Afs Financial Group, LLC Portfolio Holdings

Afs Financial Group, LLC

  • $7.47 Billion
  • Q2 2024

Afs Financial Group, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $7.47 Billion distributed in 18 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $1.34B, Fidelity Merrimack Str Tr Tota with a value of $927M, Capital Group Core Equity ETF with a value of $675M, Vanguard Value ETF with a value of $594M, and Ishares Tr with a value of $562M.

Examining the 13F form we can see an decrease of $16.3B in the current position value, from $23.8B to 7.47B.

Afs Financial Group, LLC is based out at Bethesda, MD

Below you can find more details about Afs Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $7.47 Billion
ETFs: $3.57 Billion
Technology: $1.55 Billion
Communication Services: $389 Million
Financial Services: $273 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.57T
$1.34 Billion 17.98% of portfolio
6,376
Q2 2024 Reduced 53.28%
$162B
$389 Million 5.21% of portfolio
3,916
Q2 2024 Reduced 27.28%
-
$320 Million 4.29% of portfolio
-
Q2 2024 New
$638B
$273 Million 3.65% of portfolio
1,349
Q2 2024 Reduced 42.86%
$3.04T
$203 Million 2.72% of portfolio
454
Q2 2024 Reduced 49.05%

Summary

  • Portfolio
  • No. of Stocks 18
  • Current Value $7.47 Billion
  • Prior Value $23.8 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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