American Financial Advisors, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

American Financial Advisors, LLC

CIK Number: 0001767898

716.02M
Market Value
144
# of Holdings
17 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 1, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 QQQ Invesco QQQ Tru...
570.40
-1.16% 117.12K -2.37% 54.92M 267.26 7.97% Share
2 BRK-B Berkshire Hatha...
503.29
+0.69% 86.65K -2.14% 46.15M 352.48 6.70% Share
3 VIG Vanguard Divide...
211.02
-0.26% 204.8K -2.4% 39.73M 122.72 5.76% Share
4 IWB iShares Russell...
354.64
-0.59% 119.67K -1.89% 36.71M 205.54 5.33% Share
5 VIGI Vanguard Intern...
89.26
-0.55% 426.76K -1.3% 35.4M 78.35 5.14% Share
6 FTCS First Trust Cap...
93.14
+0.42% 375.4K -1.84% 33.65M 66.64 4.88% Share
7 VBK Vanguard Small ...
293.08
-0.59% 133.06K -2.21% 33.5M 160.48 4.86% Share
8 VCSH Vanguard Short-...
79.87
+0.05% 399.28K -1.56% 31.52M 81.08 4.57% Share
9 SCHD Schwab U.S. Div...
27.93
+0.40% 1.07M -1.4% 29.86M 24.24 4.33% Share
10 VCIT Vanguard Interm...
83.42
-0.13% 348.98K -0.92% 28.53M 78.8 4.14% Share
11 CGCB Capital Group F...
26.36
-0.51% 904.34K -0.6% 23.77M 25.88 3.45% Share
12 VO Vanguard Mid Ca...
290.02
-0.32% 90.79K -2.09% 23.48M 221.08 3.41% Share
13 XLV Health Care Sel...
137.46
+0.75% 147.27K -2.45% 21.5M 128.12 3.12% Share
14 SLYV SPDR S&P 600 Sm...
87.90
-0.22% 258.39K -1.79% 20.26M 82.61 2.94% Share
15 LMBS First Trust Low...
49.61
-0.04% 343.69K -0.89% 16.9M 47.35 2.45% Share
16 CIBR First Trust NAS...
73.14
-1.06% 234.67K -1.96% 14.78M 40.56 2.14% Share
17 ANGL VanEck Fallen A...
29.38
-0.07% 491.52K -1.44% 14.19M 31.01 2.06% Share
18 IJH iShares Core S&...
65.18
-0.5% 215.44K -1.58% 12.57M 34.29 1.82% Share
19 XLRE The Real Estate...
42.31
+0.55% 288.07K -1.95% 12.06M 34.5 1.75% Share
20 LLY Eli Lilly and C...
732.52
+0.08% 13.4K +0.13% 11.07M 119.07 1.61% Share
21 FIXD First Trust TCW...
43.97
-0.18% 236.3K -7.77% 10.36M 43.71 1.50% Share
22 SCHA Schwab U.S. Sma...
27.32
-0.6% 375.81K -2.42% 8.81M 21.69 1.28% Share
23 AAPL Apple Inc.
232.14
-0.18% 32.55K -2.19% 7.23M 138.15 1.05% Share
24 JPST JPMorgan Ultra-...
50.73
+0.04% 124.44K -0.9% 6.3M 50.31 0.91% Share
25 DAL Delta Air Lines...
61.80
-0.27% 135.9K -0.76% 5.93M 32.14 0.86% Share
26 AMZN Amazon.com, Inc...
229.00
-1.12% 27.2K -1.61% 5.18M 114.18 0.75% Share
27 SCZ iShares MSCI EA...
75.57
-0.45% 78.08K -8.46% 4.96M 59.25 0.72% Share
28 VTI Vanguard Total ...
318.18
-0.6% 14.83K -1.21% 4.08M 167.84 0.59% Share
29 XBI SPDR S&P Biotec...
89.87
-0.47% 47.43K -1.71% 3.85M 91.16 0.56% Share
30 EFA iShares MSCI EA...
91.48
-0.59% 36.27K -2.4% 2.96M 58.92 0.43% Share
31 IVV iShares Core S&...
648.30
-0.59% 4.92K +1.00% 2.77M 344.01 0.40% Share
32 SCHF Schwab Internat...
22.71
-0.55% 139.41K -1.75% 2.76M 15.57 0.40% Share
33 VWO Vanguard Emergi...
51.52
-0.31% 60.03K -2.02% 2.72M 39.28 0.39% Share
34 GOOGL Alphabet Inc.
