The Analysis of American Financial Advisors, LLC's Holdings


Currently, American Financial Advisors, LLC holds 158 types of securities in its portfolio with a total value $776.3M. In the most recent quarter, they have increased their positions in QQQ (+20.4K shares, valued at $12.3M), JPIE (+240.4K shares, valued at $11.2M), SCHD (+312.6K shares, valued at $8.5M); decreased their positions in CGCB (-164.1K shares, valued at $4.4M), DNP (-370.1K shares, valued at $3.7M), VIG (-15.3K shares, valued at $3.3M); initiated new positions in NBIS (+5.0K shares, valued at $564.7K), IBIT (+4.4K shares, valued at $284.7K), MOAT (+2.4K shares, valued at $233.3K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
QQQ INVESCO QQQ TR133.7K shares18.05%2025-09-302025-10-27history
BRK.B BERKSHIRE HATHAWAY INC DEL83.4K shares-1.77%2025-09-302025-10-27history
IWB ISHARES TR114.5K shares-2.36%2025-09-302025-10-27history
VIGI VANGUARD WHITEHALL FDS464.9K shares10.05%2025-09-302025-10-27history
VIG VANGUARD SPECIALIZED FUNDS184.4K shares-7.67%2025-09-302025-10-27history
SCHD SCHWAB STRATEGIC TR1.4M shares28.83%2025-09-302025-10-27history
VBK VANGUARD INDEX FDS127.6K shares-2.48%2025-09-302025-10-27history
FTCS FIRST TR EXCHANGE-TRADED FD378.3K shares2.80%2025-09-302025-10-27history
Sponsored
VCIT VANGUARD SCOTTSDALE FDS403.5K shares15.09%2025-09-302025-10-27history
VCSH VANGUARD SCOTTSDALE FDS415.0K shares4.86%2025-09-302025-10-27history
VO VANGUARD INDEX FDS85.1K shares-4.14%2025-09-302025-10-27history
SLYV SPDR SERIES TRUST267.0K shares5.07%2025-09-302025-10-27history
XLV SELECT SECTOR SPDR TR165.0K shares13.52%2025-09-302025-10-27history
CGCB CAPITAL GRP FIXED INCM ETF T714.0K shares-18.69%2025-09-302025-10-27history
LMBS FIRST TR EXCHANGE-TRADED FD337.4K shares-1.10%2025-09-302025-10-27history
CIBR FIRST TR EXCHANGE TRADED FD211.2K shares-7.49%2025-09-302025-10-27history
Sponsored
ANGL VANECK ETF TRUST523.8K shares7.89%2025-09-302025-10-27history
IJH ISHARES TR216.2K shares-5.70%2025-09-302025-10-27history
JPIE J P MORGAN EXCHANGE TRADED F257.3K shares1427.45%2025-09-302025-10-27history
XLRE SELECT SECTOR SPDR TR253.5K shares-8.61%2025-09-302025-10-27history
SCHA SCHWAB STRATEGIC TR372.0K shares-1.79%2025-09-302025-10-27history
LLY ELI LILLY & CO13.1K shares-2.43%2025-09-302025-10-27history
JPST J P MORGAN EXCHANGE TRADED F170.2K shares35.67%2025-09-302025-10-27history
AAPL APPLE INC31.6K shares-2.63%2025-09-302025-10-27history
Sponsored
DAL DELTA AIR LINES INC DEL135.2K shares-1.13%2025-09-302025-10-27history
AMZN AMAZON COM INC26.5K shares-4.22%2025-09-302025-10-27history
VTI VANGUARD INDEX FDS16.9K shares-3.51%2025-09-302025-10-27history
IVV ISHARES TR6.2K shares-9.35%2025-09-302025-10-27history
GOOGL ALPHABET INC16.3K shares-3.17%2025-09-302025-10-27history
NVDA NVIDIA CORPORATION21.2K shares-3.01%2025-09-302025-10-27history
XBI SPDR SERIES TRUST35.7K shares-22.49%2025-09-302025-10-27history
