Sponsored

The Analysis of AMERICAN FINANCIAL & TAX STRATEGIES INC's Holdings & P&L

Currently, AMERICAN FINANCIAL & TAX STRATEGIES INC holds 97 types of securities in its portfolio with a total value $205.8M. In the most recent quarter, they have increased their positions in QHY (+149.7K shares, valued at $6.8M), MGK (+480 shares, valued at $176.4K), VIGI (+454 shares, valued at $40.2K); decreased their positions in XSOE (-5.6K shares, valued at $224.0K), HDV (-1.3K shares, valued at $176.2K), ICOW (-4.1K shares, valued at $174.8K); initiated new positions in QHY (+149.7K shares, valued at $6.8M).

1M P&L

+6.1M+2.89%

3M P&L

-42.5M-16.43%

HY P&L

-37.3M-14.73%

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/A188.3M

94.6%

2Tobacco2.3M

1.2%

3Oil & Gas Integrated2.0M

1.0%

Top Industries by Stock Count

1N/A81 stocks

87.1%

2Tobacco2 stocks

2.2%

3Internet Retail1 stocks

1.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BNDX VANGUARD CHARLOTTE FDS233.8K shares-0.43%2026-03-312026-05-06

XSOE WISDOMTREE TR245.3K shares-2.23%2026-03-312026-05-06

VONG VANGUARD SCOTTSDALE FDS80.4K shares-0.03%2026-03-312026-05-06

SPYV SPDR SERIES TRUST138.7K shares-0.56%2026-03-312026-05-06

COWZ PACER FDS TR110.1K shares-1.30%2026-03-312026-05-06

QHY WISDOMTREE TR149.7K sharesnew addition2026-03-312026-05-06

MGK VANGUARD WORLD FD18.1K shares2.73%2026-03-312026-05-06

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II81.9K shares-2.23%2026-03-312026-05-06