212.91
+0.60% 16.5K -2.02% 2.55M 96.75 0.37% Share
35 XAR SPDR S&P Aerosp...
217.63
-1.2% 14.77K -1.29% 2.37M 89.77 0.34% Share
36 HD The Home Depot,...
406.64
-0.2% 6.41K -1.43% 2.35M 280.22 0.34% Share
37 NVDA NVIDIA Corporat...
174.24
-3.29% 21.27K +7.79% 2.31M 35.18 0.33% Share
38 DFAC Dimensional U.S...
37.76
-0.5% 66.2K 0.00% 2.18M 22.24 0.32% Share
39 WELL Welltower Inc.
168.29
+0.53% 13.27K -2.35% 2.03M 64.22 0.29% Share
40 RWR SPDR Dow Jones ...
100.33
+0.72% 19.67K -2.48% 1.95M 93.96 0.28% Share
41 SCHX Schwab U.S. Lar...
25.55
-0.7% 77.06K -2.79% 1.7M 15.04 0.25% Share
42 SCHP Schwab U.S. TIP...
26.93
-0.09% 62.88K -1.5% 1.69M 30.8 0.25% Share
43 META Meta Platforms,...
738.70
-1.65% 2.82K +3.86% 1.63M 161.98 0.24% Share
44 MSFT Microsoft Corpo...
506.69
-0.58% 4.25K -4.13% 1.6M 160.34 0.23% Share
45 RDVY First Trust Ris...
65.74
-0.24% 26.61K +2.42% 1.56M 39.94 0.23% Share
46 FTSL First Trust Sen...
45.96
+0.09% 34.07K -4.31% 1.56M 44.07 0.23% Share
47 IWN iShares Russell...
174.01
-0.04% 10.25K -2.14% 1.55M 108.9 0.22% Share
48 SPY SPDR S&P 500 ET...
645.07
-0.59% 2.71K +6.22% 1.52M 426.63 0.22% Share
49 IWD iShares Russell...
201.65
+0.02% 8.05K +6.69% 1.51M 116.29 0.22% Share
50 EMB iShares J.P. Mo...
94.12
-0.15% 16.13K -0.12% 1.46M 105.63 0.21% Share
51 RSPT Invesco S&P 500...
41.65
-1.26% 36.87K +1.10% 1.26M 48.9 0.18% Share
52 TIP iShares TIPS Bo...
111.18
-0.1% 9.74K -3.78% 1.08M 104.9 0.16% Share
53 XLF Financial Selec...
53.99
+0.26% 21.21K +7.51% 1.06M 29.71 0.15% Share
54 TSLA Tesla, Inc.
333.98
-3.47% 3.94K -0.6% 1.02M 149.94 0.15% Share
55 KO The Coca-Cola C...
69.01
+0.95% 14.06K +0.30% 1.01M 56.21 0.15% Share
56 RSP Invesco S&P 500...
188.60
-0.08% 5.66K -5.37% 979.78K 149.77 0.14% Share
57 SCCO Southern Copper...
96.10
-0.64% 10.31K +0.93% 963.57K 33.37 0.14% Share
58 GE GE Aerospace
275.30
-0.25% 4.52K -5.28% 904.54K 45.23 0.13% Share
59 VNQ Vanguard Real E...
92.23
+0.53% 9.8K +3.50% 887.72K 76.97 0.13% Share
60 IVW iShares S&P 500...
114.88
-1.16% 8.75K -0.68% 812.4K 39.1 0.12% Share
61 EFV iShares MSCI EA...
66.99
-0.34% 13.54K 0.00% 798.37K 48.53 0.12% Share
62 IWM iShares Russell...
235.22
-0.42% 3.85K -0.59% 767.99K 133.95 0.11% Share
63 HYG iShares iBoxx $...
80.88
-0.17% 9.42K -2.14% 743.07K 81.92 0.11% Share
64 SPLG SPDR Portfolio ...
75.90
-0.6% 10.53K +26.90% 692.15K 65.7 0.10% Share
65 BNDX Vanguard Total ...
49.31
-0.02% 14.05K -1.83% 685.83K 56.6 0.10% Share
66 IYH iShares U.S. He...
57.87
+0.63% 10.8K -3.02% 657.76K 51.49 0.10% Share
67 IGSB iShares 1-5 Yea...
52.99
+0.02% 12.47K -1.52% 653.14K 52.35 0.09% Share
68 JEPI JPMorgan Equity...
57.14
-0.09% 10.34K -1.97% 590.54K 54.95 0.09% Share
69 CGMU Capital Group M...
26.78
-0.26% 21.65K +21.50% 580.63K 27.11 0.08% Share
70 REZ iShares Residen...
84.77
+0.81% 6.71K +0.31% 579.74K 62.85 0.08% Share
71 SMH VanEck Semicond...
290.29
