MondegarAI
American Financial Advisors, LLC

Q3 2024 · 13F-HR

American Financial Advisors, LLCholdings as filed

Filed 2024-10-25 · accession 0001767898-24-000004

$732.5M
Reported value
146
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46090E103QQQINVESCO QQQ TR$59.7M8.15%122,255CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$42.2M5.76%213,118CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$41.2M5.63%89,589CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$38.8M5.30%439,647CommonNONE
464287622IWBISHARES TR$38.8M5.30%123,390CommonNONE
922908595VBKVANGUARD INDEX FDS$37.1M5.07%138,885CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$35.5M4.85%391,190CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$32.1M4.38%403,588CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$30.3M4.14%358,682CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$29.2M3.98%348,379CommonNONE
922908629VOVANGUARD INDEX FDS$24.6M3.36%93,169CommonNONE
14020Y508CGCBCAPITAL GRP FIXED INCM ETF T$23.6M3.22%875,459CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$23.4M3.19%151,899CommonNONE
78464A300SLYVSPDR SER TR$23.3M3.18%268,222CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$17.4M2.38%353,064CommonNONE
92189F437ANGLVANECK ETF TRUST$14.6M2.00%497,181CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$14.5M1.98%244,654CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$14.5M1.98%320,170CommonNONE
464287507IJHISHARES TR$14.0M1.91%224,446CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$13.4M1.82%299,072CommonNONE
532457108LLYELI LILLY & CO$11.8M1.62%13,371CommonNONE
808524607SCHASCHWAB STRATEGIC TR$9.8M1.33%189,448CommonNONE
037833100AAPLAPPLE INC$7.9M1.08%33,842CommonNONE
247361702DALDELTA AIR LINES INC DEL$7.7M1.05%151,901CommonNONE
23325P104DNPDNP SELECT INCOME FD INC$7.6M1.03%754,877CommonNONE
464288273SCZISHARES TR$7.1M0.97%104,584CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$6.5M0.89%127,771CommonNONE
023135106AMZNAMAZON COM INC$5.2M0.71%27,944CommonNONE
78464A870XBISPDR SER TR$5.2M0.71%52,605CommonNONE
922908769VTIVANGUARD INDEX FDS$4.5M0.61%15,821CommonNONE
464287465EFAISHARES TR$3.1M0.43%37,549CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$3.0M0.42%63,596CommonNONE
02079K305GOOGLALPHABET INC$3.0M0.41%18,033CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$2.9M0.40%70,869CommonNONE
464287200IVVISHARES TR$2.8M0.38%4,847CommonNONE
437076102HDHOME DEPOT INC$2.6M0.36%6,481CommonNONE
67066G104NVDANVIDIA CORPORATION$2.4M0.32%19,399CommonNONE
78464A631XARSPDR SER TR$2.3M0.32%14,935CommonNONE
78464A607RWRSPDR SER TR$2.3M0.31%21,558CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$2.3M0.31%66,201CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$2.2M0.30%48,566CommonNONE
00214Q104ARKKARK ETF TR$2.2M0.30%45,869CommonNONE
594918104MSFTMICROSOFT CORP$1.9M0.26%4,484CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$1.9M0.26%35,922CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$1.8M0.24%26,424CommonNONE
464287630IWNISHARES TR$1.8M0.24%10,497CommonNONE
30303M102METAMETA PLATFORMS INC$1.7M0.24%3,047CommonNONE
95040Q104WELLWELLTOWER INC$1.7M0.24%13,546CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$1.5M0.21%26,134CommonNONE
464287598IWDISHARES TR$1.5M0.21%8,072CommonNONE
464288281EMBISHARES TR$1.5M0.21%16,198CommonNONE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$1.5M0.20%39,623CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.4M0.20%2,512CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$1.4M0.19%11,803CommonNONE
464287176TIPISHARES TR$1.2M0.16%10,432CommonNONE
88160R101TSLATESLA INC$1.1M0.16%4,347CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.1M0.15%6,199CommonNONE
464287655IWMISHARES TR$1.1M0.15%4,903CommonNONE
191216100KOCOCA COLA CO$1.0M0.14%13,970CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$934,7490.13%20,626CommonNONE
922908553VNQVANGUARD INDEX FDS$932,7690.13%9,575CommonNONE
369604301GEGE AEROSPACE$899,2010.12%4,768CommonNONE
464287309IVWISHARES TR$843,2430.12%8,807CommonNONE
464288513HYGISHARES TR$790,3220.11%9,842CommonNONE
464288877EFVISHARES TR$776,8670.11%13,504CommonNONE
464287762IYHISHARES TR$758,7120.10%11,672CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$723,5010.10%14,389CommonNONE
464288646IGSBISHARES TR$671,9300.09%12,760CommonNONE
92189F676SMHVANECK ETF TRUST$652,2810.09%2,657CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$618,9930.08%10,401CommonNONE
464288414MUBISHARES TR$607,0080.08%5,588CommonNONE
464288562REZISHARES TR$595,3500.08%6,703CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$570,8850.08%2,529CommonNONE
