The Analysis of AMERICAN FINANCIAL & TAX STRATEGIES INC's Holdings
Currently, AMERICAN FINANCIAL & TAX STRATEGIES INC holds 97 types of securities in its portfolio with a total value $200.7M. In the most recent quarter, they have increased their positions in XLB (+15.9K shares, valued at $721.8K), BND (+7.0K shares, valued at $514.9K), BNDX (+9.3K shares, valued at $447.3K); decreased their positions in SCHV (-22.5K shares, valued at $667.5K), SPYV (-8.6K shares, valued at $489.3K), EFG (-3.8K shares, valued at $434.5K); initiated new positions in ESGD (+3.4K shares, valued at $319.0K), LRGE (+3.2K shares, valued at $267.2K), N/A (+755 shares, valued at $236.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BNDX VANGUARD CHARLOTTE FDS234.8K shares4.11%2025-12-312026-01-30
XSOE WISDOMTREE TR250.8K shares-3.75%2025-12-312026-01-30 VONG VANGUARD SCOTTSDALE FDS80.4K shares-0.33%2025-12-312026-01-30 SPYV SPDR SERIES TRUST139.5K shares-5.82%2025-12-312026-01-30 MGK VANGUARD WORLD FD17.6K shares1.06%2025-12-312026-01-30 COWZ PACER FDS TR111.5K shares2.60%2025-12-312026-01-30 SPYG SPDR SERIES TRUST60.4K shares-2.47%2025-12-312026-01-30 VTEB VANGUARD MUN BD FDS114.1K shares-0.58%2025-12-312026-01-30 FREL FIDELITY COVINGTON TRUST200.8K shares0.93%2025-12-312026-01-30 ILCG ISHARES TR49.9K shares-0.36%2025-12-312026-01-30 VWOB VANGUARD WHITEHALL FDS73.6K shares4.28%2025-12-312026-01-30 COMB GRANITESHARES ETF TR222.8K shares-0.26%2025-12-312026-01-30 VIGI VANGUARD WHITEHALL FDS48.2K shares5.65%2025-12-312026-01-30 BND VANGUARD BD INDEX FDS59.0K shares13.36%2025-12-312026-01-30 HDV ISHARES TR35.0K shares7.04%2025-12-312026-01-30 ICOW PACER FDS TR98.9K shares0.55%2025-12-312026-01-30 FNDF SCHWAB STRATEGIC TR76.4K shares-2.56%2025-12-312026-01-30 SCHV SCHWAB STRATEGIC TR113.8K shares-16.53%2025-12-312026-01-30 VBR VANGUARD INDEX FDS15.7K shares5.48%2025-12-312026-01-30 VBK VANGUARD INDEX FDS11.0K shares-1.04%2025-12-312026-01-30 VOT VANGUARD INDEX FDS11.5K shares-5.37%2025-12-312026-01-30 VOE VANGUARD INDEX FDS18.1K shares1.33%2025-12-312026-01-30 FLMI FRANKLIN TEMPLETON ETF TR120.7K shares-4.05%2025-12-312026-01-30 FLBL FRANKLIN TEMPLETON ETF TR123.2K shares0.66%2025-12-312026-01-30 AGGY WISDOMTREE TR64.2K shares1.96%2025-12-312026-01-30 EFG ISHARES TR23.6K shares-13.91%2025-12-312026-01-30 BCI ABRDN ETFS125.9K shares-1.47%2025-12-312026-01-30 BSV VANGUARD BD INDEX FDS28.7K shares-1.74%2025-12-312026-01-30 SLYG SPDR SERIES TRUST22.7K shares4.67%2025-12-312026-01-30 SCZ ISHARES TR27.2K shares-12.81%2025-12-312026-01-30 CALF PACER FDS TR45.9K shares1.89%2025-12-312026-01-30 EFV ISHARES TR28.3K shares-14.09%2025-12-312026-01-30 IJT ISHARES TR13.9K shares-12.50%2025-12-312026-01-30 VIOV VANGUARD ADMIRAL FDS INC17.8K shares-16.63%2025-12-312026-01-30 SCHC SCHWAB STRATEGIC TR37.9K shares1.61%2025-12-312026-01-30 PZT INVESCO EXCH TRADED FD TR II76.8K shares-5.46%2025-12-312026-01-30 MDYG SPDR SERIES TRUST17.6K shares-0.45%2025-12-312026-01-30 CSCO CISCO SYS INC20.0K shares-4.77%2025-12-312026-01-30 XLB SELECT SECTOR SPDR TR32.0K shares98.86%2025-12-312026-01-30 XOM EXXON MOBIL CORP11.6K shares0.00%2025-12-312026-01-30 BAR GRANITESHARES GOLD TR32.7K shares-8.29%2025-12-312026-01-30 IWF ISHARES