The Analysis of American Financial Advisors, LLC's Holdings
Currently, American Financial Advisors, LLC holds 160 types of securities in its portfolio with a total value $774.7M. In the most recent quarter, they have increased their positions in VCIT (+12.2K shares, valued at $1.0M), JPST (+19.0K shares, valued at $961.2K), VCSH (+7.7K shares, valued at $610.2K); decreased their positions in N/A (-4.1K shares, valued at $2.5M), VBK (-6.7K shares, valued at $2.0M), N/A (-3.3K shares, valued at $1.6M); initiated new positions in MU (+925 shares, valued at $264.0K), AMAT (+846 shares, valued at $217.5K), WMT (+1.9K shares, valued at $210.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VIGI VANGUARD WHITEHALL FDS456.2K shares-1.86%2025-12-312026-02-03
IWB ISHARES TR111.0K shares-3.06%2025-12-312026-02-03 VIG VANGUARD SPECIALIZED FUNDS177.5K shares-3.74%2025-12-312026-02-03 SCHD SCHWAB STRATEGIC TR1.4M shares1.08%2025-12-312026-02-03 VBK VANGUARD INDEX FDS120.9K shares-5.24%2025-12-312026-02-03 VCIT VANGUARD SCOTTSDALE FDS415.7K shares3.03%2025-12-312026-02-03 FTCS FIRST TR EXCHANGE-TRADED FD368.5K shares-2.60%2025-12-312026-02-03 VCSH VANGUARD SCOTTSDALE FDS422.7K shares1.84%2025-12-312026-02-03 XLV SELECT SECTOR SPDR TR164.3K shares-0.44%2025-12-312026-02-03 VO VANGUARD INDEX FDS83.4K shares-2.02%2025-12-312026-02-03 SLYV SPDR SERIES TRUST255.6K shares-4.26%2025-12-312026-02-03 CGCB CAPITAL GRP FIXED INCM ETF T711.0K shares-0.42%2025-12-312026-02-03 LMBS FIRST TR EXCHANGE-TRADED FD344.7K shares2.14%2025-12-312026-02-03 ANGL VANECK ETF TRUST497.7K shares-4.97%2025-12-312026-02-03 CIBR FIRST TR EXCHANGE TRADED FD200.0K shares-5.29%2025-12-312026-02-03 IJH ISHARES TR207.8K shares-3.89%2025-12-312026-02-03 LLY ELI LILLY & CO12.7K shares-2.83%2025-12-312026-02-03 JPIE J P MORGAN EXCHANGE TRADED F260.2K shares1.12%2025-12-312026-02-03 SCHA SCHWAB STRATEGIC TR392.5K shares5.51%2025-12-312026-02-03 XLRE SELECT SECTOR SPDR TR243.2K shares-4.04%2025-12-312026-02-03 DAL DELTA AIR LINES INC DEL138.0K shares2.11%2025-12-312026-02-03 JPST J P MORGAN EXCHANGE TRADED F189.2K shares11.16%2025-12-312026-02-03 AAPL APPLE INC31.1K shares-1.56%2025-12-312026-02-03 AMZN AMAZON COM INC26.8K shares0.92%2025-12-312026-02-03 VTI VANGUARD INDEX FDS16.7K shares-0.75%2025-12-312026-02-03 ALPHABET INC ALPHABET INC16.3K shares0.05%2025-12-312026-02-03 IVV ISHARES TR6.3K shares1.36%2025-12-312026-02-03 NVDA NVIDIA CORPORATION21.2K shares0.00%2025-12-312026-02-03 XBI SPDR SERIES TRUST28.7K shares-19.49%2025-12-312026-02-03 EFA ISHARES TR32.5K