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CIK: 0001907820
Total reported value
$128.5M
$128.5M
71 檔
45.7%
As reported in its official Q1 2025 Form 13F filing, Afg Fiduciary Services Limited Partnership's tracked investment portfolio stood at $128.5M with 71 total positions.
During Q1 2025, 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, PULS, MINT) accounted for 45.7% of total reported equity market value during Q1 2025.
| # | 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 | 19.95% | -0.56% | +6.07% | |
| 2 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 6.76% | +3.14% | +147.04% | |
| 3 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 6.63% | +2.18% | -24.47% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.25% | -3.18% | +29.47% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 4.44% | -4.41% | EXIT | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.42% | -1.13% | +4.02% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.37% | -1.05% | -1.18% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 3.89% | +0.54% | +0.38% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.16% | +1.27% | +11.12% | |
| 10 | XLK | Ss Technology Select Sector | ETF-Tech | 2.62% | +0.98% | +3.27% | |
| 11 | AMD | Advanced Micro Devices | Stock-Tech | 2.08% | +2.14% | +2.03% | |
| 12 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.97% | +0.72% | -5.53% | |
| 13 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.89% | — | +2.46% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.83% | +0.64% | +45.30% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.51% | -0.91% | -1.97% | |
| 16 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.48% | +0.24% | -1.47% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.47% | +0.64% | -1.33% | |
| 18 | CAVA | Cava Group Inc | Stock-Consumer Disc | 1.40% | -0.85% | EXIT | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.34% | +0.53% | +14.71% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.11% | +0.53% | — | |
| 21 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.98% | -0.46% | EXIT | |
| 22 | XLE | Ss Energy Select Sector | ETF-Other | 0.95% | +0.10% | -2.23% | |
| 23 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.92% | — | +0.23% | |
| 24 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.89% | +0.36% | -1.30% | |
| 25 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-Other | 0.88% | — | — | |
| 26 | BBEU | Jpmorgan Betabuilders Europe | ETF-Other | 0.87% | +0.28% | — | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.86% | -2.78% | +1.32% | |
| 28 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.82% | +0.57% | -0.56% | |
| 29 | AIRR | First Trust Rba American Ind | ETF-Other | 0.77% | +0.20% | +102.51% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.75% | -0.13% | — | |
| 31 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.74% | -0.74% | EXIT | |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.74% | +0.24% | -2.15% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.67% | -0.23% | -16.10% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-Other | 0.61% | +0.09% | -9.22% | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.61% | -0.67% | EXIT | |
| 36 | URA | Global X Uranium ETF | ETF-Other | 0.59% | — | +171.05% | |
| 37 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.59% | -0.06% | +117.14% | |
| 38 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 0.58% | -0.59% | EXIT | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.53% | +0.26% | +3.17% | |
| 40 | EPI | Wisdomtree India Earnings | ETF-Other | 0.48% | +0.12% | +65.41% | |
| 41 | TACK | Fairlead Tactical Sector ETF | ETF-Other | 0.46% | +0.11% | -2.21% | |
| 42 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.41% | — | — | |
| 43 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.39% | -0.32% | EXIT | |
| 44 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 0.38% | +0.18% | +1.65% | |
| 45 | ALL | Allstate CORP | Stock-Financials | 0.38% | +0.10% | — | |
| 46 | XLF | Ss Financial Select Sector | ETF-Other | 0.36% | +0.21% | +29.57% | |
| 47 | ✓ | Cava Group Inc | Stock-Other | 0.36% | -0.23% | EXIT | |
| 48 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.34% | -0.32% | EXIT | |
| 49 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.29% | -0.30% | EXIT | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.28% | — | +0.30% |
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 71 disclosed positions in Q1 2025.
During Q1 2025, Afg Fiduciary Services Limited Partnership's top holdings by market value included SPY (19.9%)、PULS (6.8%)、MINT (6.6%). The largest single position, SPY, represented 19.9% of total portfolio value.
In Q1 2025, 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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