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
$8.06B
$579,000 0.0% of portfolio
25
Q1 2021 Reduced 20.0%
$0
$11.8 Million 0.0% of portfolio
2,350
Q2 2020 Reduced 44.25%
$3.21B
$11.7 Million 0.0% of portfolio
140
Q3 2022 New
$29.6B
$92.3 Million 0.0% of portfolio
1,032
Q2 2020 Added 43.74%
Wells Fargo CO New
-
$7.22 Million 0.0% of portfolio
-
Q4 2021 Added 850.0%
$3.47B
$48.1 Million 0.0% of portfolio
2,574
Q2 2020 Added 0.06%
$0
$4.64 Million 0.0% of portfolio
1,260
Q3 2019 Added 52.38%
$0
$13.5 Million 0.0% of portfolio
1,213
Q2 2020 Added 3.29%
$0
$66.7 Million 0.0% of portfolio
7,449
Q2 2020 Added 0.31%
$14.9B
$64.7 Million 0.0% of portfolio
2,573
Q2 2020 Added 35.69%
$20.7B
$110 Million 0.0% of portfolio
3,853
Q2 2020 Reduced 14.88%
$225M
$16.7 Million 0.0% of portfolio
1,500
Q2 2020 Reduced 53.18%
$2.01B
$6.46 Million 0.0% of portfolio
172
Q2 2020 Reduced 88.66%
$160M
$177,000 0.0% of portfolio
115
Q3 2022 New
$1.46B
$4.26 Million 0.0% of portfolio
80
Q1 2021 Added 125.0%
Wisdomtree Tr
-
$3.17 Million 0.0% of portfolio
-
Q1 2019 Added 282.5%
$2.28B
$72.4 Million 0.0% of portfolio
885
Q2 2020 Added 0.31%
$29.8B
$46.7 Million 0.0% of portfolio
2,314
Q2 2022 Added 5.75%
$115M
$17 Million 0.0% of portfolio
5,939
Q2 2020 Added 2.86%
$7.72B
$3.83 Million 0.0% of portfolio
116
Q3 2022 New
$11.1B
$45.8 Million 0.0% of portfolio
1,113
Q2 2020 Sold Out
$79.7M
$88.5 Million 0.0% of portfolio
51,750
Q2 2020 Added 365.17%
$2.32B
$22.9 Million 0.0% of portfolio
2,597
Q1 2020 Reduced 58.45%
$1.51B
$61.4 Million 0.0% of portfolio
5,400
Q3 2022 New
$21.9B
$52.1 Million 0.0% of portfolio
300
Q2 2020 Reduced 35.14%
$52.1M
$5.36 Million 0.0% of portfolio
465
Q2 2022 Added 276.34%
$0
$16.1 Million 0.0% of portfolio
467
Q2 2021 Added 20.99%
$68.2M
$382,000 0.0% of portfolio
200
Q1 2019 Added 307.5%
$1B
$6.98 Million 0.0% of portfolio
1,744
Q2 2021 Added 12.33%
$604M
$2.26 Million 0.0% of portfolio
1,935
Q2 2020 Added 25.49%
$2.52B
$8.63 Million 0.0% of portfolio
355
Q1 2020 Added 38.03%
$1.53B
$16.8 Million 0.0% of portfolio
1,406
Q3 2020 Reduced 70.84%
$729M
$8.45 Million 0.0% of portfolio
7,280
Q1 2021 Reduced 99.66%
$34.5B
$19 Million 0.0% of portfolio
233
Q2 2020 Reduced 0.77%
$4.25B
$6.64 Million 0.0% of portfolio
286
Q2 2020 Reduced 37.76%
$22.2B
$53.4 Million 0.0% of portfolio
198
Q2 2020 Added 12.55%
$3.57B
$3.26 Million 0.0% of portfolio
100
Q2 2020 Added 5,382.0%
$5.06B
$8.91 Million 0.0% of portfolio
276
Q2 2021 Reduced 99.28%
$0
$47.4 Million 0.0% of portfolio
5,940
Q1 2020 Reduced 10.15%
$18.9B
$24.7 Million 0.0% of portfolio
760
Q2 2020 Reduced 42.61%
$0
$34.5 Million 0.0% of portfolio
1,116
Q2 2020 Reduced 2.83%
$222M
$928,000 0.0% of portfolio
350
Q3 2022 New
$8.5B
$18.8 Million 0.0% of portfolio
150
Q2 2020 Added 2.67%
$7.58B
$1.39 Million 0.0% of portfolio
17
Q3 2019 Added 3.45%
$19.5B
$7.42 Million 0.0% of portfolio
1,576
Q2 2021 Reduced 89.91%
$0
$105 Million 0.0% of portfolio
3,526
Q2 2020 Reduced 0.77%
$0
$22.7 Million 0.0% of portfolio
718
Q1 2020 Reduced 90.67%
$0
$339,000 0.0% of portfolio
20
Q3 2022 New
$0
$2.97 Million 0.0% of portfolio
155
Q1 2020 Reduced 19.35%

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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