American Financial Advisors, LLC Portfolio Holdings

American Financial Advisors, LLC

  • $680 Million
  • Q2 2025

American Financial Advisors, LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $680 Million distributed in 161 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 $62.5M, Berkshire Hathaway Inc Class B with a value of $41.3M, Ishares Tr Russell 1000 ETF with a value of $39.8M, Vanguard Whitehall Fds Intl Di with a value of $38.1M, and Vanguard Dividend Appreciation with a value of $36.4M.

Examining the 13F form we can see an increase of $22.5M in the current position value, from $658M to 680M.

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

Portfolio value $680 Million
ETFs: $571 Million
Financial Services: $48.1 Million
Technology: $15.7 Million
Healthcare: $12.1 Million
Consumer Cyclical: $11.6 Million
Industrials: $9 Million
Communication Services: $6.51 Million
Real Estate: $2.23 Million
Other: $3.22 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$62.5 Million 9.18% of portfolio
113,288
Q2 2025 Reduced 3.28%
$621B
$41.3 Million 6.06% of portfolio
84,936
Q2 2025 Reduced 1.98%
$0
$39.8 Million 5.85% of portfolio
117,260
Q2 2025 Reduced 2.01%
$0
$38.1 Million 5.59% of portfolio
422,436
Q2 2025 Reduced 1.01%
$0
$36.4 Million 5.35% of portfolio
199,709
Q2 2025 Reduced 2.49%
$0
$36.2 Million 5.33% of portfolio
130,876
Q2 2025 Reduced 1.64%
$0
$33.5 Million 4.92% of portfolio
368,038
Q2 2025 Reduced 1.96%
$0
$31.5 Million 4.62% of portfolio
395,784
Q2 2025 Reduced 0.88%
$0
$29.1 Million 4.27% of portfolio
350,558
Q2 2025 Added 0.45%
$0
$28.7 Million 4.22% of portfolio
1,084,360
Q2 2025 Added 1.54%
$0
$24.9 Million 3.65% of portfolio
88,825
Q2 2025 Reduced 2.17%
$0
$20.3 Million 2.98% of portfolio
254,108
Q2 2025 Reduced 1.66%
$0
$19.6 Million 2.88% of portfolio
145,354
Q2 2025 Reduced 1.3%
$0
$17.3 Million 2.54% of portfolio
228,300
Q2 2025 Reduced 2.71%
$0
$16.8 Million 2.47% of portfolio
341,217
Q2 2025 Reduced 0.72%
$0
$14.2 Million 2.09% of portfolio
485,489
Q2 2025 Reduced 1.23%
$0
$11.5 Million 1.69% of portfolio
277,354
Q2 2025 Reduced 3.72%
$608B
$10.4 Million 1.53% of portfolio
13,385
Q2 2025 Reduced 0.1%
$0
$9.58 Million 1.41% of portfolio
378,799
Q2 2025 Added 0.8%
$37.5B
$6.72 Million 0.99% of portfolio
136,697
Q2 2025 Added 0.59%
$3.69T
$6.65 Million 0.98% of portfolio
32,418
Q2 2025 Reduced 0.41%
$0
$6.36 Million 0.93% of portfolio
125,480
Q2 2025 Added 0.84%
$2.26T
$6.07 Million 0.89% of portfolio
27,686
Q2 2025 Added 1.77%
$0
$5.38 Million 0.79% of portfolio
549,861
Q2 2025 Reduced 8.57%
$0
$5.31 Million 0.78% of portfolio
17,476
Q2 2025 Added 17.85%
$0
$5.17 Million 0.76% of portfolio
71,120
Q2 2025 Reduced 8.91%
$0
$4.23 Million 0.62% of portfolio
6,812
Q2 2025 Added 38.31%
$0
$3.82 Million 0.56% of portfolio
46,061
Q2 2025 Reduced 2.88%
$456B
$3.45 Million 0.51% of portfolio
21,840
Q2 2025 Added 2.68%
$0
$3.42 Million 0.5% of portfolio
77,827
Q2 2025 Reduced 67.06%
$0
$3.27 Million 0.48% of portfolio
36,619
Q2 2025 Added 0.96%
$0
$3.14 Million 0.46% of portfolio
63,487
Q2 2025 Added 5.75%
$0
$3.07 Million 0.45% of portfolio
138,989
Q2 2025 Reduced 0.3%
$0
$3.01 Million 0.44% of portfolio
14,258
Q2 2025 Reduced 3.48%
$1.21T
$2.96 Million 0.44% of portfolio
16,818
Q2 2025 Added 1.91%
$405B
$2.28 Million 0.34% of portfolio
6,227
Q2 2025 Reduced 2.79%
$1.78T
$2.08 Million 0.31% of portfolio
2,813
Q2 2025 Reduced 0.39%
$3.95T
$2.1 Million 0.31% of portfolio
4,230
Q2 2025 Reduced 0.49%
$76.4B
$2.03 Million 0.3% of portfolio
13,203
Q2 2025 Reduced 0.47%
$0
$1.88 Million 0.28% of portfolio
77,073
Q2 2025 Added 0.02%
$0
$1.87 Million 0.27% of portfolio
19,389
Q2 2025 Reduced 1.42%
$0
$1.87 Million 0.27% of portfolio
52,158
Q2 2025 Reduced 21.21%
$0
$1.73 Million 0.25% of portfolio
2,797
Q2 2025 Added 3.06%
$0
$1.67 Million 0.25% of portfolio
62,634
Q2 2025 Reduced 0.4%
$0
$1.65 Million 0.24% of portfolio
26,333
Q2 2025 Reduced 1.05%
$0
$1.63 Million 0.24% of portfolio
10,328
Q2 2025 Added 0.78%
$0
$1.56 Million 0.23% of portfolio
8,017
Q2 2025 Reduced 0.42%
$0
$1.5 Million 0.22% of portfolio
6,589
Q2 2025 Added 234.98%
$0
$1.5 Million 0.22% of portfolio
32,699
Q2 2025 Reduced 4.03%

Summary

  • Portfolio
  • No. of Stocks 161
  • Current Value $680 Million
  • Prior Value $658 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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