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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87283Q867

Shares:14.9K

Value:$482.3K

% of Portfolio:0.1% ($482.3K/$689.3M)

Walt Disney Co

DIS|254687106

Shares:4.9K

Value:$479.2K

% of Portfolio:0.1% ($479.2K/$689.3M)

14020Y102

Shares:21.2K

Value:$476.4K

% of Portfolio:0.1% ($476.4K/$689.3M)

81369Y704

Shares:3.5K

Value:$459.8K

% of Portfolio:0.1% ($459.8K/$689.3M)

46138G102

Shares:9.9K

Value:$457.3K

% of Portfolio:0.1% ($457.3K/$689.3M)

74347X864

Shares:6.0K

Value:$446.5K

% of Portfolio:0.1% ($446.5K/$689.3M)

46137V464

Shares:3.8K

Value:$437.7K

% of Portfolio:0.1% ($437.7K/$689.3M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.8K

Value:$437.2K

% of Portfolio:0.1% ($437.2K/$689.3M)

33739Q408

Shares:7.2K

Value:$433.7K

% of Portfolio:0.1% ($433.7K/$689.3M)

46434G103

IEMG|46434G103

Shares:7.8K

Value:$419.1K

% of Portfolio:0.1% ($419.1K/$689.3M)

808524300

SCHG|808524300

Shares:16.5K

Value:$414.0K

% of Portfolio:0.1% ($414.0K/$689.3M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:6.6K

Value:$407.2K

% of Portfolio:0.1% ($407.2K/$689.3M)

Uber Technologies, Inc

UBER|90353T100

Shares:5.4K

Value:$393.5K

% of Portfolio:0.1% ($393.5K/$689.3M)

46138G649

Shares:2.0K

Value:$379.6K

% of Portfolio:0.1% ($379.6K/$689.3M)

ROYAL CARIBBEAN CRUISES LTD

RCL|V7780T103

Shares:1.8K

Value:$371.2K

% of Portfolio:0.1% ($371.2K/$689.3M)

SOUTHERN CO

SO|842587107

Shares:4.0K

Value:$369.7K

% of Portfolio:0.1% ($369.7K/$689.3M)

33739Q507

Shares:10.3K

Value:$360.1K

% of Portfolio:0.1% ($360.1K/$689.3M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:682

Value:$357.2K

% of Portfolio:0.1% ($357.2K/$689.3M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:1.0K

Value:$355.4K

% of Portfolio:0.1% ($355.4K/$689.3M)

