America First Investment Advisors, LLC Portfolio Holdings by Sector
America First Investment Advisors, LLC
- $397 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Gold | Basic Materials
RGLD FNV NGD 3 stocks |
$43,125
10.87% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V 2 stocks |
$43,090
10.86% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ PFE LLY 3 stocks |
$39,574
9.97% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
SHY SPY QQQ RSP 4 stocks |
$35,752
9.01% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PLTR MSFT ORCL 3 stocks |
$33,426
8.42% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$26,556
6.69% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$24,387
6.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
WRB 1 stocks |
$24,060
6.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$23,538
5.93% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
$21,599
5.44% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$21,302
5.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ENB 1 stocks |
$21,099
5.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$15,999
4.03% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
CLX PG 2 stocks |
$13,011
3.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB 1 stocks |
$2,603
0.66% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,862
0.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$1,689
0.43% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$930
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$616
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
GD 1 stocks |
$579
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$535
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$533
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
MFA 1 stocks |
$413
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
MU 1 stocks |
$345
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$215
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|