The Analysis of AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's Holdings

Currently, AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP holds 86 types of securities in its portfolio with a total value $167.0M. In the most recent quarter, they have increased their positions in AMZN (+1.8M shares, valued at $7.1M), AAPL (+4.6M shares, valued at $6.2M), NVDA (+719.4K shares, valued at $2.6M); decreased their positions in RWM (-138.0K shares, valued at $2.2M), N/A (-55.8K shares, valued at $2.0M), PSQ (-52.7K shares, valued at $1.6M); initiated new positions in N/A (+13.6K shares, valued at $127.8K), TDOC (+13.0K shares, valued at $91.7K), VLO (+32.4K shares, valued at $32.4K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY SPDR S&P 500 ETF TR481.0K shares6.10%2025-12-312026-01-06

PULS PGIM ETF TR242.7K shares8.20%2025-12-312026-01-06

MINT PIMCO ETF TR95.3K shares2.26%2025-12-312026-01-06

AMZN AMAZON COM INC1.8M shares6076.06%2025-12-312026-01-06

IJH ISHARES TR104.2K shares-1.74%2025-12-312026-01-06

INVESCO QQQ TR INVESCO QQQ TR11.1K shares-5.38%2025-12-312026-01-06

AAPL APPLE INC4.6M shares79636.52%2025-12-312026-01-06

IJR ISHARES TR45.1K shares-4.61%2025-12-312026-01-06

Sponsored

GLD SPDR GOLD TR13.2K shares-3.65%2025-12-312026-01-06

TLT ISHARES TR53.3K shares-23.96%2025-12-312026-01-06

XLK SELECT SECTOR SPDR TR29.9K shares94.05%2025-12-312026-01-06

BINC BLACKROCK ETF TRUST II76.8K shares3.67%2025-12-312026-01-06

AMD ADVANCED MICRO DEVICES INC15.7K shares-21.37%2025-12-312026-01-06

PROSHARES TR PROSHARES TR75.6K shares-42.44%2025-12-312026-01-06

PSQ PROSHARES TR89.6K shares-37.04%2025-12-312026-01-06

NVDA NVIDIA CORPORATION731.4K shares6006.20%2025-12-312026-01-06

Sponsored

IVE ISHARES TR12.1K shares-6.91%2025-12-312026-01-06

XLP SELECT SECTOR SPDR TR30.7K shares3.11%2025-12-312026-01-06

VO VANGUARD INDEX FDS7.3K shares-10.05%2025-12-312026-01-06

VEA VANGUARD TAX-MANAGED FDS31.7K shares-7.54%2025-12-312026-01-06

RWM PROSHARES TR122.2K shares-53.02%2025-12-312026-01-06

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T10.0K shares-4.08%2025-12-312026-01-06

