American Financial Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 147Value: $689.3MLatest: 2025Q1

American Financial Advisors, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 147 holdings worth $0.7 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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:

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INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:117.1K

Value:$54.9M

% of Portfolio:8.0% ($54.9M/$689.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:86.7K

Value:$46.1M

% of Portfolio:6.7% ($46.1M/$689.3M)

921908844

VIG|921908844

Shares:204.8K

Value:$39.7M

% of Portfolio:5.8% ($39.7M/$689.3M)

464287622

IWB|464287622

Shares:119.7K

Value:$36.7M

% of Portfolio:5.3% ($36.7M/$689.3M)

921946810

VIGI|921946810

Shares:426.8K

Value:$35.4M

% of Portfolio:5.1% ($35.4M/$689.3M)

33733E104

Shares:375.4K

Value:$33.7M

% of Portfolio:4.9% ($33.7M/$689.3M)

922908595

VBK|922908595

Shares:133.1K

Value:$33.5M

% of Portfolio:4.9% ($33.5M/$689.3M)

92206C409

Shares:399.3K

Value:$31.5M

% of Portfolio:4.6% ($31.5M/$689.3M)

808524797

SCHD|808524797

Shares:1.1M

Value:$29.9M

% of Portfolio:4.3% ($29.9M/$689.3M)

92206C870

VCIT|92206C870

Shares:349.0K

Value:$28.5M

% of Portfolio:4.1% ($28.5M/$689.3M)

14020Y508

Shares:904.3K

Value:$23.8M

% of Portfolio:3.4% ($23.8M/$689.3M)

922908629

VO|922908629

Shares:90.8K

Value:$23.5M

% of Portfolio:3.4% ($23.5M/$689.3M)

81369Y209

Shares:147.3K

Value:$21.5M

% of Portfolio:3.1% ($21.5M/$689.3M)

78464A300

Shares:258.4K

Value:$20.3M

% of Portfolio:2.9% ($20.3M/$689.3M)

33739Q200

Shares:343.7K

Value:$16.9M

% of Portfolio:2.5% ($16.9M/$689.3M)

33734X846

Shares:234.7K

Value:$14.8M

% of Portfolio:2.1% ($14.8M/$689.3M)

92189F437

Shares:491.5K

Value:$14.2M

% of Portfolio:2.1% ($14.2M/$689.3M)

464287507

IJH|464287507

Shares:215.4K

Value:$12.6M

% of Portfolio:1.8% ($12.6M/$689.3M)

81369Y860

Shares:288.1K

Value:$12.1M

% of Portfolio:1.7% ($12.1M/$689.3M)