Sponsored

SPYG SPDR SERIES TRUST59.2K shares-2.04%2026-03-312026-05-06

COMB GRANITESHARES ETF TR220.5K shares-1.02%2026-03-312026-05-06

VTEB VANGUARD MUN BD FDS113.6K shares-0.41%2026-03-312026-05-06

FREL FIDELITY COVINGTON TRUST199.7K shares-0.55%2026-03-312026-05-06

VWOB VANGUARD WHITEHALL FDS73.5K shares-0.12%2026-03-312026-05-06

ILCG ISHARES TR49.6K shares-0.73%2026-03-312026-05-06

HDV ISHARES TR33.7K shares-3.71%2026-03-312026-05-06

VIGI VANGUARD WHITEHALL FDS48.6K shares0.94%2026-03-312026-05-06

Sponsored

BND VANGUARD BD INDEX FDS57.7K shares-2.14%2026-03-312026-05-06

ICOW PACER FDS TR94.8K shares-4.16%2026-03-312026-05-06

FNDF SCHWAB STRATEGIC TR73.9K shares-3.23%2026-03-312026-05-06

SCHV SCHWAB STRATEGIC TR109.8K shares-3.56%2026-03-312026-05-06

VBR VANGUARD INDEX FDS15.3K shares-2.93%2026-03-312026-05-06

VOE VANGUARD INDEX FDS17.7K shares-2.25%2026-03-312026-05-06

VBK VANGUARD INDEX FDS10.6K shares-3.27%2026-03-312026-05-06

FLMI FRANKLIN TEMPLETON ETF TR119.4K shares-1.04%2026-03-312026-05-06

Sponsored

BCI ABRDN ETFS121.4K shares-3.56%2026-03-312026-05-06

VOT VANGUARD INDEX FDS11.2K shares-2.24%2026-03-312026-05-06

AGGY WISDOMTREE TR63.9K shares-0.51%2026-03-312026-05-06

FLBL FRANKLIN TEMPLETON ETF TR120.5K shares-2.19%2026-03-312026-05-06

EFG ISHARES TR23.5K shares-0.31%2026-03-312026-05-06

SLYG SPDR SERIES TRUST22.4K shares-0.93%2026-03-312026-05-06

BSV VANGUARD BD INDEX FDS27.6K shares-3.79%2026-03-312026-05-06

SCZ ISHARES TR27.0K shares-0.94%2026-03-312026-05-06

Sponsored

EFV ISHARES TR28.0K shares-1.15%2026-03-312026-05-06

CALF PACER FDS TR45.2K shares-1.54%2026-03-312026-05-06

IJT ISHARES TR13.7K shares-1.51%2026-03-312026-05-06

XOM EXXON MOBIL CORP11.6K shares0.00%2026-03-312026-05-06

VIOV VANGUARD ADMIRAL FDS INC17.8K shares0.00%2026-03-312026-05-06

SCHC SCHWAB STRATEGIC TR36.7K shares-3.15%2026-03-312026-05-06

PZT INVESCO EXCH TRADED FD TR II76.7K shares-0.13%2026-03-312026-05-06

MDYG SPDR SERIES TRUST17.5K shares-0.79%2026-03-312026-05-06

Sponsored

XLB SELECT SECTOR SPDR TR30.7K shares-4.03%2026-03-312026-05-06

CSCO CISCO SYS INC19.1K shares-4.20%2026-03-312026-05-06

BAR GRANITESHARES GOLD TR31.2K shares-4.43%2026-03-312026-05-06

SPEM SPDR INDEX SHS FDS28.4K shares0.00%2026-03-312026-05-06

PM PHILIP MORRIS INTL INC7.6K shares0.00%2026-03-312026-05-06

MDYV SPDR SERIES TRUST14.8K shares-1.22%2026-03-312026-05-06

VNQ VANGUARD INDEX FDS13.7K shares-5.66%2026-03-312026-05-06

LQD ISHARES TR10.7K shares-0.81%2026-03-312026-05-06

Sponsored

IWF ISHARES TR2.7K shares-3.93%2026-03-312026-05-06

