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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.57 Million 1.08% of portfolio
754,877
Q3 2024 Reduced 11.9%
$0
$35,000 0.0% of portfolio
11,425
Q3 2022 New

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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