American Financial & Tax Strategies Inc Portfolio Holdings
American Financial & Tax Strategies Inc
- $188 Million
- Q2 2025
American Financial & Tax Strategies Inc has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $188 Million distributed in 91 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total International B with a value of $10.8M, Wisdomtree Tr Emerging Mkts Ex with a value of $9.47M, Vanguard Russell 1000 Growth E with a value of $9.26M, Spdr Portfolio S&P 500 Value E with a value of $7.88M, and Vanguard Mega Cap Growth ETF with a value of $6.66M.
Examining the 13F form we can see an increase of $6.75M in the current position value, from $182M to 188M.
American Financial & Tax Strategies Inc is based out at New York, NY
Below you can find more details about American Financial & Tax Strategies Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|---|---|---|---|---|
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |