Afs Financial Group, LLC has filed its 13F form on May 02, 2024 for Q1 2024 where it was disclosed a total value porftolio of $23.8 Billion distributed in 18 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity Merrimack Str Tr Tota with a value of $4.12B, Capital Group Core Equity ETF with a value of $3.89B, Vanguard Value ETF with a value of $3.35B, Apple Inc. with a value of $2.34B, and Ishares Tr with a value of $2.25B.

Examining the 13F form we can see an decrease of $82.8B in the current position value, from $107B to 23.8B.

Afs Financial Group, LLC is based out at Bethesda, MD

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

Portfolio value $23.8 Billion
ETFs: $15.2 Billion
Technology: $2.71 Billion
Communication Services: $659 Million
Financial Services: $473 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 18
  • Current Value $23.8 Billion
  • Prior Value $107 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 02, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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