America First Investment Advisors, LLC Portfolio Holdings by Sector
America First Investment Advisors, LLC
- $429 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Gold | Basic Materials
FNV RGLD NGD 3 stocks |
$54,265
12.66% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$49,868
11.63% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ PFE LLY 3 stocks |
$45,086
10.51% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
SHY SPY RSP QQQ 4 stocks |
$38,525
8.98% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
WRB 1 stocks |
$29,411
6.86% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$26,190
6.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$26,040
6.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$25,772
6.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$24,089
5.62% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ENB 1 stocks |
$22,949
5.35% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$22,163
5.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$21,496
5.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$18,359
4.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
CLX PG 2 stocks |
$11,824
2.76% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,902
0.68% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB 1 stocks |
$2,315
0.54% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$1,630
0.38% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$1,159
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
MFA 1 stocks |
$1,059
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$872
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$622
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$608
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$550
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
GD 1 stocks |
$522
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
MU 1 stocks |
$289
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$229
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|