p Mcp Etf (IJH) 1.8 $13M 215k 58.35
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 1.7 $12M 288k 41.85
Eli Lilly & Co. (LLY) 1.6 $11M 13k 825.94
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 1.5 $10M 236k 43.84
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.3 $8.8M 376k 23.43
Apple (AAPL) 1.0 $7.2M 33k 222.13
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.9 $6.3M 124k 50.63
DNP Select Income Fund (DNP) 0.9 $5.9M 601k 9.89
Delta Air Lines Inc Del Com New (DAL) 0.9 $5.9M 136k 43.60
Amazon (AMZN) 0.8 $5.2M 27k 190.26
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.7 $5.0M 78k 63.53
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $4.1M 15k 274.83
Spdr Ser Tr S&p Biotech (XBI) 0.6 $3.8M 47k 81.10
Ishares Tr Msci Eafe Etf (EFA) 0.4 $3.0M 36k 81.73
Ishares Tr Core S&p500 Etf (IVV) 0.4 $2.8M 4.9k 561.95
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $2.8M 139k 19.78
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $2.7M 60k 45.26
Alphabet Cap Stk Cl A (GOOGL) 0.4 $2.6M 17k 154.64
Spdr Ser Tr Aerospace Def (XAR) 0.3 $2.4M 15k 160.69
Home Depot (HD) 0.3 $2.3M 6.4k 366.49
NVIDIA Corporation (NVDA) 0.3 $2.3M 21k 108.38
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $2.2M 66k 32.99
Welltower Inc Com reit (WELL) 0.3 $2.0M 13k 153.22
First Tr Exchange-traded Vest Investment (LQTI) 0.3 $2.0M 98k 20.52
Spdr Ser Tr Dj Reit Etf (RWR) 0.3 $1.9M 20k 99.12
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $1.7M 77k 22.08
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $1.7M 63k 26.89
Meta Platforms Cl A (META) 0.2 $1.6M 2.8k 576.45
Microsoft Corporation (MSFT) 0.2 $1.6M 4.3k 375.36
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.2 $1.6M 27k 58.54
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.2 $1.6M 34k 45.65
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $1.5M 10k 150.98
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.5M 2.7k 559.43
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $1.5M 8.1k 188.16
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $1.5M 16k 90.59
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.2 $1.3M 37k 34.20
Ishares Tr Tips Bd Etf (TIP) 0.2 $1.1M 9.7k 111.09
Select Sector Spdr Tr Financial (XLF) 0.2 $1.1M 21k 49.81
Tesla Motors (TSLA) 0.1 $1.0M 3.9k 259.16
Coca-Cola Company (KO) 0.1 $1.0M 14k 71.62
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $980k 5.7k 173.23
Southern Copper Corporation (SCCO) 0.1 $964k 10k 93.46
Ge Aerospace Com New (GE) 0.1 $905k 4.5k 200.16
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $888k 9.8k 90.54
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $812k 8.8k 92.83
Ishares Tr Eafe Value Etf (EFV) 0.1 $798k 14k 58.94
Ishares Tr Russell 2000 Etf (IWM) 0.1 $768k 3.9k 199.48
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $743k 9.4k 78.89
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $692k 11k 65.76
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $686k 14k 48.82
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $658k 11k 60.89
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $653k 13k 52.37
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $591k 10k 57.14
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.1 $581k 22k 26.82
Ishares Tr Residential Mult (REZ) 0.1 $580k 6.7k 86.42
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $579k 2.7k 211.49
Ark Etf Tr Innovation Etf (ARKK) 0.1 $578k 12k 47.58
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $550k 5.8k 95.37
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $545k 13k 41.21
Select Sector Spdr Tr Technology (XLK) 0.1 $532k 2.6k 206.49
Johnson & Johnson (JNJ) 0.1 $513k 3.1k 165.81
Ishares Tr National Mun Etf (MUB) 0.1 $505k 4.8k 105.43
Alphabet Cap Stk Cl C (GOOG) 0.1 $484k 3.1k 156.23
T Rowe Price Etf Cap Appreciation (TCAF) 0.1 $482k 15k 32.28