shares-5.33%2025-12-312026-02-03 VWO VANGUARD INTL EQUITY INDEX F56.0K shares-6.42%2025-12-312026-02-03 SPYM SPDR SERIES TRUST35.2K shares-0.81%2025-12-312026-02-03 SCZ ISHARES TR34.0K shares-19.22%2025-12-312026-02-03 XAR SPDR SERIES TRUST10.9K shares-13.20%2025-12-312026-02-03 SCHF SCHWAB STRATEGIC TR105.0K shares-11.49%2025-12-312026-02-03 HD HOME DEPOT INC6.2K shares-0.15%2025-12-312026-02-03 SCHX SCHWAB STRATEGIC TR78.3K shares6.26%2025-12-312026-02-03 DFAC DIMENSIONAL ETF TRUST52.4K shares0.23%2025-12-312026-02-03 MSFT MICROSOFT CORP4.2K shares0.07%2025-12-312026-02-03 WELL WELLTOWER INC10.4K shares-3.81%2025-12-312026-02-03 RDVY FIRST TR EXCHANGE TRADED FD27.4K shares-3.01%2025-12-312026-02-03 SPY SPDR S&P 500 ETF TR2.8K shares0.69%2025-12-312026-02-03 SPSM SPDR SERIES TRUST40.1K shares0.91%2025-12-312026-02-03 META META PLATFORMS INC2.8K shares0.57%2025-12-312026-02-03 FIXD FIRST TR EXCHNG TRADED FD VI40.0K shares-26.38%2025-12-312026-02-03 QQQM INVESCO EXCH TRADED FD TR II6.8K shares3.19%2025-12-312026-02-03 RSPT INVESCO EXCHANGE TRADED FD T36.6K shares-0.72%2025-12-312026-02-03 LQTI FIRST TR EXCHANGE-TRADED FD81.3K shares-10.92%2025-12-312026-02-03 TSLA TESLA INC3.4K shares-12.82%2025-12-312026-02-03 IWN ISHARES TR8.4K shares-9.08%2025-12-312026-02-03 CGMU CAPITAL GRP FIXED INCM ETF T55.4K shares10.58%2025-12-312026-02-03 RWR SPDR SERIES TRUST15.3K shares-13.27%2025-12-312026-02-03 SCCO SOUTHERN COPPER CORP10.4K shares1.01%2025-12-312026-02-03 DNP DNP SELECT INCOME FD INC146.6K shares-18.45%2025-12-312026-02-03 IWD ISHARES TR6.8K shares-3.09%2025-12-312026-02-03 JQUA J P MORGAN EXCHANGE TRADED F22.1K shares-0.81%2025-12-312026-02-03 GE AEROSPACE GE AEROSPACE4.3K shares0.05%2025-12-312026-02-03 CGIE CAPITAL GROUP INTERNATIONAL35.9K shares0.39%2025-12-312026-02-03 TCAF T ROWE PRICE ETF INC30.7K shares0.35%2025-12-312026-02-03 XLF SELECT SECTOR SPDR TR21.1K shares0.84%2025-12-312026-02-03 SMH VANECK ETF TRUST3.0K shares0.23%2025-12-312026-02-03 VBR VANGUARD INDEX FDS5.0K shares0.82%2025-12-312026-02-03 IVW ISHARES TR8.3K shares-2.26%2025-12-312026-02-03 KO COCA COLA CO14.2K shares0.36%2025-12-312026-02-03 VNQ VANGUARD INDEX FDS11.0K shares-3.67%2025-12-312026-02-03 ALPHABET INC ALPHABET INC3.0K shares-0.59%2025-12-312026-02-03 EFV ISHARES TR13.0K shares-2.67%2025-12-312026-02-03 EMB ISHARES TR9.5K shares-25.25%2025-12-312026-02-03 IWM ISHARES TR3.6K shares-4.76%2025-12-312026-02-03 SCHP SCHWAB STRATEGIC TR32.4K shares-23.69%2025-12-312026-02-03 CGGO CAPITAL GROUP GBL GROWTH EQT23.6K shares-0.55%2025-12-312026-02-03 XLK SELECT SECTOR