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 6 of 8

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33740U687

Shares:9.9K

Value:$339.9K

% of Portfolio:0.0% ($339.9K/$689.3M)

922907746

VTEB|922907746

Shares:6.8K

Value:$335.0K

% of Portfolio:0.0% ($335.0K/$689.3M)

BOEING CO

BA|097023105

Shares:2.0K

Value:$334.9K

% of Portfolio:0.0% ($334.9K/$689.3M)

78468R853

Shares:8.2K

Value:$334.1K

% of Portfolio:0.0% ($334.1K/$689.3M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.6K

Value:$333.4K

% of Portfolio:0.0% ($333.4K/$689.3M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:7.3K

Value:$329.3K

% of Portfolio:0.0% ($329.3K/$689.3M)

EXXON MOBIL CORP

XOM|30231G102

Shares:2.7K

Value:$326.2K

% of Portfolio:0.0% ($326.2K/$689.3M)

GE Vernova Inc.

GEV|36828A101

Shares:1.1K

Value:$322.4K

% of Portfolio:0.0% ($322.4K/$689.3M)

464287226

Shares:3.2K

Value:$315.5K

% of Portfolio:0.0% ($315.5K/$689.3M)

25434V880

DFAX|25434V880

Shares:11.9K

Value:$312.5K

% of Portfolio:0.0% ($312.5K/$689.3M)

AFLAC INC

AFL|001055102

Shares:2.8K

Value:$312.4K

% of Portfolio:0.0% ($312.4K/$689.3M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.8K

Value:$307.9K

% of Portfolio:0.0% ($307.9K/$689.3M)

ORACLE CORP

ORCL|68389X105

Shares:2.2K

Value:$305.3K

% of Portfolio:0.0% ($305.3K/$689.3M)

808524102

SCHB|808524102

Shares:13.9K

Value:$299.9K

% of Portfolio:0.0% ($299.9K/$689.3M)

92206C706

VGIT|92206C706

Shares:5.0K

Value:$295.8K

% of Portfolio:0.0% ($295.8K/$689.3M)

81369Y886

Shares:3.7K

Value:$294.3K

% of Portfolio:0.0% ($294.3K/$689.3M)

MGM Resorts International

MGM|552953101

Shares:9.9K

Value:$292.2K

% of Portfolio:0.0% ($292.2K/$689.3M)

808524508

Shares:10.9K

Value:$284.4K

% of Portfolio:0.0% ($284.4K/$689.3M)

STARBUCKS CORP

SBUX|855244109

Shares:2.9K

Value:$280.4K

% of Portfolio:0.0% ($280.4K/$689.3M)

