AFS Financial Group, LLC holdings history

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103 is the total number of securities AFS Financial Group, LLC has owned. The longest AFS Financial Group, LLC has owned a single stock is 4 quarters.

AFS Financial Group, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VTV VANGUARD INDEX FDS4413.32%14.17%15.44%Q4 2022Q3 20234
AAPL APPLE INC4411.47%13.74%15.43%Q4 2022Q3 20234
VYMI VANGUARD WHITEHALL FDS446.84%7.25%7.70%Q4 2022Q3 20234
IVV ISHARES TR446.00%6.23%6.51%Q4 2022Q3 20234
MSFT MICROSOFT CORP443.11%3.70%4.14%Q4 2022Q3 20234
JPM JPMORGAN CHASE & CO442.97%3.21%3.33%Q4 2022Q3 20234
MUB ISHARES TR441.94%2.17%2.60%Q4 2022Q3 20234
SPY SPDR S&P 500 ETF TR441.67%2.00%2.22%Q4 2022Q3 20234
JNJ JOHNSON & JOHNSON441.64%1.78%1.99%Q4 2022Q3 20234
BAC BANK AMERICA CORP441.54%1.68%1.99%Q4 2022Q3 20234
DIS DISNEY WALT CO441.27%1.37%1.51%Q4 2022Q3 20234
GS GOLDMAN SACHS GROUP INC441.24%1.31%1.46%Q4 2022Q3 20234
GOOG ALPHABET INC441.07%1.26%1.46%Q4 2022Q3 20234
VTEB VANGUARD MUN BD FDS441.20%1.24%1.29%Q4 2022Q3 20234
MRK MERCK & CO INC441.13%1.23%1.36%Q4 2022Q3 20234
VOO VANGUARD INDEX FDS441.05%1.15%1.38%Q4 2022Q3 20234
PFE PFIZER INC440.93%1.12%1.43%Q4 2022Q3 20234
VYM VANGUARD WHITEHALL FDS441.01%1.09%1.25%Q4 2022Q3 20234
PG PROCTER AND GAMBLE CO441.03%1.08%1.11%Q4 2022Q3 20234
CVX CHEVRON CORP NEW440.97%1.07%1.22%Q4 2022Q3 20234
XOM EXXON MOBIL CORP440.83%1.05%1.31%Q4 2022Q3 20234
UPS UNITED PARCEL SERVICE INC440.95%1.03%1.09%Q4 2022Q3 20234
WMT WALMART INC441.00%1.02%1.03%Q4 2022Q3 20234
SPG SIMON PPTY GROUP INC NEW440.93%0.97%1.05%Q4 2022Q3 20234
AMAT APPLIED MATLS INC440.79%0.97%1.07%Q4 2022Q3 20234
IWB ISHARES TR440.93%0.96%1.00%Q4 2022Q3 20234
AMZN AMAZON COM INC440.76%0.95%1.09%Q4 2022Q3 20234
VWO VANGUARD INTL EQUITY I...440.89%0.93%0.96%Q4 2022Q3 20234
GOOGL ALPHABET INC440.74%0.93%1.14%Q4 2022Q3 20234
SBUX STARBUCKS CORP440.82%0.92%1.00%Q4 2022Q3 20234
AMD ADVANCED MICRO DEVICES...440.71%0.91%1.04%Q4 2022Q3 20234
MGK VANGUARD WORLD FD440.78%0.90%0.98%Q4 2022Q3 20234
JD JD.COM INC440.59%0.84%1.21%Q4 2022Q3 20234
FIGB FIDELITY MERRIMACK STR TR440.68%0.81%0.98%Q4 2022Q3 20234
IXUS ISHARES TR440.49%0.79%0.92%Q4 2022Q3 20234
PEP PEPSICO INC440.73%0.76%0.80%Q4 2022Q3 20234
MS MORGAN STANLEY440.54%0.69%0.97%Q4 2022Q3 20234
KO COCA COLA CO440.64%0.67%0.74%Q4 2022Q3 20234
NVDA NVIDIA CORPORATION440.35%0.66%1.25%Q4 2022Q3 20234
BOX BOX INC440.21%0.61%0.94%Q4 2022Q3 20234
MDLZ MONDELEZ INTL INC440.53%0.54%0.55%Q4 2022Q3 20234
DGRO ISHARES TR440.18%0.51%0.66%Q4 2022Q3 20234
HD HOME DEPOT INC440.47%0.50%0.55%Q4 2022Q3 20234
VIG VANGUARD SPECIALIZED F...440.46%0.49%0.52%Q4 2022Q3 20234
U UNITY SOFTWARE INC440.38%0.48%0.61%Q4 2022Q3 20234
BABA ALIBABA GROUP HLDG LTD440.43%0.48%0.54%Q4 2022Q3 20234
VOE VANGUARD INDEX FDS440.42%0.46%0.50%Q4 2022Q3 20234
IWD ISHARES TR440.42%0.43%0.45%Q4 2022Q3 20234
NEE NEXTERA ENERGY INC440.20%0.38%0.88%Q4 2022Q3 20234
BIDU BAIDU INC440.35%0.38%0.42%Q4 2022Q3 20234
WM WASTE MGMT INC DEL440.32%0.33%0.34%Q4 2022Q3 20234
DD DUPONT DE NEMOURS INC440.31%0.32%0.34%Q4 2022Q3 20234
