American-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "ABBV",
  "BABA",
  null,
  "GOOGL",
  null,
  "AVGO",
  null,
  null,
  null,
  null,
  null,
  "UP",
  "HD",
  null,
  null,
  null,
  null,
  null,
  "SCCO",
  null,
  "MUB",
  "META",
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  "CIK",
  null,
  null,
  "MA",
  "MSFT",
  null,
  "GE",
  null,
  null,
  null,
  "FAST",
  "IWD",
  "ORCL",
  "VGIT",
  null,
  null,
  null,
  "PEP",
  "DNP",
  "IEMG",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "VZ",
  null,
  "AMGN",
  "SCHX",
  null,
  null,
  null,
  "SPLG",
  "SBUX",
  "UBER",
  "VNQ",
  "VO",
  "RCL",
  "VWO",
  null,
  null,
  "VCIT",
  "VIG",
  "WY",
  "IWN",
  "IEF",
  null,
  null,
  null,
  null,
  "AFL",
  "VIGI",
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  "VUG",
  null,
  "VBK",
  "BNDX",
  "VTEB",
  "VOO",
  "WELL",
  null,
  "SCHD",
  "ET",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "MGM",
  "SO",
  null,
  null,
  "IXUS",
  "GEV",
  null,
  null,
  null,
  null,
  null,
  null,
  "ADP",
  "BRK-B",
  "BA",
  "CCL",
  "CVX",
  "CSCO",
  "KO",
  "CRMD",
  "CRWD",
  "DAL",
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "RSP",
  null,
  "EFA",
  "IWB",
  "QQQ",
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 147
Total Value: 689273419
Accession Number: 0001667731-25-000565
Form Type: 13F-HR
CIK: american-financial-advisors
Manager Name: American-Financial-Advisors

Data Enrichment

61% identified

89 identified58 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

147 positions • $689.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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33740F805

Shares:236.3K

Value:$10.4M

% of Portfolio:1.5% ($10.4M/$689.3M)

808524607

SCHA|808524607

Shares:375.8K

Value:$8.8M

% of Portfolio:1.3% ($8.8M/$689.3M)

Apple Inc.

AAPL|037833100

Shares:32.6K

Value:$7.2M

% of Portfolio:1.0% ($7.2M/$689.3M)

46641Q837

Shares:124.4K

Value:$6.3M

% of Portfolio:0.9% ($6.3M/$689.3M)

DNP SELECT INCOME FUND INC

DNP|23325P104

Shares:601.4K

Value:$5.9M

% of Portfolio:0.9% ($5.9M/$689.3M)

DELTA AIR LINES, INC.

DAL|247361702

Shares:135.9K

Value:$5.9M

% of Portfolio:0.9% ($5.9M/$689.3M)

AMAZON COM INC

AMZN|023135106

Shares:27.2K

Value:$5.2M

% of Portfolio:0.8% ($5.2M/$689.3M)

464288273

Shares:78.1K

Value:$5.0M

% of Portfolio:0.7% ($5.0M/$689.3M)

922908769

VTI|922908769

Shares:14.8K

Value:$4.1M

% of Portfolio:0.6% ($4.1M/$689.3M)

78464A870

Shares:47.4K

Value:$3.8M

% of Portfolio:0.6% ($3.8M/$689.3M)

464287465

EFA|464287465

Shares:36.3K

Value:$3.0M

% of Portfolio:0.4% ($3.0M/$689.3M)

464287200

IVV|464287200

Shares:4.9K

Value:$2.8M

% of Portfolio:0.4% ($2.8M/$689.3M)

808524805

SCHF|808524805

Shares:139.4K

Value:$2.8M

% of Portfolio:0.4% ($2.8M/$689.3M)

922042858

VWO|922042858

Shares:60.0K

Value:$2.7M

% of Portfolio:0.4% ($2.7M/$689.3M)

Alphabet Inc.

GOOGL|02079K305

Shares:16.5K

Value:$2.6M

% of Portfolio:0.4% ($2.6M/$689.3M)

78464A631

Shares:14.8K

Value:$2.4M

% of Portfolio:0.3% ($2.4M/$689.3M)

HOME DEPOT, INC.

HD|437076102

Shares:6.4K

Value:$2.3M

% of Portfolio:0.3% ($2.3M/$689.3M)

NVIDIA CORP

NVDA|67066G104

Shares:21.3K

Value:$2.3M

% of Portfolio:0.3% ($2.3M/$689.3M)

25434V708

DFAC|25434V708

Shares:66.2K

Value:$2.2M

% of Portfolio:0.3% ($2.2M/$689.3M)

WELLTOWER INC.