33733E203

Shares:2.1K

Value:$349.9K

% of Portfolio:0.1% ($349.9K/$689.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip87283Q867)✕	14.9K	QoQ NEW(+14.9K) YoY NEW(+14.9K)	All Managers (Combined)	$482.3K	0.1% ($482.3K/$689.3M)	QoQ NEW(+$482.3K) YoY NEW(+$482.3K)
Walt Disney Co(DIScusip254687106)	4.9K	QoQ -1.20% (-59) YoY -17.86% (-1.1K)	All Managers (Combined)	$479.2K	0.1% ($479.2K/$689.3M)	QoQ -12.41% (-$67.9K) YoY -33.74% (-$244.0K)
(cusip14020Y102)✕	21.2K	QoQ +1.11% (+233) YoY -5.65% (-1.3K)	All Managers (Combined)	$476.4K	0.1% ($476.4K/$689.3M)	QoQ +2.24% (+$10.5K) YoY -5.69% (-$28.8K)
(cusip81369Y704)✕	3.5K	QoQ -0.11% (-4) YoY -9.86% (-384)	All Managers (Combined)	$459.8K	0.1% ($459.8K/$689.3M)	QoQ -0.63% (-$2.9K) YoY -6.21% (-$30.5K)
(cusip46138G102)✕	9.9K	QoQ -3.45% (-354) YoY -22.31% (-2.8K)	All Managers (Combined)	$457.3K	0.1% ($457.3K/$689.3M)	QoQ -5.60% (-$27.1K) YoY -18.86% (-$106.4K)
(cusip74347X864)✕	6.0K	QoQ 0.00% (-0) YoY -0.83% (-51)	All Managers (Combined)	$446.5K	0.1% ($446.5K/$689.3M)	QoQ -16.62% (-$89.1K) YoY +3.87% (-$16.6K)
(cusip46137V464)✕	3.8K	QoQ 0.00% (-0) YoY -39.38% (-2.5K)	All Managers (Combined)	$437.7K	0.1% ($437.7K/$689.3M)	QoQ -7.90% (-$37.6K) YoY -39.96% (-$291.4K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.8K	QoQ -2.83% (-52) YoY -16.53% (-353)	All Managers (Combined)	$437.2K	0.1% ($437.2K/$689.3M)	QoQ -0.56% (-$2.5K) YoY +2.22% (-$9.5K)
(cusip33739Q408)✕	7.2K	QoQ +0.59% (+43) YoY +0.89% (+64)	All Managers (Combined)	$433.7K	0.1% ($433.7K/$689.3M)	QoQ +0.71% (+$3.1K) YoY +1.26% (+$5.4K)
(IEMGcusip46434G103)	7.8K	QoQ -4.88% (-399) YoY -19.98% (-1.9K)	All Managers (Combined)	$419.1K	0.1% ($419.1K/$689.3M)	QoQ -1.70% (-$7.3K) YoY -16.31% (-$81.7K)
(SCHGcusip808524300)	16.5K	QoQ +0.07% (-13) YoY +332.80% (+12.7K)	All Managers (Combined)	$414.0K	0.1% ($414.0K/$689.3M)	QoQ -10.08% (-$46.4K) YoY +16.89% (+$59.8K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	6.6K	QoQ +0.38% (+25) YoY -3.12% (-213)	All Managers (Combined)	$407.2K	0.1% ($407.2K/$689.3M)	QoQ +4.64% (+$18.1K) YoY +19.78% (-$67.3K)
Uber Technologies, Inc(UBERcusip90353T100)	5.4K	QoQ +2.95% (+155) YoY +1.02% (-55)	All Managers (Combined)	$393.5K	0.1% ($393.5K/$689.3M)	QoQ +24.35% (+$77.1K) YoY -4.39% (-$18.1K)
(cusip46138G649)✕	2.0K	QoQ +19.86% (+326) YoY +37.26% (+534)	All Managers (Combined)	$379.6K	0.1% ($379.6K/$689.3M)	QoQ +9.91% (+$34.3K) YoY +45.00% (+$117.8K)
ROYAL CARIBBEAN CRUISES LTD(RCLcusipV7780T103)	1.8K	QoQ +0.22% (-4) YoY -15.95% (-343)	All Managers (Combined)	$371.2K	0.1% ($371.2K/$689.3M)	QoQ -10.76% (-$44.8K) YoY +24.18% (-$72.3K)
SOUTHERN CO(SOcusip842587107)	4.0K	QoQ -13.04% (-603) YoY -33.17% (-2.0K)	All Managers (Combined)	$369.7K	0.1% ($369.7K/$689.3M)	QoQ -2.87% (-$10.9K) YoY -14.35% (-$62.0K)
(cusip33739Q507)✕	10.3K	QoQ -1.42% (-149) YoY -55.64% (-12.9K)	All Managers (Combined)	$360.1K	0.1% ($360.1K/$689.3M)	QoQ -6.46% (-$24.9K) YoY -54.57% (-$432.6K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	682	QoQ -3.53% (-25) YoY -2.71% (-19)	All Managers (Combined)	$357.2K	0.1% ($357.2K/$689.3M)	QoQ -0.12% (-$446) YoY +3.00% (-$10.4K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	1.0K	QoQ +2.85% (+28) YoY +41.77% (+297)	All Managers (Combined)	$355.4K	0.1% ($355.4K/$689.3M)	QoQ +5.98% (+$20.1K) YoY +55.91% (+$127.5K)
(cusip33733E203)✕	2.1K	QoQ 0.00% (+0) YoY -5.55% (-121)	All Managers (Combined)	$349.9K	0.1% ($349.9K/$689.3M)	QoQ +2.34% (+$8.0K) YoY +4.47% (-$15.0K)