American Financial Advisors, LLC Incresed Positions in Q4 2024

American Financial Advisors, LLC

  • $681 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
334
+ 1.72%
$117.0 - $148.88 $39.1K - $49.7K
19.7K $2.65M
SCHA
Schwab Strategic Tr Us Small C

ETFs
196K
+ 103.29%
$25.33 - $51.16 $4.96M - $10M
385K $9.96M
XAR
Spdr S&P Aerospace & Defense E

ETFs
30
+ 0.2%
$153.8 - $176.52 $4.61K - $5.3K
15K $2.48M
CRWD
Crowd Strike Holdings, Inc.

Technology
200
+ 25.64%
$275.15 - $388.2 $55K - $77.6K
980 $335K
IVV
Ishares Core S&P 500 ETF

ETFs
29
+ 0.6%
$570.51 - $610.59 $16.5K - $17.7K
4.88K $2.87M
GOOG
Alphabet Inc.

Communication Services
13
+ 0.42%
$163.08 - $198.16 $2.12K - $2.58K
3.11K $592K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
676
+ 8.87%
$66.77 - $71.52 $45.1K - $48.3K
8.29K $571K
SPY
Spdr S&P 500 ETF Trust

ETFs
43
+ 1.71%
$567.81 - $607.81 $24.4K - $26.1K
2.56K $1.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
5
+ 0.06%
$94.43 - $105.47 $472 - $527
8.81K $894K
SCHX
Schwab Strategic Tr Us Large C

ETFs
52.8K
+ 199.98%
$22.4 - $68.28 $1.18M - $3.61M
79.3K $1.84M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
559
+ 9.74%
$44.33 - $49.55 $24.8K - $27.7K
6.3K $282K
XLK
Technology Sector Spdr

ETFs
2
+ 0.08%
$220.26 - $241.44 $441 - $483
2.53K $588K
SCHG
Schwab Strategic Tr Us Large C

ETFs
12.2K
+ 285.89%
$25.93 - $105.3 $317K - $1.29M
16.5K $460K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.44%
$521.84 - $558.82 $1.04K - $1.12K
461 $248K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
191
+ 6.41%
$96.64 - $101.23 $18.5K - $19.3K
3.17K $307K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
95
+ 1.34%
$59.74 - $60.03 $5.68K - $5.7K
7.2K $430K
DFAS
Dimensional ETF Tr U S Small C

ETFs
11
+ 0.21%
$63.58 - $71.15 $699 - $783
5.27K $342K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
145
+ 1.97%
$35.45 - $40.33 $5.14K - $5.85K
7.5K $268K
CGMU
Capital Group Core Plus Income
1.74K
+ 10.83%
N/A
17.8K $0
Capital Grp Fixed Incm ETF T
34.3K
+ 3.92%
N/A
910K $0
OEF
Ishares S&P 100 ETF

ETFs
2
+ 0.27%
N/A
747 $198K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.37K
+ 198.63%
$27.54 - $83.04 $203K - $612K
11.1K $306K
XLE
Energy Sector Spdr

ETFs
17
+ 0.62%
$83.32 - $97.27 $1.42K - $1.65K
2.78K $237K
DVY
Ishares Tr

ETFs
3
+ 0.16%
$129.55 - $143.41 $389 - $430
1.83K $240K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
9
+ 0.34%
$238.25 - $261.28 $2.14K - $2.35K
2.67K $645K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
27
+ 0.21%
$40.38 - $44.35 $1.09K - $1.2K
13.2K $539K
XLI
Industrial Sector Spdr

ETFs
13
+ 0.37%
$131.76 - $143.99 $1.71K - $1.87K
3.51K $462K
JEPI
J P Morgan Exchange Traded Fd

ETFs
142
+ 1.37%
$57.53 - $60.83 $8.17K - $8.64K
10.5K $606K
CGCP
Capital Group Core Plus Income

ETFs
277
+ 1.34%
$22.13 - $23.17 $6.13K - $6.42K
21K $465K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8.91K
+ 177.28%
$22.01 - $66.82 $196K - $595K
13.9K $316K
IXUS
Ishares Tr

ETFs
46
+ 1.47%
$65.95 - $72.56 $3.03K - $3.34K
3.17K $209K
WELL
Welltower Inc.

Real Estate
39
+ 0.29%
$123.11 - $139.3 $4.8K - $5.43K
13.6K $1.71M
XOM
Exxon Mobil Corp

Energy
26
+ 0.96%
$105.51 - $125.37 $2.74K - $3.26K
2.73K $293K
IEF
Ishares Barclays

ETFs
63
+ 1.11%
$92.08 - $98.18 $5.8K - $6.19K
5.74K $530K
VZ
Verizon Communications Inc

Communication Services
117
+ 1.68%
$39.6 - $45.21 $4.63K - $5.29K
7.06K $282K
SO
Southern CO

Utilities
42
+ 0.92%
$81.5 - $94.15 $3.42K - $3.95K
4.62K $380K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
4
+ 0.16%
$104.5 - $125.64 $418 - $503
2.54K $264K
EFV
Msci Eafe Value ETF

ETFs
41
+ 0.3%
$51.78 - $57.15 $2.12K - $2.34K
13.5K $710K
HD
Home Depot, Inc.

Consumer Cyclical
18
+ 0.28%
$385.02 - $431.37 $6.93K - $7.76K
6.5K $2.53M
GE
General Electric CO

Industrials
3
+ 0.06%
$159.95 - $194.23 $480 - $583
4.77K $795K
KO
Coca Cola CO

Consumer Defensive
48
+ 0.34%
$61.74 - $71.71 $2.96K - $3.44K
14K $872K
SCHP
Schwab Strategic Us Tips ETF

ETFs
27.9K
+ 77.72%
$25.74 - $53.78 $719K - $1.5M
63.8K $1.65M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
71K
+ 100.2%
$18.41 - $40.87 $1.31M - $2.9M
142K $2.62M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.5K
+ 0.3%
$28.6 - $29.27 $42.9K - $43.9K
499K $14.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.01K
+ 0.5%
$77.86 - $79.27 $157K - $160K
406K $31.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
724K
+ 201.97%
$26.93 - $84.95 $19.5M - $61.5M
1.08M $29.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.84K
+ 1.1%
$80.13 - $83.77 $308K - $322K
352K $28.3M
LLY
Eli Lilly & CO

Healthcare
11
+ 0.08%
$727.2 - $932.06 $8K - $10.3K
13.4K $10.3M
Activity Summary
Buys All Purchases 56 New Holdings 7 Increased Positions 49 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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