Sponsored

The Analysis of American Financial Advisors, LLC's Holdings & P&L

Currently, American Financial Advisors, LLC holds 159 types of securities in its portfolio with a total value $749.5M. In the most recent quarter, they have increased their positions in JPST (+24.3K shares, valued at $1.2M), VCSH (+8.5K shares, valued at $675.4K), GLD (+714 shares, valued at $307.2K); decreased their positions in SCHD (-36.9K shares, valued at $1.1M), N/A (-1.7K shares, valued at $1.0M), VBK (-3.2K shares, valued at $976.9K); initiated new positions in GLD (+714 shares, valued at $307.2K), SLV (+4.2K shares, valued at $288.1K), CGDV (+6.1K shares, valued at $260.3K).

1M P&L

+21.2M+3.17%

3M P&L

-59.4M-7.94%

HY P&L

-20.7M-2.91%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A579.3M

89.7%

2Drug Manufacturers - General14.9M

2.3%

3Airlines9.6M

1.5%

Top Industries by Stock Count

1N/A103 stocks

68.2%

2Drug Manufacturers - General4 stocks

2.6%

3Semiconductors4 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO QQQ TR INVESCO QQQ TR127.9K shares-1.35%2026-03-312026-05-13

SCHD SCHWAB STRATEGIC TR1.4M shares-2.61%2026-03-312026-05-13

VIGI VANGUARD WHITEHALL FDS453.2K shares-0.66%2026-03-312026-05-13

IWB ISHARES TR108.3K shares-2.39%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL79.0K shares-1.42%2026-03-312026-05-13