-2.87% 2.74K +2.63% 578.64K 139.09 0.08% Share
72 ARKK ARK Innovation ...
74.98
-1.43% 12.16K -69.71% 578.44K 37.73 0.08% Share
73 IEF iShares 7-10 Ye...
96.15
-0.08% 5.77K +0.52% 550.02K 107 0.08% Share
74 DFUV Dimensional US ...
44.42
-0.03% 13.22K +0.20% 544.89K 29.76 0.08% Share
75 XLK Technology Sele...
262.47
-1.53% 2.58K +1.82% 532.14K 113.62 0.08% Share
76 JNJ Johnson & Johns...
177.19
+0.99% 3.1K +1.04% 513.36K 140.01 0.07% Share
77 MUB iShares Nationa...
104.47
-0.07% 4.79K +0.44% 505.43K 112 0.07% Share
78 GOOG Alphabet Inc.
213.53
+0.55% 3.1K -0.42% 483.84K 103.62 0.07% Share
79 TCAF T. Rowe Price E...
36.76
-0.46% 14.94K +100.00% 482.3K 32.28 0.07% Share
80 DIS The Walt Disney...
118.42
+0.66% 4.86K -1.2% 479.22K 94.09 0.07% Share
81 CGCP Capital Group C...
22.59
-0.1% 21.22K +1.11% 476.41K 21.84 0.07% Share
82 XLI Industrial Sele...
152.02
-0.91% 3.51K -0.11% 459.75K 79.64 0.07% Share
83 XSLV Invesco S&P Sma...
47.57
+0.13% 9.9K -3.45% 457.35K 40.57 0.07% Share
84 UPRO ProShares Ultra...
101.69
-1.84% 6.04K 0.00% 446.53K 41.17 0.06% Share
85 XMMO Invesco S&P Mid...
131.37
-0.7% 3.85K 0.00% 437.75K 69.77 0.06% Share
86 JPM JPMorgan Chase ...
301.45
+0.13% 1.78K -2.84% 437.18K 157.28 0.06% Share
87 FTSM First Trust Enh...
59.91
-0.32% 7.25K +0.60% 433.67K 59.34 0.06% Share
88 IEMG iShares Core MS...
62.08
-0.49% 7.76K -4.89% 419.06K 52.75 0.06% Share
89 SCHG Schwab U.S. Lar...
30.53
-1.07% 16.53K +0.08% 413.99K 21.82 0.06% Share
90 CSCO Cisco Systems, ...
69.09
-0.49% 6.6K +0.38% 407.24K 50.13 0.06% Share
91 UBER Uber Technologi...
93.83
-2.22% 5.4K +2.95% 393.52K 44.02 0.06% Share
92 QQQM Invesco NASDAQ ...
234.81
-1.17% 1.97K +19.87% 379.62K 178.96 0.06% Share
93 RCL Royal Caribbean...
362.79
-0.83% 1.81K +0.22% 371.15K 103.96 0.05% Share
94 SO The Southern Co...
92.33
+0.10% 4.02K -13.04% 369.7K 51.8 0.05% Share
95 FCVT First Trust SSI...
40.45
-0.73% 10.31K -1.42% 360.05K 31.15 0.05% Share
96 UNH UnitedHealth Gr...
309.83
+2.49% 682 -3.54% 357.2K 260.56 0.05% Share
97 CRWD CrowdStrike Hol...
423.70
-4.14% 1.01K +2.86% 355.4K 322 0.05% Share
98 FBT First Trust NYS...
172.20
+0.26% 2.06K 0.00% 349.89K 132.61 0.05% Share
99 GNOV First Trust Exc...
37.43
-0.26% 9.91K 0.00% 339.94K 34.98 0.05% Share
100 VTEB Vanguard Tax-Ex...
49.01
-0.01% 6.75K +0.21% 335.04K 50.14 0.05% Share
101 BA The Boeing Comp...
234.75
-0.6% 1.96K -7.1% 334.89K 126.73 0.05% Share
102 SPSM SPDR Portfolio ...
46.03
-0.41% 8.2K +30.17% 334.11K 44.37 0.05% Share
103 ABBV AbbVie Inc.
210.39
+1.19% 1.59K -17.61% 333.42K 135.26 0.05% Share
104 VZ Verizon Communi...
44.25
+0.73% 7.26K +2.79% 329.3K 54.33 0.05% Share
105 XOM Exxon Mobil Cor...
114.36
+0.89% 2.74K +0.59% 326.18K 93.9 0.05% Share
106 GEV GE Vernova Inc.
613.04
-3.26% 1.06K -5.63% 322.38K 254.98 0.05% Share
107 AGG iShares Core U....
99.48
-0.11% 3.19K +0.63% 315.52K 99.14 0.05% Share
108 DFAX Dimensional Wor...
