American Financial Advisors, LLC Portfolio Holdings by Sector
American Financial Advisors, LLC
- $742 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
QQQ IWB VIGI SCHD VBK FTCS VCIT VIG 90 stocks |
$611,397
83.82% of portfolio
|
  36  
|
  51  
|
  2  
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$41,943
5.75% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ ABBV AMGN 4 stocks |
$11,151
1.53% of portfolio
|
  3  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$8,037
1.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL 1 stocks |
$7,669
1.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI RWR 2 stocks |
$7,305
1.0% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$6,782
0.93% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA 2 stocks |
$6,262
0.86% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO MRVL AMD QCOM 5 stocks |
$5,215
0.71% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL CRWD PLTR 4 stocks |
$3,794
0.52% of portfolio
|
  1  
|
  3  
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$2,501
0.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA RACE 2 stocks |
$1,951
0.27% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$1,935
0.27% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
DNP CIK 2 stocks |
$1,832
0.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$1,301
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
SCCO 1 stocks |
$1,253
0.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$1,177
0.16% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
RCL CCL 2 stocks |
$988
0.14% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER DDOG 2 stocks |
$740
0.1% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA RTX 2 stocks |
$635
0.09% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$573
0.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$566
0.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
CRMD 1 stocks |
$539
0.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$458
0.06% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP MA 2 stocks |
$446
0.06% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO 1 stocks |
$385
0.05% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST 1 stocks |
$336
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ 1 stocks |
$319
0.04% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
MGM 1 stocks |
$319
0.04% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL 1 stocks |
$314
0.04% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$292
0.04% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$265
0.04% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
$264
0.04% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$235
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$208
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|