464287440IEFISHARES TR$556,7700.08%5,674CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$549,0080.07%13,169CommonNONE
74347X864UPROPROSHARES TR$525,1910.07%6,093CommonNONE
02079K107GOOGALPHABET INC$517,7820.07%3,097CommonNONE
78464A854SPYMSPDR SER TR$514,2700.07%7,618CommonNONE
478160104JNJJOHNSON & JOHNSON$513,5040.07%3,169CommonNONE
254687106DISDISNEY WALT CO$511,9440.07%5,322CommonNONE
46138G102XSLVINVESCO EXCH TRADED FD TR II$508,9130.07%10,576CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$489,9570.07%4,617CommonNONE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$478,8330.07%20,711CommonNONE
46434G103IEMGISHARES INC$477,6920.07%8,321CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$473,9290.06%3,499CommonNONE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$463,0300.06%3,848CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$445,9860.06%4,281CommonNONE
00287Y109ABBVABBVIE INC$442,3240.06%2,240CommonNONE
14020Y201CGMUCAPITAL GRP FIXED INCM ETF T$441,4850.06%16,077CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$425,6310.06%7,109CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$419,2160.06%717CommonNONE
842587107SOSOUTHERN CO$413,2200.06%4,582CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$412,4140.06%5,105CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$403,1380.06%6,672CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$394,2900.05%5,246CommonNONE
68389X105ORCLORACLE CORP$392,2280.05%2,302CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$389,7210.05%1,848CommonNONE
33739Q507FCVTFIRST TR EXCHANGE-TRADED FD$386,6250.05%10,830CommonNONE
552953101MGMMGM RESORTS INTERNATIONAL$385,4080.05%9,859CommonNONE
922907746VTEBVANGUARD MUN BD FDS$358,4150.05%7,011CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$356,0470.05%1,773CommonNONE
33733E203FBTFIRST TR EXCHANGE-TRADED FD$353,8320.05%2,058CommonNONE
17275R102CSCOCISCO SYS INC$350,4670.05%6,585CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$340,8340.05%5,255CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$336,9840.05%1,900CommonNONE
097023105BABOEING CO$336,5500.05%2,214CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$334,1420.05%5,023CommonNONE
742718109PGPROCTER AND GAMBLE CO$331,5730.05%1,914CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$324,6560.04%9,588CommonNONE
855244109SBUXSTARBUCKS CORP$322,2550.04%3,306CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST$322,1760.04%11,928CommonNONE
001055102AFLAFLAC INC$320,5990.04%2,868CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$319,4640.04%1,947CommonNONE
30231G102XOMEXXON MOBIL CORP$316,6510.04%2,701CommonNONE
78464A888XHBSPDR SER TR$315,2330.04%2,531CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$311,9550.04%6,946CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$308,2990.04%3,710CommonNONE
464287226AGGISHARES TR$301,7110.04%2,979CommonNONE
713448108PEPPEPSICO INC$297,1770.04%1,748CommonNONE
23804L103DDOGDATADOG INC$287,6500.04%2,500CommonNONE
36828A101GEVGE VERNOVA INC$285,3230.04%1,119CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$267,5830.04%7,355CommonNONE
78468R853SPSMSPDR SER TR$261,1310.04%5,738CommonNONE
031162100AMGNAMGEN INC$259,7510.04%806CommonNONE
464287879IJSISHARES TR$257,0330.04%2,387CommonNONE
143658300CCL1EURCARNIVAL CORP$253,6200.03%13,724CommonNONE
464287168DVYISHARES TR$247,3630.03%1,831CommonNONE
21900C308CRMDCORMEDIX INC$246,6590.03%30,527CommonNONE
311900104FASTFASTENAL CO$244,7290.03%3,427CommonNONE
922908363VOOVANGUARD INDEX FDS$242,3550.03%459CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$242,2510.03%2,759CommonNONE
33737J307FEMSFIRST TR EXCH TRD ALPHDX FD$232,8490.03%5,668CommonNONE
025816109AXPAMERICAN EXPRESS CO$229,4960.03%846CommonNONE
46432F834IXUSISHARES TR$227,1610.03%3,128CommonNONE
58933Y105MRKMERCK & CO INC$224,8960.03%1,980CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$218,7670.03%780CommonNONE
N3167Y103RACEFERRARI N V$213,9010.03%455CommonNONE
92204A702VGTVANGUARD WORLD FD$213,7640.03%364CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$209,7410.03%3,372CommonNONE
464287101OEFISHARES TR$206,0930.03%745CommonNONE
166764100CVXCHEVRON CORP NEW$202,4390.03%1,375CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$201,7240.03%729CommonNONE
29273V100ETENERGY TRANSFER L P$186,6380.03%11,629CommonNONE
023111206AMARIN CORP PLC$72,9600.01%116,382CommonNONE
224916106CIKCREDIT SUISSE ASSET MGMT INC$35,3040.00%11,425CommonNONE
96328L2052CHWHEELS UP EXPERIENCE INC$24,2000.00%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.