VIG VANGUARD SPECIALIZED FUNDS173.1K shares-2.48%2026-03-312026-05-13

VBK VANGUARD INDEX FDS117.7K shares-2.67%2026-03-312026-05-13

VCIT VANGUARD SCOTTSDALE FDS415.6K shares-0.02%2026-03-312026-05-13

Sponsored

VCSH VANGUARD SCOTTSDALE FDS431.2K shares2.02%2026-03-312026-05-13

FTCS FIRST TR EXCHANGE-TRADED FD360.9K shares-2.06%2026-03-312026-05-13

VO VANGUARD INDEX FDS83.0K shares-0.55%2026-03-312026-05-13

SLYV SPDR SERIES TRUST249.7K shares-2.32%2026-03-312026-05-13

XLV SELECT SECTOR SPDR TR160.5K shares-2.30%2026-03-312026-05-13

CGCB CAPITAL GRP FIXED INCM ETF T691.5K shares-2.74%2026-03-312026-05-13

LMBS FIRST TR EXCHANGE-TRADED FD343.8K shares-0.26%2026-03-312026-05-13

ANGL VANECK ETF TRUST493.7K shares-0.80%2026-03-312026-05-13

Sponsored

IJH ISHARES TR204.7K shares-1.51%2026-03-312026-05-13

CIBR FIRST TR EXCHANGE-TRADED FD200.4K shares0.18%2026-03-312026-05-13

JPIE J P MORGAN EXCHANGE TRADED F261.3K shares0.43%2026-03-312026-05-13

LLY ELI LILLY & CO12.7K shares0.00%2026-03-312026-05-13

SCHA SCHWAB STRATEGIC TR389.7K shares-0.72%2026-03-312026-05-13

JPST J P MORGAN EXCHANGE TRADED F213.5K shares12.84%2026-03-312026-05-13

XLRE SELECT SECTOR SPDR TR238.7K shares-1.86%2026-03-312026-05-13

DAL DELTA AIR LINES INC132.3K shares-4.16%2026-03-312026-05-13

Sponsored

AAPL APPLE INC29.5K shares-4.97%2026-03-312026-05-13

VTI VANGUARD INDEX FDS16.9K shares0.87%2026-03-312026-05-13

AMZN AMAZON COM INC25.0K shares-6.53%2026-03-312026-05-13

ALPHABET INC ALPHABET INC15.6K shares-4.04%2026-03-312026-05-13

IVV ISHARES TR6.1K shares-2.56%2026-03-312026-05-13

NVDA NVIDIA CORPORATION21.0K shares-0.74%2026-03-312026-05-13

XBI SPDR SERIES TRUST28.0K shares-2.69%2026-03-312026-05-13

EFA ISHARES TR32.0K shares-1.38%2026-03-312026-05-13

Sponsored

VWO VANGUARD INTL EQUITY INDEX F55.6K shares-0.65%2026-03-312026-05-13

SPYM SPDR SERIES TRUST36.9K shares4.84%2026-03-312026-05-13

XAR SPDR SERIES TRUST10.6K shares-2.78%2026-03-312026-05-13

SCHF SCHWAB STRATEGIC TR105.2K shares0.18%2026-03-312026-05-13

SCZ ISHARES TR31.1K shares-8.58%2026-03-312026-05-13

SCHX SCHWAB STRATEGIC TR87.5K shares11.73%2026-03-312026-05-13

HD HOME DEPOT INC6.6K shares7.15%2026-03-312026-05-13

DFAC DIMENSIONAL ETF TRUST52.6K shares0.25%2026-03-312026-05-13

Sponsored

SPSM SPDR SERIES TRUST41.3K shares2.91%2026-03-312026-05-13

WELL WELLTOWER INC9.9K shares-5.72%2026-03-312026-05-13

RDVY FIRST TR EXCHANGE TRADED FD27.7K shares1.00%2026-03-312026-05-13

SCCO SOUTHERN COPPER CORP10.5K shares0.95%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T2.7K shares-1.81%2026-03-312026-05-13

FIXD FIRST TR EXCHNG TRADED FD VI39.2K shares-2.01%2026-03-312026-05-13

RSPT INVESCO EXCHANGE TRADED FD T36.4K shares-0.59%2026-03-312026-05-13

IWN ISHARES TR8.4K shares-0.14%2026-03-312026-05-13

Sponsored

META META PLATFORMS INC2.8K shares-3.27%2026-03-312026-05-13

CGMU CAPITAL GRP FIXED INCM ETF T57.7K shares4.13%2026-03-312026-05-13

QQQM INVESCO EXCH TRADED FD TR II6.6K shares-3.05%2026-03-312026-05-13

MSFT MICROSOFT CORP4.2K shares-0.60%2026-03-312026-05-13

IWD ISHARES TR6.8K shares0.09%2026-03-312026-05-13

RWR SPDR SERIES TRUST14.3K shares-6.45%2026-03-312026-05-13

JQUA J P MORGAN EXCHANGE TRADED F23.6K shares6.85%2026-03-312026-05-13

DNP DNP SELECT INCOME FD INC137.5K shares-6.21%2026-03-312026-05-13

Sponsored

GE AEROSPACE GE AEROSPACE4.3K shares0.05%2026-03-312026-05-13

TSLA TESLA INC3.1K shares-9.31%2026-03-312026-05-13

SMH VANECK ETF TRUST3.0K shares-1.46%2026-03-312026-05-13

KO COCA COLA CO14.2K shares0.00%2026-03-312026-05-13

CGIE CAPITAL GROUP INTERNATIONAL30.3K shares-15.45%2026-03-312026-05-13

XLF SELECT SECTOR SPDR TR20.7K shares-2.03%2026-03-312026-05-13

VBR VANGUARD INDEX FDS4.7K shares-6.72%2026-03-312026-05-13

VNQ VANGUARD INDEX FDS11.4K shares3.39%2026-03-312026-05-13

Sponsored

TCAF T ROWE PRICE ETF INC27.1K shares-11.81%2026-03-312026-05-13

IVW ISHARES TR8.1K shares-1.68%2026-03-312026-05-13

EFV ISHARES TR12.3K shares-5.31%2026-03-312026-05-13

GEV GE VERNOVA INC1.0K shares-0.10%2026-03-312026-05-13

ALPHABET INC ALPHABET INC3.1K shares0.07%2026-03-312026-05-13

EMB ISHARES TR9.3K shares-1.76%2026-03-312026-05-13

IWM ISHARES TR3.5K shares-2.28%2026-03-312026-05-13

SCHP SCHWAB STRATEGIC TR32.1K shares-0.86%2026-03-312026-05-13

Sponsored

CGGO CAPITAL GROUP GBL GROWTH EQT25.2K shares6.49%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON3.1K shares0.42%2026-03-312026-05-13

