American Financial & Tax Strategies Inc Portfolio Holdings

American Financial & Tax Strategies Inc

  • $188 Million
  • Q4 2024

American Financial & Tax Strategies Inc has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $188 Million distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total International B with a value of $11.3M, Vanguard Russell 1000 Growth E with a value of $9.28M, Spdr Portfolio with a value of $9.12M, Wisdomtree Tr Emerging Mkts Ex with a value of $9.08M, and Spdr Portfolio S&P 500 Value E with a value of $8.11M.

Examining the 13F form we can see an decrease of $4.13M in the current position value, from $192M to 188M.

American Financial & Tax Strategies Inc is based out at New York, NY

Below you can find more details about American Financial & Tax Strategies Inc portfolio as well as his latest detailed transactions.

Portfolio value $188 Million
ETFs: $179 Million
Consumer Defensive: $2.99 Million
Technology: $2.28 Million
Consumer Cyclical: $1.56 Million
Basic Materials: $691,000
Energy: $449,000
Financial Services: $393,000
Communication Services: $242,000
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $188 Million
  • Prior Value $192 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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