Af Advisors, Inc. Portfolio Holdings

Af Advisors, Inc.

  • $723 Million
  • Q4 2024

Af Advisors, Inc. has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $723 Million distributed in 21 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fair Isaac Corp with a value of $711M, Wells Fargo & Company with a value of $2.25M, Vanguard Total Stock Market Et with a value of $1.6M, Nvidia Corp with a value of $709K, and Caterpillar Inc with a value of $747K.

Examining the 13F form we can see an increase of $14.3M in the current position value, from $709M to 723M.

Below you can find more details about Af Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $723 Million
Technology: $713 Million
ETFs: $4.77 Million
Financial Services: $2.71 Million
Consumer Cyclical: $1.11 Million
Industrials: $747,000
Energy: $632,000
Consumer Defensive: $324,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$45.3B
$711 Million 98.39% of portfolio
357,341
Q4 2024 Reduced 0.37%
$305B
$2.25 Million 0.31% of portfolio
32,040
Q3 2022 Reduced 8.56%
$0
$1.6 Million 0.22% of portfolio
5,518
Q4 2024 Added 2.03%
$347B
$709,000 0.1% of portfolio
5,280
Q3 2024 Added 0.76%
$186B
$747,000 0.1% of portfolio
2,061
Q3 2024 Added 0.05%
$0
$712,000 0.1% of portfolio
1,735
Q4 2024 Added 2.97%
$2.31T
$622,000 0.09% of portfolio
2,838
Q2 2024 Added 0.67%
$308B
$632,000 0.09% of portfolio
4,370
Q3 2023 Reduced 0.23%
$0
$612,000 0.08% of portfolio
26,965
Q4 2024 Added 200.08%
$1.14T
$491,000 0.07% of portfolio
1,218
Q2 2024 Reduced 5.43%
$0
$434,000 0.06% of portfolio
3,379
Q4 2024 Added 0.15%
$3.94T
$449,000 0.06% of portfolio
1,794
Q4 2024 Added 0.06%
$0
$380,000 0.05% of portfolio
2,898
Q4 2024 Reduced 3.14%
$0
$274,000 0.04% of portfolio
442
Q2 2024 Reduced 9.98%
$18.3B
$324,000 0.04% of portfolio
2,000
Q4 2019 New
$0
$322,000 0.04% of portfolio
550
Q4 2024 Reduced 21.43%
$0
$209,000 0.03% of portfolio
1,150
Q1 2024 New
$55.5B
$243,000 0.03% of portfolio
1,405
Q4 2024 New
$3.09T
$208,000 0.03% of portfolio
494
Q1 2024 New
$1.35B
$220,000 0.03% of portfolio
4,200
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 21
  • Current Value $723 Million
  • Prior Value $709 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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