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 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 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
Track This Portfolio

Track American Financial Advisors, LLC Portfolio

Follow American Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of American Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on American Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email