Afg Fiduciary Services Limited Partnership Reduced Holdings in Q2 2025

Afg Fiduciary Services Limited Partnership

  • $361 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-19.4K
- 47.34%
N/A
21.6K $1.35M
GLD
Spdr Gold Trust

ETFs
-4.89K
- 26.3%
$273.71 - $316.29 $1.34M - $1.55M
13.7K $4.18M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3.55K
- 23.1%
$416.06 - $551.64 $1.48M - $1.96M
11.8K $6.52M
SOXX
Ishares Semiconductor ETF

ETFs
-4.41K
- 60.55%
$154.86 - $239.07 $682K - $1.05M
2.87K $685K
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
-16.4K
- 50.06%
$32.65 - $41.54 $537K - $683K
16.4K $676K
VEA
Vanguard Ftse Developed Market

ETFs
-7.24K
- 17.67%
$45.65 - $57.01 $331K - $413K
33.7K $1.92M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-115
- 0.17%
$83.97 - $92.85 $9.66K - $10.7K
68.2K $6.01M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-4K
- 26.15%
$61.92 - $81.5 $248K - $326K
11.3K $920K
META
Meta Platforms, Inc.

Communication Services
-307
- 46.52%
$484.66 - $738.09 $149K - $227K
353 $260K
XOM
Exxon Mobil Corp

Energy
-63
- 0.65%
$99.93 - $119.04 $6.3K - $7.5K
9.65K $1.04M
IVE
Ishares S&P 500 Value ETF

ETFs
-720
- 5.21%
$168.34 - $195.42 $121K - $141K
13.1K $2.56M
NVDA
Nvidia Corp

Technology
-5.92K
- 32.91%
$94.31 - $157.99 $559K - $936K
12.1K $1.91M
PLTR
Palantir Technologies Inc.

Technology
-1.5K
- 47.62%
$74.01 - $144.25 $111K - $216K
1.65K $224K
VZ
Verizon Communications Inc

Communication Services
-630
- 11.94%
$41.67 - $45.62 $26.3K - $28.7K
4.65K $200K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-60
- 1.94%
$69.8 - $85.28 $4.19K - $5.12K
3.04K $251K
IWM
Ishares Russell 2000 ETF

ETFs
-173
- 9.55%
$174.82 - $215.79 $30.2K - $37.3K
1.64K $353K
Ishares Bitcoin Trust ETF
-1.93K
- 11.26%
N/A
15.2K $0
Cava Group Inc
-700
- 3.37%
N/A
20.1K $0
HBM
Hudbay Minerals Inc.

Basic Materials
-500
- 4.5%
$6.09 - $10.7 $3.05K - $5.35K
10.6K $112K
XLY
Select Sector Spdr Consumer Di

ETFs
-255
- 4.08%
$176.34 - $218.59 $45K - $55.7K
5.99K $1.3M
VTI
Vanguard Total Stock Market Et

ETFs
-2
- 0.07%
$243.75 - $303.93 $488 - $608
2.7K $820K
MSFT
Microsoft Corp

Technology
-18
- 2.22%
$354.56 - $497.45 $6.38K - $8.95K
791 $393K
NET
Cloudflare, Inc.

Technology
-3.01K
- 30.27%
$97.08 - $195.83 $293K - $590K
6.94K $1.36M
AMD
Advanced Micro Devices Inc

Technology
-5.54K
- 18.92%
$78.21 - $143.81 $433K - $796K
23.7K $3.37M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-375
- 0.35%
$51.16 - $62.02 $19.2K - $23.3K
106K $6.59M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.55K
- 4.91%
$167.32 - $223.3 $260K - $347K
30.1K $6.59M
XLK
Technology Sector Spdr

ETFs
-921
- 5.24%
$179.73 - $253.23 $166K - $233K
16.7K $4.22M
Activity Summary
Buys All Purchases 45 New Holdings 19 Increased Positions 26 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 1
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