0001767898-23-000002.txt : 20230418 0001767898-23-000002.hdr.sgml : 20230418 20230418130448 ACCESSION NUMBER: 0001767898-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230418 DATE AS OF CHANGE: 20230418 EFFECTIVENESS DATE: 20230418 FILER: COMPANY DATA: COMPANY CONFORMED NAME: American Financial Advisors, LLC CENTRAL INDEX KEY: 0001767898 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: 23826140 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 03-31-2023 03-31-2023 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 04-18-2023 0 129 614173831
INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 446826 2804 SH SOLE 0 0 2804 AFLAC INC COM 001055102 225676 3498 SH SOLE 0 0 3498 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 272617 2668 SH SOLE 0 0 2668 ALPHABET INC CAP STK CL A 02079K305 2035183 19620 SH SOLE 0 0 19620 ALPHABET INC CAP STK CL C 02079K107 320734 3084 SH SOLE 0 0 3084 ALPS ETF TR OSHARES EUR QLT 00162Q379 7833171 291304 SH SOLE 0 0 291304 AMARIN CORP PLC SPONS ADR NEW 023111206 51573 34382 SH SOLE 0 0 34382 AMAZON COM INC COM 023135106 3025055 29287 SH SOLE 0 0 29287 AMGEN INC COM 031162100 278566 1152 SH SOLE 0 0 1152 AMYRIS INC COM NEW 03236M200 131624 96782 SH SOLE 0 0 96782 ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839 233233 12205 SH SOLE 0 0 12205 APPLE INC COM 037833100 6838415 41470 SH SOLE 0 0 41470 ARK ETF TR INNOVATION ETF 00214Q104 7978960 197793 SH SOLE 0 0 197793 BOEING CO COM 097023105 574656 2705 SH SOLE 0 0 2705 CARNIVAL CORP COMMON STOCK 143658300 193459 19060 SH SOLE 0 0 19060 CHEVRON CORP NEW COM 166764100 238405 1461 SH SOLE 0 0 1461 COCA COLA CO COM 191216100 852229 13739 SH SOLE 0 0 13739 CREDIT SUISSE ASSET MGMT INC COM 224916106 29363 11425 SH SOLE 0 0 11425 DATADOG INC CL A COM 23804L103 244937 3371 SH SOLE 0 0 3371 DELTA AIR LINES INC DEL COM NEW 247361702 3840205 109971 SH SOLE 0 0 109971 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 1686806 66201 SH SOLE 0 0 66201 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 437232 13059 SH SOLE 0 0 13059 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 273602 5192 SH SOLE 0 0 5192 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 275060 11928 SH SOLE 0 0 11928 DISNEY WALT CO COM 254687106 739170 7382 SH SOLE 0 0 7382 DNP SELECT INCOME FD INC COM 23325P104 15331924 1391282 SH SOLE 0 0 1391282 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 163962 13148 SH SOLE 0 0 13148 ENPHASE ENERGY INC COM 29355A107 205865 979 SH SOLE 0 0 979 EXXON MOBIL CORP COM 30231G102 254812 2324 SH SOLE 0 0 2324 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 611886 38339 SH SOLE 0 0 38339 FIRST TR EXCH TRD ALPHDX FD EM SML CP ALPH 33737J307 527514 14177 SH SOLE 0 0 14177 FIRST TR EXCH TRD ALPHDX FD EMERG MKT ALPH 33737J182 273016 12878 SH SOLE 0 0 12878 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 11189510 261743 SH SOLE 0 0 261743 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 30057991 412092 SH SOLE 0 0 412092 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 743046 12486 SH SOLE 0 0 12486 FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 256575 6453 SH SOLE 0 0 6453 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 26532229 554256 SH SOLE 0 0 554256 FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 591433 