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 | -2.14% | -9.36% | 43,928.7 | Software | |
WFC | Wells Fargo & Co | 32,040 | 2,300.2 | 0% | 0.440 | 0% | 0.000 | +13.20% | +16.27% | 263,019.3 | Banks | |
VTI | Vanguard Total Stock Market ETF | 5,149 | 1,415.1 | -6.69% | 0.270 | -0.01% | 0.000 | +10.67% | +5.32% | 458,152.0 | ||
CVX | Chevron Corp | 4,370 | 731.1 | 0% | 0.140 | 0% | 0.000 | -13.43% | +1.10% | 247,846.9 | Oil & Gas | |
CAT | Caterpillar Inc | 2,061 | 679.7 | 0% | 0.130 | 0% | 0.000 | +17.59% | +7.29% | 181,513.4 | Farm & Heavy Construction Machinery | |
VUG | Vanguard Growth ETF | 1,635 | 606.3 | -5.76% | 0.110 | -0.01% | 0.000 | +17.98% | +6.73% | 157,501.6 | ||
SCHB | Schwab U.S. Broad Market ETF | 26,973 | 580.7 | +0.03% | 0.110 | 0% | 0.000 | +10.76% | +5.36% | 34,215.3 | ||
NVDA | NVIDIA Corp | 5,310 | 575.5 | +0.57% | 0.110 | 0% | 0.000 | +45.09% | +17.11% | 3,834,614.1 | Semiconductors | |
AMZN | Amazon.com Inc | 2,858 | 543.8 | +0.70% | 0.100 | 0% | 0.000 | +16.81% | +1.30% | 2,359,378.2 | 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 | +10.74% | +5.36% | 70,071.2 |
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 | $1,804.67 | -2.55% | 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 | $151.86 | 3.36% | New holding | 1,500 | 1,500 | |
ABBV | AbbVie Inc | 2025-03-31 | New Buy New Buy | +0.04% | 169.2 ($194.4) 216.66 | $183.61 | -5.55% | New holding | 960 | 960 | |
T | AT&T Inc | 2025-03-31 | New Buy New Buy | +0.04% | 21.56 ($25.15) 28.28 | $28.08 | 11.65% | 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 | $659.10 | 9.36% | Sold Out | 0 | -442 | |
MSFT | Microsoft Corp | 2025-03-31 | Sold Out Sold Out | -0.03% | 375.39 ($407.71) 447.2 | $497.16 | 21.94% | Sold Out | 0 | -494 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Reduce Reduce | -0.01% | 369.1 ($404.54) 427.61 | $436.98 | 8.02% | 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 | $303.31 | 4.40% | Reduce -6.69% | 5,149 | -369 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | 0% | 190.26 ($217) 242.06 | $223.30 | 2.90% | Add 0.7% | 2,858 | 20 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | 0% | 209.68 ($231.67) 247.1 | $200.76 | -13.34% | Reduce -1.39% | 1,769 | -25 |
AF Advisors, Inc. Total Holding History ($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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