Afg Fiduciary Services Limited Partnership Top Holdings and 13F Report (2025) About Afg Fiduciary Services Limited PartnershipInvestment ActivityAfg Fiduciary Services Limited Partnership has $156.50 million in total holdings as of June 30, 2025.Afg Fiduciary Services Limited Partnership owns shares of 86 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 12.24% of the portfolio was purchased this quarter.About 8.25% of the portfolio was sold this quarter.This quarter, Afg Fiduciary Services Limited Partnership has purchased 71 new stocks and bought additional shares in 26 stocks.Afg Fiduciary Services Limited Partnership sold shares of 28 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $29,846,796PGIM Ultra Short Bond ETF $10,130,186PIMCO Enhanced Short Maturity Exchange-Traded Fund $9,174,644iShares Core S&P Mid-Cap ETF $6,673,510Amazon.com $6,625,484 Largest New Holdings this Quarter 74349Y753 - PROSHARES TR $2,716,958 Holding74348A210 - ProShares Short Russell2000 $2,516,102 Holding74349Y837 - PROSHARES TR $2,233,176 Holding464286400 - iShares MSCI Brazil ETF $964,849 Holding46090E953 - INVESCO QQQ TR $820,485 Holding Largest Purchases this Quarter PROSHARES TR 68,420 shares (about $2.72M)ProShares Short Russell2000 134,984 shares (about $2.52M)PROSHARES TR 65,759 shares (about $2.23M)iShares Flexible Income Active ETF 26,796 shares (about $1.41M)iShares MSCI Brazil ETF 33,513 shares (about $964.85K) Largest Sales this Quarter Invesco QQQ 3,552 shares (about $1.94M)SPDR Gold Shares 4,893 shares (about $1.50M)Vanguard Emerging Markets Government Bond ETF 19,427 shares (about $1.27M)iShares Semiconductor ETF 4,405 shares (about $1.05M)NVIDIA 5,922 shares (about $907.83K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAfg Fiduciary Services Limited Partnership Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$29,846,796$624,274 ▲2.1%401,17719.1%FinancePULSPGIM Ultra Short Bond ETF$10,130,186$870,427 ▲9.4%204,3206.5%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$9,174,644$134,815 ▲1.5%91,6005.9%ETFIJHiShares Core S&P Mid-Cap ETF$6,673,510$23,546 ▼-0.4%106,2834.3%ETFAMZNAmazon.com$6,625,484$342,374 ▼-4.9%30,0534.2%Retail/WholesaleQQQInvesco QQQ$6,468,704$1,942,909 ▼-23.1%11,8264.1%FinanceTLTiShares 20+ Year Treasury Bond ETF$6,006,741$10,136 ▼-0.2%68,1503.8%ETFIJRiShares Core S&P Small-Cap ETF$5,283,186$424,093 ▲8.7%47,6133.4%ETFGLDSPDR Gold Shares$4,216,818$1,504,842 ▼-26.3%13,7112.7%FinanceXLKTechnology Select Sector SPDR Fund$4,179,905$231,143 ▼-5.2%16,6552.7%ETFBINCiShares Flexible Income Active ETF$4,152,571$1,409,473 ▲51.4%78,9462.7%ETFAMDAdvanced Micro Devices$3,230,571$753,777 ▼-18.9%23,7352.1%Computer and TechnologyPROSHARES