ELI LILLY & Co

LLY|532457108

Shares:13.4K

Value:$11.1M

% of Portfolio:1.6% ($11.1M/$689.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	117.1K	QoQ -2.37% (-2.8K) YoY -11.42% (-15.1K)	All Managers (Combined)	$54.9M	8.0% ($54.9M/$689.3M)	QoQ -10.45% (-$6.4M) YoY -6.45% (-$3.8M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	86.7K	QoQ -2.13% (-1.9K) YoY -1.43% (-1.3K)	All Managers (Combined)	$46.1M	6.7% ($46.1M/$689.3M)	QoQ +14.98% (-$6.0M) YoY +24.83% (-$9.2M)
(VIGcusip921908844)	204.8K	QoQ -2.40% (-5.0K) YoY -6.44% (-14.1K)	All Managers (Combined)	$39.7M	5.8% ($39.7M/$689.3M)	QoQ -3.31% (-$1.4M) YoY -0.61% (-$245.0K)
(IWBcusip464287622)	119.7K	QoQ -1.88% (-2.3K) YoY +1.04% (+1.2K)	All Managers (Combined)	$36.7M	5.3% ($36.7M/$689.3M)	QoQ -6.58% (-$2.6M) YoY +7.60% (+$2.6M)
(VIGIcusip921946810)	426.8K	QoQ -1.29% (-5.6K) YoY +5.56% (+22.5K)	All Managers (Combined)	$35.4M	5.1% ($35.4M/$689.3M)	QoQ +2.34% (-$810.7K) YoY +7.38% (+$2.4M)
(cusip33733E104)✕	375.4K	QoQ -1.84% (-7.1K) YoY -5.00% (-19.8K)	All Managers (Combined)	$33.7M	4.9% ($33.7M/$689.3M)	QoQ +0.19% (-$64.0K) YoY -0.57% (-$194.4K)
(VBKcusip922908595)	133.1K	QoQ -2.20% (-3.0K) YoY -7.30% (-10.5K)	All Managers (Combined)	$33.5M	4.9% ($33.5M/$689.3M)	QoQ -12.08% (-$4.6M) YoY -10.49% (-$3.9M)
(cusip92206C409)✕	399.3K	QoQ -1.55% (-6.3K) YoY +8.50% (+31.3K)	All Managers (Combined)	$31.5M	4.6% ($31.5M/$689.3M)	QoQ -0.38% (-$121.7K) YoY +10.78% (+$3.1M)
(SCHDcusip808524797)	1.1M	QoQ -1.40% (-15.2K) YoY +209.42% (+722.8K)	All Managers (Combined)	$29.9M	4.3% ($29.9M/$689.3M)	QoQ +0.90% (-$267.9K) YoY +7.29% (+$2.0M)
(VCITcusip92206C870)	349.0K	QoQ -0.91% (-3.2K) YoY +29.43% (+79.4K)	All Managers (Combined)	$28.5M	4.1% ($28.5M/$689.3M)	QoQ +0.92% (-$260.3K) YoY +31.44% (+$6.8M)
(cusip14020Y508)✕	904.3K	QoQ -0.60% (-5.5K) YoY +1225.49% (+836.1K)	All Managers (Combined)	$23.8M	3.4% ($23.8M/$689.3M)	QoQ +1.28% (-$302.3K) YoY +1240.08% (+$22.0M)
(VOcusip922908629)	90.8K	QoQ -2.09% (-1.9K) YoY +8.82% (+7.4K)	All Managers (Combined)	$23.5M	3.4% ($23.5M/$689.3M)	QoQ -4.13% (-$1.0M) YoY +12.64% (+$2.6M)
(cusip81369Y209)✕	147.3K	QoQ -2.45% (-3.7K) YoY +2.72% (+3.9K)	All Managers (Combined)	$21.5M	3.1% ($21.5M/$689.3M)	QoQ +3.53% (-$734.0K) YoY +1.52% (+$323.9K)
(cusip78464A300)✕	258.4K	QoQ -1.79% (-4.7K) YoY -4.88% (-13.3K)	All Managers (Combined)	$20.3M	2.9% ($20.3M/$689.3M)	QoQ -11.75% (-$2.7M) YoY -10.12% (-$2.3M)
(cusip33739Q200)✕	343.7K	QoQ -0.88% (-3.1K) YoY -35.98% (-193.2K)	All Managers (Combined)	$16.9M	2.5% ($16.9M/$689.3M)	QoQ +0.10% (-$18.4K) YoY -34.77% (-$9.0M)
(cusip33734X846)✕	234.7K	QoQ -1.95% (-4.7K) YoY +6.15% (+13.6K)	All Managers (Combined)	$14.8M	2.1% ($14.8M/$689.3M)	QoQ -2.65% (-$403.2K) YoY +18.60% (+$2.3M)
(cusip92189F437)✕	491.5K	QoQ -1.43% (-7.2K) YoY +20.80% (+84.6K)	All Managers (Combined)	$14.2M	2.1% ($14.2M/$689.3M)	QoQ -0.78% (-$112.0K) YoY +20.13% (+$2.4M)
(IJHcusip464287507)	215.4K	QoQ -1.58% (-3.5K) YoY -10.63% (-25.6K)	All Managers (Combined)	$12.6M	1.8% ($12.6M/$689.3M)	QoQ -7.83% (-$1.1M) YoY -14.14% (-$2.1M)
(cusip81369Y860)✕	288.1K	QoQ -1.94% (-5.7K) YoY -2.76% (-8.2K)	All Managers (Combined)	$12.1M	1.7% ($12.1M/$689.3M)	QoQ +0.89% (-$107.0K) YoY +2.94% (-$345.0K)
ELI LILLY & Co(LLYcusip532457108)	13.4K	QoQ +0.12% (+17) YoY +0.16% (+22)	All Managers (Combined)	$11.1M	1.6% ($11.1M/$689.3M)	QoQ +7.12% (+$735.7K) YoY +6.34% (+$659.9K)