Latest American Financial Advisors, LLC Stock Portfolio
American Financial Advisors, LLC Performance:
2025 Q1: -1.56%YTD: -1.56%2024: 4.11%
Performance for 2025 Q1 is -1.56%, and YTD is -1.56%, and 2024 is 4.11%.
About American Financial Advisors, LLC and 13F Hedge Fund Stock Holdings
American Financial Advisors, LLC is a hedge fund based in MARIETTA, GA. On 10-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $777.1 Millions. In it's latest 13F Holdings report, American Financial Advisors, LLC reported an equity portfolio of $689.3 Millions as of 31 Mar, 2025.
The top stock holdings of American Financial Advisors, LLC are QQQ, , VIG. The fund has invested 8% of it's portfolio in INVESCO QQQ TR and 6.7% of portfolio in BERKSHIRE HATHAWAY INC DEL.
The fund managers got completely rid off MARVELL TECHNOLOGY INC (MRVL), ADVANCED MICRO DEVICES INC (AMD) and THE TRADE DESK INC (TTD) stocks. They significantly reduced their stock positions in ARK ETF TR (ARKF), ALIBABA GROUP HLDG LTD (BABA) and DIMENSIONAL ETF TRUST (DFAC). American Financial Advisors, LLC opened new stock positions in FIRST TR EXCHANGE-TRADED FD (ECLN), T ROWE PRICE ETF INC (TAGG) and J P MORGAN EXCHANGE TRADED F (BBAX). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SER TR (BIL), CAPITAL GRP FIXED INCM ETF T (CGCP) and INVESCO EXCH TRADED FD TR II (BAB).
The top stock holdings of American Financial Advisors, LLC are QQQ, , VIG. The fund has invested 8% of it's portfolio in INVESCO QQQ TR and 6.7% of portfolio in BERKSHIRE HATHAWAY INC DEL.
The fund managers got completely rid off MARVELL TECHNOLOGY INC (MRVL), ADVANCED MICRO DEVICES INC (AMD) and THE TRADE DESK INC (TTD) stocks. They significantly reduced their stock positions in ARK ETF TR (ARKF), ALIBABA GROUP HLDG LTD (BABA) and DIMENSIONAL ETF TRUST (DFAC). American Financial Advisors, LLC opened new stock positions in FIRST TR EXCHANGE-TRADED FD (ECLN), T ROWE PRICE ETF INC (TAGG) and J P MORGAN EXCHANGE TRADED F (BBAX). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SER TR (BIL), CAPITAL GRP FIXED INCM ETF T (CGCP) and INVESCO EXCH TRADED FD TR II (BAB).
American Financial Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that American Financial Advisors, LLC made a return of -1.56% in the last quarter. In trailing 12 months, it's portfolio return was 1.49%.
New Buys
| Ticker | $ Bought |
|---|---|
| first tr exchange-traded fd | 2,016,790 |
| t rowe price etf inc | 482,296 |
| j p morgan exchange traded f | 260,831 |
| capital group gbl growth eqt | 212,089 |
| chevron corp new | 202,446 |
New stocks bought by American Financial Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| spdr ser tr | 30.17 |
| spdr ser tr | 26.9 |
| capital grp fixed incm etf t | 21.5 |
| invesco exch traded fd tr ii | 19.87 |
| cormedix inc | 16.93 |
| select sector spdr tr | 7.82 |
| nvidia corporation | 7.79 |
| select sector spdr tr | 7.51 |
Additions to existing portfolio by American Financial Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ark etf tr | -69.71 |
| alibaba group hldg ltd | -60.67 |
| dimensional etf trust | -21.17 |
| abbvie inc | -17.61 |
| weyerhaeuser co mtn be | -13.87 |
| southern co | -13.04 |
| starbucks corp | -10.6 |
| ishares tr | -8.46 |
American Financial Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| amarin corp plc | -44,806 |
| ishares tr | -203,520 |
| marvell technology inc | -249,540 |
| the trade desk inc | -235,060 |
| advanced micro devices inc | -235,179 |
| datadog inc | -218,051 |
| american express co | -228,722 |
| vanguard world fd | -225,482 |
American Financial Advisors, LLC got rid off the above stocks
Sector Distribution
American Financial Advisors, LLC has about 92% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 92 |
| Technology | 1.9 |
| Healthcare | 1.8 |
| Consumer Cyclical | 1.4 |
| Industrials | 1.1 |
Market Cap. Distribution
American Financial Advisors, LLC has about 8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 92 |
| MEGA-CAP | 5.8 |
| LARGE-CAP | 2.2 |
Stocks belong to which Index?
About 7.7% of the stocks held by American Financial Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 92.3 |
| S&P 500 | 7.7 |
American Financial Advisors, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of American Financial Advisors, LLC
American Financial Advisors, LLC has 147 stocks in it's portfolio. About 53.7% of the portfolio is in top 10 stocks. QQQ proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for American Financial Advisors, LLC last quarter.
Last Reported on: 01 May, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.05 | 32,551 | 7,230,460 | reduced | -2.19 | ||
| AAXJ | ishares tr | 0.72 | 78,080 | 4,960,440 | reduced | -8.46 | ||
| AAXJ | ishares tr | 0.21 | 16,127 | 1,460,950 | reduced | -0.12 | ||
| AAXJ | ishares tr | 0.12 | 13,545 | 798,371 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.11 | 9,419 | 743,068 | reduced | -2.14 | ||
| AAXJ | ishares tr | 0.10 | 12,472 | 653,144 | reduced | -1.52 | ||
| AAXJ | ishares tr | 0.08 | 6,708 | 579,737 | added | 0.31 | ||
| AAXJ | ishares tr | 0.07 | 4,794 | 505,434 | added | 0.44 | ||
| ABBV | abbvie inc | 0.05 | 1,591 | 333,417 | reduced | -17.61 | ||
| ADP | automatic data processing in | 0.03 | 710 | 216,945 | added | 0.14 | ||
| AFK | vaneck etf trust | 2.06 | 491,518 | 14,185,200 | reduced | -1.44 | ||
| AFK | vaneck etf trust | 0.08 | 2,736 | 578,641 | added | 2.63 | ||
| AFL | aflac inc | 0.04 | 2,810 | 312,411 | added | 0.04 | ||
| AFLG | first tr exchng traded fd vi | 1.50 | 236,303 | 10,359,500 | reduced | -7.77 | ||
| AIRR | first tr exchange traded fd | 0.23 | 26,612 | 1,557,880 | added | 2.42 | ||
| AMD | advanced micro devices inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMGN | amgen inc | 0.04 | 799 | 248,929 | added | 0.63 | ||
| AMPS | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMRN | amarin corp plc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMZN | amazon com inc | 0.75 | 27,204 | 5,175,830 | reduced | -1.61 | ||