0001767898-24-000003.txt : 20240724 0001767898-24-000003.hdr.sgml : 20240724 20240724160239 ACCESSION NUMBER: 0001767898-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240724 DATE AS OF CHANGE: 20240724 EFFECTIVENESS DATE: 20240724 FILER: COMPANY DATA: COMPANY CONFORMED NAME: American Financial Advisors, LLC CENTRAL INDEX KEY: 0001767898 ORGANIZATION NAME: IRS NUMBER: 582639765 STATE OF INCORPORATION: GA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19419 FILM NUMBER: 241138062 BUSINESS ADDRESS: STREET 1: 2551 ROSWELL ROAD STREET 2: SUITE 310 CITY: MARIETTA STATE: GA ZIP: 30062 BUSINESS PHONE: 770-977-2434 MAIL ADDRESS: STREET 1: 2551 ROSWELL ROAD STREET 2: SUITE 310 CITY: MARIETTA STATE: GA ZIP: 30062 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001767898 XXXXXXXX 06-30-2024 06-30-2024 false American Financial Advisors, LLC
2551 Roswell Road Suite 310 Marietta GA 30062
13F HOLDINGS REPORT 028-19419 000115824 801-60761 N
Andria Williams CCO 770-977-2434 /s/ Andria Williams Marietta GA 07-24-2024 0 145 702995791
INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 400548 2335 SH SOLE 0 0 2335 ADVANCED MICRO DEVICES INC COM 007903107 265214 1635 SH SOLE 0 0 1635 AFLAC INC COM 001055102 250661 2807 SH SOLE 0 0 2807 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 354024 4917 SH SOLE 0 0 4917 ALPHABET INC CAP STK CL C 02079K107 628027 3424 SH SOLE 0 0 3424 ALPHABET INC CAP STK CL A 02079K305 3349969 18391 SH SOLE 0 0 18391 AMARIN CORP PLC SPONS ADR NEW 023111206 86951 126382 SH SOLE 0 0 126382 AMAZON COM INC COM 023135106 5554778 28744 SH SOLE 0 0 28744 AMERICAN EXPRESS CO COM 025816109 209117 903 SH SOLE 0 0 903 AMGEN INC COM 031162100 471784 1510 SH SOLE 0 0 1510 APPLE INC COM 037833100 7630486 36229 SH SOLE 0 0 36229 ARK ETF TR INNOVATION ETF 00214Q104 2533443 57644 SH SOLE 0 0 57644 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 37240973 91546 SH SOLE 0 0 91546 BOEING CO COM 097023105 443951 2439 SH SOLE 0 0 2439 CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME 14020Y201 288289 10737 SH SOLE 0 0 10737 CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 14020Y102 508416 22881 SH SOLE 0 0 22881 CAPITAL GRP FIXED INCM ETF T CORE BOND ETF 14020Y508 21406822 829079 SH SOLE 0 0 829079 CARNIVAL CORP UNIT 99/99/9999 143658300 256914 13724 SH SOLE 0 0 13724 CHEVRON CORP NEW COM 166764100 208919 1336 SH SOLE 0 0 1336 CISCO SYS INC COM 17275R102 307876 6480 SH SOLE 0 0 6480 COCA COLA CO COM 191216100 887567 13944 SH SOLE 0 0 13944 CORMEDIX INC COM 21900C308 132182 30527 SH SOLE 0 0 30527 CREDIT SUISSE ASSET MGMT INC COM 224916106 33933 11425 SH SOLE 0 0 11425 CROWDSTRIKE HLDGS INC CL A 22788C105 269383 703 SH SOLE 0 0 703 DATADOG INC CL A COM 23804L103 351590 2711 SH SOLE 0 0 2711 DELTA AIR LINES INC DEL COM NEW 247361702 7342657 154778 SH SOLE 0 0 154778 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 303210 11928 SH SOLE 0 0 11928 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 2134326 66201 SH SOLE 0 0 66201 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 516078 13142 SH SOLE 0 0 13142 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 315108 5245 SH SOLE 0 0 5245 DISNEY WALT CO COM 254687106 542924 5468 SH SOLE 0 0 5468 DNP SELECT INCOME FD INC COM 23325P104 7043294 856848 SH SOLE 0 0 856848 ELI LILLY & CO COM 532457108 12123301 13390 SH SOLE 0 0 13390 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 188427 11617 SH SOLE 0 0 11617 EXXON MOBIL CORP COM 30231G102 339925 2953 SH SOLE 0 0 2953 FASTENAL CO COM 311900104 215329 3427 SH SOLE 0 0 3427 FIRST TR EXCH TRD ALPHDX FD EM SML CP ALPH 33737J307 229606 5657 SH SOLE 0 0 5657 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 14041102 248867 SH SOLE 0 0 248867 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 33637493 400256 SH SOLE 0 0 400256 FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 