American Financial Advisors, LLC Incresed Positions in Q1 2025

American Financial Advisors, LLC

  • $658 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
17
+ 0.13%
$725.72 - $929.72 $12.3K - $15.8K
13.4K $11.1M
KO
Coca Cola CO

Consumer Defensive
42
+ 0.3%
$60.81 - $72.32 $2.55K - $3.04K
14.1K $1.01M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.23K
+ 26.9%
$64.88 - $72.1 $145K - $161K
10.5K $692K
IWD
Ishares Russell 1000 Val ETF

ETFs
505
+ 6.69%
$182.82 - $196.21 $92.3K - $99.1K
8.05K $1.51M
XLF
Financial Sector Spdr

ETFs
1.48K
+ 7.51%
$47.32 - $52.19 $70.1K - $77.3K
21.2K $1.06M
UBER
Uber Technologies, Inc

Technology
155
+ 2.95%
$63.17 - $81.49 $9.79K - $12.6K
5.4K $393K
JNJ
Johnson & Johnson

Healthcare
32
+ 1.04%
$142.06 - $167.7 $4.55K - $5.37K
3.1K $513K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.9K
+ 30.17%
$40.03 - $46.81 $76.1K - $88.9K
8.2K $334K
VZ
Verizon Communications Inc

Communication Services
197
+ 2.79%
$37.81 - $46.49 $7.45K - $9.16K
7.26K $329K
VNQ
Vanguard Specialized Funds Van

ETFs
332
+ 3.5%
$85.55 - $94.34 $28.4K - $31.3K
9.81K $887K
AMGN
Amgen Inc

Healthcare
5
+ 0.63%
$258.59 - $327.36 $1.29K - $1.64K
799 $248K
REZ
Ishares Tr Residential And Mul

ETFs
21
+ 0.31%
$78.21 - $88.48 $1.64K - $1.86K
6.71K $579K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
326
+ 19.87%
$192.82 - $222.1 $62.9K - $72.4K
1.97K $379K
XOM
Exxon Mobil Corp

Energy
16
+ 0.59%
$105.44 - $118.93 $1.69K - $1.9K
2.74K $326K
SCCO
Southern Copper Corp

Basic Materials
95
+ 0.93%
$85.92 - $101.48 $8.16K - $9.64K
10.3K $963K
META
Meta Platforms, Inc.

Communication Services
105
+ 3.86%
$576.36 - $736.67 $60.5K - $77.4K
2.82K $1.63M
AFL
Aflac Inc

Financial Services
1
+ 0.04%
$100.99 - $111.19 $101 - $111
2.81K $312K
SPY
Spdr S&P 500 ETF Trust

ETFs
159
+ 6.22%
$551.42 - $612.93 $87.7K - $97.5K
2.71K $1.52M
RDVY
First Trust Rising Dividend Ac

ETFs
630
+ 2.42%
$57.22 - $63.39 $36K - $39.9K
26.6K $1.56M
CRWD
Crowd Strike Holdings, Inc.

Technology
28
+ 2.86%
$308.86 - $455.36 $8.65K - $12.8K
1.01K $355K
IEF
Ishares Barclays

ETFs
30
+ 0.52%
$91.17 - $95.39 $2.74K - $2.86K
5.77K $549K
CSCO
Cisco Systems, Inc.

Technology
25
+ 0.38%
$58.74 - $64.87 $1.47K - $1.62K
6.6K $407K
IXUS
Ishares Tr

ETFs
41
+ 1.29%
$65.06 - $72.31 $2.67K - $2.96K
3.22K $224K
CGCP
Capital Group Core Plus Income

ETFs
233
+ 1.11%
$21.94 - $22.64 $5.11K - $5.28K
21.2K $476K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.14%
$286.85 - $318.64 $287 - $319
710 $216K
VGIT
Vanguard Intermediate Term Tre

ETFs
30
+ 0.61%
$57.44 - $59.4 $1.72K - $1.78K
4.98K $295K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
20
+ 0.63%
$95.85 - $99.25 $1.92K - $1.99K
3.19K $315K
PG
Procter & Gamble CO

Consumer Defensive
8
+ 0.44%
$158.56 - $176.26 $1.27K - $1.41K
1.81K $307K
DVY
Ishares Tr

ETFs
2
+ 0.11%
$128.58 - $138.1 $257 - $276
1.84K $246K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
26
+ 0.2%
$39.96 - $43.3 $1.04K - $1.13K
13.2K $544K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
43
+ 0.6%
$59.78 - $60.03 $2.57K - $2.58K
7.25K $433K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
23
+ 4.99%
$507.05 - $563.67 $11.7K - $13K
484 $248K
OEF
Ishares S&P 100 ETF

ETFs
1
+ 0.13%
N/A
748 $198K
CGMU
Capital Group Core Plus Income
3.83K
+ 21.5%
N/A
21.6K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
400
+ 1.1%
N/A
36.9K $0
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
14
+ 0.21%
$49.25 - $50.66 $690 - $709
6.75K $335K
MUB
Ishares National Muni Bond ETF

ETFs
21
+ 0.44%
$104.71 - $107.69 $2.2K - $2.26K
4.79K $505K
DFUS
Dimensional ETF Tr U S Equity

ETFs
1
+ 0.03%
$59.61 - $66.71 $59.6 - $66.7
3.35K $202K
ET
Energy Transfer LP

Energy
10
+ 0.09%
$17.26 - $21.08 $173 - $211
11.6K $216K
IJS
Ishares S&P Smallcap 600 Value

ETFs
127
+ 5.34%
$96.3 - $112.23 $12.2K - $14.3K
2.5K $244K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
32
+ 0.43%
$32.49 - $37.99 $1.04K - $1.22K
7.53K $252K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1
+ 0.01%
$21.23 - $23.75 $21.2 - $23.8
13.9K $299K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
7
+ 0.28%
$95.53 - $112.45 $669 - $787
2.54K $246K
CRMD
Cor Medix Inc.

Healthcare
5K
+ 16.93%
$6.16 - $12.57 $30.8K - $62.9K
34.5K $212K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
4
+ 0.22%
$203.38 - $274.79 $814 - $1.1K
1.81K $371K
SCHG
Schwab Strategic Tr Us Large C

ETFs
13
+ 0.08%
$24.91 - $29.02 $324 - $377
16.5K $413K
XLK
Technology Sector Spdr

ETFs
46
+ 1.82%
$206.38 - $242.18 $9.49K - $11.1K
2.58K $532K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
70
+ 2.63%
$211.47 - $267.17 $14.8K - $18.7K
2.74K $578K
AVGO
Broadcom Inc.

Technology
52
+ 3.77%
$167.43 - $244.7 $8.71K - $12.7K
1.43K $239K
Activity Summary
Buys All Purchases 57 New Holdings 5 Increased Positions 52 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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