America First Investment Advisors, LLC Top Holdings and 13F Report (2025) About America First Investment Advisors, LLCInvestment ActivityAmerica First Investment Advisors, LLC has $457.63 million in total holdings as of December 31, 2024.America First Investment Advisors, LLC owns shares of 42 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 1.16% of the portfolio was purchased this quarter.About 8.89% of the portfolio was sold this quarter.This quarter, America First Investment Advisors, LLC has purchased 42 new stocks and bought additional shares in 7 stocks.America First Investment Advisors, LLC sold shares of 18 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares 1-3 Year Treasury Bond ETF $37,469,649PALANTIR TECHNOLOGIES INC $35,145,412Amazon.com $28,546,588Alphabet $26,034,527Brookfield $25,238,331 Largest Purchases this Quarter iShares 1-3 Year Treasury Bond ETF 41,655 shares (about $3.41M)Apple 5,042 shares (about $1.26M)Franco-Nevada 2,788 shares (about $327.84K)Johnson & Johnson 1,377 shares (about $199.14K)Pfizer 3,190 shares (about $84.63K) Largest Sales this Quarter PALANTIR TECHNOLOGIES INC 396,714 shares (about $30.00M)Amazon.com 12,407 shares (about $2.72M)Brookfield 25,080 shares (about $1.44M)Brookfield Asset Management 24,856 shares (about $1.35M)Automatic Data Processing 3,517 shares (about $1.03M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAmerica First Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSHYiShares 1-3 Year Treasury Bond ETF$37,469,649$3,414,880 ▲10.0%457,0588.2%ManufacturingPALANTIR TECHNOLOGIES INC$35,145,412$30,003,480 ▼-46.1%464,7027.7%CL AAMZNAmazon.com$28,546,588$2,721,972 ▼-8.7%130,1186.2%Retail/WholesaleGOOGLAlphabet$26,034,527$551,050 ▼-2.1%137,5315.7%Computer and TechnologyBNBrookfield$25,238,331$1,440,848 ▼-5.4%439,3095.5%FinanceADPAutomatic Data Processing$24,768,375$1,029,527 ▼-4.0%84,6125.4%Business ServicesBAMBrookfield Asset Management$24,350,625$1,346,948 ▼-5.2%449,3565.3%FinanceWRBW. R. Berkley$24,066,029$753,912 ▼-3.0%411,2455.3%FinanceVVisa$23,392,555$390,940 ▼-1.6%74,0185.1%Business ServicesMAMastercard$23,317,223$569,226 ▼-2.4%44,2815.1%Business ServicesCMECME Group$22,460,647$275,193 ▼-1.2%96,7174.9%FinanceENBEnbridge$21,758,253$292,130 ▼-1.3%512,8044.8%Oils/EnergyRGLDRoyal Gold$21,205,633$374,191 ▼-1.7%160,8314.6%Basic MaterialsABTAbbott Laboratories$21,127,928$6,673 ▼0.0%186,7914.6%MedicalFNVFranco-Nevada$19,349,731$327,840 ▲1.7%164,5534.2%Basic MaterialsJNJJohnson & Johnson$18,484,477$199,142 ▲1.1%127,8144.0%MedicalPFEPfizer$17,335,881$84,631 ▲0.5%653,4443.8%MedicalCLXClorox$12,198,6150.0%75,1102.7%Consumer StaplesBRK.ABerkshire Hathaway$11,575,6400.0%172.5%FinanceBRK.BBerkshire Hathaway$4,079,973$117,400 ▼-2.8%9,0010.9%FinanceAAPLApple$3,265,403$1,262,589 ▲63.0%13,0400.7%Computer and TechnologyUSBU.S. Bancorp$2,623,093$99,486 ▼-3.7%54,8420.6%FinanceKOCoca-Cola$1,048,9560.0%16,8480.2%Consumer StaplesMSFTMicrosoft$1,040,609$42,147 ▼-3.9%2,4690.2%Computer and TechnologyPSXPhillips 66$806,6240.0%7,0800.2%Oils/EnergyPGProcter & Gamble$753,0840.0%4,4920.2%Consumer StaplesJPMJPMorgan Chase & Co.$606,2270.0%2,5290.1%FinanceGHIGreystone Housing Impact Investors$581,493$613,022 ▼-51.3%56,7310.1%FinanceSPYSPDR S&P 500 ETF Trust$580,106$43,361 ▼-7.0%9900.1%FinanceHSYHershey$544,7990.0%3,2170.1%Consumer StaplesCVXChevron$526,9280.0%3,6380.1%Oils/EnergyGDGeneral Dynamics$505,3740.0%1,9180.1%AerospacePEPPepsiCo$428,6570.0%2,8190.1%Consumer StaplesTSLATesla$357,802$25,038 ▲7.5%8860.1%Auto/Tires/TrucksQQQInvesco QQQ$331,2770.0%6480.1%FinanceMFAMFA Financial$331,1850.0%32,5010.1%FinanceRSPInvesco S&P 500 Equal Weight ETF$296,139$15,595 ▲5.6%1,6900.1%ETFMUMicron Technology$280,6740.0%3,3350.1%Computer and TechnologyORCLOracle$271,7900.0%1,6310.1%Computer and TechnologyMETAMeta Platforms$251,7690.0%4300.1%Computer and TechnologyLLYEli Lilly and Company$232,3720.0%3010.1%MedicalNEW GOLD INC CDA$56,1970.0%22,6600.0%COMShowing 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. 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