America First Investment Advisors, LLC Portfolio Holdings by Sector
America First Investment Advisors, LLC
- $407 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Credit Services | Financial Services
V MA 2 stocks |
$46,709
11.46% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
RGLD FNV NGD 3 stocks |
$40,610
9.97% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
SHY SPY QQQ RSP 4 stocks |
$38,676
9.49% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PLTR MSFT ORCL 3 stocks |
$36,456
8.95% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ PFE LLY 3 stocks |
$36,051
8.85% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$28,546
7.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$26,287
6.45% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$24,768
6.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
WRB 1 stocks |
$24,066
5.91% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$22,460
5.51% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Oil & Gas Midstream | Energy
ENB 1 stocks |
$21,758
5.34% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$21,127
5.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$15,654
3.84% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
CLX PG 2 stocks |
$12,951
3.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3,265
0.8% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB 1 stocks |
$2,623
0.64% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$1,476
0.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$806
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$606
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$544
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$526
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
GD 1 stocks |
$505
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$357
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
MFA 1 stocks |
$331
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
MU 1 stocks |
$280
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|