VWO VANGUARD INTL EQUITY INDEX F59.8K shares-5.76%2025-09-302025-10-27history
Sponsored
SCZ ISHARES TR42.1K shares-40.84%2025-09-302025-10-27history
EFA ISHARES TR34.3K shares-6.31%2025-09-302025-10-27history
XAR SPDR SERIES TRUST12.6K shares-11.96%2025-09-302025-10-27history
SPYM SPDR SERIES TRUST35.5K shares236.67%2025-09-302025-10-27history
SCHF SCHWAB STRATEGIC TR118.6K shares-14.64%2025-09-302025-10-27history
HD HOME DEPOT INC6.2K shares-0.87%2025-09-302025-10-27history
FIXD FIRST TR EXCHNG TRADED FD VI54.4K shares-30.14%2025-09-302025-10-27history
MSFT MICROSOFT CORP4.2K shares-0.97%2025-09-302025-10-27history
Sponsored
META META PLATFORMS INC2.8K shares0.60%2025-09-302025-10-27history
DFAC DIMENSIONAL ETF TRUST52.3K shares0.28%2025-09-302025-10-27history
SCHX SCHWAB STRATEGIC TR73.7K shares-4.40%2025-09-302025-10-27history
WELL WELLTOWER INC10.9K shares-17.72%2025-09-302025-10-27history
RDVY FIRST TR EXCHANGE TRADED FD28.2K shares7.27%2025-09-302025-10-27history
LQTI FIRST TR EXCHANGE-TRADED FD91.3K shares-1.06%2025-09-302025-10-27history
SPSM SPDR SERIES TRUST39.7K shares383.38%2025-09-302025-10-27history
SPY SPDR S&P 500 ETF TR2.7K shares-2.15%2025-09-302025-10-27history
Sponsored
DNP DNP SELECT INCOME FD INC179.8K shares-67.30%2025-09-302025-10-27history
RWR SPDR SERIES TRUST17.7K shares-8.87%2025-09-302025-10-27history
TSLA TESLA INC3.9K shares-3.01%2025-09-302025-10-27history
RSPT INVESCO EXCHANGE TRADED FD T36.9K shares0.05%2025-09-302025-10-27history
IWN ISHARES TR9.2K shares-10.81%2025-09-302025-10-27history
QQQM INVESCO EXCH TRADED FD TR II6.6K shares-0.23%2025-09-302025-10-27history
IWD ISHARES TR7.0K shares-12.79%2025-09-302025-10-27history
JQUA J P MORGAN EXCHANGE TRADED F22.2K shares380.65%2025-09-302025-10-27history
Sponsored
CGMU CAPITAL GRP FIXED INCM ETF T50.1K shares4.68%2025-09-302025-10-27history
GE GE AEROSPACE4.3K shares-4.31%2025-09-302025-10-27history
SCCO SOUTHERN COPPER CORP10.3K shares-0.86%2025-09-302025-10-27history
EMB ISHARES TR12.7K shares-17.86%2025-09-302025-10-27history
CGIE CAPITAL GROUP INTERNATIONAL35.7K shares0.42%2025-09-302025-10-27history
TCAF T ROWE PRICE ETF INC30.6K shares-2.70%2025-09-302025-10-27history
SCHP SCHWAB STRATEGIC TR42.5K shares-32.21%2025-09-302025-10-27history
XLF SELECT SECTOR SPDR TR21.0K shares-7.82%2025-09-302025-10-27history
Sponsored
VNQ VANGUARD INDEX FDS11.4K shares16.19%2025-09-302025-10-27history
VBR VANGUARD INDEX FDS5.0K shares2.45%2025-09-302025-10-27history
IVW ISHARES TR8.5K shares-4.25%2025-09-302025-10-27history
SMH VANECK ETF TRUST3.0K shares0.00%2025-09-302025-10-27history
KO COCA COLA CO14.1K shares0.17%2025-09-302025-10-27history
IWM ISHARES TR3.8K shares-1.72%2025-09-302025-10-27history
EFV ISHARES TR13.3K shares-2.25%2025-09-302025-10-27history
TIP ISHARES TR7.8K shares-21.07%2025-09-302025-10-27history
Sponsored
FTSL FIRST TR EXCHANGE-TRADED FD18.4K shares-43.81%2025-09-302025-10-27history
