Afs Financial Group, LLC Top Holdings and 13F Report (2024) About Afs Financial Group, LLCInvestment ActivityAfs Financial Group, LLC has $1.15 million in total holdings as of September 30, 2024.Afs Financial Group, LLC owns shares of 4 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 20.63% of the portfolio was purchased this quarter.About 574.69% of the portfolio was sold this quarter.This quarter, Afs Financial Group, LLC has purchased 18 new stocks and bought additional shares in 1 stock.Afs Financial Group, LLC sold shares of 1 stock and completely divested from 15 stocks this quarter.Largest Holdings Fidelity Total Bond ETF $414,064Vanguard Dividend Appreciation ETF $274,044iShares Treasury Floating Rate Bond ETF $236,456iShares Core Growth Allocation ETF $228,133 Largest New Holdings this Quarter iShares Treasury Floating Rate Bond ETF $236,456 Holding Largest Purchases this Quarter iShares Treasury Floating Rate Bond ETF 4,673 shares (about $236.46K)Vanguard Dividend Appreciation ETF 7 shares (about $1.39K) Largest Sales this Quarter Fidelity Total Bond ETF 11,762 shares (about $549.75K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAfs Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFBNDFidelity Total Bond ETF$414,064$549,748 ▼-57.0%8,85935.9%ETFVIGVanguard Dividend Appreciation ETF$274,044$1,386 ▲0.5%1,38423.8%ETFTFLOiShares Treasury Floating Rate Bond ETF$236,456$236,456 ▲New Holding4,67320.5%ETFAORiShares Core Growth Allocation ETF$228,1330.0%3,85119.8%ETFAAPLApple$0$1,342,913 ▼-100.0%00.0%Computer and TechnologyCGUSCapital Group Core Equity ETF$0$674,831 ▼-100.0%00.0%ETFVTVVanguard Value ETF$0$594,319 ▼-100.0%00.0%ETFIXUSiShares Core MSCI Total International Stock ETF$0$562,302 ▼-100.0%00.0%ManufacturingDISWalt Disney$0$388,820 ▼-100.0%00.0%Consumer DiscretionaryJGROJPMorgan Active Growth ETF$0$320,440 ▼-100.0%00.0%ETFVYMIVanguard International High Dividend Yield ETF$0$304,890 ▼-100.0%00.0%ETFJPMJPMorgan Chase & Co.$0$272,780 ▼-100.0%00.0%FinanceSPLGSPDR Portfolio S&P 500 ETF$0$256,448 ▼-100.0%00.0%ETFVANGUARD MALVERN FDS$0$254,245 ▼-100.0%00.0%CORE BD ETFPYLDPIMCO Multi Sector Bond Active ETF$0$240,093 ▼-100.0%00.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$0$236,763 ▼-100.0%00.0%ETFSPYSPDR S&P 500 ETF Trust$0$216,055 ▼-100.0%00.0%FinanceBINCiShares Flexible Income Active ETF$0$206,816 ▼-100.0%00.0%ETFMSFTMicrosoft$0$202,915 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