SPDR TR5.1K shares93.75%2025-12-312026-02-03 UPRO PROSHARES TR6.0K shares-1.41%2025-12-312026-02-03 GEV GE VERNOVA INC1.0K shares0.00%2025-12-312026-02-03 JNJ JOHNSON & JOHNSON3.1K shares-1.85%2025-12-312026-02-03 VYM VANGUARD WHITEHALL FDS4.4K shares0.65%2025-12-312026-02-03 TIP ISHARES TR5.6K shares-27.92%2025-12-312026-02-03 SCHG SCHWAB STRATEGIC TR18.6K shares2.26%2025-12-312026-02-03 FTSL FIRST TR EXCHANGE-TRADED FD13.1K shares-28.66%2025-12-312026-02-03 JPM JPMORGAN CHASE & CO.1.8K shares0.44%2025-12-312026-02-03 CRMD CORMEDIX INC50.1K shares11.10%2025-12-312026-02-03 DFUV DIMENSIONAL ETF TRUST12.1K shares0.18%2025-12-312026-02-03 DIS DISNEY WALT CO4.9K shares-0.22%2025-12-312026-02-03 RCL ROYAL CARIBBEAN GROUP2.0K shares0.21%2025-12-312026-02-03 ARKK ARK ETF TR6.9K shares-19.29%2025-12-312026-02-03 IGSB ISHARES TR9.9K shares-5.29%2025-12-312026-02-03 CSCO CISCO SYS INC6.7K shares0.36%2025-12-312026-02-03 XLI SELECT SECTOR SPDR TR3.3K shares-5.05%2025-12-312026-02-03 REZ ISHARES TR6.2K shares0.75%2025-12-312026-02-03 BROADCOM INC BROADCOM INC1.5K shares0.00%2025-12-312026-02-03 ORCL ORACLE CORP2.5K shares-1.17%2025-12-312026-02-03 JEPI J P MORGAN EXCHANGE TRADED F8.3K shares-0.55%2025-12-312026-02-03 CGCP CAPITAL GRP FIXED INCM ETF T20.5K shares1.29%2025-12-312026-02-03 CRWD CROWDSTRIKE HLDGS INC975 shares0.00%2025-12-312026-02-03 IYH ISHARES TR6.9K shares-8.04%2025-12-312026-02-03 PLTR PALANTIR TECHNOLOGIES INC2.5K shares0.00%2025-12-312026-02-03 UBER UBER TECHNOLOGIES INC5.3K shares-1.84%2025-12-312026-02-03 VXUS VANGUARD STAR FDS5.8K shares2.89%2025-12-312026-02-03 MUB ISHARES TR4.0K shares-1.42%2025-12-312026-02-03 NBIS NEBIUS GROUP N.V.4.9K shares-2.37%2025-12-312026-02-03 BA BOEING CO1.9K shares0.53%2025-12-312026-02-03 FBT FIRST TR EXCHANGE-TRADED FD2.0K shares0.00%2025-12-312026-02-03 BNDX VANGUARD CHARLOTTE FDS8.3K shares-35.72%2025-12-312026-02-03 DFAX DIMENSIONAL ETF TRUST12.1K shares0.72%2025-12-312026-02-03 CCL CARNIVAL CORP12.4K shares0.00%2025-12-312026-02-03 IEF ISHARES TR3.9K shares-20.96%2025-12-312026-02-03 ABBV ABBVIE INC1.6K shares0.67%2025-12-312026-02-03 SCHB SCHWAB STRATEGIC TR13.6K shares0.39%2025-12-312026-02-03 SO SOUTHERN CO4.1K shares0.57%2025-12-312026-02-03 XSLV INVESCO EXCH TRADED FD TR II7.7K shares-8.61%2025-12-312026-02-03 MGM MGM RESORTS INTERNATIONAL9.2K shares0.00%2025-12-312026-02-03 GNOV FIRST TR EXCHNG TRADED FD VI8.5K shares-3.60%2025-12-312026-02-03 SCHM SCHWAB STRATEGIC TR11.1K shares1.37%2025-12-312026-02-03 HYG ISHARES TR4.1K shares-12.82%2025-12-312026-02-03 AFL AFLAC INC2.8K