AA
| |
AF Advisors, Inc.13F | |
| AF Advisors, Inc. | |
| Last update 2025-04-29 | 22 Stocks (3 new) |
| Value $529.00 Mil | Turnover 0 % |
AF Advisors, Inc. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FICO | Fair Isaac Corp | 280,597 | 517,465.8 | -21.48% | 97.910 | -21.13% | 1.150 | -20.37% | -22.54% | 37,541.2 | Software | |
WFC | Wells Fargo & Co | 32,040 | 2,300.2 | 0% | 0.440 | 0% | 0.000 | +22.03% | +21.45% | 271,868.0 | Banks | |
VTI | Vanguard Total Stock Market ETF | 5,149 | 1,415.1 | -6.69% | 0.270 | -0.01% | 0.000 | +16.66% | +8.66% | 479,120.6 | ||
CVX | Chevron Corp | 4,370 | 731.1 | 0% | 0.140 | 0% | 0.000 | +12.75% | +9.46% | 314,977.2 | Oil & Gas | |
CAT | Caterpillar Inc | 2,061 | 679.7 | 0% | 0.130 | 0% | 0.000 | +40.02% | +19.45% | 201,333.6 | Farm & Heavy Construction Machinery | |
VUG | Vanguard Growth ETF | 1,635 | 606.3 | -5.76% | 0.110 | -0.01% | 0.000 | +22.01% | +10.40% | 165,990.7 | ||
SCHB | Schwab U.S. Broad Market ETF | 26,973 | 580.7 | +0.03% | 0.110 | 0% | 0.000 | +16.71% | +8.60% | 35,344.5 | ||
NVDA | NVIDIA Corp | 5,310 | 575.5 | +0.57% | 0.110 | 0% | 0.000 | +62.40% | +28.72% | 4,214,779.5 | Semiconductors | |
AMZN | Amazon.com Inc | 2,858 | 543.8 | +0.70% | 0.100 | 0% | 0.000 | +24.35% | +5.73% | 2,462,671.0 | Retail - Cyclical | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 3,379 | 412.3 | 0% | 0.080 | 0% | 0.000 | +16.79% | +8.65% | 73,090.9 |
AF Advisors, Inc.'s Historical Top Holdings Breakdowns
AF Advisors, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FICO | Fair Isaac Corp | 2025-03-31 | Reduce Reduce | -21.13% | 1695.35 ($1851.88) 2030.47 | $1,542.26 | -16.72% | Reduce -21.48% | 280,597 | -76,744 | |
MMM | 3M Co | 2025-03-31 | New Buy New Buy | +0.04% | 129.7 ($146.92) 155.12 | $150.32 | 2.31% | New holding | 1,500 | 1,500 | |
ABBV | AbbVie Inc | 2025-03-31 | New Buy New Buy | +0.04% | 169.2 ($194.4) 216.66 | $191.14 | -1.68% | New holding | 960 | 960 | |
T | AT&T Inc | 2025-03-31 | New Buy New Buy | +0.04% | 21.56 ($25.15) 28.28 | $28.06 | 11.57% | New holding | 7,531 | 7,531 | |
VGT | Vanguard Information Technology ETF | 2025-03-31 | Sold Out Sold Out | -0.04% | 542.38 ($602.71) 646.34 | $687.07 | 14.00% | Sold Out | 0 | -442 | |
MSFT | Microsoft Corp | 2025-03-31 | Sold Out Sold Out | -0.03% | 375.39 ($407.71) 447.2 | $511.49 | 25.45% | Sold Out | 0 | -494 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Reduce Reduce | -0.01% | 369.1 ($404.54) 427.61 | $452.03 | 11.74% | Reduce -5.76% | 1,635 | -100 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Reduce Reduce | -0.01% | 271.18 ($290.53) 303.12 | $312.86 | 7.69% | Reduce -6.69% | 5,149 | -369 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | 0% | 190.26 ($217) 242.06 | $231.97 | 6.90% | Add 0.7% | 2,858 | 20 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | 0% | 209.68 ($231.67) 247.1 | $214.24 | -7.52% | Reduce -1.39% | 1,769 | -25 |
AF Advisors, Inc. Total Holding History ($B)
AF Advisors, Inc.'s Asset Allocation
AF Advisors, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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AF Advisors, Inc.'s Hypothetical Growth since 2025-03-31
AF Advisors, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
AF Advisors, Inc.'s Holdings Heat Map
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AF Advisors, Inc.'s Holdings Bubble Chart
AF Advisors, Inc. News
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