LQTI FIRST TR EXCHANGE-TRADED FD37.7K shares-53.68%2026-03-312026-05-13

XLK SELECT SECTOR SPDR TR5.0K shares-1.91%2026-03-312026-05-13

VXUS VANGUARD STAR FDS8.0K shares39.43%2026-03-312026-05-13

SCHG SCHWAB STRATEGIC TR21.2K shares14.14%2026-03-312026-05-13

TIP ISHARES TR5.4K shares-4.15%2026-03-312026-05-13

DFUV DIMENSIONAL ETF TRUST12.2K shares0.20%2026-03-312026-05-13

Sponsored

UPRO PROSHARES TR6.0K shares0.00%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO1.8K shares0.49%2026-03-312026-05-13

XLI SELECT SECTOR SPDR TR3.3K shares0.18%2026-03-312026-05-13

CSCO CISCO SYS INC6.7K shares0.33%2026-03-312026-05-13

JEPI J P MORGAN EXCHANGE TRADED F9.1K shares9.46%2026-03-312026-05-13

FTSL FIRST TR EXCHANGE-TRADED FD11.5K shares-12.35%2026-03-312026-05-13

REZ ISHARES TR6.1K shares-0.41%2026-03-312026-05-13

RCL ROYAL CARIBBEAN GROUP1.9K shares-4.91%2026-03-312026-05-13

Sponsored

NBIS NEBIUS GROUP N.V.4.8K shares-2.04%2026-03-312026-05-13

DIS DISNEY WALT CO5.0K shares0.55%2026-03-312026-05-13

IGSB ISHARES TR9.1K shares-8.10%2026-03-312026-05-13

CGCP CAPITAL GRP FIXED INCM ETF T20.7K shares1.05%2026-03-312026-05-13

BROADCOM INC BROADCOM INC1.5K shares0.07%2026-03-312026-05-13

ARKK ARK ETF TR6.6K shares-3.32%2026-03-312026-05-13

CRMD CORMEDIX INC64.8K shares29.37%2026-03-312026-05-13

XOM EXXON MOBIL CORP2.6K shares0.47%2026-03-312026-05-13

Sponsored

IYH ISHARES TR7.0K shares0.20%2026-03-312026-05-13

MUB ISHARES TR4.0K shares-0.79%2026-03-312026-05-13

DFAX DIMENSIONAL ETF TRUST12.1K shares0.17%2026-03-312026-05-13

FBT FIRST TR EXCHANGE-TRADED FD2.0K shares3.18%2026-03-312026-05-13

SO SOUTHERN CO4.1K shares0.49%2026-03-312026-05-13

BNDX VANGUARD CHARLOTTE FDS8.1K shares-2.61%2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC5.3K shares0.00%2026-03-312026-05-13

IEF ISHARES TR4.0K shares0.51%2026-03-312026-05-13

Sponsored

BA BOEING CO1.9K shares0.00%2026-03-312026-05-13

PLTR PALANTIR TECHNOLOGIES INC2.6K shares4.07%2026-03-312026-05-13

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC3.6K shares0.06%2026-03-312026-05-13

ORCL ORACLE CORP2.4K shares-1.87%2026-03-312026-05-13

XSLV INVESCO EXCH TRADED FD TR II7.5K shares-2.40%2026-03-312026-05-13

SCHM SCHWAB STRATEGIC TR11.4K shares2.63%2026-03-312026-05-13

SCHB SCHWAB STRATEGIC TR13.6K shares0.11%2026-03-312026-05-13

CRWD CROWDSTRIKE HLDGS INC866 shares-11.18%2026-03-312026-05-13

Sponsored

IXUS ISHARES TR3.9K shares12.01%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC6.6K shares-4.45%2026-03-312026-05-13

GNOV FIRST TR EXCHNG TRADED FD VI8.5K shares-0.01%2026-03-312026-05-13

ABBV ABBVIE INC1.5K shares-9.89%2026-03-312026-05-13

MGM MGM RESORTS INTERNATIONAL8.7K shares-5.42%2026-03-312026-05-13

CCL CARNIVAL CORP12.4K shares-0.10%2026-03-312026-05-13

FAST FASTENAL CO6.9K shares0.00%2026-03-312026-05-13

XLU SELECT SECTOR SPDR TR6.9K shares-2.24%2026-03-312026-05-13

Sponsored

MU MICRON TECHNOLOGY INC925 shares0.00%2026-03-312026-05-13

AFL AFLAC INC2.8K shares0.04%2026-03-312026-05-13

VYM VANGUARD WHITEHALL FDS2.1K shares-52.19%2026-03-312026-05-13

GLD SPDR GOLD TR714 sharesnew addition2026-03-312026-05-13

SDVY FIRST TR EXCHANGE TRADED FD7.7K shares0.12%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS504 shares4.13%2026-03-312026-05-13

