American Financial Advisors, LLC Portfolio Holdings

American Financial Advisors, LLC

  • $703 Million
  • Q3 2024

American Financial Advisors, LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $703 Million distributed in 146 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 $59.7M, Berkshire Hathaway Inc Class B with a value of $41.2M, Vanguard Dividend Appreciation with a value of $38.8M, Vanguard Whitehall Fds Intl Di with a value of $38.8M, and Ishares Tr Russell 1000 ETF with a value of $38.8M.

Examining the 13F form we can see an increase of $23.5M in the current position value, from $680M to 703M.

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

Portfolio value $703 Million
ETFs: $592 Million
Financial Services: $49.8 Million
Technology: $14.1 Million
Healthcare: $14 Million
Consumer Cyclical: $11 Million
Industrials: $9.39 Million
Communication Services: $6.07 Million
Real Estate: $2.06 Million
Other: $4.11 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$59.7 Million 8.49% of portfolio
122,255
Q3 2024 Reduced 2.48%
$628B
$41.2 Million 5.86% of portfolio
89,589
Q3 2024 Reduced 2.14%
$0
$38.8 Million 5.52% of portfolio
213,118
Q3 2024 Reduced 2.49%
$0
$38.8 Million 5.52% of portfolio
439,647
Q3 2024 Reduced 2.18%
$0
$38.8 Million 5.52% of portfolio
123,390
Q3 2024 Reduced 1.26%
$0
$37.1 Million 5.28% of portfolio
138,885
Q3 2024 Reduced 1.9%
$0
$35.5 Million 5.05% of portfolio
391,190
Q3 2024 Reduced 2.27%
$0
$32.1 Million 4.56% of portfolio
403,588
Q3 2024 Reduced 1.87%
$0
$30.3 Million 4.31% of portfolio
358,682
Q3 2024 Reduced 1.18%
$0
$29.2 Million 4.15% of portfolio
348,379
Q3 2024 Reduced 0.73%
$0
$24.6 Million 3.5% of portfolio
93,169
Q3 2024 Reduced 1.35%
$0
$23.4 Million 3.33% of portfolio
151,899
Q3 2024 Reduced 1.95%
$0
$23.3 Million 3.31% of portfolio
268,222
Q3 2024 Reduced 2.33%
$0
$17.4 Million 2.48% of portfolio
353,064
Q3 2024 Reduced 2.99%
$0
$14.6 Million 2.08% of portfolio
497,181
Q3 2024 Reduced 1.24%
$0
$14.5 Million 2.06% of portfolio
244,654
Q3 2024 Reduced 1.69%
$0
$14 Million 1.99% of portfolio
224,446
Q3 2024 Reduced 3.18%
$0
$13.4 Million 1.9% of portfolio
299,072
Q3 2024 Reduced 2.44%
$760B
$11.8 Million 1.68% of portfolio
13,371
Q3 2024 Reduced 0.14%
$0
$9.76 Million 1.39% of portfolio
189,448
Q3 2024 Reduced 1.78%
$3.85T
$7.88 Million 1.12% of portfolio
33,842
Q3 2024 Reduced 6.59%
$40.7B
$7.72 Million 1.1% of portfolio
151,901
Q3 2024 Reduced 1.86%
$0
$7.57 Million 1.08% of portfolio
754,877
Q3 2024 Reduced 11.9%
$0
$7.08 Million 1.01% of portfolio
104,584
Q3 2024 Reduced 18.94%
$0
$6.48 Million 0.92% of portfolio
127,771
Q3 2024 Added 32.05%
$0
$5.2 Million 0.74% of portfolio
52,605
Q3 2024 Reduced 5.72%
$2.15T
$5.21 Million 0.74% of portfolio
27,944
Q3 2024 Reduced 2.78%
$0
$4.48 Million 0.64% of portfolio
15,821
Q3 2024 Reduced 8.64%
$0
$3.14 Million 0.45% of portfolio
37,549
Q3 2024 Reduced 1.39%
$1.01T
$2.99 Million 0.43% of portfolio
18,033
Q3 2024 Reduced 1.95%
$0
$3.04 Million 0.43% of portfolio
63,596
Q3 2024 Reduced 3.43%
$0
$2.91 Million 0.41% of portfolio
70,869
Q3 2024 Added 0.48%
$0
$2.8 Million 0.4% of portfolio
4,847
Q3 2024 Reduced 4.19%
$437B
$2.63 Million 0.37% of portfolio
6,481
Q3 2024 Reduced 1.92%
$345B
$2.36 Million 0.33% of portfolio
19,399
Q3 2024 Added 3.59%
$0
$2.35 Million 0.33% of portfolio
14,935
Q3 2024 Reduced 5.15%
$0
$2.3 Million 0.33% of portfolio
21,558
Q3 2024 Reduced 0.79%
$0
$2.27 Million 0.32% of portfolio
66,201
Q3 2022 New
$0
$2.23 Million 0.32% of portfolio
48,566
Q3 2024 Reduced 9.91%
$0
$2.18 Million 0.31% of portfolio
45,869
Q3 2024 Reduced 20.43%
$0
$1.93 Million 0.27% of portfolio
35,922
Q3 2024 Reduced 6.27%
$3.21T
$1.93 Million 0.27% of portfolio
4,484
Q3 2024 Reduced 7.26%
$0
$1.75 Million 0.25% of portfolio
10,497
Q3 2024 Reduced 3.71%
$62.1B
$1.73 Million 0.25% of portfolio
13,546
Q3 2024 Reduced 0.46%
$1.29T
$1.74 Million 0.25% of portfolio
3,047
Q3 2024 Reduced 3.3%
$0
$1.79 Million 0.25% of portfolio
26,424
Q3 2024 Added 13.41%
$0
$1.53 Million 0.22% of portfolio
8,072
Q3 2024 Reduced 1.48%
$0
$1.52 Million 0.22% of portfolio
16,198
Q3 2024 Reduced 4.45%
$0
$1.55 Million 0.22% of portfolio
26,134
Q3 2024 Added 0.57%

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $703 Million
  • Prior Value $680 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 90 stocks
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