HoldingsChannel.com
All Stocks Held By AFG Fiduciary Services Limited Partnership
As of  03/31/2024, we find all stocks held by AFG Fiduciary Services Limited Partnership to be as follows, presented in the table below with each row detailing each AFG Fiduciary Services Limited Partnership position, ordered by largest to smallest position size. The all-stocks-held-by-AFG Fiduciary Services Limited Partnership table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by AFG Fiduciary Services Limited Partnership as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 306,869 +245,231 $160,514
     SPY306,869+245,231$160,514
ISHARES TR (TLT) 163,769 +84,449 $15,104
     TLT163,769+84,449$15,104
ISHARES TR (IJH) 109,260 +86,710 $6,556
     IJH109,260+86,710$6,556
INVESCO QQQ TR 13,552 -898 $5,993
     QQQ13,552-898$5,993
AMAZON COM INC 32,090 -2,020 $5,958
     AMZN32,090-2,020$5,958
PIMCO ETF TR (MINT) 58,611 +56,131 $5,877
     MINT58,611+56,131$5,877
SPDR GOLD TR (GLD) 26,808 +996 $5,835
     GLD26,808+996$5,835
ISHARES TR (IJR) 39,902 -1,719 $4,345
     IJR39,902-1,719$4,345
SELECT SECTOR SPDR TR (XLK) 18,226 -513 $3,777
     XLK18,226-513$3,777
ADVANCED MICRO DEVICES INC 21,616 -3,220 $3,692
     AMD21,616-3,220$3,692
VANGUARD TAX MANAGED FDS (VEA) 68,542 -26,773 $3,424
     VEA68,542-26,773$3,424
VANGUARD WHITEHALL FDS (VWOB) 46,440 +18,869 $2,972
     VWOB46,440+18,869$2,972
ISHARES TR (IVE) 10,359 -2,056 $1,908
     IVE10,359-2,056$1,908
SELECT SECTOR SPDR TR (XLP) 25,183 -821 $1,878
     XLP25,183-821$1,878
NVIDIA CORPORATION 2,196 UNCH $1,875
     NVDA2,196UNCH$1,875
VANGUARD INDEX FDS (VO) 7,208 -3,524 $1,783
     VO7,208-3,524$1,783
SPDR SER TR (CWB) 17,950 -1,738 $1,300
     CWB17,950-1,738$1,300
PROSHARES TR (BITI) 171,151 +171,151 $1,290
     BITI171,151+171,151$1,290
VANGUARD WORLD FD (EDV) 17,500 UNCH $1,283
     EDV17,500UNCH$1,283
SELECT SECTOR SPDR TR (XLY) 6,654 +45 $1,207
     XLY6,654+45$1,207
EXXON MOBIL CORP 9,812 +660 $1,189
     XOM9,812+660$1,189
SPDR SER TR (TIPX) 60,609 -73,057 $1,120
     TIPX60,609-73,057$1,120
CLOUDFLARE INC 10,948 -1,649 $1,062
     NET10,948-1,649$1,062
APPLE INC 6,110 -1,606 $1,037
     AAPL6,110-1,606$1,037
VANGUARD INTL EQUITY INDEX F (VGK) 14,961 UNCH $1,002
     VGK14,961UNCH$1,002
VANGUARD INTL EQUITY INDEX F (VWO) 22,635 -95 $968
     VWO22,635-95$968
ISHARES TR (EEM) 22,591 UNCH $944
     EEM22,591UNCH$944
ISHARES TR (SOXX) 4,200 +2,450 $943
     SOXX4,200+2,450$943
BLACKROCK ETF TRUST II (BINC) 17,745 +17,745 $926
     BINC17,745+17,745$926
