American Financial & Tax Strategies Inc Reduced Holdings in Q1 2025

American Financial & Tax Strategies Inc

  • $182 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
-10.9K
- 10.5%
$80.05 - $92.39 $872K - $1.01M
92.8K $7.46M
VONG
Vanguard Russell 1000 Growth E

ETFs
-3.31K
- 3.68%
$92.71 - $107.38 $307K - $355K
86.5K $8.03M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-8
- 0.04%
$307.43 - $357.48 $2.46K - $2.86K
18.3K $5.64M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-10.3K
- 6.52%
$49.78 - $53.19 $515K - $550K
148K $7.57M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-15K
- 5.04%
$29.72 - $31.94 $446K - $479K
283K $8.73M
VBR
Vanguard Small Cap Value ETF

ETFs
-594
- 3.77%
$183.02 - $207.75 $109K - $123K
15.2K $2.82M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-852
- 3.79%
$82.81 - $96.53 $70.6K - $82.2K
21.6K $1.82M
PZT
Invesco ETF Tr Ii N Y Amt Fre

ETFs
-8.12K
- 6.54%
$22.05 - $23.0 $179K - $187K
116K $2.56M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-635
- 3.82%
$121.0 - $142.28 $76.8K - $90.3K
16K $1.99M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-11.6K
- 7.46%
$25.77 - $27.6 $298K - $320K
144K $3.82M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-966
- 7.28%
$77.33 - $90.16 $74.7K - $87.1K
12.3K $964K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
-1.44K
- 9.63%
$89.89 - $100.28 $129K - $144K
13.5K $1.24M
VTWG
Vanguard Russell 2000 Growth E

ETFs
-378
- 8.66%
$185.73 - $221.19 $70.2K - $83.6K
3.99K $742K
FLMI
Franklin Dynamic Municipal Bon

ETFs
-7.12K
- 5.03%
$24.22 - $24.86 $172K - $177K
134K $3.28M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-162
- 0.75%
$80.73 - $94.96 $13.1K - $15.4K
21.6K $1.79M
VOT
Vanguard Mid Cap Growth Index

ETFs
-176
- 1.37%
$237.72 - $276.98 $41.8K - $48.7K
12.6K $3.09M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-5
- 0.13%
$360.07 - $417.26 $1.8K - $2.09K
3.7K $1.34M
EFG
Msci Eafe Growth ETF

ETFs
-2.36K
- 7.58%
$96.1 - $106.37 $227K - $251K
28.8K $2.88M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
-777
- 14.75%
$101.13 - $119.79 $78.6K - $93.1K
4.49K $463K
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
-2.51K
- 12.68%
$44.28 - $45.4 $111K - $114K
17.3K $781K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-827
- 21.02%
$77.67 - $90.15 $64.2K - $74.6K
3.11K $243K
BNDX
Vanguard Total International B

ETFs
-749
- 0.32%
$48.33 - $49.5 $36.2K - $37.1K
230K $11.2M
IWP
Ishares Russell Mid Cap Growth

ETFs
-434
- 14.13%
$114.9 - $139.6 $49.9K - $60.6K
2.64K $309K
FREL
Fidelity Covington Tr Msci Rea

ETFs
-5.86K
- 3.05%
$25.98 - $28.59 $152K - $168K
186K $5.12M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-2.55K
- 5.29%
$78.97 - $85.82 $201K - $219K
45.6K $3.78M
VUG
Vanguard Growth ETF

ETFs
-5
- 0.34%
$369.1 - $427.61 $1.85K - $2.14K
1.47K $544K
VOE
Vanguard Mid Cap Value Index F

ETFs
-217
- 1.19%
$156.61 - $168.02 $34K - $36.5K
18.1K $2.9M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-2.04K
- 2.94%
$42.36 - $43.8 $86.6K - $89.5K
67.5K $2.93M
VB
Vanguard Small Cap ETF

ETFs
-29
- 1.42%
$217.89 - $252.64 $6.32K - $7.33K
2.02K $447K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-726
- 0.64%
$23.9 - $24.43 $17.4K - $17.7K
114K $2.73M
VNQ
Vanguard Specialized Funds Van

ETFs
-717
- 4.09%
$85.55 - $94.34 $61.3K - $67.6K
16.8K $1.52M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-200
- 23.04%
$442.66 - $534.52 $88.5K - $107K
668 $355K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-994
- 8.87%
$38.22 - $41.19 $38K - $40.9K
10.2K $413K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-100
- 1.66%
$40.03 - $46.81 $4K - $4.68K
5.94K $242K
HDV
Ishares Core High Dividend ETF

ETFs
-2.64K
- 8.06%
$110.86 - $121.12 $292K - $320K
30.1K $3.65M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-410
- 0.57%
N/A
71K $4.43M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-805
- 2.23%
$76.94 - $78.28 $61.9K - $63K
35.3K $2.77M
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
-2.45K
- 5.07%
$19.12 - $20.71 $46.9K - $50.8K
45.9K $932K
XLB
Select Sector Spdr Fd Material

ETFs
-634
- 3.36%
$83.19 - $90.99 $52.7K - $57.7K
18.2K $1.57M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-1.06K
- 8.46%
$22.42 - $23.22 $23.8K - $24.7K
11.5K $265K
IWR
Ishares Russell Mid Cap ETF

ETFs
-49
- 1.28%
$82.81 - $92.93 $4.06K - $4.55K
3.79K $322K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
-721
- 6.13%
$23.56 - $24.16 $17K - $17.4K
11K $265K
EFV
Msci Eafe Value ETF

ETFs
-4.71K
- 11.42%
$51.88 - $60.73 $244K - $286K
36.5K $2.15M
VO
Vanguard Mid Cap ETF

ETFs
-6
- 0.54%
$251.87 - $277.95 $1.51K - $1.67K
1.11K $286K
ICLN
Ishares

ETFs
-333
- 2.63%
$10.94 - $11.86 $3.64K - $3.95K
12.3K $140K
EMB
Ishares Tr

ETFs
-151
- 2.02%
$88.64 - $92.03 $13.4K - $13.9K
7.32K $662K
ILCG
Ishares Morningstar Growth ETF
-1.1K
- 2.05%
N/A
52.7K $0
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-12
- 0.06%
$49.42 - $50.43 $593 - $605
20.3K $1.01M
PM
Philip Morris International Inc.

Consumer Defensive
-2.4K
- 23.86%
$117.15 - $158.79 $281K - $381K
7.66K $1.22M
Activity Summary
Buys All Purchases 16 New Holdings 2 Increased Positions 14 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track American Financial & Tax Strategies Inc Portfolio

Follow American Financial & Tax Strategies Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of American Financial & Tax Strategies Inc, based on Form 13F filings with the SEC.

News

Stay updated on American Financial & Tax Strategies Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email