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

Page 3 of 8

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33738D747

Shares:98.3K

Value:$2.0M

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

78464A607

Shares:19.7K

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$689.3M)

808524201

SCHX|808524201

Shares:77.1K

Value:$1.7M

% of Portfolio:0.2% ($1.7M/$689.3M)

808524870

Shares:62.9K

Value:$1.7M

% of Portfolio:0.2% ($1.7M/$689.3M)

Meta Platforms, Inc.

META|30303M102

Shares:2.8K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$689.3M)

MICROSOFT CORP

MSFT|594918104

Shares:4.3K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$689.3M)

33738R506

Shares:26.6K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$689.3M)

33738D309

Shares:34.1K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$689.3M)

464287630

IWN|464287630

Shares:10.2K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$689.3M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:2.7K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$689.3M)

464287598

IWD|464287598

Shares:8.1K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$689.3M)

464288281

Shares:16.1K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$689.3M)

46137V282

Shares:36.9K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$689.3M)

464287176

Shares:9.7K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$689.3M)

81369Y605

Shares:21.2K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$689.3M)

Tesla, Inc.

TSLA|88160R101

Shares:3.9K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$689.3M)

COCA COLA CO

KO|191216100

Shares:14.1K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$689.3M)

46137V357

RSP|46137V357

Shares:5.7K

Value:$979.8K

% of Portfolio:0.1% ($979.8K/$689.3M)

SOUTHERN COPPER CORP/

SCCO|84265V105

Shares:10.3K

Value:$963.6K

% of Portfolio:0.1% ($963.6K/$689.3M)

GENERAL ELECTRIC CO

GE|369604301

Shares:4.5K

Value:$904.5K

% of Portfolio:0.1% ($904.5K/$689.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33738D747)✕	98.3K	QoQ NEW(+98.3K) YoY NEW(+98.3K)	All Managers (Combined)	$2.0M	0.3% ($2.0M/$689.3M)	QoQ NEW(+$2.0M) YoY NEW(+$2.0M)
(cusip78464A607)✕	19.7K	QoQ -2.48% (-501) YoY -10.18% (-2.2K)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$689.3M)	QoQ -2.22% (-$44.4K) YoY -5.54% (-$114.5K)
(SCHXcusip808524201)	77.1K	QoQ -2.78% (-2.2K) YoY +240.62% (+54.4K)	All Managers (Combined)	$1.7M	0.2% ($1.7M/$689.3M)	QoQ -7.39% (-$136.0K) YoY +21.18% (+$297.5K)
(cusip808524870)✕	62.9K	QoQ -1.49% (-956) YoY +43.33% (-19.0K)	All Managers (Combined)	$1.7M	0.2% ($1.7M/$689.3M)	QoQ +2.54% (-$42.0K) YoY -26.10% (-$597.4K)
Meta Platforms, Inc.(METAcusip30303M102)	2.8K	QoQ +3.86% (+105) YoY -9.71% (-304)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$689.3M)	QoQ +2.24% (+$35.7K) YoY +7.18% (-$109.2K)
MICROSOFT CORP(MSFTcusip594918104)	4.3K	QoQ -4.12% (-183) YoY -9.49% (-446)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$689.3M)	QoQ -14.61% (-$273.1K) YoY -19.24% (-$380.4K)
(cusip33738R506)✕	26.6K	QoQ +2.42% (+630) YoY +2.99% (+774)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$689.3M)	QoQ +1.38% (+$21.3K) YoY +7.34% (+$106.5K)
(cusip33738D309)✕	34.1K	QoQ -4.31% (-1.5K) YoY -44.68% (-27.5K)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$689.3M)	QoQ -5.53% (-$91.1K) YoY -45.35% (-$1.3M)
(IWNcusip464287630)	10.2K	QoQ -2.13% (-224) YoY -5.65% (-614)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$689.3M)	QoQ -9.99% (-$171.8K) YoY -10.30% (-$177.8K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	2.7K	QoQ +6.22% (+159) YoY +20.89% (+469)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$689.3M)	QoQ +1.40% (+$21.0K) YoY +29.31% (+$344.1K)
(IWDcusip464287598)	8.1K	QoQ +6.69% (+505) YoY -1.39% (-114)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$689.3M)	QoQ +8.43% (+$117.8K) YoY +3.58% (-$52.4K)
(cusip464288281)✕	16.1K	QoQ -0.11% (-19) YoY -28.00% (-6.3K)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$689.3M)	QoQ +1.62% (-$23.3K) YoY -27.26% (-$547.6K)
(cusip46137V282)✕	36.9K	QoQ +1.09% (-400) YoY -24.15% (-11.7K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$689.3M)	QoQ -7.60% (-$103.8K) YoY -26.29% (-$449.9K)
(cusip464287176)✕	9.7K	QoQ -3.78% (-383) YoY -29.34% (-4.0K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$689.3M)	QoQ +0.31% (-$3.4K) YoY -26.92% (-$398.5K)
(cusip81369Y605)✕	21.2K	QoQ +7.50% (+1.5K) YoY -1.74% (-376)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$689.3M)	QoQ +10.79% (+$103.0K) YoY +16.19% (-$147.3K)
Tesla, Inc.(TSLAcusip88160R101)	3.9K	QoQ -0.60% (-24) YoY -12.56% (-567)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$689.3M)	QoQ -36.21% (-$580.5K) YoY +28.89% (-$229.2K)
COCA COLA CO(KOcusip191216100)	14.1K	QoQ +0.29% (+42) YoY +1.59% (+221)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$689.3M)	QoQ +15.37% (+$134.2K) YoY +18.93% (+$160.3K)
(RSPcusip46137V357)	5.7K	QoQ -5.37% (-321) YoY -21.66% (-1.6K)	All Managers (Combined)	$979.8K	0.1% ($979.8K/$689.3M)	QoQ -6.45% (-$67.6K) YoY -19.87% (-$243.1K)
SOUTHERN COPPER CORP/(SCCOcusip84265V105)	10.3K	QoQ +0.93% (+95) YoY -11.12% (-1.3K)	All Managers (Combined)	$963.6K	0.1% ($963.6K/$689.3M)	QoQ +3.50% (+$32.7K) YoY -22.02% (-$272.1K)
GENERAL ELECTRIC CO(GEcusip369604301)	4.5K	QoQ -5.28% (-252) YoY -2.79% (-130)	All Managers (Combined)	$904.5K	0.1% ($904.5K/$689.3M)	QoQ +13.66% (-$108.7K) YoY +10.84% (-$88.5K)