WELL|95040Q104

Shares:13.3K

Value:$2.0M

% of Portfolio:0.3% ($2.0M/$689.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33740F805)✕	236.3K	QoQ -7.76% (-19.9K) YoY -66.11% (-461.1K)	All Managers (Combined)	$10.4M	1.5% ($10.4M/$689.3M)	QoQ -5.89% (-$649.2K) YoY -65.93% (-$20.0M)
(SCHAcusip808524607)	375.8K	QoQ -2.41% (-9.3K) YoY +98.61% (-186.6K)	All Managers (Combined)	$8.8M	1.3% ($8.8M/$689.3M)	QoQ -11.58% (-$1.2M) YoY -5.49% (-$512.0K)
Apple Inc.(AAPLcusip037833100)	32.6K	QoQ -2.19% (-730) YoY -13.10% (-4.9K)	All Managers (Combined)	$7.2M	1.0% ($7.2M/$689.3M)	QoQ -13.24% (-$1.1M) YoY +12.56% (-$807.0K)
(cusip46641Q837)✕	124.4K	QoQ -0.89% (-1.1K) YoY -2.05% (-2.6K)	All Managers (Combined)	$6.3M	0.9% ($6.3M/$689.3M)	QoQ -0.38% (-$24.5K) YoY -1.70% (-$109.4K)
DNP SELECT INCOME FUND INC(DNPcusip23325P104)	601.4K	QoQ -2.74% (-17.0K) YoY -69.36% (-1.4M)	All Managers (Combined)	$5.9M	0.9% ($5.9M/$689.3M)	QoQ +9.05% (-$493.8K) YoY -66.59% (-$11.9M)
DELTA AIR LINES, INC.(DALcusip247361702)	135.9K	QoQ -0.75% (-1.0K) YoY -7.80% (-11.5K)	All Managers (Combined)	$5.9M	0.9% ($5.9M/$689.3M)	QoQ -28.47% (-$2.4M) YoY -16.02% (-$1.1M)
AMAZON COM INC(AMZNcusip023135106)	27.2K	QoQ -1.60% (-444) YoY -4.05% (-1.1K)	All Managers (Combined)	$5.2M	0.8% ($5.2M/$689.3M)	QoQ -14.67% (-$889.9K) YoY +1.19% (-$61.3K)
(cusip464288273)✕	78.1K	QoQ -8.46% (-7.2K) YoY -62.41% (-129.6K)	All Managers (Combined)	$5.0M	0.7% ($5.0M/$689.3M)	QoQ -4.27% (-$221.4K) YoY -62.29% (-$8.2M)
(VTIcusip922908769)	14.8K	QoQ -1.20% (-181) YoY -15.12% (-2.6K)	All Managers (Combined)	$4.1M	0.6% ($4.1M/$689.3M)	QoQ -6.31% (-$274.6K) YoY -10.24% (-$465.4K)
(cusip78464A870)✕	47.4K	QoQ -1.71% (-826) YoY -25.76% (-16.5K)	All Managers (Combined)	$3.8M	0.6% ($3.8M/$689.3M)	QoQ -11.49% (-$499.3K) YoY -36.55% (-$2.2M)
(EFAcusip464287465)	36.3K	QoQ -2.40% (-892) YoY -4.92% (-1.9K)	All Managers (Combined)	$3.0M	0.4% ($3.0M/$689.3M)	QoQ +5.49% (-$154.5K) YoY -2.69% (-$82.1K)
(IVVcusip464287200)	4.9K	QoQ +1.00% (-49) YoY -6.51% (-343)	All Managers (Combined)	$2.8M	0.4% ($2.8M/$689.3M)	QoQ -3.57% (-$102.5K) YoY -0.07% (-$2.0K)
(SCHFcusip808524805)	139.4K	QoQ -1.74% (-2.5K) YoY +89.88% (-66.0K)	All Managers (Combined)	$2.8M	0.4% ($2.8M/$689.3M)	QoQ +5.05% (-$132.6K) YoY -3.74% (-$107.3K)
(VWOcusip922042858)	60.0K	QoQ -2.02% (-1.2K) YoY -13.41% (-9.3K)	All Managers (Combined)	$2.7M	0.4% ($2.7M/$689.3M)	QoQ +0.69% (-$18.7K) YoY -6.18% (-$179.1K)
Alphabet Inc.(GOOGLcusip02079K305)	16.5K	QoQ -2.02% (-341) YoY -9.14% (-1.7K)	All Managers (Combined)	$2.6M	0.4% ($2.6M/$689.3M)	QoQ -19.96% (-$636.6K) YoY -6.91% (-$189.5K)
(cusip78464A631)✕	14.8K	QoQ -1.28% (-193) YoY -12.83% (-2.2K)	All Managers (Combined)	$2.4M	0.3% ($2.4M/$689.3M)	QoQ -4.34% (-$107.8K) YoY -0.32% (-$7.7K)
HOME DEPOT, INC.(HDcusip437076102)	6.4K	QoQ -1.43% (-93) YoY -0.62% (-40)	All Managers (Combined)	$2.3M	0.3% ($2.3M/$689.3M)	QoQ -7.13% (-$180.4K) YoY -5.05% (-$125.1K)
NVIDIA CORP(NVDAcusip67066G104)	21.3K	QoQ +7.78% (-1.5K) YoY +1007.81% (+19.4K)	All Managers (Combined)	$2.3M	0.3% ($2.3M/$689.3M)	QoQ -13.00% (-$344.7K) YoY +32.91% (+$570.9K)
(DFACcusip25434V708)	66.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$2.2M	0.3% ($2.2M/$689.3M)	QoQ -4.62% (-$105.9K) YoY +3.25% (+$68.8K)
WELLTOWER INC.(WELLcusip95040Q104)	13.3K	QoQ -2.34% (-319) YoY -6.82% (-972)	All Managers (Combined)	$2.0M	0.3% ($2.0M/$689.3M)	QoQ +18.71% (-$320.5K) YoY +52.77% (-$702.1K)