American Financial & Tax Strategies Inc Reduced Holdings in Q2 2025

American Financial & Tax Strategies Inc

  • $188 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
-24.2K
- 26.09%
$71.83 - $95.32 $1.74M - $2.31M
68.6K $6.54M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-5.52K
- 5.78%
$68.13 - $74.77 $376K - $412K
89.9K $6.55M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-17.5K
- 11.82%
$19.55 - $21.78 $342K - $381K
131K $2.71M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-5.94K
- 16.81%
$77.74 - $78.78 $462K - $468K
29.4K $2.31M
BNDX
Vanguard Total International B

ETFs
-11.1K
- 4.82%
$48.77 - $49.55 $540K - $549K
219K $10.8M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.89K
- 14.51%
$105.23 - $109.61 $198K - $207K
11.1K $1.22M
PZT
Invesco ETF Tr Ii N Y Amt Fre

ETFs
-4.98K
- 4.29%
$21.12 - $22.45 $105K - $112K
111K $2.4M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-3.62K
- 5.36%
$42.51 - $43.7 $154K - $158K
63.9K $2.79M
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
-2.4K
- 13.86%
$43.64 - $45.44 $105K - $109K
14.9K $676K
XLB
Select Sector Spdr Fd Material

ETFs
-1.57K
- 8.61%
$74.27 - $88.92 $117K - $140K
16.7K $1.46M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-1.81K
- 8.93%
$50.09 - $51.09 $90.7K - $92.5K
18.5K $943K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-723
- 1.02%
N/A
70.3K $4.39M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-620
- 1.33%
$72.02 - $73.82 $44.7K - $45.8K
46.1K $3.4M
KO
Coca Cola CO

Consumer Defensive
-132
- 2.2%
$68.37 - $73.9 $9.02K - $9.75K
5.87K $414K
VB
Vanguard Small Cap ETF

ETFs
-160
- 7.92%
$193.73 - $237.37 $31K - $38K
1.86K $440K
FNDF
Schwab Fundamental Intl Large

ETFs
-9.03K
- 9.8%
$32.25 - $40.02 $291K - $361K
83K $3.32M
ILCG
Ishares Morningstar Growth ETF
-1.78K
- 3.38%
N/A
50.9K $0
EFV
Msci Eafe Value ETF

ETFs
-2.59K
- 7.07%
$52.4 - $64.65 $135K - $167K
34K $2.16M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
-2.04K
- 8.72%
$27.24 - $33.15 $55.7K - $67.8K
21.4K $705K
EMB
Ishares Tr

ETFs
-78
- 1.07%
$86.54 - $92.62 $6.75K - $7.22K
7.24K $670K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-220
- 2.55%
$22.92 - $28.05 $5.04K - $6.17K
8.42K $236K
IWR
Ishares Russell Mid Cap ETF

ETFs
-133
- 3.51%
$74.88 - $91.97 $9.96K - $12.2K
3.65K $335K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
-307
- 4.37%
$38.59 - $47.36 $11.8K - $14.5K
6.72K $318K
GOOGL
Alphabet Inc.

Communication Services
-6
- 0.45%
$144.7 - $178.6 $868 - $1.07K
1.32K $233K
BAR
Granite Shares Gold Trust

ETFs
-1.16K
- 3.13%
$29.34 - $33.87 $34K - $39.3K
35.9K $1.17M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-562
- 5.5%
$37.77 - $46.15 $21.2K - $25.9K
9.66K $445K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-309
- 3.41%
$41.45 - $54.46 $12.8K - $16.8K
8.75K $455K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-1.17K
- 6.05%
$70.44 - $86.87 $82.1K - $101K
18.1K $1.57M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-3.72K
- 2.59%
$23.55 - $27.67 $87.7K - $103K
140K $3.87M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-83
- 0.59%
$39.89 - $49.46 $3.31K - $4.11K
13.9K $689K
CSCO
Cisco Systems, Inc.

Technology
-30
- 0.36%
$53.19 - $69.38 $1.6K - $2.08K
8.39K $582K
VTWG
Vanguard Russell 2000 Growth E

ETFs
-50
- 1.25%
$163.6 - $208.47 $8.18K - $10.4K
3.94K $820K
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
-585
- 1.27%
$18.92 - $22.87 $11.1K - $13.4K
45.3K $1.04M
VBR
Vanguard Small Cap Value ETF

ETFs
-142
- 0.94%
$162.76 - $195.77 $23.1K - $27.8K
15K $2.93M
AMZN
Amazon Com Inc

Consumer Cyclical
-121
- 2.61%
$167.32 - $223.3 $20.2K - $27K
4.52K $990K
MSFT
Microsoft Corp

Technology
-34
- 2.71%
$354.56 - $497.45 $12.1K - $16.9K
1.22K $607K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-204
- 5.51%
$320.42 - $424.58 $65.4K - $86.6K
3.5K $1.49M
PM
Philip Morris International Inc.

Consumer Defensive
-12
- 0.16%
$149.23 - $184.95 $1.79K - $2.22K
7.65K $1.39M
NVDA
Nvidia Corp

Technology
-184
- 3.36%
$94.31 - $157.99 $17.4K - $29.1K
5.29K $836K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-241
- 0.63%
$32.41 - $42.59 $7.81K - $10.3K
37.9K $1.62M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-590
- 1.83%
$57.14 - $72.68 $33.7K - $42.9K
31.6K $2.3M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-342
- 0.75%
$75.29 - $91.16 $25.7K - $31.2K
45.2K $4.08M
EFG
Msci Eafe Growth ETF

ETFs
-106
- 0.37%
$89.8 - $112.0 $9.52K - $11.9K
28.7K $3.21M
VOT
Vanguard Mid Cap Growth Index

ETFs
-43
- 0.34%
$216.28 - $284.39 $9.3K - $12.2K
12.6K $3.59M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-8.22K
- 2.9%
$27.26 - $34.48 $224K - $283K
275K $9.47M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-77
- 0.42%
$273.67 - $366.17 $21.1K - $28.2K
18.2K $6.66M
VONG
Vanguard Russell 1000 Growth E

ETFs
-1.73K
- 1.99%
$82.51 - $109.2 $142K - $188K
84.8K $9.26M
Activity Summary
Buys All Purchases 26 New Holdings 0 Increased Positions 26 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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