Top 50 American Portfolios Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.72% | 806.3K | $111.4M | new | โ | 2022-09-30 | |
| IVV | ISHARES TR | 2.31% | 152.0K | $54.5M | new | โ | 2022-09-30 | |
| DFEB | FIRST TR EXCHNG TRADED FD VI | 2.27% | 1.64M | $53.6M | new | โ | 2022-09-30 | |
| VTV | VANGUARD INDEX FDS | 1.87% | 358.0K | $44.2M | new | โ | 2022-09-30 | |
| MSFT | MICROSOFT CORP | 1.87% | 189.3K | $44.1M | new | โ | 2022-09-30 | |
| VUG | VANGUARD INDEX FDS | 1.75% | 192.9K | $41.3M | new | โ | 2022-09-30 | |
| QQQ | INVESCO QQQ TR | 1.53% | 135.4K | $36.2M | new | โ | 2022-09-30 | |
| AMZN | AMAZON COM INC | 1.42% | 297.3K | $33.6M | new | โ | 2022-09-30 | |
| SPY | SPDR S&P 500 ETF TR | 1.4% | 92.5K | $33.1M | new | โ | 2022-09-30 | |
| FDEC | FIRST TR EXCHNG TRADED FD VI | 1.07% | 848.6K | $25.2M | new | โ | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ |
| Top 20 Holdings Unweighted | โ | โ | โ | โ |
American Portfolios Advisors reports $2.36B in US-listed equity holdings across 3,531 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.7%), IVV (2.3%) and DFEB (2.3%). Figures reflect the Q4 2022 filing.
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Holdings on this page are parsed from American Portfolios Advisorsโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1961150). View American Portfolios Advisorsโs 13F filings on SEC