American Financial & Tax Strategies Inc Portfolio Holdings

American Financial & Tax Strategies Inc

  • $192 Million
  • Q3 2024

American Financial & Tax Strategies Inc has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $192 Million distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total International B with a value of $11.4M, Wisdomtree Tr Emerging Mkts Ex with a value of $9.72M, Vanguard Russell 1000 Growth E with a value of $8.72M, Spdr Portfolio with a value of $8.67M, and Invesco ETF Tr Ii S&P 500 Low with a value of $7.03M.

Examining the 13F form we can see an increase of $7.05M in the current position value, from $185M to 192M.

American Financial & Tax Strategies Inc is based out at New York, NY

Below you can find more details about American Financial & Tax Strategies Inc portfolio as well as his latest detailed transactions.

Portfolio value $192 Million
ETFs: $183 Million
Technology: $3.49 Million
Consumer Defensive: $3.14 Million
Consumer Cyclical: $1.22 Million
Basic Materials: $672,000
Energy: $475,000
Financial Services: $399,000
Communication Services: $212,000
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $192 Million
  • Prior Value $185 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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