C CITIGROUP INC440.21%0.31%0.36%Q4 2022Q3 20234
IBMN ISHARES TR440.30%0.31%0.33%Q4 2022Q3 20234
ORCL ORACLE CORP440.28%0.31%0.34%Q4 2022Q3 20234
CI THE CIGNA GROUP440.25%0.29%0.35%Q4 2022Q3 20234
UNP UNION PAC CORP440.27%0.29%0.31%Q4 2022Q3 20234
MCD MCDONALDS CORP440.27%0.28%0.30%Q4 2022Q3 20234
BND VANGUARD BD INDEX FDS440.22%0.28%0.36%Q4 2022Q3 20234
CSCO CISCO SYS INC440.26%0.27%0.28%Q4 2022Q3 20234
GENERAL ELECTRIC CO440.25%0.27%0.28%Q4 2022Q3 20234
BRKB BERKSHIRE HATHAWAY INC...440.19%0.26%0.33%Q4 2022Q3 20234
BMY BRISTOL-MYERS SQUIBB CO440.24%0.26%0.30%Q4 2022Q3 20234
LLY LILLY ELI & CO440.21%0.25%0.30%Q4 2022Q3 20234
GM GENERAL MTRS CO440.14%0.25%0.29%Q4 2022Q3 20234
BUD ANHEUSER BUSCH INBEV S...440.21%0.24%0.26%Q4 2022Q3 20234
D DOMINION ENERGY INC440.19%0.23%0.29%Q4 2022Q3 20234
SPYG SPDR SER TR440.22%0.23%0.24%Q4 2022Q3 20234
COP CONOCOPHILLIPS440.18%0.22%0.25%Q4 2022Q3 20234
KRBN KRANESHARES TR440.18%0.21%0.23%Q4 2022Q3 20234
FIDI FIDELITY COVINGTON TRUST440.21%0.21%0.22%Q4 2022Q3 20234
SHELL PLC440.20%0.21%0.22%Q4 2022Q3 20234
SIBN SI-BONE INC440.14%0.20%0.28%Q4 2022Q3 20234
NDSN NORDSON CORP440.18%0.20%0.22%Q4 2022Q3 20234
EEM ISHARES TR440.19%0.19%0.20%Q4 2022Q3 20234
MGV VANGUARD WORLD FD440.18%0.19%0.20%Q4 2022Q3 20234
CVS CVS HEALTH CORP440.16%0.18%0.23%Q4 2022Q3 20234
AGG ISHARES TR440.16%0.16%0.16%Q4 2022Q3 20234
MCK MCKESSON CORP440.14%0.16%0.18%Q4 2022Q3 20234
UAA UNDER ARMOUR INC440.11%0.14%0.17%Q4 2022Q3 20234
QS QUANTUMSCAPE CORP440.05%0.06%0.06%Q4 2022Q3 20234
DUK DUKE ENERGY CORP NEW330.60%0.68%0.76%Q4 2022Q2 20233
DEO DIAGEO PLC330.23%0.25%0.26%Q4 2022Q2 20233
TSLA TESLA INC330.14%0.21%0.25%Q1 2023Q3 20233
IUSG ISHARES TR330.14%0.21%0.24%Q4 2022Q2 20233
TCOM TRIP COM GROUP LTD330.16%0.21%0.23%Q4 2022Q2 20233
BA BOEING CO330.14%0.16%0.19%Q1 2023Q3 20233
AFB ALLIANCEBERNSTEIN NATL...330.15%0.16%0.17%Q1 2023Q3 20233
TRV TRAVELERS COMPANIES INC330.14%0.15%0.17%Q4 2022Q2 20233
SCHC SCHWAB STRATEGIC TR330.14%0.14%0.14%Q1 2023Q3 20233
ABB ABB LTD220.45%0.46%0.47%Q4 2022Q1 20232
IVE ISHARES TR220.23%0.23%0.23%Q2 2023Q3 20232
IVW ISHARES TR220.20%0.20%0.20%Q2 2023Q3 20232
KWEB KRANESHARES TR220.18%0.18%0.19%Q4 2022Q1 20232
AOR ISHARES TR220.13%0.17%0.21%Q2 2023Q3 20232
CAPITAL GROUP CORE EQU...110.93%0.93%0.93%Q3 2023Q3 20231
FBND FIDELITY MERRIMACK STR TR110.45%0.45%0.45%Q3 2023Q3 20231
SCHF SCHWAB STRATEGIC TR110.18%0.18%0.18%Q3 2023Q3 20231
ABBV ABBVIE INC110.16%0.16%0.16%Q3 2023Q3 20231
IJR ISHARES TR110.15%0.15%0.15%Q3 2023Q3 20231
AOA ISHARES TR110.14%0.14%0.14%Q3 2023Q3 20231
UNH UNITEDHEALTH GROUP INC110.14%0.14%0.14%Q3 2023Q3 20231
VUG VANGUARD INDEX FDS110.14%0.14%0.14%Q1 2023Q1 20231
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The securities at the top of the list , including VANGUARD INDEX FDS, APPLE INC, and VANGUARD WHITEHALL FDS, are the highest-conviction holdings of AFS Financial Group, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by AFS Financial Group, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that AFS Financial Group, LLC owns currently or has owned in the past.