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AMERICAN FINANCIAL & TAX STRATEGIES INC13F | |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | |
| Last update 2025-05-06 | 91 Stocks (2 new) |
| Value $186.00 Mil | Turnover 1 % |
AMERICAN FINANCIAL & TAX STRAT... 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 229,801 | 11,218.9 | -0.32% | 6.030 | -0.02% | 0.020 | +1.07% | +1.39% | 65,770.4 | ||
XSOE |
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
| 282,926 | 8,733.9 | -5.04% | 4.700 | -0.24% | 0.530 | +17.12% | +13.39% | 1,878.2 | ||
VONG |
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
| 86,543 | 8,030.4 | -3.68% | 4.320 | -0.18% | 0.030 | +22.20% | +6.79% | 27,430.4 | ||
SPYV | SPDR Portfolio S&P 500 Value ETF | 148,275 | 7,572.4 | -6.52% | 4.070 | -0.27% | 0.030 | +11.42% | +4.64% | 27,084.8 | ||
SPYG | SPDR Portfolio S&P 500 Growth ETF | 92,828 | 7,460.6 | -10.50% | 4.010 | -0.50% | 0.020 | +22.60% | +9.35% | 37,997.7 | ||
SPLV | Invesco S&P 500 Low Volatility ETF | 95,437 | 7,131.0 | -1.62% | 3.830 | -0.06% | 0.090 | +2.03% | +4.63% | 7,652.5 | ||
MGK | Vanguard Mega Cap Growth ETF | 18,261 | 5,640.3 | -0.04% | 3.030 | 0% | 0.030 | +23.32% | +7.74% | 25,689.9 | ||
VTEB | Vanguard Tax-Exempt Bond ETF | 110,917 | 5,503.7 | +3.02% | 2.960 | +0.09% | 0.020 | +2.29% | -1.00% | 35,537.2 | ||
COWZ | Pacer US Cash Cows 100 ETF | 100,002 | 5,476.1 | -0.52% | 2.940 | -0.02% | 0.030 | +13.69% | +0.86% | 21,212.8 | ||
FREL | Fidelity MSCI Real Estate Index ETF | 186,368 | 5,119.5 | -3.05% | 2.750 | -0.08% | 0.480 | +8.64% | +2.84% | 1,047.8 |
AMERICAN FINANCIAL & TAX STRATEGIES INC's Historical Top Holdings Breakdowns
AMERICAN FINANCIAL & TAX STRATEGIES 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPYG | SPDR Portfolio S&P 500 Growth ETF | 2025-03-31 | Reduce Reduce | -0.50% | 80.05 ($87.3) 92.39 | $95.84 | 9.78% | Reduce -10.5% | 92,828 | -10,887 | |
NVDA | NVIDIA Corp | 2025-03-31 | New Buy New Buy | +0.32% | 106.98 ($126.74) 149.43 | $164.92 | 30.12% | New holding | 5,477 | 5,477 | |
SPYV | SPDR Portfolio S&P 500 Value ETF | 2025-03-31 | Reduce Reduce | -0.27% | 49.78 ($51.86) 53.19 | $53.06 | 2.31% | Reduce -6.52% | 148,275 | -10,345 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.24% | 209.68 ($231.67) 247.1 | $211.16 | -8.85% | Add 39.84% | 7,150 | 2,037 | |
XSOE |
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
| 2025-03-31 | Reduce Reduce | -0.24% | 29.72 ($31.04) 31.94 | $34.40 | 10.82% | Reduce -5.04% | 282,926 | -15,004 | |
BND | Vanguard Total Bond Market ETF | 2025-03-31 | Add Add | +0.20% | 71.17 ($72.57) 73.66 | $72.80 | 0.32% | Add 12.38% | 46,762 | 5,153 | |
VONG |
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
| 2025-03-31 | Reduce Reduce | -0.18% | 92.71 ($101.57) 107.38 | $110.02 | 8.32% | Reduce -3.68% | 86,543 | -3,309 | |
SCHV | Schwab U.S. Large-Cap Value ETF | 2025-03-31 | Reduce Reduce | -0.16% | 25.77 ($26.84) 27.6 | $28.01 | 4.36% | Reduce -7.46% | 143,707 | -11,578 | |
HDV | iShares Core High Dividend ETF | 2025-03-31 | Reduce Reduce | -0.15% | 110.86 ($116.87) 121.12 | $119.79 | 2.50% | Reduce -8.06% | 30,111 | -2,638 | |
PM | Philip Morris International Inc | 2025-03-31 | Reduce Reduce | -0.15% | 117.15 ($141.65) 158.79 | $179.91 | 27.01% | Reduce -23.86% | 7,659 | -2,400 |
AMERICAN FINANCIAL & TAX STRATEGIES INC Total Holding History ($B)
AMERICAN FINANCIAL & TAX STRATEGIES INC's Asset Allocation
AMERICAN FINANCIAL & TAX STRATEGIES INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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AMERICAN FINANCIAL & TAX STRATEGIES INC's Hypothetical Growth since 2025-03-31
AMERICAN FINANCIAL & TAX STRATEGIES INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
AMERICAN FINANCIAL & TAX STRATEGIES INC's Holdings Heat Map
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AMERICAN FINANCIAL & TAX STRATEGIES INC's Holdings Bubble Chart
AMERICAN FINANCIAL & TAX STRATEGIES INC News
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