ISHARES TR (HYG) 11,905 -611 $919
     HYG11,905-611$919
ISHARES TR (MUB) 8,396 +2,580 $898
     MUB8,396+2,580$898
SELECT SECTOR SPDR TR (XLU) 13,466 -111 $888
     XLU13,466-111$888
CAVA GROUP INC 12,000 +12,000 $841
     CAVA12,000+12,000$841
ISHARES INC (EPP) 19,063 UNCH $824
     EPP19,063UNCH$824
WISDOMTREE TR 26,641 -9,162 $798
     XSOE26,641-9,162$798
SPDR SER TR (XBI) 8,298 -388 $760
     XBI8,298-388$760
CAPITOL SER TR 28,067 -43,092 $734
     TACK28,067-43,092$734
VANGUARD INDEX FDS (VTI) 2,780 -60 $717
     VTI2,780-60$717
SELECT SECTOR SPDR TR (XLE) 7,115 +4 $694
     XLE7,115+4$694
VANGUARD INDEX FDS (VNQ) 6,672 -2,254 $574
     VNQ6,672-2,254$574
ISHARES INC (EWZ) 16,469 -1,077 $543
     EWZ16,469-1,077$543
ISHARES TR (INDY) 10,410 -1,112 $532
     INDY10,410-1,112$532
ENPHASE ENERGY INC 4,068 UNCH $496
     ENPH4,068UNCH$496
ISHARES TR (IMCG) 6,750 UNCH $472
     IMCG6,750UNCH$472
ISHARES INC (EWJ) 6,515 -2,545 $459
     EWJ6,515-2,545$459
ALLSTATE CORP 2,668 UNCH $449
     ALL2,668UNCH$449
BIOMEA FUSION INC 29,177 +29,177 $436
     BMEA29,177+29,177$436
ISHARES TR (IGF) 9,110 -6,415 $436
     IGF9,110-6,415$436
TESLA INC 2,446 -665 $433
     TSLA2,446-665$433
MICROSOFT CORP 952 -62 $406
     MSFT952-62$406
INVESCO EXCHANGE TRADED FD T (XMMO) 3,513 UNCH $398
     XMMO3,513UNCH$398
ISHARES TR (IWM) 1,876 -376 $387
     IWM1,876-376$387
KRANESHARES TRUST (KWEB) 14,100 -11,821 $382
     KWEB14,100-11,821$382
VANECK ETF TRUST (REMX) 6,592 +6,592 $363
     REMX6,592+6,592$363
META PLATFORMS INC 664 -42 $343
     META664-42$343
ISHARES TR (IVV) 617 UNCH $322
     IVV617UNCH$322
ISHARES TR (PFF) 9,704 +628 $311
     PFF9,704+628$311
PROSPECT CAP CORP      $293
     NOTE 6295,000UNCH$293
JFROG LTD 6,575 +6,575 $277
     FROG6,575+6,575$277
FIRST TR EXCHANGE TRADED FD (FIW) 2,677 -1,007 $272
     FIW2,677-1,007$272
FLYWIRE CORPORATION 11,570 -11,223 $269
     FLYW11,570-11,223$269
BERKSHIRE HATHAWAY INC DEL      $256
     BRK.B618UNCH$256
PROLOGIS INC. 2,000 UNCH $253
     PLD2,000UNCH$253
ISHARES TR (AGG) 2,498 +100 $242
     AGG2,498+100$242
FIRST TR EXCHANGE TRADED FD (CIBR) 4,273 UNCH $240
     CIBR4,273UNCH$240
SPDR SER TR (JNK) 2,524 UNCH $238
     JNK2,524UNCH$238
INNOVATOR ETFS TRUST (FFTY) 8,725 UNCH $234
     FFTY8,725UNCH$234
ISHARES TR (IEF) 2,500 +2,500 $233
     IEF2,500+2,500$233
JPMORGAN CHASE & CO 1,140 -52 $225
     JPM1,140-52$225
VERIZON COMMUNICATIONS INC 5,454 -549 $223
     VZ5,454-549$223
GOLDMAN SACHS ETF TR (GSEW) 3,064 -266 $221
     GSEW3,064-266$221
AT&T INC 12,889 +1,251 $218
     T12,889+1,251$218