SLYV SPDR SERIES TRUST11.9K shares-1.39%2026-03-312026-05-06

MO ALTRIA GROUP INC16.4K shares0.00%2026-03-312026-05-06

AAPL APPLE INC4.2K shares0.00%2026-03-312026-05-06

HAUZ DBX ETF TR43.9K shares-1.94%2026-03-312026-05-06

IVOV VANGUARD ADMIRAL FDS INC9.2K shares-1.94%2026-03-312026-05-06

AMZN AMAZON COM INC4.5K shares0.00%2026-03-312026-05-06

IAGG ISHARES TR17.4K shares-1.07%2026-03-312026-05-06

Sponsored

VTWG VANGUARD SCOTTSDALE FDS3.5K shares-0.77%2026-03-312026-05-06

HYMB SPDR SERIES TRUST30.5K shares0.00%2026-03-312026-05-06

IDHQ INVESCO EXCH TRADED FD TR II20.8K shares-0.18%2026-03-312026-05-06

VMC VULCAN MATLS CO2.7K shares0.00%2026-03-312026-05-06

VWO VANGUARD INTL EQUITY INDEX F13.0K shares-0.08%2026-03-312026-05-06

CEMB ISHARES INC15.5K shares0.42%2026-03-312026-05-06

EMB ISHARES TR7.2K shares0.00%2026-03-312026-05-06

IJJ ISHARES TR4.9K shares0.00%2026-03-312026-05-06

Sponsored

GDX VANECK ETF TRUST7.0K shares-6.01%2026-03-312026-05-06

TSLA TESLA INC1.6K shares0.00%2026-03-312026-05-06

VUG VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-05-06

IJK ISHARES TR5.4K shares0.00%2026-03-312026-05-06

SUSC ISHARES TR23.4K shares1.55%2026-03-312026-05-06

NULV NUSHARES ETF TR11.4K shares-0.10%2026-03-312026-05-06

MUNY VANGUARD NY TAX FREE FDS5.0K shares0.00%2026-03-312026-05-06

IVOG VANGUARD ADMIRAL FDS INC4.1K shares-0.20%2026-03-312026-05-06

Sponsored

MDLZ MONDELEZ INTL INC8.6K shares0.00%2026-03-312026-05-06

VB VANGUARD INDEX FDS1.8K shares0.00%2026-03-312026-05-06

KO COCA COLA CO5.9K shares0.00%2026-03-312026-05-06

NULG NUSHARES ETF TR4.4K shares8.68%2026-03-312026-05-06

DVY ISHARES TR2.6K shares0.00%2026-03-312026-05-06

VNQI VANGUARD INTL EQUITY INDEX F8.7K shares-1.12%2026-03-312026-05-06

ALPHABET INC ALPHABET INC1.3K shares0.00%2026-03-312026-05-06

MSFT MICROSOFT CORP968 shares-0.41%2026-03-312026-05-06

Sponsored

IWR ISHARES TR3.6K shares0.00%2026-03-312026-05-06

EFAX SPDR INDEX SHS FDS6.9K shares0.00%2026-03-312026-05-06

IWP ISHARES TR2.6K shares0.00%2026-03-312026-05-06

SCHG SCHWAB STRATEGIC TR11.5K shares0.00%2026-03-312026-05-06

ESGD ISHARES TR3.4K shares0.00%2026-03-312026-05-06

GRNB VANECK ETF TRUST13.2K shares0.00%2026-03-312026-05-06

VEU VANGUARD INTL EQUITY INDEX F4.1K shares0.00%2026-03-312026-05-06

ILCV ISHARES TR3.2K shares0.00%2026-03-312026-05-06

Sponsored

VO VANGUARD INDEX FDS1.0K shares-2.23%2026-03-312026-05-06

ICLN ISHARES TR15.7K shares0.65%2026-03-312026-05-06

SPSM SPDR SERIES TRUST5.7K shares-0.33%2026-03-312026-05-06

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL545 shares0.00%2026-03-312026-05-06