CGGO CAPITAL GROUP GBL GROWTH EQT23.8K shares223.64%2025-09-302025-10-27history
GOOG ALPHABET INC3.1K shares0.07%2025-09-302025-10-27history
XLK SELECT SECTOR SPDR TR2.6K shares2.40%2025-09-302025-10-27history
ARKK ARK ETF TR8.5K shares-16.25%2025-09-302025-10-27history
ORCL ORACLE CORP2.5K shares11.32%2025-09-302025-10-27history
UPRO PROSHARES TR6.0K shares0.00%2025-09-302025-10-27history
BNDX VANGUARD CHARLOTTE FDS12.9K shares-5.97%2025-09-302025-10-27history
Sponsored
RCL ROYAL CARIBBEAN GROUP1.9K shares8.70%2025-09-302025-10-27history
GEV GE VERNOVA INC1.0K shares-4.64%2025-09-302025-10-27history
VYM VANGUARD WHITEHALL FDS4.3K shares0.58%2025-09-302025-10-27history
JNJ JOHNSON & JOHNSON3.1K shares0.58%2025-09-302025-10-27history
SCHG SCHWAB STRATEGIC TR18.2K shares10.86%2025-09-302025-10-27history
JPM JPMORGAN CHASE & CO.1.8K shares1.45%2025-09-302025-10-27history
DIS DISNEY WALT CO4.9K shares1.12%2025-09-302025-10-27history
NBIS NEBIUS GROUP N.V.5.0K sharesnew addition2025-09-302025-10-27history
Sponsored
IGSB ISHARES TR10.4K shares-17.11%2025-09-302025-10-27history
DFUV DIMENSIONAL ETF TRUST12.1K shares0.24%2025-09-302025-10-27history
XLI SELECT SECTOR SPDR TR3.5K shares-5.83%2025-09-302025-10-27history
UBER UBER TECHNOLOGIES INC5.4K shares0.83%2025-09-302025-10-27history
CRMD CORMEDIX INC45.1K shares35.20%2025-09-302025-10-27history
REZ ISHARES TR6.1K shares-8.91%2025-09-302025-10-27history
IEF ISHARES TR5.0K shares-14.47%2025-09-302025-10-27history
AVGO BROADCOM INC1.5K shares0.00%2025-09-302025-10-27history
Sponsored
CRWD CROWDSTRIKE HLDGS INC975 shares-3.27%2025-09-302025-10-27history
JEPI J P MORGAN EXCHANGE TRADED F8.4K shares-5.78%2025-09-302025-10-27history
CGCP CAPITAL GRP FIXED INCM ETF T20.2K shares-3.72%2025-09-302025-10-27history
CSCO CISCO SYS INC6.7K shares1.10%2025-09-302025-10-27history
PLTR PALANTIR TECHNOLOGIES INC2.5K shares-9.86%2025-09-302025-10-27history
IYH ISHARES TR7.5K shares-24.74%2025-09-302025-10-27history
BABA ALIBABA GROUP HLDG LTD2.5K shares0.86%2025-09-302025-10-27history
MUB ISHARES TR4.1K shares-13.24%2025-09-302025-10-27history
Sponsored
VXUS VANGUARD STAR FDS5.6K shares4.37%2025-09-302025-10-27history
BA BOEING CO1.9K shares-4.58%2025-09-302025-10-27history
XSLV INVESCO EXCH TRADED FD TR II8.4K shares-11.10%2025-09-302025-10-27history
SO SOUTHERN CO4.1K shares0.52%2025-09-302025-10-27history
HYG ISHARES TR4.7K shares-50.02%2025-09-302025-10-27history
ABBV ABBVIE INC1.6K shares1.93%2025-09-302025-10-27history
FCVT FIRST TR EXCHANGE-TRADED FD8.9K shares-2.79%2025-09-302025-10-27history
DFAX DIMENSIONAL ETF TRUST12.0K shares0.60%2025-09-302025-10-27history
Sponsored
CCL CARNIVAL CORP12.4K shares-6.06%2025-09-302025-10-27history
FBT FIRST TR EXCHANGE-TRADED FD2.0K shares-5.15%2025-09-302025-10-27history
SCHB SCHWAB STRATEGIC TR13.5K shares0.13%2025-09-302025-10-27history
FTSM FIRST TR EXCHANGE-TRADED FD5.8K shares-20.93%2025-09-302025-10-27history
