American Financial Advisors, LLC
CIK 1767898 · Holdings on Sep 30, 2023 · First reported Nov 14, 2023
Top ten holdings
Q3 2023- QQQ7.84%
- VIG5.35%
- VBK5.06%
- BRK.B4.96%
- FIXD4.78%
- FTCS4.67%
- VIGI4.56%
- VCSH4.31%
- IWB4.28%
- LMBS4.07%
Share classes counted separately49.88%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $49.76M | 7.84% | 138.90K shares | — | ↗▾ | |
| 02 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $33.93M | 5.35% | 218.38K shares | — | ↗▾ | |
| 03 | VBKVAN MORST SML-CAP GRO-USD INSML CP GRW ETF View history and evidence | $32.14M | 5.06% | 150.04K shares | — | ↗▾ | |
| 04 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $31.47M | 4.96% | 89.83K shares | — | ↗▾ | |
| 05 | FIXDFIRST TRUST SMITH OPPORTUNISTCW OPPORTUNIS View history and evidence | $30.33M | 4.78% | 721.15K shares | — | ↗▾ | |
| 06 | FTCSFIRST TRUST CAPITAL STRENGTHCAP STRENGTH ETF View history and evidence | $29.67M | 4.67% | 402.93K shares | — | ↗▾ | |
| 07 | VIGIVANGUARD INT DIV APP INDX FDINTL DVD ETF View history and evidence | $28.96M | 4.56% | 406.00K shares | — | ↗▾ | |
| 08 | VCSHVANGUARD S/T CORP BOND ETFSHRT TRM CORP BD View history and evidence | $27.37M | 4.31% | 364.15K shares | — | ↗▾ | |
| 09 | IWBISHARES RUSSELL 1000 ETFRUS 1000 ETF View history and evidence | $27.18M | 4.28% | 115.70K shares | — | ↗▾ | |
| 10 | LMBSFIRST TRUST LOW DURATION OPPFST LOW OPPT EFT View history and evidence | $25.80M | 4.07% | 546.20K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VGT VANGUARD INFO TECH ETF | Non-derivative | — | — | SEC filing ↗ | |
| FAST FASTENAL CO | Non-derivative | — | — | SEC filing ↗ | |
| PSLV SPROTT PHYSICAL SILVER TRUST | Non-derivative | — | — | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1767898 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 634662198
}Research all 134 reported holdings.
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