American Portfolios Advisors Portfolio Holdings

American Portfolios Advisors

  • $2.36 Trillion
  • Q3 2022

American Portfolios Advisors has filed its 13F form on March 17, 2023 for Q3 2022 where it was disclosed a total value porftolio of $2.36 Trillion distributed in 3531 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $111B, Ishares Core S&P 500 ETF with a value of $54.5B, Ft Tr ETF Viii Ft Cboe Vest Us with a value of $53.6B, Microsoft Corp with a value of $44.1B, and Vanguard Value ETF with a value of $44.2B.

Examining the 13F form we can see an increase of $2.36T in the current position value.

American Portfolios Advisors is based out at Holbrook, NY

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

Portfolio value $2.36 Trillion
Technology: $282 Billion
Healthcare: $116 Billion
Consumer Cyclical: $110 Billion
Financial Services: $97.8 Billion
Industrials: $83 Billion
Consumer Defensive: $63.6 Billion
Communication Services: $63 Billion
Energy: $47.7 Billion
Other: $65 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$31.1B
$100 Million 0.0% of portfolio
1,411
Q2 2020 Added 0.83%
$4.73B
$39 Million 0.0% of portfolio
1,564
Q1 2020 Reduced 44.37%
$0
$63,000 0.0% of portfolio
20
Q4 2021 Added 1,250.0%
$106M
$3.74 Million 0.0% of portfolio
1,068
Q3 2020 Reduced 90.64%
$3.4B
$33.9 Million 0.0% of portfolio
677
Q2 2020 Added 7.56%
$9.19B
$30 Million 0.0% of portfolio
237
Q1 2020 Reduced 97.47%
$1.52B
$84,000 0.0% of portfolio
48
Q3 2022 New
$3.25B
$8.08 Million 0.0% of portfolio
150
Q1 2020 Reduced 16.67%
$43.6B
$102 Million 0.0% of portfolio
16,764
Q3 2022 New
$2.38B
$26.2 Million 0.0% of portfolio
877
Q1 2020 Reduced 45.38%
$5.43B
$39.5 Million 0.0% of portfolio
308
Q2 2020 Reduced 32.36%
$119B
$89.3 Million 0.0% of portfolio
1,528
Q2 2020 Reduced 31.45%
$3.13B
$15.8 Million 0.0% of portfolio
4,000
Q4 2017 Reduced 90.0%
-
$28.1 Million 0.0% of portfolio
-
Q2 2020 Added 45.71%
$0
$347,000 0.0% of portfolio
39
Q3 2022 New
$1.25B
$391,000 0.0% of portfolio
24
Q3 2022 New
$0
$13.4 Million 0.0% of portfolio
786
Q1 2021 Reduced 89.44%
$12.3B
$6.45 Million 0.0% of portfolio
406
Q2 2020 Reduced 99.86%
$3.39B
$28.6 Million 0.0% of portfolio
517
Q2 2020 Reduced 54.55%
$7.49B
$90.8 Million 0.0% of portfolio
410
Q2 2020 Added 0.07%
$17.9M
$6.54 Million 0.0% of portfolio
1,000
Q3 2022 New
$0
$255,000 0.0% of portfolio
8
Q1 2020 Added 225.0%
$20.6B
$44.8 Million 0.0% of portfolio
235
Q2 2020 Reduced 16.28%
$0
$239,000 0.0% of portfolio
50
Q3 2022 New
$0
$4.31 Million 0.0% of portfolio
150
Q3 2022 New
$0
$7.25 Million 0.0% of portfolio
451
Q1 2020 Reduced 8.65%
$237M
$1.51 Million 0.0% of portfolio
274
Q3 2019 Reduced 99.64%
$58.4B
$100 Million 0.0% of portfolio
11,783
Q2 2020 Reduced 9.39%
$1.5B
$6 Million 0.0% of portfolio
99
Q2 2020 Added 2.02%
$0
$20.3 Million 0.0% of portfolio
950
Q3 2022 New
$0
$6.75 Million 0.0% of portfolio
300
Q3 2022 New
$0
$105 Million 0.0% of portfolio
3,022
Q1 2020 Reduced 76.84%
$0
$30.5 Million 0.0% of portfolio
1,100
Q1 2020 Reduced 82.36%
$0
$109 Million 0.0% of portfolio
3,695
Q1 2021 Reduced 68.34%
$0
$3.12 Million 0.0% of portfolio
150
Q3 2022 New
First Tr Exchng Traded Fd Vi
-
$4.41 Million 0.0% of portfolio
-
Q3 2022 New
$0
$38.3 Million 0.0% of portfolio
1,938
Q3 2022 New
$0
$84.9 Million 0.0% of portfolio
15,541
Q4 2021 Reduced 36.38%
$0
$6.17 Million 0.0% of portfolio
107
Q1 2020 Reduced 31.78%
$0
$30.1 Million 0.0% of portfolio
360
Q1 2020 Reduced 94.72%
$0
$14.6 Million 0.0% of portfolio
1,557
Q4 2017 Reduced 50.87%
$0
$98.2 Million 0.0% of portfolio
1,148
Q2 2020 Reduced 6.63%
$7.91B
$2.86 Million 0.0% of portfolio
24
Q2 2020 Reduced 11.54%
$0
$55.7 Million 0.0% of portfolio
5,251
Q1 2020 Reduced 86.86%
$0
$34.2 Million 0.0% of portfolio
3,996
Q2 2020 Added 53.46%
$0
$1.51 Million 0.0% of portfolio
48
Q4 2020 Added 5,839.58%
$19.8B
$13.9 Million 0.0% of portfolio
366
Q1 2021 Added 56.28%
$26.3B
$87.7 Million 0.0% of portfolio
1,504
Q2 2020 Added 5.66%
$14.4B
$5.48 Million 0.0% of portfolio
366
Q4 2021 Reduced 17.76%

Summary

  • Portfolio
  • No. of Stocks 3,531
  • Current Value $2.36 Trillion
  • Filing
  • Period Q3 2022
  • Filing Date March 17, 2023
  • Form Type 13F-HR
  • Activity in Q3 2022
  • New Purchases 3,524 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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