$625 Million is the total value of American Financial Advisors, LLC's 108 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLK | New | SPDR Tech Selecttechnology | $376,000 | – | 3,580 | +100.0% | 0.06% | – |
| FDN | New | First TRUST Internetdj internt idx | $335,000 | – | 1,903 | +100.0% | 0.05% | – |
| TSLA | New | Tesla Motors Inc | $264,000 | – | 187 | +100.0% | 0.04% | – |
| AYX | New | Alteryx Inc Com Cl A | $247,000 | – | 1,525 | +100.0% | 0.04% | – |
| XLI | New | Spdr Industrialssbi int-inds | $243,000 | – | 3,388 | +100.0% | 0.04% | – |
| MGM | New | Mgm Resorts Intl | $245,000 | – | 15,518 | +100.0% | 0.04% | – |
| SPY | New | S&P 500 Spdr Trsttr unit | $236,000 | – | 736 | +100.0% | 0.04% | – |
| DDOG | New | Datadog Inc Cl A Com | $232,000 | – | 2,743 | +100.0% | 0.04% | – |
| XT | New | Ishares Tr Exponential Techexponential tech | $232,000 | – | 4,981 | +100.0% | 0.04% | – |
| UPS | New | United Parcel Service Bcl b | $220,000 | – | 1,859 | +100.0% | 0.04% | – |
| SCHD | New | Schwab US Div Equity ETFus dividend eq | $211,000 | – | 3,922 | +100.0% | 0.03% | – |
| ABBV | New | Abbvie Inc | $207,000 | – | 2,136 | +100.0% | 0.03% | – |
| BSGM | New | Biosig Tech Inc Com New | $194,000 | – | 23,424 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-30
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.