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Afg Fiduciary Services Limited Partnership

13F Holdings
Filed: 2025-01-17
Portfolio Value
136.59M arrow_downward -3.59%
Number of Holdings
lock info
Reporting Date
2024-12-31
Key Stats trending_flat
CIK
0001907820
Filing Date
2025-01-17 00:00:00
Address
2 Essington Drive
Hingham
MA
Prior Value
141.68M
Top 10 Holdings %
lock
Portfolio Value
Afg Fiduciary Services Limited Partnership
(13F - 2024-12-31)
Spdr S&p 500 Etf Tr
SPY
2025-04-10
Value
27.25M
Shares
392.79K
Portfolio %
19.95%
Pgim Etf Tr
PULS
2025-04-10
Value
9.23M
Shares
186.76K
Portfolio %
6.76%
Pimco Etf Tr
MINT
2025-04-10
Value
9.05M
Shares
90.25K
Portfolio %
6.63%
Invesco Qqq Tr
QQQ
2025-04-10
Value
7.17M
Shares
15.38K
Portfolio %
5.25%
Ishares Tr
TLT
2025-04-10
Value
6.07M
Shares
68.27K
Portfolio %
4.44%
Amazon Com Inc
AMZN
2025-04-10
Value
6.04M
Shares
31.61K
Portfolio %
4.42%
Ishares Tr
IJH
2025-04-10
Value
5.96M
Shares
106.66K
Portfolio %
4.37%
Spdr Gold Tr
GLD
2025-04-10
Value
5.31M
Shares
18.60K
Portfolio %
3.89%
Ishares Tr
IJR
2025-04-10
Value
4.32M
Shares
43.79K
Portfolio %
3.16%
Select Sector Spdr Tr
XLK
2025-04-10
Value
3.58M
Shares
17.58K
Portfolio %
2.62%
Top Increases | Afg Fiduciary Services Limited Partnership
(2024-12-31 → 2024-12-31)
Pgim Etf Tr
PULS
2025-04-10
Value Change
arrow_upward 5.48M
Shares
arrow_upward 111.16K
Portfolio % Change
arrow_upward 4.11%
Portfolio %
6.76%
Ishares Tr
TLT
2025-04-10
Value Change
arrow_upward 2.23M
Shares
arrow_upward 24.07K
Portfolio % Change
arrow_upward 1.74%
Portfolio %
4.44%
Invesco Qqq Tr
QQQ
2025-04-10
Value Change
arrow_upward 1.03M
Shares
arrow_upward 3.50K
Portfolio % Change
arrow_upward 0.91%
Portfolio %
5.25%
Spdr Gold Tr
GLD
2025-04-10
Value Change
arrow_upward 696.47K
Shares
arrow_upward 70.00
Portfolio % Change
arrow_upward 0.63%
Portfolio %
3.89%
Ishares Tr
IVE
2025-04-10
Value Change
arrow_upward 667.53K
Shares
arrow_upward 4.31K
Portfolio % Change
arrow_upward 0.54%
Portfolio %
1.83%
Ishares Tr
SOXX
2025-04-10
Value Change
arrow_upward 459.74K
Shares
arrow_upward 3.35K
Portfolio % Change
arrow_upward 0.36%
Portfolio %
0.98%
First Tr Exchange Traded Fd
AIRR
2025-04-10
Value Change
arrow_upward 430.99K
Shares
arrow_upward 7.75K
Portfolio % Change
arrow_upward 0.33%
Portfolio %
0.77%
Global X Fds
URA
2025-04-10
Value Change
arrow_upward 434.50K
Shares
arrow_upward 23.00K
Portfolio % Change
arrow_upward 0.33%
Portfolio %
0.59%
Ishares Bitcoin Trust Etf
IBIT
2025-04-10
Value Change
arrow_upward 354.75K
Shares
arrow_upward 9.22K
Portfolio % Change
arrow_upward 0.27%
Portfolio %
0.59%
Wisdomtree Tr
EPI
2025-04-10
Value Change
arrow_upward 251.94K
Shares
arrow_upward 6.04K
Portfolio % Change
arrow_upward 0.20%
Portfolio %
0.48%
Top Decreases | Afg Fiduciary Services Limited Partnership
(2024-12-31 → 2024-12-31)
Ishares Tr
PFF
2025-04-10
Value Change
arrow_downward -12006.00
Shares
arrow_downward 256.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.24%
First Tr Exchange Traded Fd
CIBR
2025-04-10
Value Change
arrow_downward -11459.00
Shares
arrow_downward -77.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.22%
Meta Platforms Inc
META
2025-04-10
Value Change
arrow_downward -19457.00
Shares
arrow_downward 2.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.28%
Ishares Inc
EPP
2025-04-10
Value Change
arrow_downward -37784.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.58%
Denison Mines Corp
DNN
2025-04-10
Value Change
arrow_downward -9750.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.01%
Jpmorgan Chase & Co.
