Afs Financial Group, LLC Top Holdings and 13F Report (2024) → Elon to Transform U.S. Economy? (From Porter & Company) (Ad) About Afs Financial Group, LLCInvestment ActivityAfs Financial Group, LLC has $23.75 million in total holdings as of March 31, 2024.Afs Financial Group, LLC owns shares of 18 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 17.85% of the portfolio was purchased this quarter.About 375.44% of the portfolio was sold this quarter.This quarter, Afs Financial Group, LLC has purchased 55 new stocks and bought additional shares in 1 stock.Afs Financial Group, LLC sold shares of 14 stocks and completely divested from 39 stocks this quarter.Largest Holdings Fidelity Total Bond ETF $4,122,802Capital Group Core Equity ETF $3,890,887Vanguard Value ETF $3,348,677Apple $2,340,059iShares Core MSCI Total International Stock ETF $2,253,563 Largest New Holdings this Quarter iShares Treasury Floating Rate Bond ETF $973,197 HoldingVANGUARD MALVERN FDS $807,039 Holding Largest Purchases this Quarter Capital Group Core Equity ETF 78,907 shares (about $2.46M)iShares Treasury Floating Rate Bond ETF 19,199 shares (about $973.20K)VANGUARD MALVERN FDS 10,550 shares (about $807.04K) Largest Sales this Quarter Fidelity Total Bond ETF 324,023 shares (about $14.68M)Vanguard Value ETF 60,967 shares (about $9.93M)Apple 41,299 shares (about $7.08M)iShares Core MSCI Total International Stock ETF 94,963 shares (about $6.44M)iShares Core MSCI Emerging Markets ETF 94,033 shares (about $4.85M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAfs Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFBNDFidelity Total Bond ETF$4,122,802$14,681,481 ▼-78.1%90,99117.4%ETFCGUSCapital Group Core Equity ETF$3,890,887$2,458,742 ▲171.7%124,86816.4%ETFVTVVanguard Value ETF$3,348,677$9,928,936 ▼-74.8%20,56214.1%ETFAAPLApple$2,340,059$7,082,082 ▼-75.2%13,6469.9%Computer and TechnologyIXUSiShares Core MSCI Total International Stock ETF$2,253,563$6,444,190 ▼-74.1%33,2099.5%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$1,556,875$4,852,102 ▼-75.7%30,1726.6%ETFVYMIVanguard International High Dividend Yield ETF$1,175,930$4,474,960 ▼-79.2%17,0925.0%ETFTFLOiShares Treasury Floating Rate Bond ETF$973,197$973,197 ▲New Holding19,1994.1%ETFVANGUARD MALVERN FDS$807,039$807,039 ▲New Holding10,5503.4%CORE BD ETFDISWalt Disney$658,909$726,329 ▼-52.4%5,3852.8%Consumer DiscretionaryJPMJPMorgan Chase & Co.$472,840$2,637,770 ▼-84.8%2,3612.0%FinanceVIGVanguard Dividend Appreciation ETF$394,529$259,366 ▼-39.7%2,1601.7%ETFSPLGSPDR Portfolio S&P 500 ETF$388,685$2,021,691 ▼-83.9%6,3171.6%ETFMSFTMicrosoft$374,862$3,097,345 ▼-89.2%8911.6%Computer and TechnologyMGKVanguard Mega Cap Growth ETF$310,399$713,087 ▼-69.7%1,0831.3%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$259,0240.0%3,5411.1%ETFAORiShares Core Growth Allocation ETF$214,385$16,590 ▼-7.2%3,8510.9%ETFSPYSPDR S&P 500 ETF Trust$207,659$1,021,034 ▼-83.1%3970.9%FinanceIVViShares Core S&P 500 ETF$0$10,159,325 ▼-100.0%00.0%ETFVOOVanguard S&P 500 ETF$0$1,779,380 ▼-100.0%00.0%ETFMUBiShares National Muni Bond ETF$0$1,574,438 ▼-100.0%00.0%ETFBACBank of America$0$1,114,647 ▼-100.0%00.0%FinanceJNJJohnson & Johnson$0$1,070,460 ▼-100.0%00.0%MedicalGOOGAlphabet$0$906,321 ▼-100.0%00.0%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$0$753,198 ▼-100.0%00.0%ETFMRKMerck & Co., Inc.$0$749,534 ▼-100.0%00.0%MedicalSPGSimon Property Group$0$687,751 ▼-100.0%00.0%FinanceAMDAdvanced Micro Devices$0$650,373 ▼-100.0%00.0%Computer and TechnologyNEENextEra Energy$0$647,944 ▼-100.0%00.0%UtilitiesVYMVanguard High Dividend Yield ETF$0$641,903 ▼-100.0%00.0%ETFMSMorgan Stanley$0$635,706 ▼-100.0%00.0%FinanceGSThe Goldman Sachs Group$0$631,505 ▼-100.0%00.0%FinancePFEPfizer$0$613,812 ▼-100.0%00.0%MedicalPGProcter & Gamble$0$553,676 ▼-100.0%00.0%Consumer StaplesWMTWalmart$0$544,681 ▼-100.0%00.0%Retail/WholesaleVTEBVanguard Tax-Exempt Bond ETF$0$514,890 ▼-100.0%00.0%ETFXOMExxon Mobil$0$514,505 ▼-100.0%00.0%Oils/EnergyCVXChevron$0$508,039 ▼-100.0%00.0%Oils/EnergySBUXStarbucks$0$470,146 ▼-100.0%00.0%Retail/WholesaleUPSUnited Parcel Service$0$440,928 ▼-100.0%00.0%TransportationKOCoca-Cola$0$421,232 ▼-100.0%00.0%Consumer StaplesPEPPepsiCo$0$393,803 ▼-100.0%00.0%Consumer StaplesMDLZMondelez International$0$376,059 ▼-100.0%00.0%Consumer StaplesAMZNAmazon.com$0$364,504 ▼-100.0%00.0%Retail/WholesaleUUnity Software$0$345,561 ▼-100.0%00.0%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$0$322,792 ▼-100.0%00.0%ETFAMATApplied Materials$0$316,199 ▼-100.0%00.0%Computer and TechnologyFIDELITY COVINGTON TRUST$0$306,423 ▼-100.0%00.0%ENHANCED INTLTSLATesla$0$303,146 ▼-100.0%00.0%Auto/Tires/TrucksAOAiShares Core Aggressive Allocation ETF$0$300,091 ▼-100.0%00.0%ETFIWDiShares Russell 1000 Value ETF$0$293,154 ▼-100.0%00.0%ETFCSCOCisco Systems$0$273,515 ▼-100.0%00.0%Computer and TechnologyMCKMcKesson$0$263,899 ▼-100.0%00.0%MedicalJDJD.com$0$244,684 ▼-100.0%00.0%Retail/WholesaleDGROiShares Core Dividend Growth ETF$0$208,068 ▼-100.0%00.0%ETFGPNGlobal Payments$0$201,676 ▼-100.0%00.0%Business ServicesUAAUnder Armour$0$112,653 ▼-100.0%00.0%Consumer Discretionary 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. 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