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CIK: 0002057637
Total reported value
$244.7M
$244.7M
1170 檔
16.8%
The Q4 2024 SEC filing reveals that Ameriflex Group, Inc. held a total portfolio value of $244.7M, covering 1170 public equity positions.
During Q4 2024, Ameriflex Group, Inc.'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 AAPL, NVDA, VOO) accounted for 16.8% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 1170 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.13% | -0.38% | — | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.23% | -0.10% | — | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.68% | +0.02% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.76% | -0.51% | — | |
| 5 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 2.07% | — | — | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.76% | +0.19% | — | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.75% | -0.11% | — | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.66% | -0.12% | — | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.32% | +0.04% | — | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.26% | -0.41% | — | |
| 11 | UNP | Union Pacific CORP | Stock-Industrials | 1.26% | -0.12% | — | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.25% | +0.14% | — | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.22% | -0.09% | — | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.21% | +0.09% | — | |
| 15 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.13% | -0.08% | — | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.01% | -0.12% | — | |
| 17 | RDVY | First Trust Rising Dividend | ETF-Other | 1.01% | +0.07% | — | |
| 18 | FNF | Fidelity National Financial | Stock-Financials | 0.98% | -0.12% | — | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.92% | -0.13% | — | |
| 20 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.91% | -0.08% | — | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.85% | -0.47% | — | |
| 22 | BRO | Brown & Brown Inc | Stock-Financials | 0.85% | -0.29% | — | |
| 23 | FVD | First Trust Value Line Dvd | ETF-Other | 0.84% | -0.07% | — | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.81% | -0.22% | — | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | +0.09% | — | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.78% | +0.09% | — | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.75% | -0.54% | — | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.71% | — | — | |
| 29 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.70% | +0.06% | — | |
| 30 | USMC | Principal US Mega-cap ETF | ETF-Other | 0.69% | — | — | |
| 31 | MAIN | Main Street Capital CORP | Stock-Financials | 0.68% | -0.07% | — | |
| 32 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.68% | — | — | |
| 33 | XLE | Ss Energy Select Sector | ETF-Other | 0.65% | -0.14% | — | |
| 34 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.63% | -0.13% | — | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.61% | -0.04% | — | |
| 36 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.61% | -0.04% | — | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | -0.04% | — | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.59% | -0.06% | — | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.59% | +0.24% | — | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.53% | -0.04% | — | |
| 41 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.51% | — | — | |
| 42 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.46% | — | — | |
| 43 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.46% | +0.03% | — | |
| 44 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.45% | -0.01% | — | |
| 45 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.45% | +0.01% | — | |
| 46 | HCRB | Hartford Core Bond ETF | ETF-Other | 0.44% | — | — | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | -0.41% | — | |
| 48 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.42% | — | — | |
| 49 | FTCS | First Trust Capital Strength | ETF-Other | 0.40% | — | — | |
| 50 | T | At&t Inc | Stock-Comm Services | 0.39% | -0.16% | — |
According to official SEC Form 13F filings, Ameriflex Group, Inc. reported a total U.S. public equity portfolio value of $244.7M across 1170 disclosed positions in Q4 2024.
During Q4 2024, Ameriflex Group, Inc.'s top holdings by market value included AAPL (6.1%)、NVDA (4.2%)、VOO (3.7%). The largest single position, AAPL, represented 6.1% of total portfolio value.
In Q4 2024, Ameriflex Group, Inc. 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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