316912 2058 SH SOLE 0 0 2058 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 419383 7037 SH SOLE 0 0 7037 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 17487545 363945 SH SOLE 0 0 363945 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 1422804 25987 SH SOLE 0 0 25987 FIRST TR EXCHANGE-TRADED FD SSI STRG ETF 33739Q507 372744 11002 SH SOLE 0 0 11002 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 2464041 53906 SH SOLE 0 0 53906 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 15598686 362339 SH SOLE 0 0 362339 FORD MTR CO DEL COM 345370860 147700 11778 SH SOLE 0 0 11778 GE AEROSPACE COM NEW 369604301 757482 4765 SH SOLE 0 0 4765 HOME DEPOT INC COM 437076102 2274691 6608 SH SOLE 0 0 6608 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 355055 1801 SH SOLE 0 0 1801 INVESCO EXCH TRADED FD TR II S&P SMLCP LOW 46138G102 472121 10814 SH SOLE 0 0 10814 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1156161 7038 SH SOLE 0 0 7038 INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM 46137V464 438634 3848 SH SOLE 0 0 3848 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 1557398 42482 SH SOLE 0 0 42482 INVESCO QQQ TR UNIT SER 1 46090E103 60060266 125358 SH SOLE 0 0 125358 ISHARES INC CORE MSCI EMKT 46434G103 494011 9229 SH SOLE 0 0 9229 ISHARES TR CORE MSCI TOTAL 46432F834 202274 2994 SH SOLE 0 0 2994 ISHARES TR CORE US AGGBD ET 464287226 280074 2885 SH SOLE 0 0 2885 ISHARES TR RUSSELL 2000 ETF 464287655 1007479 4966 SH SOLE 0 0 4966 ISHARES TR RUS 1000 ETF 464287622 37182621 124967 SH SOLE 0 0 124967 ISHARES TR SELECT DIVID ETF 464287168 221222 1829 SH SOLE 0 0 1829 ISHARES TR CORE S&P500 ETF 464287200 2768470 5059 SH SOLE 0 0 5059 ISHARES TR 7-10 YR TRSY BD 464287440 527282 5630 SH SOLE 0 0 5630 ISHARES TR CORE S&P MCP ETF 464287507 13565728 231814 SH SOLE 0 0 231814 ISHARES TR NATIONAL MUN ETF 464288414 708069 6645 SH SOLE 0 0 6645 ISHARES TR MSCI EAFE ETF 464287465 2982722 38079 SH SOLE 0 0 38079 ISHARES TR RESIDENTIAL MULT 464288562 526844 6843 SH SOLE 0 0 6843 ISHARES TR RUS 1000 VAL ETF 464287598 1429376 8193 SH SOLE 0 0 8193 ISHARES TR S&P 500 GRWT ETF 464287309 861018 9304 SH SOLE 0 0 9304 ISHARES TR IBOXX HI YD ETF 464288513 819832 10628 SH SOLE 0 0 10628 ISHARES TR RUS 2000 VAL ETF 464287630 1660448 10902 SH SOLE 0 0 10902 ISHARES TR TIPS BD ETF 464287176 1265580 11852 SH SOLE 0 0 11852 ISHARES TR ISHS 1-5YR INVS 464288646 680240 13276 SH SOLE 0 0 13276 ISHARES TR SP SMCP600VL ETF 464287879 262811 2702 SH SOLE 0 0 2702 ISHARES TR US HLTHCARE ETF 464287762 828417 13521 SH SOLE 0 0 13521 ISHARES TR EAFE SML CP ETF 464288273 7952500 129015 SH SOLE 0 0 129015 ISHARES TR EAFE VALUE ETF 464288877 745752 14060 SH SOLE 0 0 14060 ISHARES TR JPMORGAN USD EMG 464288281 1499998 16953 SH SOLE 0 0 16953 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 672012 11856 SH SOLE 0 0 11856 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 4883431 96759 SH SOLE 0 0 96759 JOHNSON & JOHNSON COM 478160104 469473 3212 SH SOLE 0 0 3212 JPMORGAN CHASE & CO. COM 46625H100 393745 1947 SH SOLE 0 0 1947 MASTERCARD INCORPORATED CL A 57636Q104 455338 1032 SH SOLE 0 0 1032 MERCK & CO INC COM 58933Y105 244069 1971 SH SOLE 0 0 1971 META PLATFORMS INC CL A 30303M102 1588945 3151 SH SOLE 0 0 3151 MGM RESORTS INTERNATIONAL COM 552953101 460376 10359 SH SOLE 0 0 10359 MICROSOFT CORP COM 594918104 2161030 4835 SH SOLE 0 0 4835 NVIDIA CORPORATION COM 67066G104 2313463 18726 SH SOLE 0 0 18726 ORACLE CORP COM 68389X105 324747 2300 SH SOLE 0 0 2300 PEPSICO INC COM 713448108 283042 1716 SH SOLE 0 0 1716 PROCTER AND GAMBLE CO COM 742718109 336827 2042 SH SOLE 0 0 2042 PROSHARES TR ULTRPRO S&P500 74347X864 468218 6093 SH SOLE 0 0 6093 QUALCOMM INC COM 747525103 232331 1166 SH SOLE 0 0 1166 ROYAL CARIBBEAN GROUP COM V7780T103 342775 2150 SH SOLE 0 0 2150 