MondegarAI
American Financial Advisors, LLC

Q4 2024 · 13F-HR

American Financial Advisors, LLCholdings as filed

Filed 2025-01-30 · accession 0001667731-25-000187

$709.6M
Reported value
150
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46090E103QQQINVESCO QQQ TR$61.3M8.64%119,970CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$41.1M5.79%209,843CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$40.1M5.66%88,543CommonNONE
464287622IWBISHARES TR$39.3M5.54%121,973CommonNONE
922908595VBKVANGUARD INDEX FDS$38.1M5.37%136,067CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$34.6M4.87%432,370CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$33.6M4.73%382,449CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$31.6M4.46%405,602CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$29.6M4.17%1,083,103CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$28.3M3.98%352,217CommonNONE
922908629VOVANGUARD INDEX FDS$24.5M3.45%92,733CommonNONE
14020Y508CGCBCAPITAL GRP FIXED INCM ETF T$23.5M3.31%909,806CommonNONE
78464A300SLYVSPDR SER TR$23.0M3.24%263,104CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$20.8M2.93%150,973CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$16.9M2.38%346,767CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$15.2M2.14%239,360CommonNONE
92189F437ANGLVANECK ETF TRUST$14.3M2.01%498,682CommonNONE
464287507IJHISHARES TR$13.6M1.92%218,912CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$11.9M1.68%293,801CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$11.0M1.55%256,197CommonNONE
532457108LLYELI LILLY & CO$10.3M1.46%13,382CommonNONE
808524607SCHASCHWAB STRATEGIC TR$10.0M1.40%385,126CommonNONE
037833100AAPLAPPLE INC$8.3M1.17%33,281CommonNONE
247361702DALDELTA AIR LINES INC DEL$8.3M1.17%136,932CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$6.3M0.89%125,564CommonNONE
023135106AMZNAMAZON COM INC$6.1M0.85%27,648CommonNONE
23325P104DNPDNP SELECT INCOME FD INC$5.5M0.77%618,409CommonNONE
464288273SCZISHARES TR$5.2M0.73%85,298CommonNONE
922908769VTIVANGUARD INDEX FDS$4.4M0.61%15,010CommonNONE
78464A870XBISPDR SER TR$4.3M0.61%48,253CommonNONE
02079K305GOOGLALPHABET INC$3.2M0.45%16,844CommonNONE
464287200IVVISHARES TR$2.9M0.40%4,876CommonNONE
464287465EFAISHARES TR$2.8M0.40%37,163CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$2.7M0.38%61,275CommonNONE
67066G104NVDANVIDIA CORPORATION$2.7M0.37%19,733CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$2.6M0.37%141,883CommonNONE
437076102HDHOME DEPOT INC$2.5M0.36%6,499CommonNONE
78464A631XARSPDR SER TR$2.5M0.35%14,965CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$2.3M0.32%66,201CommonNONE
00214Q104ARKKARK ETF TR$2.3M0.32%40,131CommonNONE
78464A607RWRSPDR SER TR$2.0M0.28%20,169CommonNONE
594918104MSFTMICROSOFT CORP$1.9M0.26%4,434CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$1.8M0.26%79,268CommonNONE
464287630IWNISHARES TR$1.7M0.24%10,472CommonNONE
95040Q104WELLWELLTOWER INC$1.7M0.24%13,585CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$1.6M0.23%63,840CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$1.6M0.23%35,607CommonNONE
88160R101TSLATESLA INC$1.6M0.23%3,969CommonNONE
30303M102METAMETA PLATFORMS INC$1.6M0.22%2,719CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$1.5M0.22%25,982CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.5M0.21%2,555CommonNONE
464288281EMBISHARES TR$1.4M0.20%16,146CommonNONE
464287598IWDISHARES TR$1.4M0.20%7,546CommonNONE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$1.4M0.19%36,474CommonNONE
464287176TIPISHARES TR$1.1M0.15%10,120CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.0M0.15%5,977CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$953,6160.13%19,731CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$930,9120.13%10,215CommonNONE
464287309IVWISHARES TR$894,6780.13%8,812CommonNONE
191216100KOCOCA COLA CO$872,7570.12%14,018CommonNONE
464287655IWMISHARES TR$855,8070.12%3,873CommonNONE
922908553VNQVANGUARD INDEX FDS$843,8430.12%9,473CommonNONE
369604301GEGE AEROSPACE$795,8070.11%4,771CommonNONE
464288513HYGISHARES TR$757,0230.11%9,625CommonNONE
464288877EFVISHARES TR$710,7320.10%13,545CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$701,8900.10%14,310CommonNONE
464288646IGSBISHARES TR$654,7790.09%12,665CommonNONE
464287762IYHISHARES TR$649,0020.09%11,138CommonNONE
92189F676SMHVANECK ETF TRUST$645,6930.09%2,666CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$606,5400.09%10,543CommonNONE
02079K107GOOGALPHABET INC$592,2190.08%3,110CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$588,5890.08%2,531CommonNONE
78464A854SPYMSPDR SER TR$571,7770.08%8,294CommonNONE
254687106DISDISNEY WALT CO$547,1560.08%4,914CommonNONE
