AMERIFLEX GROUP, INC. Q2 2025 Filing

Filed July 21, 2025

Portfolio Value

$190.3M

Holdings

1,061

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,061 positions)

StockValue
ESGUiShares ESG Aware MSCI USA ETF
$45K
AEPAmerican Electric Power Co Inc
$44K
BILSPDR Blmbg 1-3 Mth T-Bill ETF
$44K
SNPSSynopsys Inc
$44K
FMBLFarmers & Merchants Bank of Long Beach
$44K
LULULululemon Athletica Inc
$44K
JPUSJPMorgan Diversified Return US Eq ETF
$44K
WINGWingstop Inc COM USD0.01
$43K
VGKVanguard FTSE Europe ETF
$43K
JPSEJPMorgan Divers Ret US Small Cap Eq ETF
$43K
BWXTBwx Technologies Inc
$43K
PSLV/USprott Physical Silver Trust
$42K
DBCInvesco DB Commodity Tracking
$42K
APLDApplied Digital Corp
$42K
GRNiPath Series B Carbon ETN
$42K
EBAeBay Inc
$42K
KKRKKR & Co Inc
$41K
DONWisdomTree US MidCap Dividend ETF
$41K
XLBThe Materials Select Sector SPDR ETF
$41K
KMXCarMax Inc
$41K
QPXAdvisorShares Q Dynamic Growth ETF
$41K
NVGNuveen AMT-Free Muni Credit Inc
$41K
VDCVanguard Consumer Staples ETF
$40K
IVEiShares S&P 500 Value ETF
$40K
APDAir Products & Chemicals Inc
$39K
NUENucor Corp
$39K
AXAHYAXA SA
$39K
CVSCVS Health Corp
$39K
PTMCPacer Trendpilot US Mid Cap ETF
$39K
PINEAlpine Income Property Trust Inc
$39K
MRSHMarsh & Mclennan Companies Inc
$39K
FDNFirst Trust Dow Jones Internet ETF
$38K
SLYVSPDR S&P 600 Small Cap Value ETF
$38K
BSTZBlackRock Science and Tech Term ord
$38K
ACNTAscent Industries Co
$38K
RPVInvesco S&P 500 Pure Value ETF
$38K
TRYBarings Bdc Inc
$38K
HYLBXtrackers USD High Yield Corp Bd ETF
$37K
ANETArista Networks Inc COM USD0.0001 (PST REV SPT)
$37K
PG4Principal Financial Group Inc
$37K
GDXVanEck Gold Miners ETF
$37K
MDYSPDR S&P MIDCAP 400 ETF Trust
$37K
ZIONZions Bancorp NA
$37K
IUSViShares Core S&P US Value ETF
$37K
IVOVVanguard S&P Mid-Cap 400 Value ETF
$36K
SUSBiShares ESG 1-5 Year USD Corp Bd ETF
$36K
BSXBoston Scientific Corp
$36K
AIRRFirst Trust RBA Amer Indl RenaisTM ETF
$36K
PEOExelon Corp
$36K
XBMEXBlackRock Health Sciences
$36K
HSYThe Hershey Co
$36K
MDLZMondelez International Inc Class A
$36K
ORLYO'Reilly Automotive Inc
$36K
BKLNInvesco Senior Loan ETF
$36K
TROWT. Rowe Price Group Inc
$36K
ROBTFirst Trust Nasdaq Artificial Intelligence & Robotics ETF
$35K
SYYSysco Corp
$35K
AQLTiShares US Treasury Bond ETF
$35K
IXJiShares Global Healthcare ETF
$35K
PWZInvesco California AMT-Free Muni Bd ETF
$35K
IYEiShares US Energy ETF
$34K
ISTBiShares Core 1-5 Year USD Bond ETF
$34K
AIGAmerican International Group Inc
$34K
IWNiShares Russell 2000 Value ETF
$34K
BMTABritish American Tobacco PLC
$33K
HHPDHon Hai Precision Industry Co Ltd
$33K
CIBRFirst Trust NASDAQ Cybersecurity ETF
$33K
XMMOInvesco S&P MidCap Momentum ETF
$33K
MUMicron Technology Inc
$33K
XRNPXCohen & Steers REIT & Preferred Income
$33K
FLOTiShares Floating Rate Bond ETF
$33K
INGRIngredion Inc
$32K
SPIBSPDR Portfolio Interm Term Corp Bd ETF
$32K
GLWCorning Inc
$32K
LWLamb Weston Holdings Inc
$32K
PKSTPeakstone Realty Trust COM USD0.001
$32K
PWRQuanta Services Inc
$32K
TRVCCitigroup Inc
$32K
STXKStrive Small-Cap ETF
$31K
IMCViShares Morningstar Mid-Cap Value ETF
$31K
CHICalamos Convertible Opps & Income
$31K
IFRAiShares U.S. Infrastructure ETF
$31K
NSRGYNestle SA ADR
$30K
HLNHaleon PLC SPON ADS EACH REP 2 ORD SHS
$30K
GTOInvesco Total Return Bond ETF
$30K
VLOValero Energy Corp
$30K
IVOOVanguard S&P Mid-Cap 400 ETF
$30K
PSXPhillips 66
$30K
MDTMedtronic PLC
$29K
ETREntergy Corp
$29K
GRIDFirst Trust NASDAQ Cln EdgeStGidIfsETF
$29K
STZConstellation Brands Inc
$29K
PSAPublic Storage
$29K
MGVVanguard Mega Cap Value ETF
$29K
EADSYAirbus Group Se
$29K
TTTrane Technologies PLC
$28K
FFLCFidelity Fundamental Large Cap Core ETF
$28K
HELOJPMorgan Hedged Equity Ldrd Ovrly ETF
$28K
EMNEastman Chemical Co
$28K
MATXMatson Inc
$28K
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