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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464287101

Shares:748

Value:$202.6K

% of Portfolio:0.0% ($202.6K/$689.3M)

CHEVRON CORP

CVX|166764100

Shares:1.2K

Value:$202.4K

% of Portfolio:0.0% ($202.4K/$689.3M)

25434V401

Shares:3.3K

Value:$202.4K

% of Portfolio:0.0% ($202.4K/$689.3M)

33737J307

Shares:5.4K

Value:$202.3K

% of Portfolio:0.0% ($202.3K/$689.3M)

Mastercard Inc

MA|57636Q104

Shares:366

Value:$200.8K

% of Portfolio:0.0% ($200.8K/$689.3M)

CREDIT SUISSE ASSET MANAGEMENT INCOME FUND, INC.

CIK|224916106

Shares:11.4K

Value:$33.1K

% of Portfolio:0.0% ($33.1K/$689.3M)

Wheels Up Experience Inc.

UP|96328L205

Shares:10.0K

Value:$10.1K

% of Portfolio:0.0% ($10.1K/$689.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287101)✕	748	QoQ +0.13% (-1) YoY NEW(+748)	All Managers (Combined)	$202.6K	0.0% ($202.6K/$689.3M)	QoQ -6.03% (-$13.0K) YoY NEW(+$202.6K)
CHEVRON CORP(CVXcusip166764100)	1.2K	QoQ NEW(+1.2K) YoY -18.84% (-281)	All Managers (Combined)	$202.4K	0.0% ($202.4K/$689.3M)	QoQ NEW(+$202.4K) YoY -13.92% (-$32.8K)
(cusip25434V401)✕	3.3K	QoQ +0.02% (-1) YoY NEW(+3.3K)	All Managers (Combined)	$202.4K	0.0% ($202.4K/$689.3M)	QoQ -5.09% (-$10.9K) YoY NEW(+$202.4K)
(cusip33737J307)✕	5.4K	QoQ -3.64% (-206) YoY -26.71% (-2.0K)	All Managers (Combined)	$202.3K	0.0% ($202.3K/$689.3M)	QoQ -5.07% (-$10.8K) YoY -29.63% (-$85.2K)
Mastercard Inc(MAcusip57636Q104)	366	QoQ -7.34% (-29) YoY -64.53% (-666)	All Managers (Combined)	$200.8K	0.0% ($200.8K/$689.3M)	QoQ -3.51% (-$7.3K) YoY -59.59% (-$296.2K)
CREDIT SUISSE ASSET MANAGEMENT INCOME FUND, INC.(CIKcusip224916106)	11.4K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$33.1K	0.0% ($33.1K/$689.3M)	QoQ +0.34% (+$114) YoY -1.69% (-$571)
Wheels Up Experience Inc.(UPcusip96328L205)	10.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$10.1K	0.0% ($10.1K/$689.3M)	QoQ -38.78% (-$6.4K) YoY -64.80% (-$18.6K)