JPM
2025-04-10
Value Change
arrow_downward -25039.00
Shares
arrow_downward -20.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.19%
Vanguard Index Fds
VTI
2025-04-10
Value Change
arrow_downward -43743.00
Shares
arrow_downward 83.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.53%
Ishares Tr
IVV
2025-04-10
Value Change
arrow_downward -28838.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.23%
Exxon Mobil Corp
XOM
2025-04-10
Value Change
arrow_downward -55450.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.75%
Hudbay Minerals Inc
HBM
2025-04-10
Value Change
arrow_downward -20202.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.06%
Afg Fiduciary Services Limited Partnership (13F - 2024-12-31) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Afg Fiduciary Services Limited Partnership
(2024-12-31 → 2024-12-31)
Invesco Exchange Traded Fd T
RSP
2025-04-10
Value
add_circle 1.51M
Shares
9.15K
Portfolio %
1.11%
% Change
1.11%
Vaneck Etf Trust
REMX
2025-04-10
Value
add_circle 1.21M
Shares
32.84K
Portfolio %
0.88%
% Change
0.88%
J P Morgan Exchange Traded F
BBEU
2025-04-10
Value
add_circle 1.19M
Shares
20.16K
Portfolio %
0.87%
% Change
0.87%
Vaneck Etf Trust
NLR
2025-04-10
Value
add_circle 555.86K
Shares
7.60K
Portfolio %
0.41%
% Change
0.41%
Cava Group Inc CALL
-
2025-04-10
Value
add_circle 487.33K
Shares
5.30K
Portfolio %
0.36%
% Change
0.36%
First Tr Exchange Traded Fd
RDVY
2025-04-10
Value
add_circle 236.52K
Shares
4.23K
Portfolio %
0.17%
% Change
0.17%
First Tr Exchange-Traded Fd
FIW
2025-04-10
Value
add_circle 221.46K
Shares
2.29K
Portfolio %
0.16%
% Change
0.16%
Plug Power Inc
PLUG
2025-04-10
Value
add_circle 47.43K
Shares
39.20K
Portfolio %
0.03%
% Change
0.03%
Closed Positions | Afg Fiduciary Services Limited Partnership
(2024-12-31 → 2024-12-31)
Direxion Shs Etf Tr
-
2025-01-17
Value
remove_circle 177.98K
Shares
29.32K
Previous %
20.87%
% Change
-20.87%
Ishares Tr
-
2025-01-17
Value
remove_circle 205.69K
Shares
508.00
Previous %
20.87%
% Change
-20.87%
Goldman Sachs Etf Tr
-
2025-01-17
Value
remove_circle 207.67K
Shares
2.64K
Previous %
20.87%
% Change
-20.87%
Alphabet Inc
-
2025-01-17
Value
remove_circle 220.03K
Shares
1.12K
Previous %
20.87%
% Change
-20.87%
Prospect Cap Corp
-
2025-01-17
Value
remove_circle 291.75K
Shares
295.00K
Previous %
20.87%
% Change
-20.87%
Proshares Tr
-
2025-01-17
Value
remove_circle 309.25K
Shares
10.28K
Previous %
20.87%
% Change
-20.87%
Proshares Tr
-
2025-01-17
Value
remove_circle 4.43M
Shares
105.47K
Previous %
20.87%
% Change
-20.87%
Proshares Tr
-
2025-01-17
Value
remove_circle 4.87M
Shares
131.41K
Previous %
20.87%
% Change
-20.87%