TR$2,716,958$2,716,958 ▲New Holding68,4201.7%SHORT S&P 500 NEIVEiShares S&P 500 Value ETF$2,585,006$142,055 ▼-5.2%13,1021.7%ETFRWMProShares Short Russell2000$2,516,102$2,516,102 ▲New Holding134,9841.6%ETFXLPConsumer Staples Select Sector SPDR Fund$2,301,752$206,508 ▲9.9%28,0771.5%ETFVOVanguard Mid-Cap ETF$2,291,319$198,119 ▲9.5%8,1421.5%ETFPROSHARES TR$2,233,176$2,233,176 ▲New Holding65,7591.4%SHORT QQQRSPInvesco S&P 500 Equal Weight ETF$1,938,750$255,950 ▲15.2%10,5441.2%ETFVEAVanguard FTSE Developed Markets ETF$1,922,439$412,517 ▼-17.7%33,7451.2%ETFNVDANVIDIA$1,850,762$907,828 ▼-32.9%12,0731.2%Computer and TechnologyBBEUJPMorgan BetaBuilders Europe ETF$1,718,750$359,023 ▲26.4%25,4781.1%ETFVWOVanguard FTSE Emerging Markets ETF$1,656,532$583,364 ▲54.4%33,3571.1%ETFCAVACAVA Group$1,652,574$57,624 ▼-3.4%20,0751.1%Retail/WholesaleCWBSPDR Bloomberg Convertible Securities ETF$1,542,679$162,028 ▲11.7%18,7471.0%ETFVWOBVanguard Emerging Markets Government Bond ETF$1,408,775$1,266,229 ▼-47.3%21,6140.9%ETFXLEEnergy Select Sector SPDR Fund$1,394,109$44,867 ▲3.3%16,3130.9%ETFXLYConsumer Discretionary Select Sector SPDR Fund$1,307,159$55,656 ▼-4.1%5,9890.8%FinanceNETCloudflare$1,283,738$557,254 ▼-30.3%6,9410.8%Computer and TechnologyAAPLApple$1,240,270$8,936 ▲0.7%5,9680.8%Computer and TechnologyVGKVanguard FTSE Europe ETF$1,173,328$3,490 ▲0.3%15,1280.7%ETFXLUUtilities Select Sector SPDR Fund$1,134,541$51,049 ▲4.7%13,8460.7%ETFXOMExxon Mobil$1,053,948$6,882 ▼-0.6%9,6480.7%EnergyEEMiShares MSCI Emerging Markets ETF$971,9160.0%20,1100.6%FinanceEWZiShares MSCI Brazil ETF$964,849$964,849 ▲New Holding33,5130.6%ETFAIRRFirst Trust RBA American Industrial Renaissance ETF$929,872$329,196 ▼-26.1%11,3100.6%ManufacturingEPPiShares MSCI Pacific ex Japan ETF$927,4930.0%18,7980.6%FinanceEPIWisdomTree India Earnings Fund$921,050$193,660 ▲26.6%19,3380.6%FinanceISHARES BITCOIN TRUST ETF$908,072$115,192 ▼-11.3%15,1750.6%SHS BEN INTKWEBKraneShares CSI China Internet ETF$898,262$307,651 ▲52.1%26,1580.6%ManufacturingMUBiShares National Muni Bond ETF$859,446$18,042 ▲2.1%8,2410.5%ETFINVESCO QQQ TR$820,485$820,485 ▲New Holding1,5000.5%PUTVTIVanguard Total Stock Market ETF$820,003$608 ▼-0.1%2,6980.5%ETFSOXXiShares Semiconductor ETF$681,969$1,046,715 ▼-60.5%2,8700.4%ETFREMXVanEck Rare Earth and Strategic Metals ETF$661,331$662,904 ▼-50.1%16,3980.4%ETFXLFFinancial Select Sector SPDR Fund$582,578$39,179 ▲7.2%11,0630.4%ETFVSTVistra$581,029$114,392 ▲24.5%3,1390.4%UtilitiesLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$546,7000.0%5,0000.3%FinanceIMCGiShares Morningstar Mid-Cap Growth ETF$541,2820.0%6,7500.3%ETFTACKFairlead Tactical Sector ETF$540,675$137,591 ▼-20.3%19,0310.3%ETFALLAllstate$533,9740.0%2,6680.3%FinanceCIBRFirst