American Financial Advisors, LLC Portfolio Holdings

American Financial Advisors, LLC

  • $680 Million
  • Q2 2024

American Financial Advisors, LLC has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $680 Million distributed in 145 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 $60.1M, Vanguard Dividend Appreciation with a value of $39.9M, Berkshire Hathaway Inc Class B with a value of $37.2M, Ishares Tr Russell 1000 ETF with a value of $37.2M, and Vanguard Whitehall Fds Intl Di with a value of $36.5M.

Examining the 13F form we can see an decrease of $26.1M in the current position value, from $706M 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: $574 Million
Financial Services: $45.6 Million
Healthcare: $14.3 Million
Technology: $14.2 Million
Consumer Cyclical: $10.6 Million
Industrials: $8.99 Million
Communication Services: $6.38 Million
Real Estate: $1.69 Million
Other: $3.95 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 145
  • Current Value $680 Million
  • Prior Value $706 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 24, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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