BBEU J P MORGAN EXCHANGE TRADED F23.7K shares-5.83%2025-12-312026-01-06

VWO VANGUARD INTL EQUITY INDEX F29.2K shares-12.22%2025-12-312026-01-06

Sponsored

VWOB VANGUARD WHITEHALL FDS23.5K shares4.07%2025-12-312026-01-06

XLE SELECT SECTOR SPDR TR34.5K shares105.30%2025-12-312026-01-06

XLY SELECT SECTOR SPDR TR11.8K shares96.70%2025-12-312026-01-06

CWB SPDR SERIES TRUST15.2K shares-17.55%2025-12-312026-01-06

NET CLOUDFLARE INC7.0K shares12.60%2025-12-312026-01-06

VGK VANGUARD INTL EQUITY INDEX F14.9K shares-1.37%2025-12-312026-01-06

XOM EXXON MOBIL CORP9.5K shares-1.67%2025-12-312026-01-06

EEM ISHARES TR20.1K shares0.00%2025-12-312026-01-06

Sponsored

CAVA CAVA GROUP INC17.6K shares-9.25%2025-12-312026-01-06

VGMS VANGUARD MALVERN FDS19.4K shares1.59%2025-12-312026-01-06

XLU SELECT SECTOR SPDR TR22.8K shares92.87%2025-12-312026-01-06

EWZ ISHARES INC29.9K shares-10.49%2025-12-312026-01-06

EPP ISHARES INC18.3K shares-2.76%2025-12-312026-01-06

AIRR FIRST TR EXCHANGE TRADED FD8.9K shares-20.59%2025-12-312026-01-06

MUB ISHARES TR8.3K shares0.83%2025-12-312026-01-06

VTI VANGUARD INDEX FDS2.6K shares-3.60%2025-12-312026-01-06

Sponsored

EPI WISDOMTREE TR17.3K shares-6.08%2025-12-312026-01-06

KWEB KRANESHARES TRUST20.7K shares-20.47%2025-12-312026-01-06

AGX ARGAN INC2.0K shares-20.08%2025-12-312026-01-06

XLF SELECT SECTOR SPDR TR11.4K shares0.00%2025-12-312026-01-06

POWL POWELL INDS INC1.7K shares-16.35%2025-12-312026-01-06

SOXX ISHARES TR1.9K shares-28.49%2025-12-312026-01-06

IBIT ISHARES BITCOIN TRUST ETF11.7K shares-10.06%2025-12-312026-01-06

VST VISTRA CORP3.5K shares7.39%2025-12-312026-01-06

Sponsored

LQD ISHARES TR5.0K shares0.00%2025-12-312026-01-06

IMCG ISHARES TR6.8K shares0.00%2025-12-312026-01-06

ALL ALLSTATE CORP2.7K shares0.00%2025-12-312026-01-06

TACK CAPITOL SER TR17.6K shares-6.96%2025-12-312026-01-06

TSLA TESLA INC1.2K shares-11.38%2025-12-312026-01-06

XMMO INVESCO EXCHANGE TRADED FD T3.5K shares0.00%2025-12-312026-01-06

ALPHABET INC ALPHABET INC252.5K shares30724.91%2025-12-312026-01-06

FXI ISHARES TR11.7K shares-15.64%2025-12-312026-01-06

Sponsored

CIBR FIRST TR EXCHANGE TRADED FD6.3K shares-11.08%2025-12-312026-01-06

CTRN CITI TRENDS INC10.0K shares0.00%2025-12-312026-01-06

IWM ISHARES TR1.6K shares0.00%2025-12-312026-01-06

IVV ISHARES TR584 shares0.00%2025-12-312026-01-06

MSFT MICROSOFT CORP791 shares0.00%2025-12-312026-01-06

UBER UBER TECHNOLOGIES INC4.3K shares-5.49%2025-12-312026-01-06

ALPHABET INC ALPHABET INC1.1K shares0.00%2025-12-312026-01-06

PFF ISHARES TR11.1K shares1.80%2025-12-312026-01-06

Sponsored

BA BOEING CO1.5K shares-14.25%2025-12-312026-01-06

JPM JPMORGAN CHASE & CO.1.0K shares-5.86%2025-12-312026-01-06

XBI SPDR SERIES TRUST2.6K shares-12.69%2025-12-312026-01-06

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL619 shares0.00%2025-12-312026-01-06

RDVY FIRST TR EXCHANGE TRADED FD4.3K shares-1.31%2025-12-312026-01-06

PLTR PALANTIR TECHNOLOGIES INC1.6K shares0.00%2025-12-312026-01-06

SPDR SERIES TRUST SPDR SERIES TRUST2.6K shares23.54%2025-12-312026-01-06

IWF ISHARES TR487 shares0.00%2025-12-312026-01-06

Sponsored

GSEW GOLDMAN SACHS ETF TR2.6K shares0.00%2025-12-312026-01-06

EDV VANGUARD WORLD FD3.4K shares-41.38%2025-12-312026-01-06

T AT&T INC8.8K shares-6.85%2025-12-312026-01-06

NBBK NB BANCORP INC11.0K shares9.70%2025-12-312026-01-06

IREN IREN LIMITED5.0K shares0.00%2025-12-312026-01-06

META META PLATFORMS INC318 shares-8.62%2025-12-312026-01-06

SOXS DIREXION SHS ETF TR55.3K shares3.86%2025-12-312026-01-06

DIREXION SHS ETF TR DIREXION SHS ETF TR13.6K sharesnew addition2025-12-312026-01-06

Sponsored

TIGR UP FINTECH HLDG LTD10.0K shares-14.89%2025-12-312026-01-06

TDOC TELADOC HEALTH INC13.0K sharesnew addition2025-12-312026-01-06

TLYS TILLYS INC40.0K shares100.00%2025-12-312026-01-06

DNN DENISON MINES CORP15.0K shares0.00%2025-12-312026-01-06

VLO VALERO ENERGY CORP32.4K sharesnew addition2025-12-312026-01-06

CMCSA COMCAST CORP NEW20.9K sharesnew addition2025-12-312026-01-06

Call Option Holdings

CAVA GROUP INC Call CallCAVA GROUP INC5.3K shares0.00%2025-12-312026-01-06

Put Option Holdings

INVESCO QQQ TR Put PutINVESCO QQQ TR2.0K shares0.00%2025-12-312026-01-06