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CIK: 0001907820
Total reported value
$128.5M
$128.5M
76 檔
50.3%
According to the latest 13F quarterly dataset, Afg Fiduciary Services Limited Partnership managed an equity portfolio of $128.5M at the end of Q2 2024, spanning 76 distinct U.S. exchange-listed positions.
During Q2 2024, Afg Fiduciary Services Limited Partnership's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 21.06% | -0.56% | -0.54% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 9.86% | -4.41% | EXIT | |
| 3 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 5.30% | +2.18% | +28.83% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.67% | -1.05% | +0.47% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.13% | -3.18% | -9.31% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.01% | -1.13% | -1.75% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 3.80% | +0.54% | -8.47% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.17% | +1.27% | -1.36% | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 2.75% | +0.98% | -4.38% | |
| 10 | SH1USD | Proshares Short S&p500 | ETF-Other | 2.69% | — | — | |
| 11 | AMD | Advanced Micro Devices | Stock-Tech | 2.65% | +2.14% | +12.76% | |
| 12 | PSQ | Proshares Short Qqq | ETF-Other | 2.61% | +1.42% | — | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.20% | +0.64% | -9.23% | |
| 14 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.94% | — | -5.67% | |
| 15 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.85% | +0.72% | +184.07% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.80% | -0.91% | +853.10% | |
| 17 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.40% | +0.24% | +1.72% | |
| 18 | BITIUSD | Proshares Shrt Bitcoin Strat | ETF-Crypto | 1.28% | — | +47.70% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.26% | +0.64% | -6.98% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.14% | +0.53% | -9.23% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.91% | -2.78% | -4.52% | |
| 22 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.88% | +0.36% | +0.41% | |
| 23 | CAVA | Cava Group Inc | Stock-Consumer Disc | 0.88% | -0.85% | EXIT | |
| 24 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.86% | — | -6.59% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.78% | -0.13% | -0.89% | |
| 26 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.72% | -0.46% | EXIT | |
| 27 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.72% | -0.74% | EXIT | |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.71% | +0.24% | +7.52% | |
| 29 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.71% | +0.57% | +17.58% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.69% | -0.23% | -1.99% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-Other | 0.63% | +0.09% | -0.14% | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.61% | -0.67% | EXIT | |
| 33 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.60% | +0.04% | +5.29% | |
| 34 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 0.59% | -0.59% | EXIT | |
| 35 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.56% | -0.13% | EXIT | |
| 36 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 0.54% | — | -31.56% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.53% | +0.26% | -1.12% | |
| 38 | TACK | Fairlead Tactical Sector ETF | ETF-Other | 0.46% | +0.11% | -11.63% | |
| 39 | XLE | Ss Energy Select Sector | ETF-Other | 0.46% | +0.10% | +0.66% | |
| 40 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.43% | — | -24.85% | |
| 41 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 0.40% | +0.07% | +22.60% | |
| 42 | INDY | Ishares India 50 ETF | ETF-Other | 0.34% | — | -13.95% | |
| 43 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.33% | -0.32% | EXIT | |
| 44 | ALL | Allstate CORP | Stock-Financials | 0.33% | +0.10% | — | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.30% | +0.08% | +0.95% | |
| 46 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.29% | -0.30% | EXIT | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.28% | -0.20% | -1.33% | |
| 48 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.28% | — | -11.07% | |
| 49 | ENPH | Enphase Energy Inc | Stock-Tech | 0.27% | — | -8.60% | |
| 50 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 0.25% | +0.18% | -8.37% |
According to official SEC Form 13F filings, Afg Fiduciary Services Limited Partnership reported a total U.S. public equity portfolio value of $128.5M across 76 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, TLT, MINT) accounted for 50.3% of total reported equity market value during Q2 2024.
During Q2 2024, Afg Fiduciary Services Limited Partnership's top holdings by market value included SPY (21.1%)、TLT (9.9%)、MINT (5.3%). The largest single position, SPY, represented 21.1% of total portfolio value.
In Q2 2024, Afg Fiduciary Services Limited Partnership made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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