3815 SH SOLE 0 0 3815 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 1305200 29088 SH SOLE 0 0 29088 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 12739244 281592 SH SOLE 0 0 281592 FIRST TR EXCHANGE-TRADED FD SSI STRG ETF 33739Q507 2064046 64683 SH SOLE 0 0 64683 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 25725414 570915 SH SOLE 0 0 570915 FORD MTR CO DEL COM 345370860 127387 10110 SH SOLE 0 0 10110 GENERAL ELECTRIC CO COM NEW 369604301 454186 4751 SH SOLE 0 0 4751 HOME DEPOT INC COM 437076102 1920734 6508 SH SOLE 0 0 6508 INVESCO EXCH TRADED FD TR II S&P SMLCP LOW 46138G102 709472 16753 SH SOLE 0 0 16753 INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM 46137V464 498961 6609 SH SOLE 0 0 6609 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 1337865 4848 SH SOLE 0 0 4848 INVESCO QQQ TR UNIT SER 1 46090E103 51543202 160606 SH SOLE 0 0 160606 ISHARES INC CORE MSCI EMKT 46434G103 461374 9456 SH SOLE 0 0 9456 ISHARES TR 7-10 YR TRSY BD 464287440 580512 5857 SH SOLE 0 0 5857 ISHARES TR CORE MSCI TOTAL 46432F834 661333 10675 SH SOLE 0 0 10675 ISHARES TR CORE S&P MCP ETF 464287507 24048885 96134 SH SOLE 0 0 96134 ISHARES TR CORE S&P500 ETF 464287200 1608356 3913 SH SOLE 0 0 3913 ISHARES TR EAFE SML CP ETF 464288273 25584951 429927 SH SOLE 0 0 429927 ISHARES TR EAFE VALUE ETF 464288877 811347 16718 SH SOLE 0 0 16718 ISHARES TR EXPONENTIAL TECH 46434V381 265598 5040 SH SOLE 0 0 5040 ISHARES TR FLTG RATE NT ETF 46429B655 3613067 71702 SH SOLE 0 0 71702 ISHARES TR IBOXX HI YD ETF 464288513 814576 10782 SH SOLE 0 0 10782 ISHARES TR ISHS 1-5YR INVS 464288646 627715 12420 SH SOLE 0 0 12420 ISHARES TR JPMORGAN USD EMG 464288281 12410158 143836 SH SOLE 0 0 143836 ISHARES TR MBS ETF 464288588 550529 5812 SH SOLE 0 0 5812 ISHARES TR MSCI EAFE ETF 464287465 2856791 39944 SH SOLE 0 0 39944 ISHARES TR NATIONAL MUN ETF 464288414 1116589 10364 SH SOLE 0 0 10364 ISHARES TR RESIDENTIAL MULT 464288562 504162 7139 SH SOLE 0 0 7139 ISHARES TR RUS 1000 ETF 464287622 15545323 69020 SH SOLE 0 0 69020 ISHARES TR RUS 1000 VAL ETF 464287598 1306809 8583 SH SOLE 0 0 8583 ISHARES TR RUS 2000 VAL ETF 464287630 1617623 11806 SH SOLE 0 0 11806 ISHARES TR RUSSELL 2000 ETF 464287655 950109 5326 SH SOLE 0 0 5326 ISHARES TR S&P 500 GRWT ETF 464287309 606945 9500 SH SOLE 0 0 9500 ISHARES TR SELECT DIVID ETF 464287168 256601 2190 SH SOLE 0 0 2190 ISHARES TR SP SMCP600VL ETF 464287879 1112562 11888 SH SOLE 0 0 11888 ISHARES TR TIPS BD ETF 464287176 2438464 22118 SH SOLE 0 0 22118 ISHARES TR US HLTHCARE ETF 464287762 1552228 5685 SH SOLE 0 0 5685 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 4166808 82806 SH SOLE 0 0 82806 JOHNSON & JOHNSON COM 478160104 472868 3051 SH SOLE 0 0 3051 LILLY ELI & CO COM 532457108 8387994 24425 SH SOLE 0 0 24425 MASTERCARD INCORPORATED CL A 57636Q104 375147 1032 SH SOLE 0 0 1032 MERCK & CO INC COM 58933Y105 209948 1973 SH SOLE 0 0 1973 META PLATFORMS INC CL A 30303M102 671638 3169 SH SOLE 0 0 3169 MGM RESORTS INTERNATIONAL COM 552953101 579916 13055 SH SOLE 0 0 13055 MICROSOFT CORP COM 594918104 1166035 4045 SH SOLE 0 0 4045 NVIDIA CORPORATION COM 67066G104 508799 1832 SH SOLE 0 0 1832 PEPSICO INC COM 713448108 300202 1647 SH SOLE 0 0 1647 PROCTER AND GAMBLE CO COM 742718109 263602 1773 SH SOLE 0 0 1773 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2776356 