FAST FASTENAL CO6.9K shares0.00%2025-09-302025-10-27history
GNOV FIRST TR EXCHNG TRADED FD VI8.8K shares0.00%2025-09-302025-10-27history
SCHM SCHWAB STRATEGIC TR10.9K shares-0.05%2025-09-302025-10-27history
MGM MGM RESORTS INTERNATIONAL9.2K shares-2.44%2025-09-302025-10-27history
Sponsored
VZ VERIZON COMMUNICATIONS INC7.3K shares-1.38%2025-09-302025-10-27history
AFL AFLAC INC2.8K shares0.04%2025-09-302025-10-27history
VTEB VANGUARD MUN BD FDS6.3K shares-7.60%2025-09-302025-10-27history
XLU SELECT SECTOR SPDR TR3.5K shares-1.95%2025-09-302025-10-27history
VUG VANGUARD INDEX FDS638 shares0.16%2025-09-302025-10-27history
VOO VANGUARD INDEX FDS498 shares0.81%2025-09-302025-10-27history
MRVL MARVELL TECHNOLOGY INC3.6K shares0.61%2025-09-302025-10-27history
XOM EXXON MOBIL CORP2.6K shares-5.87%2025-09-302025-10-27history
Sponsored
SDVY FIRST TR EXCHANGE-TRADED FD7.7K shares1.26%2025-09-302025-10-27history
DFAS DIMENSIONAL ETF TRUST4.2K shares0.22%2025-09-302025-10-27history
IBIT ISHARES BITCOIN TRUST ETF4.4K sharesnew addition2025-09-302025-10-27history
VGT VANGUARD WORLD FD378 shares4.13%2025-09-302025-10-27history
IXUS ISHARES TR3.4K shares4.47%2025-09-302025-10-27history
AMD ADVANCED MICRO DEVICES INC1.7K shares0.00%2025-09-302025-10-27history
GS GOLDMAN SACHS GROUP INC333 shares2.46%2025-09-302025-10-27history
PG PROCTER AND GAMBLE CO1.7K shares0.41%2025-09-302025-10-27history
Sponsored
DVY ISHARES TR1.8K shares0.11%2025-09-302025-10-27history
OEF ISHARES TR751 shares0.13%2025-09-302025-10-27history
AGG ISHARES TR2.5K shares-23.66%2025-09-302025-10-27history
PEP PEPSICO INC1.7K shares1.35%2025-09-302025-10-27history
DFUS DIMENSIONAL ETF TRUST3.3K shares0.03%2025-09-302025-10-27history
UNH UNITEDHEALTH GROUP INC682 shares0.00%2025-09-302025-10-27history
AXP AMERICAN EXPRESS CO703 shares0.14%2025-09-302025-10-27history
MOAT VANECK ETF TRUST2.4K sharesnew addition2025-09-302025-10-27history
Sponsored
RTX RTX CORPORATION1.4K shares0.80%2025-09-302025-10-27history
AMGN AMGEN INC810 shares0.75%2025-09-302025-10-27history
IWF ISHARES TR472 shares0.00%2025-09-302025-10-27history
FEMS FIRST TR EXCH TRD ALPHDX FD5.0K shares-4.43%2025-09-302025-10-27history
RACE FERRARI N V455 shares0.00%2025-09-302025-10-27history
XHB SPDR SERIES TRUST2.0K shares-23.25%2025-09-302025-10-27history
YALL TIDAL TRUST I4.8K sharesnew addition2025-09-302025-10-27history
MA MASTERCARD INCORPORATED376 shares2.73%2025-09-302025-10-27history
Sponsored
ADP AUTOMATIC DATA PROCESSING IN711 shares0.00%2025-09-302025-10-27history
DDOG DATADOG INC1.5K shares-3.45%2025-09-302025-10-27history
IWV ISHARES TR543 sharesnew addition2025-09-302025-10-27history
QCOM QUALCOMM INC1.2K sharesnew addition2025-09-302025-10-27history
CIK CREDIT SUISSE ASSET MGMT INC11.4K shares0.00%2025-09-302025-10-27history
UP WHEELS UP EXPERIENCE INC10.0K shares0.00%2025-09-302025-10-27history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available