American Financial & Tax Strategies Inc Reduced Holdings in Q3 2025

American Financial & Tax Strategies Inc

  • $194 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-4K
- 75.59%
$153.3 - $186.58 $613K - $747K
1.29K $241K
PZT
Invesco ETF Tr Ii N Y Amt Fre

ETFs
-29.7K
- 26.81%
$21.11 - $22.3 $628K - $663K
81.2K $1.81M
AAPL
Apple Inc.

Technology
-3K
- 41.96%
$202.38 - $256.87 $607K - $771K
4.15K $1.06M
FLMI
Franklin Dynamic Municipal Bon

ETFs
-9.72K
- 7.17%
$23.96 - $24.81 $233K - $241K
126K $3.12M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-4.76K
- 3.98%
$48.5 - $50.19 $231K - $239K
115K $5.75M
MSFT
Microsoft Corp

Technology
-240
- 19.64%
$491.09 - $535.64 $118K - $129K
982 $508K
EFG
Msci Eafe Growth ETF

ETFs
-1.27K
- 4.42%
$106.99 - $114.46 $136K - $145K
27.4K $3.12M
SPYG
Spdr Portfolio

ETFs
-6.68K
- 9.74%
$94.33 - $105.31 $630K - $704K
61.9K $6.47M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-1.17K
- 6.34%
$50.85 - $51.35 $59.5K - $60.1K
17.3K $886K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-123
- 18.41%
$459.11 - $506.91 $56.5K - $62.3K
545 $273K
XLB
Select Sector Spdr Fd Material

ETFs
-559
- 3.36%
$86.72 - $92.61 $48.5K - $51.8K
16.1K $1.44M
VNQ
Vanguard Specialized Funds Van

ETFs
-591
- 3.64%
$88.47 - $93.24 $52.3K - $55.1K
15.6K $1.43M
VOT
Vanguard Mid Cap Growth Index

ETFs
-454
- 3.6%
$282.75 - $294.19 $128K - $134K
12.2K $3.57M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-307
- 2.77%
$107.66 - $112.36 $33.1K - $34.5K
10.8K $1.2M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-204
- 0.69%
$78.11 - $79.07 $15.9K - $16.1K
29.2K $2.3M
IWP
Ishares Russell Mid Cap Growth

ETFs
-141
- 5.06%
$137.51 - $145.26 $19.4K - $20.5K
2.64K $376K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-825
- 0.92%
$72.01 - $74.44 $59.4K - $61.4K
89.1K $6.55M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-914
- 1.43%
$43.1 - $44.6 $39.4K - $40.8K
63K $2.79M
ILCG
Ishares Morningstar Growth ETF
-810
- 1.59%
N/A
50.1K $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-386
- 4.58%
$28.15 - $30.13 $10.9K - $11.6K
8.04K $238K
VEU
Vanguard Ftse All World Ex Us

ETFs
-162
- 3.58%
$66.38 - $71.68 $10.8K - $11.6K
4.37K $311K
VTWG
Vanguard Russell 2000 Growth E

ETFs
-395
- 10.04%
$208.02 - $237.84 $82.2K - $93.9K
3.54K $827K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
-169
- 0.79%
$31.73 - $33.71 $5.36K - $5.7K
21.2K $714K
VO
Vanguard Mid Cap ETF

ETFs
-10
- 0.9%
$279.83 - $293.74 $2.8K - $2.94K
1.1K $322K
IWR
Ishares Russell Mid Cap ETF

ETFs
-51
- 1.4%
$92.26 - $97.51 $4.71K - $4.97K
3.6K $347K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-592
- 4.9%
$28.92 - $32.19 $17.1K - $19.1K
11.5K $366K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-28
- 0.29%
$45.22 - $48.34 $1.27K - $1.35K
9.63K $459K
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
-387
- 0.85%
$22.39 - $24.07 $8.66K - $9.32K
44.9K $1.06M
VB
Vanguard Small Cap ETF

ETFs
-17
- 0.91%
$237.58 - $259.17 $4.04K - $4.41K
1.84K $468K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
-441
- 3.27%
$94.73 - $102.36 $41.8K - $45.1K
13.1K $1.32M
VUG
Vanguard Growth ETF

ETFs
-56
- 3.81%
$433.97 - $484.08 $24.3K - $27.1K
1.41K $677K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-262
- 1.86%
$78.88 - $85.2 $20.7K - $22.3K
13.8K $1.15M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-570
- 4.09%
$49.43 - $54.52 $28.2K - $31.1K
13.4K $724K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-2.76K
- 2.11%
$20.34 - $21.61 $56K - $59.5K
128K $2.75M
FNDF
Schwab Fundamental Intl Large

ETFs
-4.63K
- 5.58%
$39.84 - $43.15 $185K - $200K
78.4K $3.37M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-408
- 2.25%
$87.07 - $93.06 $35.5K - $38K
17.7K $1.62M
XOM
Exxon Mobil Corp

Energy
-6
- 0.05%
$105.83 - $117.22 $635 - $703
11.6K $1.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-178
- 5.09%
$420.11 - $472.68 $74.8K - $84.1K
3.32K $1.56M
EFV
Msci Eafe Value ETF

ETFs
-985
- 2.9%
$62.79 - $68.42 $61.8K - $67.4K
33K $2.24M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-632
- 1.67%
$42.28 - $45.71 $26.7K - $28.9K
37.3K $1.7M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-292
- 2.37%
$79.39 - $90.39 $23.2K - $26.4K
12K $1.07M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-3.64K
- 2.6%
$27.61 - $29.15 $101K - $106K
136K $3.97M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-410
- 1.3%
$72.04 - $77.35 $29.5K - $31.7K
31.2K $2.39M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-234
- 1.07%
$87.69 - $96.0 $20.5K - $22.5K
21.6K $2.04M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-253
- 0.87%
$42.67 - $46.91 $10.8K - $11.9K
28.8K $1.35M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1.27K
- 14.5%
$50.79 - $76.4 $64.5K - $97K
7.48K $571K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-119
- 0.74%
$131.47 - $143.64 $15.6K - $17.1K
15.9K $2.25M
VOE
Vanguard Mid Cap Value Index F

ETFs
-292
- 1.61%
$164.63 - $174.58 $48.1K - $51K
17.8K $3.11M
VBK
Vanguard Small Cap Growth ETF

ETFs
-229
- 2.02%
$276.51 - $305.12 $63.3K - $69.9K
11.1K $3.3M
Activity Summary
Buys All Purchases 21 New Holdings 3 Increased Positions 18 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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