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CIK: 0002057637
Total reported value
$244.7M
$244.7M
1286 檔
16.6%
In Q1 2025, Ameriflex Group, Inc.'s U.S. equity holdings reached a combined market value of $244.7M, distributed across 1286 disclosed stock positions.
During Q1 2025, Ameriflex Group, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1286 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.40% | -0.38% | +4.77% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.82% | -0.10% | +11.83% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.32% | +0.02% | +8.85% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.34% | -0.51% | +4.86% | |
| 5 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 1.73% | — | +1.59% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.43% | -0.13% | +52.09% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.42% | +0.19% | -2.52% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.41% | -0.11% | +12.59% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.33% | -0.12% | +18.53% | |
| 10 | CVX | Chevron CORP | Stock-Energy | 1.29% | -0.54% | +72.87% | |
| 11 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.27% | -0.09% | +20.46% | |
| 12 | XLF | Ss Financial Select Sector | ETF-Other | 1.26% | -0.01% | +729.19% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.19% | +0.14% | +18.07% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-Other | 1.17% | — | +1151.66% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.09% | -0.41% | +0.71% | |
| 16 | UNP | Union Pacific CORP | Stock-Industrials | 1.05% | -0.12% | -1.52% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.00% | -0.12% | +19.51% | |
| 18 | AMGN | Amgen Inc | Stock-Healthcare | 1.00% | -0.22% | +714.64% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.96% | -0.47% | +24.01% | |
| 20 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.93% | -0.08% | +14.66% | |
| 21 | XLK | Ss Technology Select Sector | ETF-Tech | 0.90% | +0.15% | +1701.53% | |
| 22 | BRO | Brown & Brown Inc | Stock-Financials | 0.89% | -0.29% | -0.31% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | -0.22% | +28.52% | |
| 24 | FNF | Fidelity National Financial | Stock-Financials | 0.76% | -0.12% | -21.90% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | -0.04% | +52.79% | |
| 26 | VAW | Vanguard Materials ETF | ETF-Other | 0.75% | — | — | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.73% | -0.41% | +67.38% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.71% | +0.04% | -20.29% | |
| 29 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.70% | -0.13% | +20.61% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.69% | +0.09% | +0.78% | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.63% | -0.13% | +323.62% | |
| 32 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.61% | -0.05% | +1864.94% | |
| 33 | GLD | Spdr Gold Shares | ETF-Commodities | 0.61% | -0.08% | +88.31% | |
| 34 | CAT | Caterpillar Inc | Stock-Industrials | 0.60% | +0.24% | +28.72% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | — | +1.08% | |
| 36 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.57% | -0.04% | +164.15% | |
| 37 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.56% | -0.04% | +13.19% | |
| 38 | XLE | Ss Energy Select Sector | ETF-Other | 0.56% | -0.14% | -9.48% | |
| 39 | USMC | Principal US Mega-cap ETF | ETF-Other | 0.56% | — | -1.63% | |
| 40 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.55% | — | -9.28% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | +0.09% | +0.95% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.54% | -0.04% | -1.72% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.54% | -0.02% | +106.28% | |
| 44 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.52% | — | +32.51% | |
| 45 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.51% | — | +19.76% | |
| 46 | MAIN | Main Street Capital CORP | Stock-Financials | 0.50% | -0.07% | -9.46% | |
| 47 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.49% | — | +39.88% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | +0.01% | +93.50% | |
| 49 | RDVY | First Trust Rising Dividend | ETF-Other | 0.45% | +0.07% | -46.14% | |
| 50 | T | At&t Inc | Stock-Comm Services | 0.44% | -0.16% | +5.14% |
According to official SEC Form 13F filings, Ameriflex Group, Inc. reported a total U.S. public equity portfolio value of $244.7M across 1286 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, VOO) accounted for 16.6% of total reported equity market value during Q1 2025.
During Q1 2025, Ameriflex Group, Inc.'s top holdings by market value included AAPL (5.4%)、NVDA (3.8%)、VOO (3.3%). The largest single position, AAPL, represented 5.4% of total portfolio value.
In Q1 2025, 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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