SCHM SCHWAB STRATEGIC TR7.9K shares-1.92%2026-03-312026-05-06

LRGE LEGG MASON ETF INVT3.2K shares0.00%2026-03-312026-05-06

NVDA NVIDIA CORPORATION1.3K shares0.00%2026-03-312026-05-06

ALPHABET INC ALPHABET INC755 shares0.00%2026-03-312026-05-06

Sponsored

SPMD SPDR SERIES TRUST3.5K shares-0.46%2026-03-312026-05-06

BNDX

VANGUARD CHARLOTTE FDS

-0.43%

Shares233.8K

Event2026-03-31

Filed2026-05-06

XSOE

WISDOMTREE TR

-2.23%

Shares245.3K

Event2026-03-31

Filed2026-05-06

VONG

VANGUARD SCOTTSDALE FDS

-0.03%

Shares80.4K

Event2026-03-31

Filed2026-05-06

SPYV

SPDR SERIES TRUST

-0.56%

Shares138.7K

Event2026-03-31

Filed2026-05-06

COWZ

PACER FDS TR

-1.30%

Shares110.1K

Event2026-03-31

Filed2026-05-06

QHY

WISDOMTREE TR

New

Shares149.7K

Event2026-03-31

Filed2026-05-06

MGK

VANGUARD WORLD FD

2.73%

Shares18.1K

Event2026-03-31

Filed2026-05-06

INVESCO EXCH TRADED FD TR II

-2.23%

Shares81.9K

Event2026-03-31

Filed2026-05-06

SPYG

SPDR SERIES TRUST

-2.04%

Shares59.2K

Event2026-03-31

Filed2026-05-06

COMB

GRANITESHARES ETF TR

-1.02%

Shares220.5K

Event2026-03-31

Filed2026-05-06

VTEB

VANGUARD MUN BD FDS

-0.41%

Shares113.6K

Event2026-03-31

Filed2026-05-06

FREL

FIDELITY COVINGTON TRUST

-0.55%

Shares199.7K

Event2026-03-31

Filed2026-05-06

VWOB

VANGUARD WHITEHALL FDS

-0.12%

Shares73.5K

Event2026-03-31

Filed2026-05-06

ILCG

ISHARES TR

-0.73%

Shares49.6K

Event2026-03-31

Filed2026-05-06

HDV

ISHARES TR

-3.71%

Shares33.7K

Event2026-03-31

Filed2026-05-06

VIGI

VANGUARD WHITEHALL FDS

0.94%

Shares48.6K

Event2026-03-31

Filed2026-05-06

BND

VANGUARD BD INDEX FDS

-2.14%

Shares57.7K

Event2026-03-31

Filed2026-05-06

ICOW

PACER FDS TR

-4.16%

Shares94.8K

Event2026-03-31

Filed2026-05-06

FNDF

SCHWAB STRATEGIC TR

-3.23%

Shares73.9K

Event2026-03-31

Filed2026-05-06

SCHV

SCHWAB STRATEGIC TR

-3.56%

Shares109.8K

Event2026-03-31

Filed2026-05-06

VBR

VANGUARD INDEX FDS

-2.93%

Shares15.3K

Event2026-03-31

Filed2026-05-06

VOE

VANGUARD INDEX FDS

-2.25%

Shares17.7K

Event2026-03-31

Filed2026-05-06

VBK

VANGUARD INDEX FDS

-3.27%

Shares10.6K

Event2026-03-31

Filed2026-05-06

FLMI

FRANKLIN TEMPLETON ETF TR

-1.04%

Shares119.4K

Event2026-03-31

Filed2026-05-06

BCI

ABRDN ETFS

-3.56%

Shares121.4K

Event2026-03-31

Filed2026-05-06

VOT

VANGUARD INDEX FDS

-2.24%

Shares11.2K

Event2026-03-31

Filed2026-05-06

AGGY

WISDOMTREE TR

-0.51%

Shares63.9K

Event2026-03-31

Filed2026-05-06

FLBL

FRANKLIN TEMPLETON ETF TR

-2.19%

Shares120.5K

Event2026-03-31

Filed2026-05-06

EFG

ISHARES TR

-0.31%

Shares23.5K

Event2026-03-31

Filed2026-05-06

SLYG

SPDR SERIES TRUST

-0.93%

Shares22.4K

Event2026-03-31

Filed2026-05-06

BSV

VANGUARD BD INDEX FDS

-3.79%

Shares27.6K

Event2026-03-31

Filed2026-05-06

SCZ

ISHARES TR

-0.94%

Shares27.0K

Event2026-03-31

Filed2026-05-06

EFV

ISHARES TR

-1.15%

Shares28.0K

Event2026-03-31

Filed2026-05-06

CALF

PACER FDS TR

-1.54%

Shares45.2K

Event2026-03-31

Filed2026-05-06

IJT

ISHARES TR

-1.51%

Shares13.7K

Event2026-03-31

Filed2026-05-06

XOM

EXXON MOBIL CORP

0.00%

Shares11.6K

Event2026-03-31

Filed2026-05-06

VIOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares17.8K

Event2026-03-31

Filed2026-05-06

SCHC

SCHWAB STRATEGIC TR

-3.15%

Shares36.7K

Event2026-03-31

Filed2026-05-06

PZT

INVESCO EXCH TRADED FD TR II

-0.13%

Shares76.7K

Event2026-03-31

Filed2026-05-06

MDYG

SPDR SERIES TRUST

-0.79%

Shares17.5K

Event2026-03-31

Filed2026-05-06

XLB

SELECT SECTOR SPDR TR

-4.03%

Shares30.7K

Event2026-03-31

Filed2026-05-06

CSCO

CISCO SYS INC

-4.20%

Shares19.1K

Event2026-03-31

Filed2026-05-06

BAR

GRANITESHARES GOLD TR

-4.43%

Shares31.2K

Event2026-03-31

Filed2026-05-06

SPEM

SPDR INDEX SHS FDS

0.00%

Shares28.4K

Event2026-03-31

Filed2026-05-06

PHILIP MORRIS INTL INC

0.00%

Shares7.6K

Event2026-03-31

Filed2026-05-06

