Afs Financial Group, LLC Portfolio Holdings

Afs Financial Group, LLC

  • $1.15 Billion
  • Q3 2024

Afs Financial Group, LLC has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.15 Billion distributed in 4 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity Merrimack Str Tr Tota with a value of $414M, Vanguard Dividend Appreciation with a value of $274M, Ishares Treasury Floating Rate with a value of $236M, and Ishares Tr Core Growth Allocat with a value of $228M.

Examining the 13F form we can see an decrease of $6.32B in the current position value, from $7.47B to 1.15B.

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 $1.15 Billion
ETFs: $1.15 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 4
  • Current Value $1.15 Billion
  • Prior Value $7.47 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 10, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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