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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$340,000 0.05% of portfolio
5,255
Q3 2024 Added 0.19%
$236B
$350,000 0.05% of portfolio
6,585
Q3 2024 Added 1.62%
$0
$353,000 0.05% of portfolio
2,058
Q2 2024 Reduced 5.51%
$14.7B
$385,000 0.05% of portfolio
9,859
Q3 2024 Reduced 4.83%
$113B
$322,000 0.05% of portfolio
3,306
Q3 2024 Reduced 4.28%
$402B
$331,000 0.05% of portfolio
1,914
Q3 2024 Reduced 6.27%
$0
$356,000 0.05% of portfolio
1,773
Q3 2024 Reduced 1.55%
$59B
$336,000 0.05% of portfolio
1,900
Q3 2024 Reduced 11.63%
$0
$386,000 0.05% of portfolio
10,830
Q3 2024 Reduced 1.56%
$0
$334,000 0.05% of portfolio
5,023
Q3 2024 Added 0.46%
$175B
$311,000 0.04% of portfolio
6,946
Q3 2024 Added 3.32%
$0
$315,000 0.04% of portfolio
2,531
Q3 2024 Added 3.64%
$0
$261,000 0.04% of portfolio
5,738
Q3 2024 New
$0
$308,000 0.04% of portfolio
3,710
Q3 2024 Added 10.52%
$152B
$259,000 0.04% of portfolio
806
Q3 2024 Reduced 46.62%
$36.7B
$287,000 0.04% of portfolio
2,500
Q3 2024 Reduced 7.78%
$0
$267,000 0.04% of portfolio
7,355
Q3 2024 New
$27B
$253,000 0.04% of portfolio
13,724
Q2 2024 Reduced 3.35%
$0
$301,000 0.04% of portfolio
2,979
Q3 2024 Added 3.26%
$219B
$297,000 0.04% of portfolio
1,748
Q3 2024 Added 1.86%
$0
$256,000 0.04% of portfolio
2,387
Q3 2024 Reduced 11.66%
$0
$247,000 0.04% of portfolio
1,831
Q3 2024 Added 0.11%
$0
$198,000 0.03% of portfolio
745
Q3 2024 New
$244B
$224,000 0.03% of portfolio
1,980
Q3 2024 Added 0.46%
$72.3B
$218,000 0.03% of portfolio
780
Q3 2024 Added 10.95%
$426M
$246,000 0.03% of portfolio
30,527
Q3 2023 Added 15.08%
$316B
$202,000 0.03% of portfolio
1,375
Q3 2024 Added 2.92%
$124B
$201,000 0.03% of portfolio
729
Q3 2024 New
$0
$213,000 0.03% of portfolio
364
Q2 2024 New
$214B
$229,000 0.03% of portfolio
846
Q3 2024 Reduced 6.31%
$0
$242,000 0.03% of portfolio
459
Q3 2024 Added 1.55%
$0
$209,000 0.03% of portfolio
3,372
Q3 2024 New
$53.4B
$186,000 0.03% of portfolio
11,629
Q3 2024 Added 0.1%
$46.9B
$244,000 0.03% of portfolio
3,427
Q4 2023 New
$0
$242,000 0.03% of portfolio
2,759
Q3 2024 Reduced 18.54%
$78.7B
$213,000 0.03% of portfolio
455
Q3 2024 New
$0
$227,000 0.03% of portfolio
3,128
Q3 2024 Added 4.48%
$0
$232,000 0.03% of portfolio
5,668
Q3 2024 Added 0.19%
$202M
$73,000 0.01% of portfolio
116,382
Q3 2024 Reduced 7.91%
$0
$0 0.0% of portfolio
39,623
Q3 2024 Reduced 6.73%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q3 2024 New
-
$0 0.0% of portfolio
-
Q3 2024 Added 49.73%
Capital Grp Fixed Incm ETF T
-
$0 0.0% of portfolio
-
Q3 2024 Added 5.59%
$0
$35,000 0.0% of portfolio
11,425
Q3 2022 New
Wheels Up Experience Inc
-
$0 0.0% of portfolio
-
Q4 2023 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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