Walt Disney Company (DIS) 0.1 $479k 4.9k 98.71
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.1 $476k 21k 22.45
Select Sector Spdr Tr Indl (XLI) 0.1 $460k 3.5k 131.06
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.1 $457k 9.9k 46.17
Proshares Tr Ultrpro S&p500 (UPRO) 0.1 $447k 6.0k 73.91
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.1 $438k 3.8k 113.76
JPMorgan Chase & Co. (JPM) 0.1 $437k 1.8k 245.33
First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $434k 7.2k 59.84
Ishares Core Msci Emkt (IEMG) 0.1 $419k 7.8k 53.97
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $414k 17k 25.04
Cisco Systems (CSCO) 0.1 $407k 6.6k 61.71
Uber Technologies (UBER) 0.1 $394k 5.4k 72.86
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $380k 2.0k 193.00
Royal Caribbean Cruises (RCL) 0.1 $371k 1.8k 205.40
Southern Company (SO) 0.1 $370k 4.0k 91.94
First Tr Exchange-traded Ssi Strg Etf (FCVT) 0.1 $360k 10k 34.91
UnitedHealth (UNH) 0.1 $357k 682.00 523.75
Crowdstrike Hldgs Cl A (CRWD) 0.1 $355k 1.0k 352.58
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.1 $350k 2.1k 170.10
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV) 0.0 $340k 9.9k 34.29
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $335k 6.8k 49.62
Boeing Company (BA) 0.0 $335k 2.0k 170.51
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $334k 8.2k 40.76
Abbvie (ABBV) 0.0 $333k 1.6k 209.56
Verizon Communications (VZ) 0.0 $329k 7.3k 45.36
Exxon Mobil Corporation (XOM) 0.0 $326k 2.7k 118.91
Ge Vernova (GEV) 0.0 $322k 1.1k 305.29
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $316k 3.2k 98.91
Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $313k 12k 26.20
AFLAC Incorporated (AFL) 0.0 $312k 2.8k 111.18
Procter & Gamble Company (PG) 0.0 $308k 1.8k 170.39
Oracle Corporation (ORCL) 0.0 $305k 2.2k 139.79
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $300k 14k 21.53
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $296k 5.0k 59.40
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $294k 3.7k 78.84
MGM Resorts International. (MGM) 0.0 $292k 9.9k 29.64
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $284k 11k 26.20
Starbucks Corporation (SBUX) 0.0 $280k 2.9k 98.10
Select Sector Spdr Tr Energy (XLE) 0.0 $280k 3.0k 93.45
Fastenal Company (FAST) 0.0 $266k 3.4k 77.54
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.0 $261k 4.6k 56.47
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $258k 13k 19.53
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.0 $252k 7.5k 33.50
Amgen (AMGN) 0.0 $249k 799.00 311.55
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $249k 484.00 513.63
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $248k 4.2k 59.74
Ishares Tr Select Divid Etf (DVY) 0.0 $247k 1.8k 134.28
Spdr Ser Tr S&p Homebuild (XHB) 0.0 $246k 2.5k 96.90
Pepsi (PEP) 0.0 $246k 1.6k 149.91
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $244k 2.5k 97.47
Broadcom (AVGO) 0.0 $240k 1.4k 167.39
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $238k 1.8k 132.23
Vanguard Index Fds Growth Etf (VUG) 0.0 $234k 631.00 371.09
Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $228k 7.8k 29.28
Ishares Tr Core Msci Total (IXUS) 0.0 $225k 3.2k 69.82
Automatic Data Processing (ADP) 0.0 $217k 710.00 305.56
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $217k 12k 18.59
Cormedix Inc cormedix (CRMD) 0.0 $213k 35k 6.16
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.0 $212k 7.5k 28.33
Ishares Tr S&p 100 Etf (OEF) 0.0 $203k 748.00 270.91
Chevron Corporation (CVX) 0.0 $202k 1.2k 167.31
Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $202k 3.3k 60.48
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS) 0.0 $202k 5.4k 37.17
Mastercard Incorporated Cl A (MA) 0.0 $201k 366.00 548.59
Credit Suisse AM Inc Fund (CIK) 0.0 $33k 11k 2.90
Wheels Up Experience Com Cl A (UP) 0.0 $10k 10k 1.01