American Financial Advisors, LLC Portfolio Holdings

American Financial Advisors, LLC

  • $681 Million
  • Q4 2024

American Financial Advisors, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $681 Million distributed in 150 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $61.3M, Berkshire Hathaway Inc Class B with a value of $40.1M, Ishares Tr Russell 1000 ETF with a value of $39.3M, Vanguard Dividend Appreciation with a value of $38.2M, and Vanguard Small Cap Growth ETF with a value of $38.1M.

Examining the 13F form we can see an decrease of $22.6M in the current position value, from $703M to 681M.

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

Portfolio value $681 Million
ETFs: $573 Million
Financial Services: $46.8 Million
Technology: $15.5 Million
Healthcare: $12 Million
Consumer Cyclical: $12 Million
Industrials: $9.91 Million
Communication Services: $6.21 Million
Real Estate: $1.97 Million
Other: $3.27 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$61.3 Million 9.01% of portfolio
119,970
Q4 2024 Reduced 1.87%
$0
$39.3 Million 5.77% of portfolio
121,973
Q4 2024 Reduced 1.15%
$0
$38.2 Million 5.62% of portfolio
209,843
Q4 2024 Reduced 1.54%
$0
$38.1 Million 5.6% of portfolio
136,067
Q4 2024 Reduced 2.03%
$0
$34.6 Million 5.08% of portfolio
432,370
Q4 2024 Reduced 1.66%
$0
$33.6 Million 4.94% of portfolio
382,449
Q4 2024 Reduced 2.23%
$0
$31.6 Million 4.65% of portfolio
405,602
Q4 2024 Added 0.5%
$0
$29.6 Million 4.35% of portfolio
1,083,103
Q4 2024 Added 201.97%
$0
$28.3 Million 4.15% of portfolio
352,217
Q4 2024 Added 1.1%
$0
$24.5 Million 3.6% of portfolio
92,733
Q4 2024 Reduced 0.47%
$0
$23 Million 3.37% of portfolio
263,104
Q4 2024 Reduced 1.91%
$0
$20.8 Million 3.05% of portfolio
150,973
Q4 2024 Reduced 0.61%
$0
$16.9 Million 2.48% of portfolio
346,767
Q4 2024 Reduced 1.78%
$0
$15.2 Million 2.23% of portfolio
239,360
Q4 2024 Reduced 2.16%
$0
$14.3 Million 2.1% of portfolio
498,682
Q4 2024 Added 0.3%
$0
$13.6 Million 2.0% of portfolio
218,912
Q4 2024 Reduced 2.47%
$0
$11 Million 1.62% of portfolio
256,197
Q4 2024 Reduced 19.98%
$0
$9.96 Million 1.46% of portfolio
385,126
Q4 2024 Added 103.29%
$0
$6.32 Million 0.93% of portfolio
125,564
Q4 2024 Reduced 1.73%
$0
$5.18 Million 0.76% of portfolio
85,298
Q4 2024 Reduced 18.44%
$0
$4.35 Million 0.64% of portfolio
15,010
Q4 2024 Reduced 5.13%
$0
$4.35 Million 0.64% of portfolio
48,253
Q4 2024 Reduced 8.27%
$0
$2.87 Million 0.42% of portfolio
4,876
Q4 2024 Added 0.6%
$0
$2.81 Million 0.41% of portfolio
37,163
Q4 2024 Reduced 1.03%
$0
$2.7 Million 0.4% of portfolio
61,275
Q4 2024 Reduced 3.65%
$0
$2.62 Million 0.39% of portfolio
141,883
Q4 2024 Added 100.2%
$0
$2.48 Million 0.36% of portfolio
14,965
Q4 2024 Added 0.2%
$0
$2.29 Million 0.34% of portfolio
66,201
Q3 2022 New
$0
$2.28 Million 0.33% of portfolio
40,131
Q4 2024 Reduced 12.51%
$0
$1.99 Million 0.29% of portfolio
20,169
Q4 2024 Reduced 6.44%
$0
$1.84 Million 0.27% of portfolio
79,268
Q4 2024 Added 199.98%
$0
$1.72 Million 0.25% of portfolio
10,472
Q4 2024 Reduced 0.24%
$0
$1.65 Million 0.24% of portfolio
63,840
Q4 2024 Added 77.72%
$0
$1.65 Million 0.24% of portfolio
35,607
Q4 2024 Reduced 26.68%
$0
$1.54 Million 0.23% of portfolio
25,982
Q4 2024 Reduced 0.58%
$0
$1.5 Million 0.22% of portfolio
2,555
Q4 2024 Added 1.71%
$0
$1.4 Million 0.21% of portfolio
7,546
Q4 2024 Reduced 6.52%
$0
$1.44 Million 0.21% of portfolio
16,146
Q4 2024 Reduced 0.32%
$0
$1.08 Million 0.16% of portfolio
10,120
Q4 2024 Reduced 2.99%
$0
$1.05 Million 0.15% of portfolio
5,977
Q4 2024 Reduced 3.58%
$0
$953,000 0.14% of portfolio
19,731
Q4 2024 Reduced 4.34%
$0
$855,000 0.13% of portfolio
3,873
Q4 2024 Reduced 21.01%
$0
$894,000 0.13% of portfolio
8,812
Q4 2024 Added 0.06%
$0
$843,000 0.12% of portfolio
9,473
Q4 2024 Reduced 1.07%
$0
$757,000 0.11% of portfolio
9,625
Q4 2024 Reduced 2.2%
$0
$654,000 0.1% of portfolio
12,665
Q4 2024 Reduced 0.74%
$0
$701,000 0.1% of portfolio
14,310
Q4 2024 Reduced 0.55%
$0
$710,000 0.1% of portfolio
13,545
Q4 2024 Added 0.3%
$0
$649,000 0.1% of portfolio
11,138
Q4 2024 Reduced 4.58%

Summary

  • Portfolio
  • No. of Stocks 150
  • Current Value $681 Million
  • Prior Value $703 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 84 stocks
Track This Portfolio

Track American Financial Advisors, LLC Portfolio

Follow American Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of American Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on American Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email