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CIK: 0001907820
Total reported value
$128.5M
$128.5M
73 檔
47.8%
According to the latest 13F quarterly dataset, Afg Fiduciary Services Limited Partnership managed an equity portfolio of $128.5M at the end of Q4 2024, spanning 73 distinct U.S. exchange-listed positions.
During Q4 2024, Afg Fiduciary Services Limited Partnership's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SPY, MINT, IJH) accounted for 47.8% of total reported equity market value during Q4 2024.
| # | 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 | 20.87% | -0.56% | +5.03% | |
| 2 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 8.48% | +2.18% | +0.69% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.87% | -1.05% | -1.06% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.79% | -1.13% | -5.57% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.33% | -3.18% | -0.63% | |
| 6 | PSQ | Proshares Short Qqq | ETF-Other | 3.44% | +1.42% | +347.63% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 3.26% | +0.54% | -24.87% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.26% | +1.27% | +0.22% | |
| 9 | SH | Proshares Short S&p500 | ETF-Other | 3.13% | +1.56% | — | |
| 10 | XLK | Ss Technology Select Sector | ETF-Tech | 2.79% | +0.98% | -5.48% | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.71% | -4.41% | EXIT | |
| 12 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 2.65% | +3.14% | — | |
| 13 | AMD | Advanced Micro Devices | Stock-Tech | 2.43% | +2.14% | +16.47% | |
| 14 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.03% | +0.72% | -0.40% | |
| 15 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.80% | — | -9.37% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.77% | -0.91% | +0.38% | |
| 17 | CAVA | Cava Group Inc | Stock-Consumer Disc | 1.65% | -0.85% | EXIT | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.41% | +0.64% | -2.71% | |
| 19 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.40% | +0.24% | +1.61% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.29% | +0.64% | -0.75% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.23% | +0.53% | — | |
| 22 | XLE | Ss Energy Select Sector | ETF-Other | 1.06% | +0.10% | +114.85% | |
| 23 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.01% | +0.36% | -7.62% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.98% | -2.78% | +0.10% | |
| 25 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.93% | — | -0.30% | |
| 26 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.81% | +0.57% | -19.86% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.79% | -0.23% | +9.59% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.76% | -0.13% | -0.14% | |
| 29 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.73% | +0.24% | -0.70% | |
| 30 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.67% | -0.74% | EXIT | |
| 31 | MUB | Ishares National Muni Bond E | ETF-Other | 0.66% | +0.09% | +0.75% | |
| 32 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.62% | -0.46% | EXIT | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.59% | -0.67% | EXIT | |
| 34 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 0.59% | -0.59% | EXIT | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.54% | +0.26% | -4.38% | |
| 36 | TACK | Fairlead Tactical Sector ETF | ETF-Other | 0.47% | +0.11% | +0.08% | |
| 37 | ✓ | Invesco QQQ Tr Put Option 06/2 | Stock-Other | 0.44% | +0.42% | +33.33% | |
| 38 | AIRR | First Trust Rba American Ind | ETF-Other | 0.43% | +0.20% | +115.14% | |
| 39 | ✓ | Cava Group Inc | Stock-Other | 0.43% | -0.23% | EXIT | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.39% | -0.29% | EXIT | |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.38% | -0.32% | EXIT | |
| 42 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.37% | -0.32% | EXIT | |
| 43 | ALL | Allstate CORP | Stock-Financials | 0.35% | +0.10% | — | |
| 44 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 0.34% | +0.18% | +18.74% | |
| 45 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.32% | -0.30% | EXIT | |
| 46 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.31% | -0.06% | — | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.30% | +0.08% | +3.33% | |
| 48 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.29% | -0.24% | EXIT | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.29% | — | — | |
| 50 | EPI | Wisdomtree India Earnings | ETF-Other | 0.29% | +0.12% | — |
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 73 disclosed positions in Q4 2024.
During Q4 2024, Afg Fiduciary Services Limited Partnership's top holdings by market value included SPY (20.9%)、MINT (8.5%)、IJH (4.9%). The largest single position, SPY, represented 20.9% of total portfolio value.
In Q4 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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