$635 Million is the total value of American Financial Advisors, LLC's 134 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $31,468,485 | – | 89,833 | +100.0% | 4.96% | – |
New | CAPITAL GRP FIXED INCM ETF Tcore plus incm | $351,297 | – | 16,339 | +100.0% | 0.06% | – | |
UPRO | New | PROSHARES TRultrpro s&p500 | $250,866 | – | 6,093 | +100.0% | 0.04% | – |
JEPI | New | J P MORGAN EXCHANGE TRADED Fequity premium | $222,155 | – | 4,148 | +100.0% | 0.04% | – |
AFL | New | AFLAC INC | $215,135 | – | 2,803 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
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.