81369Y506

Shares:3.0K

Value:$279.7K

% of Portfolio:0.0% ($279.7K/$689.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33740U687)✕	9.9K	QoQ 0.00% (-0) YoY NEW(+9.9K)	All Managers (Combined)	$339.9K	0.0% ($339.9K/$689.3M)	QoQ -1.97% (-$6.8K) YoY NEW(+$339.9K)
(VTEBcusip922907746)	6.8K	QoQ +0.20% (-14) YoY -11.21% (-853)	All Managers (Combined)	$335.0K	0.0% ($335.0K/$689.3M)	QoQ -0.81% (-$2.8K) YoY -12.93% (-$49.8K)
BOEING CO(BAcusip097023105)	2.0K	QoQ -7.09% (-150) YoY -18.64% (-450)	All Managers (Combined)	$334.9K	0.0% ($334.9K/$689.3M)	QoQ -10.48% (-$39.2K) YoY -28.12% (-$131.0K)
(cusip78468R853)✕	8.2K	QoQ +30.17% (+1.9K) YoY NEW(+8.2K)	All Managers (Combined)	$334.1K	0.0% ($334.1K/$689.3M)	QoQ +18.11% (+$51.2K) YoY NEW(+$334.1K)
AbbVie Inc.(ABBVcusip00287Y109)	1.6K	QoQ -17.60% (-340) YoY -38.85% (-1.0K)	All Managers (Combined)	$333.4K	0.0% ($333.4K/$689.3M)	QoQ -2.84% (-$9.8K) YoY -29.63% (-$140.4K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	7.3K	QoQ +2.78% (+197) YoY +9.76% (+646)	All Managers (Combined)	$329.3K	0.0% ($329.3K/$689.3M)	QoQ +16.58% (+$46.8K) YoY +18.65% (+$51.8K)
EXXON MOBIL CORP(XOMcusip30231G102)	2.7K	QoQ +0.58% (+16) YoY +0.10% (+3)	All Managers (Combined)	$326.2K	0.0% ($326.2K/$689.3M)	QoQ +11.20% (+$32.9K) YoY +2.40% (+$7.7K)
GE Vernova Inc.(GEVcusip36828A101)	1.1K	QoQ -5.63% (-63) YoY NEW(+1.1K)	All Managers (Combined)	$322.4K	0.0% ($322.4K/$689.3M)	QoQ -12.41% (-$45.7K) YoY NEW(+$322.4K)
(cusip464287226)✕	3.2K	QoQ +0.63% (+20) YoY +11.30% (+324)	All Managers (Combined)	$315.5K	0.0% ($315.5K/$689.3M)	QoQ +2.70% (+$8.3K) YoY +12.40% (+$34.8K)
(DFAXcusip25434V880)	11.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$312.5K	0.0% ($312.5K/$689.3M)	QoQ +5.38% (+$16.0K) YoY +2.98% (+$9.1K)
AFLAC INC(AFLcusip001055102)	2.8K	QoQ +0.03% (+1) YoY +0.17% (+5)	All Managers (Combined)	$312.4K	0.0% ($312.4K/$689.3M)	QoQ +7.53% (+$21.9K) YoY +29.69% (+$71.5K)
PROCTER & GAMBLE Co(PGcusip742718109)	1.8K	QoQ +0.44% (+8) YoY -10.00% (-201)	All Managers (Combined)	$307.9K	0.0% ($307.9K/$689.3M)	QoQ +2.07% (+$6.2K) YoY -5.47% (-$17.8K)
ORACLE CORP(ORCLcusip68389X105)	2.2K	QoQ -4.33% (-99) YoY -8.88% (-213)	All Managers (Combined)	$305.3K	0.0% ($305.3K/$689.3M)	QoQ -19.75% (-$75.2K) YoY +1.42% (-$4.3K)
(SCHBcusip808524102)	13.9K	QoQ 0.00% (-1) YoY +166.53% (-8.7K)	All Managers (Combined)	$299.9K	0.0% ($299.9K/$689.3M)	QoQ -5.14% (-$16.3K) YoY -5.99% (-$19.1K)
(VGITcusip92206C706)	5.0K	QoQ +0.60% (+30) YoY -24.66% (-1.6K)	All Managers (Combined)	$295.8K	0.0% ($295.8K/$689.3M)	QoQ +3.03% (+$8.7K) YoY -23.56% (-$91.2K)
(cusip81369Y886)✕	3.7K	QoQ -2.30% (-88) YoY -32.39% (-1.8K)	All Managers (Combined)	$294.3K	0.0% ($294.3K/$689.3M)	QoQ +1.76% (-$5.1K) YoY -18.81% (-$68.2K)
MGM Resorts International(MGMcusip552953101)	9.9K	QoQ 0.00% (-0) YoY -11.49% (-1.3K)	All Managers (Combined)	$292.2K	0.0% ($292.2K/$689.3M)	QoQ -14.45% (-$49.4K) YoY -44.43% (-$233.7K)
(cusip808524508)✕	10.9K	QoQ -2.02% (-224) YoY +247.47% (+7.7K)	All Managers (Combined)	$284.4K	0.0% ($284.4K/$689.3M)	QoQ -7.35% (-$22.6K) YoY +11.81% (+$30.1K)
STARBUCKS CORP(SBUXcusip855244109)	2.9K	QoQ -10.60% (-339) YoY -13.81% (-458)	All Managers (Combined)	$280.4K	0.0% ($280.4K/$689.3M)	QoQ -3.90% (-$11.4K) YoY -7.49% (-$22.7K)
(cusip81369Y506)✕	3.0K	QoQ +7.81% (+217) YoY -8.66% (-284)	All Managers (Combined)	$279.7K	0.0% ($279.7K/$689.3M)	QoQ +17.62% (+$41.9K) YoY -9.59% (-$29.7K)