TR2.8K shares-14.97%2025-12-312026-01-30 SPEM SPDR INDEX SHS FDS28.4K shares-1.37%2025-12-312026-01-30 VNQ VANGUARD INDEX FDS14.5K shares-7.09%2025-12-312026-01-30 MDYV SPDR SERIES TRUST15.0K shares8.21%2025-12-312026-01-30 PM PHILIP MORRIS INTL INC7.6K shares0.00%2025-12-312026-01-30 LQD ISHARES TR10.8K shares-0.06%2025-12-312026-01-30 AAPL APPLE INC4.2K shares0.00%2025-12-312026-01-30 SLYV SPDR SERIES TRUST12.1K shares0.23%2025-12-312026-01-30 AMZN AMAZON COM INC4.5K shares0.00%2025-12-312026-01-30 HAUZ DBX ETF TR44.8K shares-0.31%2025-12-312026-01-30 IVOV VANGUARD ADMIRAL FDS INC9.4K shares-27.82%2025-12-312026-01-30 MO ALTRIA GROUP INC16.4K shares0.00%2025-12-312026-01-30 IAGG ISHARES TR17.6K shares1.45%2025-12-312026-01-30 VTWG VANGUARD SCOTTSDALE FDS3.5K shares-0.85%2025-12-312026-01-30 VMC VULCAN MATLS CO2.7K shares0.00%2025-12-312026-01-30 HYMB SPDR SERIES TRUST30.5K shares114.56%2025-12-312026-01-30 IDHQ INVESCO EXCH TRADED FD TR II20.8K shares-2.04%2025-12-312026-01-30 TSLA TESLA INC1.6K shares0.00%2025-12-312026-01-30 CEMB ISHARES INC15.4K shares0.97%2025-12-312026-01-30 VWO VANGUARD INTL EQUITY INDEX F13.0K shares-2.40%2025-12-312026-01-30 EMB ISHARES TR7.2K shares-0.84%2025-12-312026-01-30 VUG VANGUARD INDEX FDS1.4K shares-3.33%2025-12-312026-01-30 IJJ ISHARES TR4.9K shares0.00%2025-12-312026-01-30 GDX VANECK ETF TRUST7.5K shares0.00%2025-12-312026-01-30 SUSC ISHARES TR23.1K shares42.90%2025-12-312026-01-30 IJK ISHARES TR5.4K shares0.00%2025-12-312026-01-30 MUNY VANGUARD NY TAX FREE FDS5.0K shares44.13%2025-12-312026-01-30 NULV NUSHARES ETF TR11.4K shares38.97%2025-12-312026-01-30 IVOG VANGUARD ADMIRAL FDS INC4.1K shares0.00%2025-12-312026-01-30 MSFT MICROSOFT CORP972 shares-1.02%2025-12-312026-01-30 VB VANGUARD INDEX FDS1.8K shares-2.55%2025-12-312026-01-30 MDLZ MONDELEZ INTL INC8.6K shares0.00%2025-12-312026-01-30 KO COCA COLA CO5.9K shares0.00%2025-12-312026-01-30 ALPHABET INC ALPHABET INC1.3K shares-2.87%2025-12-312026-01-30 VNQI VANGUARD INTL EQUITY INDEX F8.8K shares-8.97%2025-12-312026-01-30 NULG NUSHARES ETF TR4.0K shares22.64%2025-12-312026-01-30 SCHG SCHWAB STRATEGIC TR11.5K shares0.00%2025-12-312026-01-30 DVY ISHARES TR2.6K shares0.00%2025-12-312026-01-30 IWP ISHARES TR2.6K shares-0.53%2025-12-312026-01-30 EFAX SPDR INDEX SHS FDS6.9K shares1.45%2025-12-312026-01-30 IWR ISHARES TR3.6K shares0.00%2025-12-312026-01-30 GRNB VANECK ETF TRUST13.2K shares3.66%2025-12-312026-01-30 ESGD ISHARES TR3.4K sharesnew addition2025-12-312026-01-30 VEU VANGUARD INTL EQUITY INDEX F4.1K shares-5.70%2025-12-312026-01-30 ILCV ISHARES TR3.2K shares0.00%2025-12-312026-01-30 VO VANGUARD INDEX FDS1.0K shares-6.10%2025-12-312026-01-30 SPSM SPDR SERIES TRUST5.7K shares-4.00%2025-12-312026-01-30 LRGE LEGG MASON ETF INVT3.2K sharesnew addition2025-12-312026-01-30 ICLN ISHARES TR15.6K shares5.76%2025-12-312026-01-30 GS GOLDMAN SACHS GROUP INC277 shares0.00%2025-12-312026-01-30 SCHM SCHWAB STRATEGIC TR8.0K shares0.00%2025-12-312026-01-30 NVDA NVIDIA CORPORATION1.3K shares0.00%2025-12-312026-01-30 ALPHABET INC ALPHABET INC755 sharesnew addition2025-12-312026-01-30 SPMD SPDR SERIES TRUST3.5K sharesnew addition2025-12-312026-01-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available