CHEVRON CORP NEW 1,302 +1,302 $211
     CVX1,302+1,302$211
NICE LTD 840 +840 $205
     NICE840+840$205
SPDR SER TR (SDY) 1,569 -757 $204
     SDY1,569-757$204
PALANTIR TECHNOLOGIES INC 8,850 +8,850 $202
     PLTR8,850+8,850$202
DIREXION SHS ETF TR (SOXS) 47,361 +47,361 $155
     SOXS47,361+47,361$155
PROSHARES TR (SQQQ) 12,946 +12,946 $137
     SQQQ12,946+12,946$137
HUDBAY MINERALS INC 17,000 UNCH $119
     HBM17,000UNCH$119
TRANSOCEAN LTD 15,250 -1,500 $97
     RIG15,250-1,500$97
PENNYMAC CORP      $77
     NOTE 578,000-20,000$77
DENISON MINES CORP 15,000 UNCH $31
     DNN15,000UNCH$31
ALTERYX INC 10,000 +0 $10
     NOTE 110,000UNCH$10
AFFIRM HLDGS INC $0 (exited)
     AFRM0-7,000$0
BRAEMAR HOTELS & RESORTS INC $0 (exited)
     BHR0-15,000$0
NEW ORIENTAL ED & TECHNOLOGY $0 (exited)
     EDU0-3,000$0
ISHARES INC $0 (exited)
     EWG0-19,506$0
ISHARES INC $0 (exited)
     EWL0-11,962$0
ALPHABET INC $0 (exited)
     GOOG0-1,717$0
PROSHARES TR $0 (exited)
     PSQ0-20,436$0
ISHARES SILVER TR $0 (exited)
     SLV0-89,853$0
DIREXION SHS ETF TR $0 (exited)
     SPXS0-10,000$0
GLOBAL X FDS 0 -17,620 $0 (exited)
     URA0-17,620$0

See Summary: AFG Fiduciary Services Limited Partnership Top Holdings
See Details: Top 10 Stocks Held By AFG Fiduciary Services Limited Partnership

EntityShares/Amount
Change
Position Value
Change
BITI +171,151+$1,290
BINC +17,745+$926
CAVA +12,000+$841
BMEA +29,177+$436
REMX +6,592+$363
FROG +6,575+$277
IEF +2,500+$233
CVX +1,302+$211
NICE +840+$205
PLTR +8,850+$202
EntityShares/Amount
Change
Position Value
Change
SLV -89,853-$1,899
EWL -11,962-$578
EWG -19,506-$574
URA -17,620-$482
AFRM -7,000-$317
GOOG -1,717-$241
EDU -3,000-$227
PSQ -20,436-$196
SPXS -10,000-$116
BHR -15,000-$37
EntityShares/Amount
Change
Position Value
Change
SPY +245,231+$131,260
IJH +86,710+$380
TLT +84,449+$7,391
MINT +56,131+$5,629
VWOB +18,869+$1,253
MUB +2,580+$267
SOXX +2,450-$36
T +1,251+$16
GLD +996+$986
XOM +660+$265
EntityShares/Amount
Change
Position Value
Change
TIPX -73,057-$1,355
TACK -43,092-$1,014
VEA -26,773-$1,115
PENNYMAC CORP -20,000-$18
KWEB -11,821-$281
FLYW -11,223-$251
XSOE -9,162-$216
IGF -6,415-$298
VO -3,524-$696
Size ($ in 1000's)
At 03/31/2024: $266,719
At 12/31/2023: $123,087

AFG Fiduciary Services Limited Partnership holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from AFG Fiduciary Services Limited Partnership 13F filings. Link to 13F filings: SEC filings

All Stocks Held By AFG Fiduciary Services Limited Partnership | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.