• 13F History

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP

13F Filings History

Latest 13F report
Q1 2025 - Apr 11, 2025
Value $
$109M
Signature - Title
Brian Kenney - Chief Compliance Officer
Location
Hingham, MA
Summary
This page shows a list of all the recent 13F filings made by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP reported 70 stock holdings with total value $109M as of Q1 2025. Top holdings included PULS, MINT, QQQ, TLT, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 70 $109M +$18.9M -$14.5M +$4.41M PULS, MINT, QQQ, TLT, AMZN 13F-HR 4/11/2025, 09:54 AM
Q4 2024 71 $111M +$17.2M -$22.7M -$5.5M MINT, IJH, AMZN, QQQ, PSQ 13F-HR 1/17/2025, 11:17 AM
Q3 2024 75 $118M +$12.2M -$11.7M +$525K TLT, MINT, IJH, AMZN, GLD 13F-HR 10/15/2024, 04:46 PM
Q2 2024 76 $113M +$16.6M -$9.2M +$7.39M TLT, MINT, IJH, QQQ, AMZN 13F-HR 7/31/2024, 03:24 PM
Q1 2024 81 $106M +$25.7M -$14.2M +$11.5M TLT, IJH, QQQ, AMZN, MINT 13F-HR 4/15/2024, 11:26 AM
Q4 2023 81 $123M +$13.6M -$15M -$1.4M SPY, TLT, IJH, QQQ, AMZN 13F-HR 1/11/2024, 03:56 PM
Q3 2023 72 $113M +$1.48M -$8.37M -$6.89M SPY, TLT, QQQ, IJH, TIPX 13F-HR 10/23/2023, 05:15 PM
Q2 2023 83 $133M +$25.5M -$9.13M +$16.4M SPY, TLT, TIPX, IJH, QQQ 13F-HR 7/18/2023, 09:43 AM
Q1 2023 72 $104M +$15.3M -$10.2M +$5.08M SPY, TLT, TIPX, IJH, QQQ 13F-HR 5/4/2023, 10:49 AM
Q4 2022 71 $85.1M +$8.57M -$9.9M -$1.33M SPY, TLT, QQQ, XLE, TIPX 13F-HR 2/13/2023, 05:43 PM
Q3 2022 79 $96.7M +$11.6M -$8.16M +$3.45M SPY, TIPX, IJH, QQQ, AMZN 13F-HR 11/14/2022, 05:37 PM
Q2 2022 80 $115M +$14.1M -$10.6M +$3.45M SPY, TIPX, IJH, VCSH, QQQ 13F-HR 8/15/2022, 02:54 PM
Q1 2022 84 $141M +$30.6M -$16.9M +$13.7M SPY, TIPX, VCSH, IJH, IJR 13F-HR 5/16/2022, 11:12 AM
Q4 2021 78 $142M SPY, IJH, VCSH, TIPX, XLK 13F-HR 2/11/2022, 04:01 PM