VTEB VANGUARD MUN BD FDS6.0K shares0.17%2026-03-312026-05-13

DFAS DIMENSIONAL ETF TRUST4.2K shares0.17%2026-03-312026-05-13

Sponsored

HYG ISHARES TR3.7K shares-9.91%2026-03-312026-05-13

FCVT FIRST TR EXCHANGE-TRADED FD6.6K shares-3.32%2026-03-312026-05-13

AMAT APPLIED MATLS INC846 shares0.00%2026-03-312026-05-13

AMGN AMGEN INC819 shares0.49%2026-03-312026-05-13

SLV ISHARES SILVER TR4.2K sharesnew addition2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC335 shares0.30%2026-03-312026-05-13

VGT VANGUARD WORLD FD388 shares0.00%2026-03-312026-05-13

RTX RTX CORPORATION1.4K shares0.22%2026-03-312026-05-13

Sponsored

PEP PEPSICO INC1.7K shares1.63%2026-03-312026-05-13

CGDV CAPITAL GROUP DIVIDEND VALUE6.1K sharesnew addition2026-03-312026-05-13

VUG VANGUARD INDEX FDS592 shares3.86%2026-03-312026-05-13

CVX CHEVRON CORPORATION1.2K sharesnew addition2026-03-312026-05-13

DVY ISHARES TR1.7K shares-10.04%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC1.2K shares-0.16%2026-03-312026-05-13

