American Financial & Tax Strategies Inc Reduced Holdings in Q3 2024

American Financial & Tax Strategies Inc

  • $192 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
-5.14K
- 4.68%
$73.38 - $84.1 $377K - $432K
105K $8.67M
AAPL
Apple Inc.

Technology
-1.02K
- 16.58%
$207.23 - $234.82 $211K - $239K
5.11K $1.19M
AMZN
Amazon Com Inc

Consumer Cyclical
-281
- 5.76%
$161.02 - $200.0 $45.2K - $56.2K
4.6K $856K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-1.35K
- 1.16%
$24.05 - $24.42 $32.5K - $33K
115K $2.79M
IWR
Ishares Russell Mid Cap ETF

ETFs
-727
- 15.87%
$79.92 - $88.19 $58.1K - $64.1K
3.85K $339K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.17K
- 15.87%
$41.02 - $46.01 $47.8K - $53.6K
6.18K $281K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-323
- 8.52%
$92.63 - $105.69 $29.9K - $34.1K
3.47K $361K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-1.33K
- 0.81%
$19.01 - $20.7 $25.2K - $27.4K
161K $3.3M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
-1.07K
- 4.3%
$29.28 - $32.18 $31.4K - $34.6K
23.9K $759K
ILCG
Ishares Morningstar Growth ETF
-1.29K
- 2.34%
N/A
53.8K $0
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
-564
- 2.77%
$43.98 - $46.02 $24.8K - $26K
19.8K $909K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
-187
- 3.35%
$105.49 - $116.32 $19.7K - $21.8K
5.4K $619K
VEU
Vanguard Ftse All World Ex Us

ETFs
-123
- 2.61%
$56.47 - $63.69 $6.95K - $7.83K
4.59K $289K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-21
- 0.73%
$75.47 - $83.18 $1.58K - $1.75K
2.86K $237K
KO
Coca Cola CO

Consumer Defensive
-579
- 8.46%
$62.69 - $73.01 $36.3K - $42.3K
6.27K $450K
VB
Vanguard Small Cap ETF

ETFs
-98
- 4.55%
$214.77 - $237.72 $21K - $23.3K
2.06K $487K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
-79
- 1.08%
$39.23 - $44.22 $3.1K - $3.49K
7.24K $316K
PZT
Invesco ETF Tr Ii N Y Amt Fre

ETFs
-1.06K
- 0.83%
$23.0 - $23.52 $24.4K - $25K
126K $2.95M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-212
- 0.99%
$49.77 - $51.95 $10.6K - $11K
21.2K $1.1M
EMB
Ishares Tr

ETFs
-74
- 1.02%
$87.75 - $93.74 $6.49K - $6.94K
7.18K $671K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-10
- 1.14%
$405.19 - $478.57 $4.05K - $4.79K
868 $399K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-384
- 3.54%
$33.89 - $41.64 $13K - $16K
10.5K $416K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-10
- 0.2%
$111.9 - $124.28 $1.12K - $1.24K
4.88K $603K
VTWG
Vanguard Russell 2000 Growth E

ETFs
-116
- 2.52%
$186.75 - $211.16 $21.7K - $24.5K
4.49K $929K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-453
- 3.91%
$40.45 - $47.24 $18.3K - $21.4K
11.1K $522K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-195
- 1.48%
$106.11 - $113.72 $20.7K - $22.2K
13K $1.47M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-1.31K
- 1.85%
$42.76 - $45.16 $56.1K - $59.3K
69.5K $3.11M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-78
- 0.22%
$76.38 - $78.87 $5.96K - $6.15K
36.1K $2.84M
TSLA
Tesla, Inc.

Consumer Cyclical
-39
- 2.75%
$191.76 - $263.26 $7.48K - $10.3K
1.38K $360K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-150
- 0.83%
$285.48 - $330.24 $42.8K - $49.5K
18K $5.79M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-170
- 0.58%
$36.02 - $41.68 $6.12K - $7.09K
29K $1.2M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-24
- 0.67%
$386.81 - $423.12 $9.28K - $10.2K
3.54K $1.5M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-147
- 0.39%
$34.48 - $38.87 $5.07K - $5.71K
37.2K $1.44M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-598
- 3.46%
$127.29 - $141.5 $76.1K - $84.6K
16.7K $2.33M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
-28
- 0.19%
$86.19 - $95.75 $2.41K - $2.68K
15K $1.44M
FNDF
Schwab Fundamental Intl Large

ETFs
-2.62K
- 2.55%
$33.67 - $37.71 $88.1K - $98.7K
100K $3.74M
XLB
Select Sector Spdr Fd Material

ETFs
-91
- 0.48%
$86.95 - $97.09 $7.91K - $8.84K
18.9K $1.82M
EFG
Msci Eafe Growth ETF

ETFs
-87
- 0.28%
$96.84 - $108.77 $8.43K - $9.46K
31.2K $3.35M
HDV
Ishares Core High Dividend ETF

ETFs
-1.17K
- 3.48%
$107.62 - $118.76 $126K - $139K
32.5K $3.82M
EFV
Msci Eafe Value ETF

ETFs
-399
- 0.96%
$51.72 - $57.96 $20.6K - $23.1K
41.3K $2.37M
VNQ
Vanguard Specialized Funds Van

ETFs
-897
- 4.86%
$82.97 - $98.97 $74.4K - $88.8K
17.6K $1.71M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-187
- 0.82%
$82.38 - $93.84 $15.4K - $17.5K
22.5K $2.08M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-204
- 0.61%
$60.13 - $68.17 $12.3K - $13.9K
33.2K $2.25M
VBR
Vanguard Small Cap Value ETF

ETFs
-473
- 2.91%
$179.99 - $201.6 $85.1K - $95.4K
15.8K $3.17M
VONG
Vanguard Russell 1000 Growth E

ETFs
-107
- 0.12%
$85.48 - $98.39 $9.15K - $10.5K
90.4K $8.72M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-953
- 2.0%
$80.13 - $88.89 $76.4K - $84.7K
46.6K $4.12M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-991
- 1.88%
$73.43 - $80.37 $72.8K - $79.6K
51.8K $4.16M
VOE
Vanguard Mid Cap Value Index F

ETFs
-193
- 1.05%
$149.02 - $167.67 $28.8K - $32.4K
18.2K $3.06M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.95K
- 1.95%
$64.57 - $71.76 $126K - $140K
98K $7.03M
Activity Summary
Buys All Purchases 27 New Holdings 0 Increased Positions 27 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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