$513 Million is the total value of American Financial Advisors, LLC's 95 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 112.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CBIS | Exit | Cannabis Science Inccbis | $0 | – | -10,131 | -100.0% | 0.00% | – |
| PLUG | Exit | Plug Power Inc | $0 | – | -10,000 | -100.0% | -0.01% | – |
| SRLN | Exit | Spdr Blackstone Gsoblkstn gsosrln | $0 | – | -4,465 | -100.0% | -0.04% | – |
| VEA | Exit | Vanguard MSCI EAFE ETFftse dev mkt etf | $0 | – | -5,283 | -100.0% | -0.04% | – |
| SPY | Exit | S&P 500 Spdr Trsttr unit | $0 | – | -768 | -100.0% | -0.04% | – |
| LIN | Exit | Linde Plc | $0 | – | -1,329 | -100.0% | -0.05% | – |
| BND | Exit | Vanguard Bond Index Fundtotal bnd mrkt | $0 | – | -3,260 | -100.0% | -0.05% | – |
| MMM | Exit | Minnesota Mining & Mfg | $0 | – | -1,418 | -100.0% | -0.06% | – |
| RSP | Exit | Invesco S&P 500 Eq Wght ETFs&p500 eql wgt | $0 | – | -3,315 | -100.0% | -0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Small Cap Grwth | 20 | Q3 2023 | 9.0% |
| VANGUARD SPECIALIZED FUNDS | 20 | Q3 2023 | 9.4% |
| ISHARES TR | 20 | Q3 2023 | 6.8% |
| ISHARES TR | 20 | Q3 2023 | 5.3% |
| ISHARES TR | 20 | Q3 2023 | 6.0% |
| SPDR S&P Biotech ETF | 20 | Q3 2023 | 5.5% |
| ISHARES TR | 20 | Q3 2023 | 4.0% |
| VANGUARD INTL EQUITY INDEX F | 20 | Q3 2023 | 4.5% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 3.8% |
| Vanguard Total Intl Bd Idx | 20 | Q3 2023 | 3.8% |
View American Financial Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-02-02 |
View American Financial Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.