American Financial & Tax Strategies Inc Portfolio Holdings by Sector
American Financial & Tax Strategies Inc
- $182 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
ETFs | ETFs
BNDX XSOE VONG SPYV SPYG SPLV MGK VTEB 75 stocks |
$172,020
94.73% of portfolio
|
8
|
60
|
- | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$2,202
1.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,588
0.87% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$882
0.49% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Building Materials | Basic Materials
VMC 1 stocks |
$627
0.35% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$593
0.33% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$582
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$519
0.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$496
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$471
0.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$452
0.25% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$429
0.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$368
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$355
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|