shares0.04%2025-12-312026-02-03 XOM EXXON MOBIL CORP2.5K shares-1.96%2025-12-312026-02-03 VTEB VANGUARD MUN BD FDS6.0K shares-4.19%2025-12-312026-02-03 XLU SELECT SECTOR SPDR TR7.1K shares100.88%2025-12-312026-02-03 SDVY FIRST TR EXCHANGE-TRADED FD7.7K shares0.30%2025-12-312026-02-03 GS GOLDMAN SACHS GROUP INC334 shares0.30%2025-12-312026-02-03 FCVT FIRST TR EXCHANGE-TRADED FD6.8K shares-23.14%2025-12-312026-02-03 VGT VANGUARD WORLD FD388 shares2.65%2025-12-312026-02-03 IXUS ISHARES TR3.4K shares1.71%2025-12-312026-02-03 DFAS DIMENSIONAL ETF TRUST4.2K shares0.19%2025-12-312026-02-03 VZ VERIZON COMMUNICATIONS INC6.9K shares-4.45%2025-12-312026-02-03 VUG VANGUARD INDEX FDS570 shares-10.66%2025-12-312026-02-03 FAST FASTENAL CO6.9K shares0.00%2025-12-312026-02-03 BABA ALIBABA GROUP HLDG LTD1.9K shares-24.28%2025-12-312026-02-03 AMGN AMGEN INC815 shares0.62%2025-12-312026-02-03 MU MICRON TECHNOLOGY INC925 sharesnew addition2025-12-312026-02-03 AMD ADVANCED MICRO DEVICES INC1.2K shares-29.02%2025-12-312026-02-03 AXP AMERICAN EXPRESS CO705 shares0.28%2025-12-312026-02-03 DVY ISHARES TR1.8K shares0.16%2025-12-312026-02-03 OEF ISHARES TR753 shares0.27%2025-12-312026-02-03 RTX RTX CORPORATION1.4K shares0.29%2025-12-312026-02-03 UNH UNITEDHEALTH GROUP INC766 shares12.32%2025-12-312026-02-03 MOAT VANECK ETF TRUST2.4K shares3.27%2025-12-312026-02-03 DFUS DIMENSIONAL ETF TRUST3.4K shares0.06%2025-12-312026-02-03 PG PROCTER AND GAMBLE CO1.7K shares0.46%2025-12-312026-02-03 PEP PEPSICO INC1.7K shares-3.94%2025-12-312026-02-03 IBIT ISHARES BITCOIN TRUST ETF4.6K shares5.91%2025-12-312026-02-03 AGG ISHARES TR2.3K shares-6.97%2025-12-312026-02-03 IWF ISHARES TR468 shares-0.85%2025-12-312026-02-03 AMAT APPLIED MATLS INC846 sharesnew addition2025-12-312026-02-03 MA MASTERCARD INCORPORATED376 shares0.00%2025-12-312026-02-03 IWV ISHARES TR544 shares0.18%2025-12-312026-02-03 WMT WALMART INC1.9K sharesnew addition2025-12-312026-02-03 QCOM QUALCOMM INC1.2K shares0.41%2025-12-312026-02-03 YALL TIDAL TRUST I4.8K shares0.48%2025-12-312026-02-03 XT ISHARES TR3.0K sharesnew addition2025-12-312026-02-03 MERCK & CO INC MERCK & CO INC2.0K sharesnew addition2025-12-312026-02-03 SHOP SHOPIFY INC1.3K sharesnew addition2025-12-312026-02-03 FEMS FIRST TR EXCH TRD ALPHDX FD4.8K shares-3.50%2025-12-312026-02-03 XHB SPDR SERIES TRUST2.0K shares0.15%2025-12-312026-02-03 JPC NUVEEN PFD & INCOME OPPORTUN12.0K sharesnew addition2025-12-312026-02-03 CIK CREDIT SUISSE ASSET MGMT INC11.4K shares0.00%2025-12-312026-02-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available