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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$234M
$44,000 0.01% of portfolio
92,382
Q4 2024 Reduced 20.62%

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
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