30.61
-0.34% 11.93K 0.00% 312.51K 21.6 0.05% Share
109 AFL Aflac Incorpora...
106.92
+0.77% 2.81K +0.04% 312.41K 77.86 0.05% Share
110 PG The Procter & G...
157.10
+0.93% 1.81K +0.44% 307.9K 142.59 0.04% Share
111 ORCL Oracle Corporat...
226.16
-5.89% 2.18K -4.34% 305.31K 125.52 0.04% Share
112 SCHB Schwab U.S. Bro...
24.93
-0.63% 13.93K +0.01% 299.89K 15.15 0.04% Share
113 VGIT Vanguard Interm...
60.08
+0.03% 4.98K +0.61% 295.77K 58.05 0.04% Share
114 XLU Utilities Selec...
84.37
-0.31% 3.73K -2.3% 294.31K 67.5 0.04% Share
115 MGM MGM Resorts Int...
39.70
+0.27% 9.86K 0.00% 292.24K 17.08 0.04% Share
116 SCHM Schwab U.S. Mid...
29.48
-0.32% 10.86K -2.02% 284.42K 25.58 0.04% Share
117 SBUX Starbucks Corpo...
88.19
+0.19% 2.86K -10.6% 280.36K 74.83 0.04% Share
118 XLE Energy Select S...
90.38
+0.53% 2.99K +7.82% 279.7K 75.58 0.04% Share
119 FAST Fastenal Compan...
49.66
-1.04% 3.43K 0.00% 265.74K 64.77 0.04% Share
120 JQUA JPMorgan U.S. Q...
61.81
-0.4% 4.62K +100.00% 260.83K 56.47 0.04% Share
121 CCL Carnival Corpor...
31.89
-1.83% 13.21K 0.00% 258.01K 7.03 0.04% Share
122 SDVY First Trust SMI...
37.95
-0.42% 7.53K +0.43% 252.34K 36.36 0.04% Share
123 AMGN Amgen Inc.
287.71
+0.74% 799 +0.63% 248.93K 239.27 0.04% Share
124 VOO Vanguard S&P 50...
593.01
-0.59% 484 +4.99% 248.6K 482.6 0.04% Share
125 DFAS Dimensional U.S...
68.35
-0.42% 4.15K -21.17% 248K 46.71 0.04% Share
126 DVY iShares Select ...
141.86
+0.41% 1.84K +0.11% 246.53K 101.27 0.04% Share
127 XHB SPDR S&P Homebu...
114.00
-0.35% 2.54K +0.28% 246.31K 69.94 0.04% Share
128 PEP PepsiCo, Inc.
148.65
+1.14% 1.64K -4.43% 246K 137.29 0.04% Share
129 IJS iShares S&P Sma...
109.56
-0.12% 2.5K +5.34% 244.06K 82.68 0.04% Share
130 AVGO Broadcom Inc.
297.39
-3.65% 1.43K +3.77% 239.7K 229.5 0.03% Share
131 BABA Alibaba Group H...
135.04
+12.94% 1.8K -60.67% 237.49K 86.11 0.03% Share
132 VUG Vanguard Growth...
458.95
-1.08% 631 0.00% 234.16K 410.44 0.03% Share
133 WY Weyerhaeuser Co...
25.88
-0.27% 7.79K -13.87% 228.19K 22.25 0.03% Share
134 IXUS iShares Core MS...
79.83
-0.45% 3.21K +1.29% 224.46K 62.61 0.03% Share
135 ADP Automatic Data ...
304.05
-0.02% 710 +0.14% 216.94K 276.77 0.03% Share
136 ET Energy Transfer...
17.73
+0.40% 11.65K +0.09% 216.56K 11.07 0.03% Share
137 CRMD CorMedix Inc.
14.83
+3.34% 34.53K +16.93% 212.69K 4.26 0.03% Share
138 CGGO Capital Group G...
32.71
-0.67% 7.49K +100.00% 212.09K 28.33 0.03% Share
139 OEF iShares S&P 100...
319.88
-0.79% 748 +0.13% 202.64K 276.78 0.03% Share
140 CVX Chevron Corpora...
160.71
+0.87% 1.21K +100.00% 202.45K 167.29 0.03% Share
141 DFUS Dimensional U.S...
70.19
-0.62% 3.35K +0.03% 202.38K 62.2 0.03% Share
142 FEMS First Trust Eme...
43.63
+0.03% 5.44K -3.65% 202.27K 31.92 0.03% Share
143 MA Mastercard Inco...
595.77
+0.90% 366 -7.34% 200.78K 526.57 0.03% Share
144 UP Wheels Up Exper...
2.93
-11.32% 10K 0.00% 10.1K 3.43 < 0.01% Share