AG

AMERIFLEX GROUP, INC.

13F
AMERIFLEX GROUP, INC.
Last update 2025-05-16 1270 Stocks (152 new)
Value $244.00 Mil Turnover 22 %
Countries:
Top Holdings: AAPL(5.41%)NVDA(3.83%)VOO(3.33%)MSFT(2.34%)SPGP(1.74%)
Summary Stock Picks Current Portfolio
AMERIFLEX GROUP, INC. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
59,423
13,199.7
+4.77%
5.410
+0.25%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
NVDA
NVIDIA Corp
86,123
9,334.0
+11.83%
3.830
+0.41%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
VOO
Vanguard S&P 500 ETF
15,812
8,125.9
+8.85%
3.330
+0.27%
0.000
+19.59%
+7.78%
660,834.1
 
MSFT
Microsoft Corp
15,216
5,712.0
+4.86%
2.340
+0.11%
0.000
+38.94%
+21.47%
3,790,969.0
Software
SPGP
Invesco S&P 500 GARP ETF
42,390
4,233.9
+1.59%
1.740
+0.03%
0.150
+17.90%
+4.59%
2,817.3
 
BRK.B
Berkshire Hathaway Inc
6,552
3,489.5
+52.09%
1.430
+0.49%
0.000
-8.57%
+4.53%
1,022,296.6
Insurance
IVV
iShares Core S&P 500 ETF
6,184
3,474.5
-2.52%
1.430
-0.04%
0.000
+19.67%
+7.80%
634,518.9
 
AMZN
Amazon.com Inc
18,113
3,446.2
+12.59%
1.410
+0.16%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
AVGO
Broadcom Inc
19,424
3,252.2
+18.53%
1.330
+0.21%
0.000
+66.10%
+22.87%
1,332,681.5
Semiconductors
CVX
Chevron Corp
18,907
3,162.9
+72.87%
1.300
+0.55%
0.000
+10.15%
+6.01%
259,903.2
Oil & Gas

AMERIFLEX GROUP, INC.'s Historical Top Holdings Breakdowns

AMERIFLEX GROUP, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
XLF
Financial Select Sector SPDR
2025-03-31
Add
Add
+1.11%
●
47.32 ($50.16) 52.19
$52.54
4.74%
Add 729.19%
61,700
54,259
XLI
Industrial Select Sector SPDR
2025-03-31
Add
Add
+1.08%
●
128.78 ($135.13) 141.67
$151.46
12.08%
Add 1151.66%
21,804
20,062
AMGN
Amgen Inc
2025-03-31
Add
Add
+0.88%
●
258.59 ($295.3) 327.36
$294.76
-0.18%
Add 714.64%
7,845
6,882
XLK
Technology Select Sector SPDR ETF
2025-03-31
Add
Add
+0.85%
●
206.38 ($226.74) 242.18
$260.89
15.06%
Add 1701.53%
10,629
10,039
VAW
Vanguard Materials ETF
2025-03-31
New Buy
New Buy
+0.75%
●
185.71 ($193.9) 202.46
$200.08
3.19%
New holding
9,684
9,684
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-03-31
Reduce
Reduce
-0.68%
●
24.91 ($27.39) 29.02
$29.74
8.58%
Reduce -56.03%
40,795
-51,994
BUFR
FT Vest Laddered Buffer ETF
2025-03-31
Reduce
Reduce
-0.66%
●
29.34 ($30.56) 31.31
$32.15
5.20%
Reduce -58.14%
33,449
-46,459
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
2025-03-31
Add
Add
+0.59%
●
44.72 ($45.57) 46.25
$45.77
0.44%
Add 1864.94%
32,559
30,902
CVX
Chevron Corp
2025-03-31
Add
Add
+0.55%
●
146.71 ($156.54) 167.97
$150.04
-4.15%
Add 72.87%
18,907
7,970
BRK.B
Berkshire Hathaway Inc
2025-03-31
Add
Add
+0.49%
●
442.66 ($486.15) 534.52
$473.80
-2.54%
Add 52.09%
6,552
2,244

AMERIFLEX GROUP, INC. Total Holding History ($B)

To

AMERIFLEX GROUP, INC.'s Asset Allocation

To

AMERIFLEX GROUP, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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AMERIFLEX GROUP, INC.'s Hypothetical Growth since 2025-03-31

AMERIFLEX GROUP, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

AMERIFLEX GROUP, INC.'s Holdings Heat Map

Size field:

AMERIFLEX GROUP, INC.'s Holdings Bubble Chart

AMERIFLEX GROUP, INC. News

  • 1

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