79780 SH SOLE 0 0 79780 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 239536 5006 SH SOLE 0 0 5006 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 2826374 38633 SH SOLE 0 0 38633 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 662471 13696 SH SOLE 0 0 13696 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 895103 21348 SH SOLE 0 0 21348 SCHWAB STRATEGIC TR US TIPS ETF 808524870 14334826 267391 SH SOLE 0 0 267391 SELECT SECTOR SPDR TR ENERGY 81369Y506 268929 3247 SH SOLE 0 0 3247 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 732875 22795 SH SOLE 0 0 22795 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 9969468 266706 SH SOLE 0 0 266706 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 3692795 28525 SH SOLE 0 0 28525 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 399558 3949 SH SOLE 0 0 3949 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 808083 11938 SH SOLE 0 0 11938 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 605641 4011 SH SOLE 0 0 4011 SOUTHERN CO COM 842587107 382485 5497 SH SOLE 0 0 5497 SOUTHERN COPPER CORP COM 84265V105 867996 11384 SH SOLE 0 0 11384 SPDR S&P 500 ETF TR TR UNIT 78462F103 662179 1617 SH SOLE 0 0 1617 SPDR SER TR AEROSPACE DEF 78464A631 2301003 19682 SH SOLE 0 0 19682 SPDR SER TR DJ REIT ETF 78464A607 2086556 23503 SH SOLE 0 0 23503 SPDR SER TR S&P 600 SMCP VAL 78464A300 25166290 330353 SH SOLE 0 0 330353 SPDR SER TR S&P BIOTECH 78464A870 19204511 251995 SH SOLE 0 0 251995 SPDR SER TR S&P HOMEBUILD 78464A888 204395 3016 SH SOLE 0 0 3016 STARBUCKS CORP COM 855244109 407433 3913 SH SOLE 0 0 3913 TESLA INC COM 88160R101 124476 600 PRN Call SOLE 0 0 0 TESLA INC COM 88160R101 1069249 5154 SH SOLE 0 0 5154 UNITEDHEALTH GROUP INC COM 91324P102 331286 701 SH SOLE 0 0 701 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 13414720 478755 SH SOLE 0 0 478755 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 283741 1078 SH SOLE 0 0 1078 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 238317 1034 SH SOLE 0 0 1034 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 2977221 60859 SH SOLE 0 0 60859 VANGUARD INDEX FDS MID CAP ETF 922908629 1676925 7951 SH SOLE 0 0 7951 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 963108 11598 SH SOLE 0 0 11598 VANGUARD INDEX FDS SML CP GRW ETF 922908595 36529984 168800 SH SOLE 0 0 168800 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3575317 17517 SH SOLE 0 0 17517 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3611046 89382 SH SOLE 0 0 89382 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 276365 5455 SH SOLE 0 0 5455 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 787438 9816 SH SOLE 0 0 9816 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 29496239 386937 SH SOLE 0 0 386937 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 38051887 247074 SH SOLE 0 0 247074 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 32030683 434727 SH SOLE 0 0 434727 VANGUARD WORLD FD ESG US STK ETF 921910733 14015750 195450 SH SOLE 0 0 195450 VANGUARD WORLD FDS INF TECH ETF 92204A702 201219 522 SH SOLE 0 0 522 VERIZON COMMUNICATIONS INC COM 92343V104 286903 7377 SH SOLE 0 0 7377 WELLTOWER INC COM 95040Q104 1187878 16570 SH SOLE 0 0 16570 WEYERHAEUSER CO MTN BE COM NEW 962166104 321421 10668 SH SOLE 0 0 10668