Managers / Q1 2023
American Portfolios AdvisorsNEW FILER
CIK 0001961150 · 4250 VETERANS MEMORIAL HWY, SUITE 420E, HOLBROOK, NY, 11741 · 6314394600
Reported Value
$1.2B
Q1 2023
Positions
2,775
Filings on Record
20
2019–present window
Filed
Mar 24, 2023
original filing
Summary
American Portfolios Advisors reported $1.2B in U.S.-listed holdings across 2,775 positions for Q1 2023.
Its largest position, AAPL, represents 3.8% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 60.5% · $727M
- Common Stock · 34.0% · $409M
- Other · 2.4% · $29M
- ADR · 1.1% · $14M
- REIT · 1.0% · $12M
- Other · 0.9% · $11M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2023
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.