American Financial Advisors

American Financial Advisors as of June 30, 2025

Portfolio Holdings for American Financial Advisors

American Financial Advisors holds 161 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 8.7 $63M 113k 551.64
Berkshire Hathaway Inc Del Cl B New (BRK.B) 5.8 $41M 85k 485.77
Vanguard Specialized Funds Div App Etf (VIG) 5.7 $41M 200k 204.67
Ishares Tr Rus 1000 Etf (IWB) 5.6 $40M 117k 339.57
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 5.3 $38M 422k 90.12
Vanguard Index Fds Sml Cp Grw Etf (VBK) 5.1 $36M 131k 276.94
First Tr Exchange-traded Cap Strength Etf (FTCS) 4.7 $34M 368k 90.89
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.4 $32M 396k 79.50
Vanguard Scottsdale Fds Int-term Corp (VCIT) 4.1 $29M 351k 82.92
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.0 $29M 1.1M 26.50
Vanguard Index Fds Mid Cap Etf (VO) 3.5 $25M 89k 279.83
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 3.2 $23M 878k 26.30
Spdr Series Trust S&p 600 Smcp Val (SLYV) 2.8 $20M 254k 79.76
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.7 $20M 145k 134.79
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 2.4 $17M 228k 75.58
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 2.3 $17M 341k 49.26
Ishares Tr Core S&p Mcp Etf (IJH) 2.0 $14M 229k 62.02
Vaneck Etf Trust Fallen Angel Hg (ANGL) 2.0 $14M 486k 29.28
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 1.6 $12M 277k 41.42
Eli Lilly & Co. (LLY) 1.5 $10M 13k 779.51
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.3 $9.6M 379k 25.30
Delta Air Lines Inc Del Com New (DAL) 0.9 $6.7M 137k 49.18
Apple (AAPL) 0.9 $6.7M 32k 205.17
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.9 $6.4M 126k 50.68
Amazon (AMZN) 0.8 $6.1M 28k 219.39
DNP Select Income Fund (DNP) 0.8 $5.4M 550k 9.79
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $5.3M 18k 303.92
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.7 $5.2M 71k 72.68
Ishares Tr Core S&p500 Etf (IVV) 0.6 $4.2M 6.8k 620.88
Spdr Series Trust S&p Biotech (XBI) 0.5 $3.8M 46k 82.93
NVIDIA Corporation (NVDA) 0.5 $3.5M 22k 157.99
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.5 $3.4M 78k 43.89
Ishares Tr Msci Eafe Etf (EFA) 0.5 $3.3M 37k 89.39
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $3.1M 64k 49.46
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $3.1M 139k 22.10
Spdr Series Trust Aerospace Def (XAR) 0.4 $3.0M 14k 210.94
Alphabet Cap Stk Cl A (GOOGL) 0.4 $3.0M 17k 176.23
Home Depot (HD) 0.3 $2.3M 6.2k 366.63
Microsoft Corporation (MSFT) 0.3 $2.1M 4.2k 497.39
Meta Platforms Cl A (META) 0.3 $2.1M 2.8k 738.17
Welltower Inc Com reit (WELL) 0.3 $2.0M 13k 153.73
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $1.9M 77k 24.44
First Tr Exchange-traded Vest Investment (LQTI) 0.3 $1.9M 92k 20.32
Spdr Series Trust Dj Reit Etf (RWR) 0.3 $1.9M 19k 96.44
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $1.9M 52k 35.84
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.7M 2.8k 617.78
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $1.7M 63k 26.68
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.2 $1.7M 26k 62.74
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $1.6M 10k 157.76
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $1.6M 8.0k 194.23
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.2 $1.5M 37k 40.78
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.2 $1.5M 33k 45.89
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $1.5M 6.6k 227.09
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $1.4M 15k 92.62
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.2 $1.3M 48k 26.69
Tesla Motors (TSLA) 0.2 $1.3M 4.0k 317.66
Select Sector Spdr Tr Financial (XLF) 0.2 $1.2M 23k 52.37
Capital Group International SHS (CGIE) 0.2 $1.2M 36k 32.92
Ge Aerospace Com New (GE) 0.2 $1.2M 4.5k 257.41
T Rowe Price Etf Cap Appreciation (TCAF) 0.2 $1.1M 31k 35.28
Ishares Tr Tips Bd Etf (TIP) 0.2 $1.1M 9.8k 110.04
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $1.1M 5.9k 181.75
Southern Copper Corporation (SCCO) 0.1 $1.1M 10k 101.17
Coca-Cola Company (KO) 0.1 $997k 14k 70.75
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $972k 8.8k 110.10
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $949k 4.9k 195.02
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $874k 9.8k 89.06
Ishares Tr Eafe Value Etf (EFV) 0.1 $867k 14k 63.48
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $841k 3.0k 278.91
Ishares Tr Russell 2000 Etf (IWM) 0.1 $830k 3.8k 215.78
J P Morgan Exchange Traded F Income Etf (JPIE) 0.1 $780k 17k 46.32
Spdr Series Trust Portfolio S&p500 (SPLG) 0.1 $767k 11k 72.69
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $760k 9.4k 80.65
Ark Etf Tr Innovation Etf (ARKK) 0.1 $713k 10k 70.29
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $681k 14k 49.51
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $665k 13k 52.76
