American Portfolios Advisors Portfolio Holdings

American Portfolios Advisors

  • $2.36 Trillion
  • Q3 2022

American Portfolios Advisors has filed its 13F form on March 17, 2023 for Q3 2022 where it was disclosed a total value porftolio of $2.36 Trillion distributed in 3531 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $111B, Ishares Core S&P 500 ETF with a value of $54.5B, Ft Tr ETF Viii Ft Cboe Vest Us with a value of $53.6B, Microsoft Corp with a value of $44.1B, and Vanguard Value ETF with a value of $44.2B.

Examining the 13F form we can see an increase of $2.36T in the current position value.

American Portfolios Advisors is based out at Holbrook, NY

Below you can find more details about American Portfolios Advisors portfolio as well as his latest detailed transactions.

Portfolio value $2.36 Trillion
Technology: $282 Billion
Healthcare: $116 Billion
Consumer Cyclical: $110 Billion
Financial Services: $97.8 Billion
Industrials: $83 Billion
Consumer Defensive: $63.6 Billion
Communication Services: $63 Billion
Energy: $47.7 Billion
Other: $65 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$809M
$2.62 Million 0.0% of portfolio
29
Q3 2022 New
$98M
$9.58 Million 0.0% of portfolio
2,800
Q1 2020 Reduced 77.93%
$11.3B
$6.84 Million 0.0% of portfolio
240
Q2 2020 Added 4.78%
$1.58B
$53.9 Million 0.0% of portfolio
2,320
Q3 2019 Reduced 99.83%
$12.2B
$485,000 0.0% of portfolio
13
Q4 2020 Added 14,553.85%
$0
$418,000 0.0% of portfolio
44
Q3 2022 New
$7.87B
$22.5 Million 0.0% of portfolio
513
Q2 2020 Reduced 76.63%
$6.87B
$10.7 Million 0.0% of portfolio
447
Q2 2020 Added 22.37%
$5.57B
$5.8 Million 0.0% of portfolio
118
Q1 2020 Reduced 23.73%
$0
$56.1 Million 0.0% of portfolio
4,639
Q4 2017 Reduced 21.92%
$896M
$128,000 0.0% of portfolio
41
Q4 2020 Added 139.02%
$499M
$486,000 0.0% of portfolio
57
Q4 2017 Added 1,128.07%
$1.64B
$9.9 Million 0.0% of portfolio
400
Q3 2022 New
$0
$452,000 0.0% of portfolio
33
Q3 2022 New
$0
$40.1 Million 0.0% of portfolio
1,975
Q1 2018 Reduced 78.48%
$3.87B
$9.54 Million 0.0% of portfolio
6,000
Q3 2021 Added 8.33%
$895M
$3.49 Million 0.0% of portfolio
100
Q3 2022 New
$0
$540,000 0.0% of portfolio
45
Q3 2020 Added 1,453.33%
$429M
$4.31 Million 0.0% of portfolio
1,000
Q3 2019 Added 10.79%
$8.43B
$3.73 Million 0.0% of portfolio
189
Q2 2020 Reduced 10.9%
$2.03B
$51 Million 0.0% of portfolio
2,100
Q2 2018 Reduced 95.24%
$4.1B
$20.7 Million 0.0% of portfolio
700
Q3 2018 Reduced 80.43%
$0
$833,000 0.0% of portfolio
60
Q3 2022 New
$4.43B
$27.6 Million 0.0% of portfolio
790
Q2 2020 Added 0.1%
$907M
$24.1 Million 0.0% of portfolio
2,000
Q1 2020 Added 50.0%
$853M
$3.73 Million 0.0% of portfolio
308
Q2 2020 Reduced 25.08%
$879M
$2.76 Million 0.0% of portfolio
106
Q2 2020 Reduced 19.83%
$1.46B
$61 Million 0.0% of portfolio
1,206
Q1 2020 Added 2.9%
$0
$1.02 Million 0.0% of portfolio
14
Q4 2021 Reduced 21.43%
$1.39B
$10.1 Million 0.0% of portfolio
2,085
Q2 2020 Added 35.87%
$701M
$6.9 Million 0.0% of portfolio
384
Q2 2020 Added 56.25%
$758M
$714,000 0.0% of portfolio
20
Q1 2021 Added 60.0%
$34.4B
$41.6 Million 0.0% of portfolio
1,669
Q2 2020 Reduced 75.95%
$17.8B
$19.9 Million 0.0% of portfolio
127
Q1 2020 Reduced 21.26%
$2.23B
$113 Million 0.0% of portfolio
1,032
Q2 2020 Added 177.78%
$17.3B
$2.39 Million 0.0% of portfolio
13
Q1 2020 Added 1,053.85%
$5.55B
$55.1 Million 0.0% of portfolio
556
Q2 2020 Added 71.43%
$2.96B
$4.55 Million 0.0% of portfolio
61
Q3 2022 New
$0
$101 Million 0.0% of portfolio
3,634
Q2 2020 Added 1.43%
$0
$8.23 Million 0.0% of portfolio
285
Q3 2022 New
$1.43B
$968,000 0.0% of portfolio
200
Q3 2022 New
$94.3B
$90.2 Million 0.0% of portfolio
5,312
Q2 2020 Reduced 86.1%
$9.08B
$30.3 Million 0.0% of portfolio
376
Q2 2020 Added 21.17%
Innovator Etfs Tr
-
$19.9 Million 0.0% of portfolio
-
Q3 2022 New
$29.4B
$52.8 Million 0.0% of portfolio
1,651
Q2 2020 Added 140.09%
$271M
$47.4 Million 0.0% of portfolio
2,751
Q4 2017 Reduced 87.68%
$1.46B
$92.4 Million 0.0% of portfolio
12,125
Q2 2020 Added 9.67%
$0
$2.73 Million 0.0% of portfolio
500
Q4 2019 Added 1,460.2%
$0
$5.93 Million 0.0% of portfolio
250
Q1 2021 Added 546.8%

Summary

  • Portfolio
  • No. of Stocks 3,531
  • Current Value $2.36 Trillion
  • Filing
  • Period Q3 2022
  • Filing Date March 17, 2023
  • Form Type 13F-HR
  • Activity in Q3 2022
  • New Purchases 3,524 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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