464288562REZISHARES TR$541,8160.08%6,687CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$540,0010.08%13,196CommonNONE
74347X864UPROPROSHARES TR$535,5990.08%6,042CommonNONE
464287440IEFISHARES TR$530,3550.07%5,737CommonNONE
464288414MUBISHARES TR$508,6030.07%4,773CommonNONE
46138G102XSLVINVESCO EXCH TRADED FD TR II$484,4860.07%10,259CommonNONE
14020Y201CGMUCAPITAL GRP FIXED INCM ETF T$479,6560.07%17,818CommonNONE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$475,3440.07%3,848CommonNONE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$465,9350.07%20,988CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$462,6990.07%3,512CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$460,4110.06%16,520CommonNONE
478160104JNJJOHNSON & JOHNSON$443,1430.06%3,064CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$439,6370.06%1,834CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$430,5800.06%7,204CommonNONE
46434G103IEMGISHARES INC$426,3390.06%8,164CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$415,9210.06%1,803CommonNONE
17275R102CSCOCISCO SYS INC$389,1660.05%6,574CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$387,2360.05%4,567CommonNONE
33739Q507FCVTFIRST TR EXCHANGE-TRADED FD$384,9180.05%10,463CommonNONE
842587107SOSOUTHERN CO$380,6310.05%4,624CommonNONE
68389X105ORCLORACLE CORP$380,4940.05%2,283CommonNONE
097023105BABOEING CO$374,1010.05%2,114CommonNONE
36828A101GEVGE VERNOVA INC$368,0730.05%1,119CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$357,6440.05%707CommonNONE
33740U687GNOVFIRST TR EXCHNG TRADED FD VI$346,7780.05%9,914CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$345,3710.05%1,641CommonNONE
00287Y109ABBVABBVIE INC$343,1820.05%1,931CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$342,7080.05%5,266CommonNONE
33733E203FBTFIRST TR EXCHANGE-TRADED FD$341,8610.05%2,057CommonNONE
552953101MGMMGM RESORTS INTERNATIONAL$341,6320.05%9,859CommonNONE
922907746VTEBVANGUARD MUN BD FDS$337,7910.05%6,738CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$335,3170.05%980CommonNONE
143658300CCL1EURCARNIVAL CORP$329,2190.05%13,211CommonNONE
11135F101AVGOBROADCOM INC$319,8570.05%1,380CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$316,4390.04%5,246CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$316,1620.04%13,928CommonNONE
464287226AGGISHARES TR$307,2040.04%3,170CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$307,0080.04%11,079CommonNONE
742718109PGPROCTER AND GAMBLE CO$301,6490.04%1,799CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST$296,5310.04%11,928CommonNONE
30231G102XOMEXXON MOBIL CORP$293,3220.04%2,727CommonNONE
855244109SBUXSTARBUCKS CORP$291,7640.04%3,197CommonNONE
001055102AFLAFLAC INC$290,5170.04%2,809CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$289,2010.04%3,821CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$287,0640.04%4,949CommonNONE
78468R853SPSMSPDR SER TR$282,8780.04%6,297CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$282,4620.04%7,063CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$268,8840.04%7,500CommonNONE
78464A888XHBSPDR SER TR$264,8720.04%2,535CommonNONE
713448108PEPPEPSICO INC$261,0240.04%1,717CommonNONE
922908736VUGVANGUARD INDEX FDS$258,8760.04%631CommonNONE
464287879IJSISHARES TR$258,1530.04%2,377CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$254,7150.04%9,048CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$249,5400.04%2,259CommonNONE
922908363VOOVANGUARD INDEX FDS$248,6550.04%461CommonNONE
311900104FASTFASTENAL CO$246,4080.03%3,427CommonNONE
464287168DVYISHARES TR$240,7660.03%1,834CommonNONE
21900C308CRMDCORMEDIX INC$239,1690.03%29,527CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$237,7870.03%2,776CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$235,1790.03%1,947CommonNONE
88339J105TTDTHE TRADE DESK INC$235,0600.03%2,000CommonNONE
025816109AXPAMERICAN EXPRESS CO$228,7220.03%771CommonNONE
29273V100ETENERGY TRANSFER L P$228,0180.03%11,639CommonNONE
92204A702VGTVANGUARD WORLD FD$225,4820.03%363CommonNONE
23804L103DDOGDATADOG INC$218,0510.03%1,526CommonNONE
464287101OEFISHARES TR$215,6680.03%747CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$213,2380.03%3,345CommonNONE
33737J307FEMSFIRST TR EXCH TRD ALPHDX FD$213,0860.03%5,648CommonNONE
46432F834IXUSISHARES TR$209,9510.03%3,174CommonNONE
57636Q104MAMASTERCARD INCORPORATED$208,0880.03%395CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$207,6910.03%709CommonNONE
031162100AMGNAMGEN INC$207,0280.03%794CommonNONE
46429B655FLOTISHARES TR$203,5200.03%4,000CommonNONE
023111206AMARIN CORP PLC$44,8060.01%92,382CommonNONE
224916106CIKCREDIT SUISSE ASSET MGMT INC$33,0190.00%11,425CommonNONE
96328L2052CHWHEELS UP EXPERIENCE INC$16,5000.00%10,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.