Select Sector Spdr Tr Technology (XLK) 0.1 $653k 2.6k 253.21
Walt Disney Company (DIS) 0.1 $607k 4.9k 124.02
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $574k 4.3k 133.31
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $567k 10k 56.48
Royal Caribbean Cruises (RCL) 0.1 $562k 1.8k 313.05
Ge Vernova (GEV) 0.1 $559k 1.1k 529.17
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $557k 5.8k 95.76
Ishares Tr Residential Mult (REZ) 0.1 $554k 6.7k 82.33
Proshares Tr Ultrpro S&p500 (UPRO) 0.1 $553k 6.0k 91.45
Select Sector Spdr Tr Indl (XLI) 0.1 $549k 3.7k 147.51
Alphabet Cap Stk Cl C (GOOG) 0.1 $544k 3.1k 177.39
JPMorgan Chase & Co. (JPM) 0.1 $520k 1.8k 289.99
Crowdstrike Hldgs Cl A (CRWD) 0.1 $513k 1.0k 509.31
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $511k 12k 42.28
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $505k 8.9k 56.85
Uber Technologies (UBER) 0.1 $504k 5.4k 93.30
Ishares Tr National Mun Etf (MUB) 0.1 $493k 4.7k 104.48
Oracle Corporation (ORCL) 0.1 $489k 2.2k 218.65
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $479k 16k 29.21
Johnson & Johnson (JNJ) 0.1 $476k 3.1k 152.77
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.1 $473k 21k 22.50
Ishares Core Msci Emkt (IEMG) 0.1 $464k 7.7k 60.03
Cisco Systems (CSCO) 0.1 $460k 6.6k 69.38
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.1 $444k 3.4k 128.63
First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $438k 7.3k 59.87
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.1 $430k 9.4k 45.55
Boeing Company (BA) 0.1 $411k 2.0k 209.48
Cormedix Inc cormedix (CRMD) 0.1 $411k 33k 12.32
Broadcom (AVGO) 0.1 $401k 1.5k 275.62
Palantir Technologies Cl A (PLTR) 0.1 $372k 2.7k 136.32
Carnival Corp Unit 99/99/9999 (CCL) 0.1 $372k 13k 28.12
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $371k 5.4k 69.09
Southern Company (SO) 0.1 $371k 4.0k 91.83
First Tr Exchange-traded Ssi Strg Etf (FCVT) 0.0 $354k 9.1k 38.81
Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $350k 12k 29.37
Spdr Series Trust Portfolio S&p600 (SPSM) 0.0 $350k 8.2k 42.60
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $332k 6.8k 49.03
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.0 $332k 2.1k 161.31
MGM Resorts International. (MGM) 0.0 $325k 9.5k 34.39
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $323k 14k 23.83
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV) 0.0 $320k 8.8k 36.47
Verizon Communications (VZ) 0.0 $319k 7.4k 43.27
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $319k 3.2k 99.20
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $307k 11k 28.05
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $301k 5.0k 59.81
Abbvie (ABBV) 0.0 $298k 1.6k 185.58
Exxon Mobil Corporation (XOM) 0.0 $297k 2.8k 107.81
AFLAC Incorporated (AFL) 0.0 $296k 2.8k 105.46
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $293k 3.6k 81.65
Fastenal Company (FAST) 0.0 $288k 6.9k 42.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $281k 494.00 567.72
Vanguard Index Fds Growth Etf (VUG) 0.0 $280k 637.00 438.72
Marvell Technology (MRVL) 0.0 $279k 3.6k 77.39
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.0 $278k 4.6k 60.05
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $277k 2.4k 113.41
Procter & Gamble Company (PG) 0.0 $273k 1.7k 159.27
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.0 $267k 7.6k 35.28
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $265k 4.2k 63.72
Spdr Series Trust S&p Homebuild (XHB) 0.0 $251k 2.5k 98.55
Ishares Tr Core Msci Total (IXUS) 0.0 $251k 3.2k 77.32
Ishares Tr Select Divid Etf (DVY) 0.0 $244k 1.8k 132.82
Advanced Micro Devices (AMD) 0.0 $244k 1.7k 141.90
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $241k 2.4k 99.51
Vanguard World Inf Tech Etf (VGT) 0.0 $241k 363.00 662.85
Select Sector Spdr Tr Energy (XLE) 0.0 $238k 2.8k 84.81
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.0 $235k 7.3k 31.97
Goldman Sachs (GS) 0.0 $230k 325.00 708.27
Ishares Tr S&p 100 Etf (OEF) 0.0 $228k 750.00 304.29
Pepsi (PEP) 0.0 $225k 1.7k 132.06
Amgen (AMGN) 0.0 $225k 804.00 279.30
Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $224k 3.3k 67.02
American Express Company (AXP) 0.0 $224k 702.00 318.83
Starbucks Corporation (SBUX) 0.0 $224k 2.4k 91.65
Ferrari Nv Ord (RACE) 0.0 $223k 455.00 490.74
Automatic Data Processing (ADP) 0.0 $219k 711.00 308.23
UnitedHealth (UNH) 0.0 $213k 682.00 311.97
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS) 0.0 $213k 5.2k 40.61
Mastercard Incorporated Cl A (MA) 0.0 $206k 366.00 562.64
Datadog Cl A Com (DDOG) 0.0 $202k 1.5k 134.33
Ishares Tr Exponential Tech (XT) 0.0 $202k 3.1k 65.25
Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $201k 7.8k 25.69
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $200k 472.00 424.65
Raytheon Technologies Corp (RTX) 0.0 $200k 1.4k 145.98
Credit Suisse AM Inc Fund (CIK) 0.0 $34k 11k 2.96
Wheels Up Experience Com Cl A (UP) 0.0 $11k 10k 1.07