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2709736 70529 SH SOLE 0 0 70529 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1993295 38325 SH SOLE 0 0 38325 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 418029 4145 SH SOLE 0 0 4145 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1496973 23299 SH SOLE 0 0 23299 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 314337 5000 SH SOLE 0 0 5000 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 9151914 192875 SH SOLE 0 0 192875 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 28223716 362959 SH SOLE 0 0 362959 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 261241 3357 SH SOLE 0 0 3357 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 11775196 306566 SH SOLE 0 0 306566 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 858200 20876 SH SOLE 0 0 20876 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 22580305 154925 SH SOLE 0 0 154925 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 572099 2529 SH SOLE 0 0 2529 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 333528 4895 SH SOLE 0 0 4895 SELECT SECTOR SPDR TR ENERGY 81369Y506 308742 3387 SH SOLE 0 0 3387 SELECT SECTOR SPDR TR INDL 81369Y704 439227 3604 SH SOLE 0 0 3604 SOUTHERN CO COM 842587107 444704 5733 SH SOLE 0 0 5733 SOUTHERN COPPER CORP COM 84265V105 1262447 11718 SH SOLE 0 0 11718 SPDR S&P 500 ETF TR TR UNIT 78462F103 1230920 2262 SH SOLE 0 0 2262 SPDR SER TR S&P HOMEBUILD 78464A888 246876 2442 SH SOLE 0 0 2442 SPDR SER TR DJ REIT ETF 78464A607 2022982 21729 SH SOLE 0 0 21729 SPDR SER TR S&P 600 SMCP VAL 78464A300 21505069 274615 SH SOLE 0 0 274615 SPDR SER TR S&P BIOTECH 78464A870 5173008 55798 SH SOLE 0 0 55798 SPDR SER TR AEROSPACE DEF 78464A631 2204061 15746 SH SOLE 0 0 15746 SPDR SER TR PORTFOLIO S&P500 78464A854 305327 4771 SH SOLE 0 0 4771 STARBUCKS CORP COM 855244109 268867 3454 SH SOLE 0 0 3454 TESLA INC COM 88160R101 895605 4526 SH SOLE 0 0 4526 UBER TECHNOLOGIES INC COM 90353T100 388548 5346 SH SOLE 0 0 5346 UNITEDHEALTH GROUP INC COM 91324P102 370254 727 SH SOLE 0 0 727 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 14247381 503441 SH SOLE 0 0 503441 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 718732 2757 SH SOLE 0 0 2757 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 364128 1092 SH SOLE 0 0 1092 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 860642 17683 SH SOLE 0 0 17683 VANGUARD INDEX FDS SML CP GRW ETF 922908595 35410445 141568 SH SOLE 0 0 141568 VANGUARD INDEX FDS VALUE ETF 922908744 263188 1641 SH SOLE 0 0 1641 VANGUARD INDEX FDS TOTAL STK MKT 922908769 4632837 17318 SH SOLE 0 0 17318 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 867863 10361 SH SOLE 0 0 10361 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 226097 452 SH SOLE 0 0 452 VANGUARD INDEX FDS MID CAP ETF 922908629 22864500 94442 SH SOLE 0 0 94442 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2881875 65856 SH SOLE 0 0 65856 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 374627 7476 SH SOLE 0 0 7476 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 28051402 350950 SH SOLE 0 0 350950 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 389054 6681 SH SOLE 0 0 6681 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 31780513 411265 SH SOLE 0 0 411265 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 39899562 218568 SH SOLE 0 0 218568 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 36529183 449424 SH SOLE 0 0 449424 VANGUARD WORLD FD INF TECH ETF 92204A702 210101 364 SH SOLE 0 0 364 VERIZON COMMUNICATIONS INC COM 92343V104 277244 6723 SH SOLE 0 0 6723 WASTE MGMT INC DEL COM 94106L109 233229 1093 SH SOLE 0 0 1093 WELLTOWER INC COM 95040Q104 1418756 13609 SH SOLE 0 0 13609 WEYERHAEUSER CO MTN BE COM NEW 962166104 271516 9564 SH SOLE 0 0 9564 WHEELS UP EXPERIENCE INC COM CL A 96328L205 18900 10000 SH SOLE 0 0 10000