American Financial & Tax Strategies Inc Purchases in Q2 2025

American Financial & Tax Strategies Inc

  • $188 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
7.39K
+ 176.98%
$99.93 - $119.04 $738K - $880K
11.6K $1.25M
VBK
Vanguard Small Cap Growth ETF

ETFs
958
+ 9.25%
$219.76 - $276.94 $211K - $265K
11.3K $3.13M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
8.81K
+ 25.24%
$32.0 - $39.87 $282K - $351K
43.7K $1.74M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
5.89K
+ 5.89%
$47.46 - $55.3 $279K - $326K
106K $5.83M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.61K
+ 7.76%
$48.13 - $49.85 $414K - $429K
120K $5.86M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
2.16K
+ 2.24%
$27.79 - $34.16 $60K - $73.7K
98.6K $3.36M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.25K
+ 1.52%
$45.11 - $52.34 $102K - $118K
151K $7.88M
TSLA
Tesla, Inc.

Consumer Cyclical
220
+ 15.48%
$221.86 - $362.89 $48.8K - $79.8K
1.64K $521K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
317
+ 1.47%
$72.61 - $88.75 $23K - $28.1K
21.9K $1.94M
VOE
Vanguard Mid Cap Value Index F

ETFs
65
+ 0.36%
$141.87 - $164.49 $9.22K - $10.7K
18.1K $2.98M
IWP
Ishares Russell Mid Cap Growth

ETFs
147
+ 5.57%
$104.34 - $138.68 $15.3K - $20.4K
2.79K $386K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
2.38K
+ 2.1%
$23.13 - $24.23 $55K - $57.7K
116K $2.81M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
191
+ 6.15%
$70.54 - $93.95 $13.5K - $17.9K
3.3K $309K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
244
+ 1.76%
$66.87 - $79.47 $16.3K - $19.4K
14.1K $1.12M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
22
+ 0.16%
$79.85 - $95.57 $1.76K - $2.1K
13.5K $1.29M
ICLN
Ishares

ETFs
1.08K
+ 8.77%
$10.56 - $13.31 $11.4K - $14.4K
13.4K $175K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
573
+ 8.09%
$36.02 - $41.92 $20.6K - $24K
7.65K $320K
VEU
Vanguard Ftse All World Ex Us

ETFs
2
+ 0.04%
$54.19 - $67.22 $108 - $134
4.53K $304K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
885
+ 8.02%
$23.61 - $24.24 $20.9K - $21.5K
11.9K $289K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
22
+ 0.18%
$67.03 - $80.35 $1.47K - $1.77K
12.3K $982K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
40
+ 0.67%
$35.35 - $42.68 $1.41K - $1.71K
5.98K $254K
FLMI
Franklin Dynamic Municipal Bon

ETFs
1.16K
+ 0.86%
$23.57 - $24.6 $27.3K - $28.5K
136K $3.29M
FREL
Fidelity Covington Tr Msci Rea

ETFs
2.86K
+ 1.53%
$24.18 - $27.61 $69.2K - $79K
189K $5.12M
HDV
Ishares Core High Dividend ETF

ETFs
695
+ 2.31%
$108.41 - $120.51 $75.3K - $83.8K
30.8K $3.61M
COMB
Graniteshares ETF Tr Bloomber

ETFs
5.4K
+ 2.51%
$19.77 - $22.01 $107K - $119K
221K $4.64M
Activity Summary
Buys All Purchases 26 New Holdings 0 Increased Positions 26 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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