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CIK: 0001818044
Total reported value
$203.6M
$203.6M
21 檔
352.0%
The Q4 2024 SEC filing reveals that AF Advisors, Inc. held a total portfolio value of $203.6M, covering 21 public equity positions.
AF Advisors, Inc. executed strategic sector rebalancing during Q4 2024, establishing 1 new positions while fully exiting 3 holdings and trimming 3 positions.
In terms of portfolio concentration, the top 5 core holdings (including FICO, WFC, VTI) accounted for 352.0% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FICO | Fair Isaac CORP | Stock-Tech | 98.38% | -0.56% | -0.37% | |
| 2 | WFC | Wells Fargo & Co | Stock-Financials | 0.31% | -0.10% | — | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.22% | +0.01% | +2.03% | |
| 4 | CAT | Caterpillar Inc | Stock-Industrials | 0.10% | +0.14% | — | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 0.10% | +0.03% | +2.97% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 0.10% | +0.01% | — | |
| 7 | CVX | Chevron CORP | Stock-Energy | 0.09% | -0.14% | — | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.09% | — | — | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.08% | — | +200.08% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.07% | +0.01% | — | |
| 11 | AAPL | Apple Inc | Stock-Tech | 0.06% | +0.01% | +0.06% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.06% | — | +0.15% | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.05% | -0.04% | -3.14% | |
| 14 | CLX | Clorox Company | Stock-Consumer Staples | 0.04% | — | — | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.04% | — | -21.43% | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.04% | +0.04% | — | |
| 17 | DFSEUR | Discover Financial Services | Stock-Other | 0.03% | — | — | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.03% | -0.01% | — | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 0.03% | +0.11% | NEW | |
| 20 | WABC | Westamerica Bancorporation | Stock-Other | 0.03% | — | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.03% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WFC | Wells Fargo & Co | +0.1% | — | Unchanged |
| 2 | DFSEUR | Discover Financial Services | 0% | NEW | New buy |
| 3 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 4 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 5 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 6 | VUG | Vanguard Growth ETF | 0% | +2.97% | Add |
| 7 | VTI | Vanguard Total Stock Mkt ETF | — | +2.03% | Add |
| 8 | AAPL | Apple Inc | — | +0.06% | Add |
| 9 | VGT | Vanguard Info Tech ETF | — | — | Unchanged |
| 10 | SCHB | Schwab US Broad Market ETF | — | +200.08% | Add |
| 11 | WABC | Westamerica Bancorporation | — | — | Unchanged |
| 12 | ITOT | Ishares Core S&p Total U.s. | — | +0.15% | Add |
| 13 | CVX | Chevron CORP | — | — | Unchanged |
| 14 | MSFT | Microsoft CORP | — | — | Unchanged |
| 15 | VB | Vanguard Small-cap ETF | — | — | Unchanged |
| 16 | VIG | Vanguard Dividend Apprec ETF | — | — | Unchanged |
| 17 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 18 | DVY | Ishares Select Dividend ETF | 0% | -3.14% | Trim |
| 19 | CLX | Clorox Company | 0% | — | Unchanged |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -21.43% | Trim |
| 21 | FICO | Fair Isaac CORP | 0% | -0.37% | Trim |
| 22 | VXUS | Vanguard Total Intl Stock | 0% | EXIT | Sold out |
| 23 | MMM | 3m Co | 0% | EXIT | Sold out |
| 24 | VT | Vanguard Tot World Stk ETF | 0% | EXIT | Sold out |
According to official SEC Form 13F filings, AF Advisors, Inc. reported a total U.S. public equity portfolio value of $203.6M across 21 disclosed positions in Q4 2024.
During Q4 2024, AF Advisors, Inc.'s top holdings by market value included FICO (98.4%)、WFC (0.3%)、VTI (0.2%). The largest single position, FICO, represented 98.4% of total portfolio value.
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Top New Position Initiated
DFSEUR
市值: $243.4K
Top Position Liquidated / Trimmed
VXUS
前期市值: $247.0K
In Q4 2024, AF Advisors, Inc. made 12 total portfolio adjustments, initiating 1 new buys, adding to 5 positions, trimming 3 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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