Institutional Investor · CIK 0000911927
AMERICAN FINANCIAL & TAX STRATEGIES INC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
92
Total Value
$191.29M
Total Shares
3.25M
Latest Filing
Aug 7, 2026
CIK
0000911927
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 243,709 | $11.99M | 0.5150% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 233,668 | $11.32M | 0.0090% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 75,660 | $9.67M | 0.0173% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 137,525 | $8.36M | 0.0236% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 84,573 | $7.43M | 0.0219% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 54,694 | $6.51M | 0.0123% | SH | — | View | |
Invesco S&P 500 Low…(SPLV) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 81,484 | $6.10M | 0.0880% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 199,554 | $5.85M | 0.5021% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-07 | 113,421 | $5.74M | 0.0115% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 219,667 | $5.29M | 4.6755% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 74,020 | $4.98M | 0.0720% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 42,022 | $4.92M | 0.1495% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 49,849 | $4.65M | 0.0533% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-08-07 | 167,400 | $4.59M | 0.0351% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-07 | 57,668 | $4.23M | 0.0010% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 10,591 | $3.87M | 0.0077% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 73,119 | $3.86M | 0.0165% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 109,609 | $3.82M | 0.0234% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 14,897 | $3.62M | 0.0054% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 17,665 | $3.49M | 0.0097% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 11,298 | $3.46M | 0.0096% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-07 | 117,046 | $2.95M | 0.1236% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 115,450 | $2.93M | 18.1880% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-07 | 63,927 | $2.78M | 0.2858% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 120,751 | $2.70M | 0.1270% | SH | — | View | |
State Street SPDR S&P…(SLYG) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 22,423 | $2.67M | 0.0509% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 13,128 | $2.34M | 0.0281% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 26,959 | $2.22M | 0.0171% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-07 | 27,606 | $2.15M | 0.0031% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 17,848 | $2.09M | 0.1057% | SH | — | View | |
State Street SPDR S&P…(MDYG) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 17,223 | $1.93M | 0.0629% | SH | — | View |
Cisco Systems, Inc.(CIS.DE) | Technology | Communication Equipment | 2026-06-30 | 2026-08-07 | 15,381 | $1.81M | 0.0004% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 36,675 | $1.76M | 0.0332% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 76,674 | $1.74M | 1.2114% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 30,654 | $1.56M | 0.0190% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 28,392 | $1.47M | 0.0084% | SH | — | View | |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-08-07 | 10,558 | $1.44M | 0.0003% | SH | — | View |
State Street SPDR S&P…(MDYV) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 14,612 | $1.39M | 0.0518% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 10,832 | $1.35M | 0.0010% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 13,701 | $1.32M | 0.0019% | SH | — | View | |
State Street SPDR S&P…(SLYV) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 11,890 | $1.30M | 0.0267% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 31,168 | $1.23M | 0.0943% | SH | — | View | |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-08-07 | 4,150 | $1.20M | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-07 | 10,649 | $1.16M | 0.0034% | SH | — | View | |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-08-07 | 4,517 | $1.08M | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 9,094 | $1.04M | 0.0698% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 45,358 | $1.02M | 0.1031% | SH | — | View | |
Philip Morris International Inc.(4I1.DE) | Consumer Defensive | Tobacco | 2026-06-30 | 2026-08-07 | 5,488 | $992.83K | 0.0004% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 20,761 | $907.46K | 0.1017% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 3,074 | $884.33K | 0.0459% | SH | — | View | |
| Basic Materials | Construction Materials | 2026-06-30 | 2026-08-07 | 2,688 | $792.99K | 0.0021% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 13,035 | $778.07K | 0.0005% | SH | — | View | |
Altria Group, Inc.(PHM7.DE) | Consumer Defensive | Tobacco | 2026-06-30 | 2026-08-07 | 10,671 | $767.78K | 0.0006% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-07 | 29,856 | $759.54K | 0.0239% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 4,881 | $721.07K | 0.0082% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 8,196 | $706.00K | 0.0002% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 7,139 | $688.44K | 0.0046% | SH | — | View | |
Tesla, Inc.(TL0.DE) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-08-07 | 1,570 | $660.34K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 5,406 | $635.21K | 0.0057% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 4,066 | $594.86K | 0.0303% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 1,796 | $544.42K | 0.0003% | SH | — | View | |
iShares ESG Aware USD…(SUSC) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-07 | 23,471 | $543.39K | 0.0405% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 6,796 | $512.76K | 0.0022% | SH | — | View | |
Coca-Cola Company(CCC3.DE) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-08-07 | 5,865 | $476.65K | 0.0001% | SH | — | View |
The Coca-Cola Company(KO.SW) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-08-07 | 5,865 | $476.65K | 0.0001% | SH | — | View |
Alphabet Inc.(ABEA.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-08-07 | 1,285 | $459.38K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 2,553 | $399.03K | 0.0018% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 3,602 | $397.37K | 0.0007% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 8,665 | $388.63K | 0.0107% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 2,630 | $385.06K | 0.0018% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-08-07 | 968 | $361.08K | 0.0000% | SH | — | View |
| Consumer Defensive | Food Confectioners | 2026-06-30 | 2026-08-07 | 6,125 | $354.27K | 0.0005% | SH | — | View | |
iShares ESG Aware MSCI…(ESGD) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 3,370 | $346.47K | 0.0030% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 4,119 | $344.97K | 0.0004% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 5,725 | $330.14K | 0.0019% | SH | — | View | |
State Street SPDR MSCI…(EFAX) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 6,007 | $325.11K | 0.0654% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 4,032 | $324.87K | 0.0001% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 3,200 | $323.97K | 0.0598% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 3,200 | $323.97K | 0.0269% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 15,685 | $321.39K | 0.0120% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 9,452 | $319.86K | 0.0005% | SH | — | View | |
VanEck Green Bond ETF(GRNB) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-07 | 13,167 | $317.79K | 0.1710% | SH | — | View |
Schwab U.S. Mid-Cap ETF(SCHM) | Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 7,704 | $284.05K | 0.0017% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 3,245 | $277.97K | 0.0620% | SH | — | View | |
Berkshire Hathaway Inc.(BRYN.DE) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-08-07 | 534 | $267.21K | 0.0000% | SH | — | View |
Alphabet Inc.(ABEC.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-08-07 | 755 | $266.76K | 0.0000% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-08-07 | 1,292 | $258.52K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 3,484 | $235.35K | 0.0012% | SH | — | View | |
The Bank of New…(BK) | Financial Services | Investment - Banking & Investment Services | 2026-06-30 | 2026-08-07 | 1,618 | $233.98K | 0.0002% | SH | — | View |
GE Aerospace(GE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-08-07 | 575 | $214.90K | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 1,380 | $213.13K | 0.0656% | SH | — | View | |
iShares ESG Aware MSCI…(ESGE) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 3,823 | $209.08K | 0.0029% | SH | — | View |
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