MDYV

SPDR SERIES TRUST

-1.22%

Shares14.8K

Event2026-03-31

Filed2026-05-06

VNQ

VANGUARD INDEX FDS

-5.66%

Shares13.7K

Event2026-03-31

Filed2026-05-06

LQD

ISHARES TR

-0.81%

Shares10.7K

Event2026-03-31

Filed2026-05-06

IWF

ISHARES TR

-3.93%

Shares2.7K

Event2026-03-31

Filed2026-05-06

SLYV

SPDR SERIES TRUST

-1.39%

Shares11.9K

Event2026-03-31

Filed2026-05-06

ALTRIA GROUP INC

0.00%

Shares16.4K

Event2026-03-31

Filed2026-05-06

AAPL

APPLE INC

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-06

HAUZ

DBX ETF TR

-1.94%

Shares43.9K

Event2026-03-31

Filed2026-05-06

IVOV

VANGUARD ADMIRAL FDS INC

-1.94%

Shares9.2K

Event2026-03-31

Filed2026-05-06

AMZN

AMAZON COM INC

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-06

IAGG

ISHARES TR

-1.07%

Shares17.4K

Event2026-03-31

Filed2026-05-06

VTWG

VANGUARD SCOTTSDALE FDS

-0.77%

Shares3.5K

Event2026-03-31

Filed2026-05-06

HYMB

SPDR SERIES TRUST

0.00%

Shares30.5K

Event2026-03-31

Filed2026-05-06

IDHQ

INVESCO EXCH TRADED FD TR II

-0.18%

Shares20.8K

Event2026-03-31

Filed2026-05-06

VMC

VULCAN MATLS CO

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-06

VWO

VANGUARD INTL EQUITY INDEX F

-0.08%

Shares13.0K

Event2026-03-31

Filed2026-05-06

CEMB

ISHARES INC

0.42%

Shares15.5K

Event2026-03-31

Filed2026-05-06

EMB

ISHARES TR

0.00%

Shares7.2K

Event2026-03-31

Filed2026-05-06

IJJ

ISHARES TR

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-06

GDX

VANECK ETF TRUST

-6.01%

Shares7.0K

Event2026-03-31

Filed2026-05-06

TSLA

TESLA INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-06

VUG

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-06

IJK

ISHARES TR

0.00%

Shares5.4K

Event2026-03-31

Filed2026-05-06

SUSC

ISHARES TR

1.55%

Shares23.4K

Event2026-03-31

Filed2026-05-06

NULV

NUSHARES ETF TR

-0.10%

Shares11.4K

Event2026-03-31

Filed2026-05-06

MUNY

VANGUARD NY TAX FREE FDS

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-06

IVOG

VANGUARD ADMIRAL FDS INC

-0.20%

Shares4.1K

Event2026-03-31

Filed2026-05-06

MDLZ

MONDELEZ INTL INC

0.00%

Shares8.6K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-06

COCA COLA CO

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-06

NULG

NUSHARES ETF TR

8.68%

Shares4.4K

Event2026-03-31

Filed2026-05-06

DVY

ISHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-06

VNQI

VANGUARD INTL EQUITY INDEX F

-1.12%

Shares8.7K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-06

MSFT

MICROSOFT CORP

-0.41%

Shares968

Event2026-03-31

Filed2026-05-06

IWR

ISHARES TR

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-06

EFAX

SPDR INDEX SHS FDS

0.00%

Shares6.9K

Event2026-03-31

Filed2026-05-06

IWP

ISHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-06

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares11.5K

Event2026-03-31

Filed2026-05-06

ESGD

ISHARES TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-06

GRNB

VANECK ETF TRUST

0.00%

Shares13.2K

Event2026-03-31

Filed2026-05-06

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-06

ILCV

ISHARES TR

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

-2.23%

Shares1.0K

Event2026-03-31

Filed2026-05-06

ICLN

ISHARES TR

0.65%

Shares15.7K

Event2026-03-31

Filed2026-05-06

SPSM

SPDR SERIES TRUST

-0.33%

Shares5.7K

Event2026-03-31

Filed2026-05-06

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares545

Event2026-03-31

Filed2026-05-06

SCHM

SCHWAB STRATEGIC TR

-1.92%

Shares7.9K

Event2026-03-31

Filed2026-05-06

LRGE

LEGG MASON ETF INVT

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-06

NVDA

NVIDIA CORPORATION

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

0.00%

Shares755

Event2026-03-31

Filed2026-05-06

SPMD

SPDR SERIES TRUST

-0.46%

Shares3.5K

Event2026-03-31

Filed2026-05-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available