American Financial Advisors, LLC Portfolio Holdings

American Financial Advisors, LLC

  • $658 Million
  • Q1 2025

American Financial Advisors, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $658 Million distributed in 147 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $54.9M, Berkshire Hathaway Inc Class B with a value of $46.1M, Vanguard Dividend Appreciation with a value of $37.3M, Ishares Tr Russell 1000 ETF with a value of $36.7M, and Vanguard Whitehall Fds Intl Di with a value of $35.4M.

Examining the 13F form we can see an decrease of $22.6M in the current position value, from $681M to 658M.

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

Portfolio value $658 Million
ETFs: $550 Million
Financial Services: $53.1 Million
Technology: $12.8 Million
Healthcare: $12.7 Million
Consumer Cyclical: $9.98 Million
Industrials: $7.64 Million
Communication Services: $5.47 Million
Real Estate: $2.26 Million
Other: $3.64 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$54.9 Million 8.35% of portfolio
117,124
Q1 2025 Reduced 2.37%
$694B
$46.1 Million 7.01% of portfolio
86,652
Q1 2025 Reduced 2.14%
$0
$37.3 Million 5.67% of portfolio
204,801
Q1 2025 Reduced 2.4%
$0
$36.7 Million 5.58% of portfolio
119,668
Q1 2025 Reduced 1.89%
$0
$35.4 Million 5.38% of portfolio
426,765
Q1 2025 Reduced 1.3%
$0
$33.7 Million 5.11% of portfolio
375,398
Q1 2025 Reduced 1.84%
$0
$33.5 Million 5.09% of portfolio
133,061
Q1 2025 Reduced 2.21%
$0
$31.5 Million 4.79% of portfolio
399,282
Q1 2025 Reduced 1.56%
$0
$29.9 Million 4.54% of portfolio
1,067,891
Q1 2025 Reduced 1.4%
$0
$28.5 Million 4.34% of portfolio
348,982
Q1 2025 Reduced 0.92%
$0
$23.5 Million 3.57% of portfolio
90,791
Q1 2025 Reduced 2.09%
$0
$21.5 Million 3.27% of portfolio
147,273
Q1 2025 Reduced 2.45%
$0
$20.3 Million 3.08% of portfolio
258,388
Q1 2025 Reduced 1.79%
$0
$16.9 Million 2.57% of portfolio
343,686
Q1 2025 Reduced 0.89%
$0
$14.8 Million 2.25% of portfolio
234,671
Q1 2025 Reduced 1.96%
$0
$14.2 Million 2.16% of portfolio
491,518
Q1 2025 Reduced 1.44%
$0
$12.1 Million 1.83% of portfolio
288,074
Q1 2025 Reduced 1.95%
$697B
$11.1 Million 1.68% of portfolio
13,399
Q1 2025 Added 0.13%
$0
$10.4 Million 1.57% of portfolio
236,303
Q1 2025 Reduced 7.77%
$0
$8.81 Million 1.34% of portfolio
375,811
Q1 2025 Reduced 2.42%
$3.4T
$7.23 Million 1.1% of portfolio
32,551
Q1 2025 Reduced 2.19%
$0
$6.3 Million 0.96% of portfolio
124,435
Q1 2025 Reduced 0.9%
$0
$5.95 Million 0.9% of portfolio
601,428
Q1 2025 Reduced 2.75%
$32.2B
$5.93 Million 0.9% of portfolio
135,896
Q1 2025 Reduced 0.76%
$2.09T
$5.18 Million 0.79% of portfolio
27,204
Q1 2025 Reduced 1.61%
$0
$4.96 Million 0.75% of portfolio
78,080
Q1 2025 Reduced 8.46%
$0
$4.08 Million 0.62% of portfolio
14,829
Q1 2025 Reduced 1.21%
$0
$3.85 Million 0.58% of portfolio
47,427
Q1 2025 Reduced 1.71%
$0
$2.96 Million 0.45% of portfolio
36,271
Q1 2025 Reduced 2.4%
$0
$2.77 Million 0.42% of portfolio
4,925
Q1 2025 Added 1.0%
$0
$2.76 Million 0.42% of portfolio
139,406
Q1 2025 Reduced 1.75%
$0
$2.72 Million 0.41% of portfolio
60,035
Q1 2025 Reduced 2.02%
$957B
$2.55 Million 0.39% of portfolio
16,503
Q1 2025 Reduced 2.02%
$0
$2.37 Million 0.36% of portfolio
14,772
Q1 2025 Reduced 1.29%
$388B
$2.35 Million 0.36% of portfolio
6,406
Q1 2025 Reduced 1.43%
$336B
$2.31 Million 0.35% of portfolio
21,270
Q1 2025 Added 7.79%
$0
$2.18 Million 0.33% of portfolio
66,201
Q3 2022 New
$68.1B
$2.03 Million 0.31% of portfolio
13,266
Q1 2025 Reduced 2.35%
$0
$1.95 Million 0.3% of portfolio
19,668
Q1 2025 Reduced 2.48%
$0
$1.69 Million 0.26% of portfolio
62,884
Q1 2025 Reduced 1.5%
$0
$1.7 Million 0.26% of portfolio
77,060
Q1 2025 Reduced 2.79%
$1.25T
$1.63 Million 0.25% of portfolio
2,824
Q1 2025 Added 3.86%
$0
$1.56 Million 0.24% of portfolio
34,071
Q1 2025 Reduced 4.31%
$0
$1.55 Million 0.24% of portfolio
10,248
Q1 2025 Reduced 2.14%
$0
$1.56 Million 0.24% of portfolio
26,612
Q1 2025 Added 2.42%
$3.38T
$1.6 Million 0.24% of portfolio
4,251
Q1 2025 Reduced 4.13%
$0
$1.51 Million 0.23% of portfolio
8,051
Q1 2025 Added 6.69%
$0
$1.52 Million 0.23% of portfolio
2,714
Q1 2025 Added 6.22%
$0
$1.46 Million 0.22% of portfolio
16,127
Q1 2025 Reduced 0.12%

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $658 Million
  • Prior Value $681 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
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