OEF ISHARES TR756 shares0.40%2026-03-312026-05-13

DFUS DIMENSIONAL ETF TRUST3.4K shares0.03%2026-03-312026-05-13

Sponsored

MERCK & CO INC MERCK & CO INC2.0K shares0.61%2026-03-312026-05-13

MOAT VANECK ETF TRUST2.4K shares0.00%2026-03-312026-05-13

WMT WALMART INC1.9K shares0.16%2026-03-312026-05-13

BABA ALIBABA GROUP HLDG LTD1.9K shares0.11%2026-03-312026-05-13

PG PROCTER & GAMBLE CO1.5K shares-10.87%2026-03-312026-05-13

AGG ISHARES TR2.2K shares-2.81%2026-03-312026-05-13

BND VANGUARD BD INDEX FDS3.0K sharesnew addition2026-03-312026-05-13

AXP AMERICAN EXPRESS CO706 shares0.14%2026-03-312026-05-13

Sponsored

FEMS FIRST TR EXCH TRD ALPHDX FD4.7K shares-3.11%2026-03-312026-05-13

XLE SELECT SECTOR SPDR TR3.4K sharesnew addition2026-03-312026-05-13

UNH UNITEDHEALTH GROUP INC766 shares0.00%2026-03-312026-05-13

IWV ISHARES TR545 shares0.18%2026-03-312026-05-13

YALL TIDAL TRUST I4.8K shares0.00%2026-03-312026-05-13

JPC NUVEEN PFD & INCOME OPPORTUN12.0K shares0.00%2026-03-312026-05-13

CIK CREDIT SUISSE ASSET MGMT11.4K shares0.00%2026-03-312026-05-13

INVESCO QQQ TR

-1.35%

Shares127.9K

Event2026-03-31

Filed2026-05-13

SCHD

SCHWAB STRATEGIC TR

-2.61%

Shares1.4M

Event2026-03-31

Filed2026-05-13

VIGI

VANGUARD WHITEHALL FDS

-0.66%

Shares453.2K

Event2026-03-31

Filed2026-05-13

IWB

ISHARES TR

-2.39%

Shares108.3K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

-1.42%

Shares79.0K

Event2026-03-31

Filed2026-05-13

VIG

VANGUARD SPECIALIZED FUNDS

-2.48%

Shares173.1K

Event2026-03-31

Filed2026-05-13

VBK

VANGUARD INDEX FDS

-2.67%

Shares117.7K

Event2026-03-31

Filed2026-05-13

VCIT

VANGUARD SCOTTSDALE FDS

-0.02%

Shares415.6K

Event2026-03-31

Filed2026-05-13

VCSH

VANGUARD SCOTTSDALE FDS

2.02%

Shares431.2K

Event2026-03-31

Filed2026-05-13

FTCS

FIRST TR EXCHANGE-TRADED FD

-2.06%

Shares360.9K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

-0.55%

Shares83.0K

Event2026-03-31

Filed2026-05-13

SLYV

SPDR SERIES TRUST

-2.32%

Shares249.7K

Event2026-03-31

Filed2026-05-13

XLV

SELECT SECTOR SPDR TR

-2.30%

Shares160.5K

Event2026-03-31

Filed2026-05-13

CGCB

CAPITAL GRP FIXED INCM ETF T

-2.74%

Shares691.5K

Event2026-03-31

Filed2026-05-13

LMBS

FIRST TR EXCHANGE-TRADED FD

-0.26%

Shares343.8K

Event2026-03-31

Filed2026-05-13

ANGL

VANECK ETF TRUST

-0.80%

Shares493.7K

Event2026-03-31

Filed2026-05-13

IJH

ISHARES TR

-1.51%

Shares204.7K

Event2026-03-31

Filed2026-05-13

CIBR

FIRST TR EXCHANGE-TRADED FD

0.18%

Shares200.4K

Event2026-03-31

Filed2026-05-13

JPIE

J P MORGAN EXCHANGE TRADED F

0.43%

Shares261.3K

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO

0.00%

Shares12.7K

Event2026-03-31

Filed2026-05-13

SCHA

SCHWAB STRATEGIC TR

-0.72%

Shares389.7K

Event2026-03-31

Filed2026-05-13

JPST

J P MORGAN EXCHANGE TRADED F

12.84%

Shares213.5K

Event2026-03-31

Filed2026-05-13

XLRE

SELECT SECTOR SPDR TR

-1.86%

Shares238.7K

Event2026-03-31

Filed2026-05-13

DAL

DELTA AIR LINES INC

-4.16%

Shares132.3K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

-4.97%

Shares29.5K

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD INDEX FDS

0.87%

Shares16.9K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

-6.53%

Shares25.0K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-4.04%

Shares15.6K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

-2.56%

Shares6.1K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

-0.74%

Shares21.0K

Event2026-03-31

Filed2026-05-13

XBI

SPDR SERIES TRUST

-2.69%

Shares28.0K

Event2026-03-31

Filed2026-05-13

EFA

ISHARES TR

-1.38%

Shares32.0K

Event2026-03-31

Filed2026-05-13

VWO

VANGUARD INTL EQUITY INDEX F

-0.65%

Shares55.6K

Event2026-03-31

Filed2026-05-13

SPYM

SPDR SERIES TRUST

4.84%

Shares36.9K

Event2026-03-31

Filed2026-05-13

XAR

SPDR SERIES TRUST

-2.78%

Shares10.6K

Event2026-03-31

Filed2026-05-13

SCHF

SCHWAB STRATEGIC TR

0.18%

Shares105.2K

Event2026-03-31

Filed2026-05-13

SCZ

ISHARES TR

-8.58%

Shares31.1K

Event2026-03-31

Filed2026-05-13

SCHX

SCHWAB STRATEGIC TR

11.73%

Shares87.5K

Event2026-03-31

Filed2026-05-13

HOME DEPOT INC

7.15%

Shares6.6K

Event2026-03-31

Filed2026-05-13

DFAC

DIMENSIONAL ETF TRUST

0.25%

Shares52.6K

Event2026-03-31

Filed2026-05-13

SPSM

SPDR SERIES TRUST

2.91%

Shares41.3K

Event2026-03-31

Filed2026-05-13

WELL

WELLTOWER INC

-5.72%

Shares9.9K

Event2026-03-31

Filed2026-05-13

RDVY

FIRST TR EXCHANGE TRADED FD

1.00%

Shares27.7K

Event2026-03-31

Filed2026-05-13

SCCO

SOUTHERN COPPER CORP

0.95%

Shares10.5K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

-1.81%

Shares2.7K

Event2026-03-31

Filed2026-05-13

FIXD

FIRST TR EXCHNG TRADED FD VI

-2.01%

Shares39.2K

Event2026-03-31

Filed2026-05-13

RSPT

INVESCO EXCHANGE TRADED FD T

-0.59%

Shares36.4K

Event2026-03-31

Filed2026-05-13

IWN

ISHARES TR

-0.14%

Shares8.4K

Event2026-03-31

Filed2026-05-13