Titelia

Holdings of American Financial Advisors, LLC

142 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 56.4 % of the equity sleeve

Sector breakdown

  • Funds 8.7 %
  • Financials 5.6 %
  • Technology 2.3 %
  • Health care 1.9 %
  • Industrials 1.7 %
  • Consumer discretionary 1.2 %
  • Communication 1.1 %
  • Real estate 0.3 %
  • Consumer staples 0.3 %
  • Energy 0.1 %
  • Utilities 0.1 %
  • Unattributed 76.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US142705.6M $100.00 %

Positions

RankCompanySharesValueWeight
101Verizon Communications Inc 6,633333K $
102First Trust Exchange-Traded Fund VIII 8,452329.1K $
103AbbVie Inc 1,485323.1K $
104MGM Resorts International 8,728323K $
105Fastenal Co 6,853318K $
106State Street Utilities Select Sector SPDR ETF 6,903316.8K $
107Micron Technology Inc 925312.5K $
108Aflac Inc 2,814308.8K $
109Vanguard High Dividend Yield E 2,084308.7K $
110SPDR Gold Shares 714307.2K $
111First Trust SMID Cap Rising Dividend Achievers ETF 7,682302.9K $
112Vanguard S&P 500 ETF 504301.1K $
113Vanguard Tax-Exempt Bond Index ETF 6,007299.7K $
114Dimensional U S Small Cap ETF 4,182297.4K $
115iShares Trust 3,701294.4K $
116Applied Materials Inc 846289.2K $
117Amgen Inc 819288.3K $
118iShares Silver Trust 4,228288.1K $
119Goldman Sachs Group Inc/The 335283.1K $
120Vanguard Information Technology ETF 388270.8K $
121RTX Corp 1,389267.9K $
122PepsiCo Inc 1,687261.9K $
123Capital Group Dividend Value ETF 6,118260.3K $
124Vanguard Growth ETF 592258.7K $
125Chevron Corp 1,233255K $
126iShares Select Dividend ETF 1,658251.1K $
127Advanced Micro Devices Inc 1,216247.4K $
128Ishares S&p 100 Etf 756240.3K $
129Dimensional ETF Trust 3,352237.7K $
130Merck & Co Inc 1,970236.9K $
131VanEck Morningstar Wide Moat ETF 2,431235K $
132Walmart Inc 1,891235K $
133Alibaba Group Holding Ltd 1,867234.2K $
134Procter & Gamble Co/The 1,542222.8K $
135iShares Core U.S. Aggregate Bond ETF 2,217220.1K $
136Vanguard Total Bond Market ETF 2,961218K $
137American Express Co 706213.5K $
138Select Sector Spdr Trust 3,431210.2K $
139UnitedHealth Group Inc 766207.3K $
140iShares Russell 3000 ETF 545202K $
141Nuveen Preferred & Income Opportunities Fund 12,00090.5K $
142Credit Suisse Asset Management Income Fund, Inc. 11,42529.2K $