American Financial & Tax Strategies Inc Portfolio Holdings

American Financial & Tax Strategies Inc

  • $192 Million
  • Q3 2024

American Financial & Tax Strategies Inc has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $192 Million distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total International B with a value of $11.4M, Wisdomtree Tr Emerging Mkts Ex with a value of $9.72M, Vanguard Russell 1000 Growth E with a value of $8.72M, Spdr Portfolio with a value of $8.67M, and Invesco ETF Tr Ii S&P 500 Low with a value of $7.03M.

Examining the 13F form we can see an increase of $7.05M in the current position value, from $185M to 192M.

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 $192 Million
ETFs: $183 Million
Technology: $3.49 Million
Consumer Defensive: $3.14 Million
Consumer Cyclical: $1.22 Million
Basic Materials: $672,000
Energy: $475,000
Financial Services: $399,000
Communication Services: $212,000
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 92
  • Current Value $192 Million
  • Prior Value $185 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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