American Financial Advisors, LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
2551 ROSWELL ROAD MARIETTA, GA 30062
As of the latest 13F report, the guru’s equity portfolio contained 125 stocks valued at a total of $590.00Mil. The top holdings were
According to GuruFocus data, these were American Financial Advisors, LLC’s top five trades of the quarter.
Berkshire Hathaway Inc
The guru sold out of their 77,140-share investment in NYSE:BRK.B. Previously, the stock had a 3.56% weight in the equity portfolio. Shares traded for an average price of $296.98 during the quarter.
On 01/26/2023, Berkshire Hathaway Inc traded for a price of $310.95 per share and a market cap of $685.49Bil. The stock has returned 0.47% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Berkshire Hathaway Inc has a price-book ratio of 1.51, a EV-to-Ebitda ratio of 69.34 and a price-sales ratio of 2.75.
The price-to-GF Value ratio is 1.15, earning the stock a GF Value rank of 3.
JPMorgan Ultra-Short Income ETF
During the quarter, American Financial Advisors, LLC bought 64,038 shares of ARCA:JPST for a total holding of 75,236. The trade had a 0.54% impact on the equity portfolio. During the quarter, the stock traded for an average price of $49.92.
On 01/26/2023, JPMorgan Ultra-Short Income ETF traded for a price of $50.35 per share and a market cap of $24.41Bil. The stock has returned 1.39% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Schwab US Dividend Equity ETF
During the quarter, American Financial Advisors, LLC bought 15,868 shares of ARCA:SCHD for a total holding of 22,009. The trade had a 0.2% impact on the equity portfolio. During the quarter, the stock traded for an average price of $73.56.
On 01/26/2023, Schwab US Dividend Equity ETF traded for a price of $76.48 per share and a market cap of $46.26Bil. The stock has returned 2.23% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Schwab US Dividend Equity ETF has a price-earnings ratio of 15.50 and a price-book ratio of 3.79.
iShares J.P. Morgan USD Emerging Markets Bond ETF
American Financial Advisors, LLC reduced their investment in NAS:EMB by 13,002 shares. The trade had a 0.18% impact on the equity portfolio. During the quarter, the stock traded for an average price of $82.06.
On 01/26/2023, iShares J.P. Morgan USD Emerging Markets Bond ETF traded for a price of $88.78 per share and a market cap of $17.42Bil. The stock has returned -10.86% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard ESG U.S. Stock ETF
American Financial Advisors, LLC reduced their investment in BATS:ESGV by 14,894 shares. The trade had a 0.16% impact on the equity portfolio. During the quarter, the stock traded for an average price of $66.44.
On 01/26/2023, Vanguard ESG U.S. Stock ETF traded for a price of $70.53 per share and a market cap of $6.06Bil. The stock has returned -8.58% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard ESG U.S. Stock ETF has a price-earnings ratio of 19.53 and a price-book ratio of 3.67.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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