Trust Nasdaq Cybersecurity ETF$531,231$171,322 ▲47.6%7,1380.3%ManufacturingFXIiShares China Large-Cap ETF$512,158$198,698 ▲63.4%13,9060.3%ETFXMMOInvesco S&P MidCap Momentum ETF$452,0530.0%3,5130.3%ETFCAVA GROUP INC$436,2960.0%5,3000.3%CALLTSLATesla$402,651$4,511 ▲1.1%1,3390.3%Auto/Tires/TrucksUBERUber Technologies$396,435$396,435 ▲New Holding4,3030.3%Computer and TechnologyMSFTMicrosoft$389,212$8,857 ▼-2.2%7910.2%Computer and TechnologyIVViShares Core S&P 500 ETF$362,4710.0%5840.2%ETFIWMiShares Russell 2000 ETF$357,318$37,716 ▼-9.5%1,6390.2%FinancePFFiShares Preferred and Income Securities ETF$336,419$6,379 ▲1.9%10,9690.2%ETFCTRNCiti Trends$330,400$330,400 ▲New Holding10,0000.2%Retail/WholesaleJPMJPMorgan Chase & Co.$322,3550.0%1,1100.2%FinancePOWLPowell Industries$321,991$321,991 ▲New Holding1,5330.2%IndustrialsTPLTexas Pacific Land$320,6040.0%3000.2%EnergyEDVVanguard Extended Duration Treasury ETF$320,496$320,496 ▲New Holding4,8000.2%ETFTAT&T$319,834$837 ▲0.3%11,0750.2%Computer and TechnologyDIREXION SHS ETF TR$306,667$306,667 ▲New Holding38,3330.2%DAILY SEMICONDUCBRK.BBerkshire Hathaway$303,0690.0%6190.2%FinanceRDVYFirst Trust Rising Dividend Achievers ETF$276,179$8,427 ▲3.1%4,3590.2%ManufacturingXYLXylem$275,100$275,100 ▲New Holding2,1000.2%Business ServicesIRENIREN$254,341$254,341 ▲New Holding16,7000.2%FinanceMETAMeta Platforms$253,885$220,801 ▼-46.5%3530.2%Computer and TechnologyXBISPDR S&P Biotech ETF$252,148$4,985 ▼-1.9%3,0350.2%ETFIWFiShares Russell 1000 Growth ETF$226,019$226,019 ▲New Holding5380.1%ETFGSEWGoldman Sachs Equal Weight U.S. Large Cap Equity ETF$217,542$217,542 ▲New Holding2,6420.1%ETFPALANTIR TECHNOLOGIES INC$215,622$196,020 ▼-47.6%1,6500.1%CL ABABoeing$213,986$213,986 ▲New Holding1,0200.1%AerospaceUTIUniversal Technical Institute$212,030$212,030 ▲New Holding6,5000.1%Consumer DiscretionaryJNKSPDR Bloomberg High Yield Bond ETF$205,306$205,306 ▲New Holding2,1240.1%FinanceVZVerizon Communications$202,885$27,517 ▼-11.9%4,6450.1%Computer and TechnologyHBMHudBay Minerals$112,678$5,315 ▼-4.5%10,6000.1%Basic MaterialsHLHecla Mining$89,550$89,550 ▲New Holding15,0000.1%Basic MaterialsDNUTKrispy Kreme$80,817$80,817 ▲New Holding25,3350.1%Consumer StaplesSPXSDirexion Daily S&P 500 Bear 3X Shares$60,622$60,622 ▲New Holding12,8710.0%ETFDNNDenison Mine$26,2500.0%15,0000.0%Basic MaterialsURAGlobal X Uranium ETF$0$806,362 ▼-100.0%00.0%ETFNLRVanEck Uranium and Nuclear ETF$0$555,861 ▼-100.0%00.0%ETFWWDWoodward$0$275,452 ▼-100.0%00.0%AerospaceFIWFirst Trust Water ETF$0$221,455 ▼-100.0%00.0%ETFPLUGPlug Power$0$47,432 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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