AF
| |
American Financial Advisors, LLC13F | |
| American Financial Advisors, LLC | |
| Last update 2024-10-25 | 146 Stocks (7 new) |
| Value $733.00 Mil | Turnover 5 % |
American Financial Advisors, L... Top Holdings of 2024-09-30
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 122,255 | 59,668.9 | -2.48% | 8.150 | -0.21% | 0.020 | +11.73% | +30.06% | 328,530.7 | ||
VIG | Vanguard Dividend Appreciation FTF | 213,118 | 42,210.2 | -2.49% | 5.760 | -0.14% | 0.050 | +3.66% | +20.21% | 84,427.1 | ||
BRK.B | Berkshire Hathaway Inc | 89,589 | 41,234.2 | -2.14% | 5.630 | -0.11% | 0.000 | +2.44% | +28.56% | 986,817.6 | Insurance | |
VIGI | Vanguard International Dividend Appreciation ETF | 439,647 | 38,812.0 | -2.18% | 5.300 | -0.11% | 0.550 | -4.19% | +6.35% | 7,079.8 | ||
IWB | iShares Russell 1000 ETF | 123,390 | 38,792.6 | -1.26% | 5.300 | -0.07% | 0.100 | +8.55% | +28.13% | 39,746.9 | ||
VBK | Vanguard Small Cap Growth ETF | 138,885 | 37,133.6 | -1.90% | 5.070 | -0.10% | 0.210 | +13.71% | +22.50% | 17,632.8 | ||
FTCS | First Trust Capital Strength ETF | 391,190 | 35,520.1 | -2.27% | 4.850 | -0.11% | 0.400 | +0.42% | +13.93% | 8,860.8 | ||
VCSH | Vanguard Short-Term Corporate Bond ETF | 403,588 | 32,053.0 | -1.87% | 4.380 | -0.08% | 0.090 | -0.22% | +5.00% | 35,393.4 | ||
SCHD | Schwab US Dividend Equity ETF | 1,076,046 | 30,319.4 | +196.46% | 4.140 | +2.74% | 0.020 | +1.21% | +11.99% | 65,337.6 | ||
VCIT | Vanguard Intermediate-Term Corporate Bond ETF | 348,379 | 29,176.8 | -0.73% | 3.980 | -0.03% | 0.060 | -1.88% | +4.16% | 48,036.9 |
American Financial Advisors, LLC's Historical Top Holdings Breakdowns
American Financial Advisors, LLC'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
FDV | Federated Hermes U.S. Strategic Dividend ETF | 2023-03-31 | Sold Out | -5.26% | 23.36 ($25.15) 26.29 | $27.26 | 8.39% | Sold Out | 0 | -413,656 | |
BRK.B | Berkshire Hathaway Inc | 2023-09-30 | New Buy | +4.96% | 340.9 ($354.77) 370.48 | $457.90 | 29.07% | New holding | 89,833 | 89,833 | |
FTCS | First Trust Capital Strength ETF | 2023-03-31 | New Buy | +4.89% | 70.18 ($73.46) 76.37 | $90.37 | 23.02% | New holding | 412,092 | 412,092 | |
BRK.B | Berkshire Hathaway Inc | 2022-12-31 | Sold Out | -3.56% | 264 ($296.98) 318.6 | $457.90 | 54.19% | Sold Out | 0 | -77,140 | |
CGCB | Capital Group Core Bond ETF | 2024-06-30 | Add | +2.80% | 25.23 ($25.7) 26.12 | $26.08 | 1.48% | Add 1115.18% | 829,079 | 760,852 | |
SCHD | Schwab US Dividend Equity ETF | 2024-09-30 | Add | +2.74% | 25.67 ($27.24) 28.35 | $28.13 | 3.27% | Add 196.46% | 1,076,046 | 237,696 | |
VO | Vanguard Mid-Cap ETF | 2023-06-30 | Add | +2.57% | 202.66 ($208.99) 220.16 | $276.42 | 32.26% | Add 937.23% | 82,470 | 74,519 | |
SCHD | Schwab US Dividend Equity ETF | 2023-06-30 | Add | +2.53% | 68.55 ($71.13) 73.26 | $28.13 | -60.45% | Add 576.2% | 261,235 | 222,602 | |
VCIT | Vanguard Intermediate-Term Corporate Bond ETF | 2023-06-30 | Add | +2.40% | 77.84 ($78.98) 80.04 | $81.33 | 2.98% | Add 1974% | 203,584 | 193,768 | |
FIXD | First Trust TCW Opportunistic Fixed Income ETF | 2024-06-30 | Reduce | -2.06% | 42.01 ($42.87) 43.6 | $43.34 | 1.10% | Reduce -48.05% | 362,339 | -335,090 |
American Financial Advisors, LLC Total Holding History ($B)
American Financial Advisors, LLC's Asset Allocation
American Financial Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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American Financial Advisors, LLC's Hypothetical Growth since 2024-09-30
American Financial Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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American Financial Advisors, LLC's Holdings Heat Map
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American Financial Advisors, LLC's Holdings Bubble Chart
American Financial Advisors, LLC News
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