Fund HoldingsAmerica First Investment Advisors, LLC

Total Portfolio Value
$445.63M
Total Bought
$33.01M
Total Sold
$14.87M
Net Transaction
+$18.14M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Brookfield Corp.(BN)465,127464,389-73819,32124,6825.54%+5,361
Brookfield Asset Managem(BAM)461,916474,212+12,29617,57622,4265.03%+4,850
iShares 1-3 Year Treasur370,486415,403+44,91730,25034,5417.75%+4,291
Automatic Data Processin88,23788,129-10821,06124,3885.47%+3,327
Enbridge Inc.(ENB)512,144519,689+7,54518,22721,1054.74%+2,877
CME Group Inc.(CME)95,78097,902+2,12218,83021,6024.85%+2,772
Mastercard Inc.(MA)45,07345,362+28919,88522,4005.03%+2,515
Royal Gold Inc.(RGLD)163,657163,669+1220,48322,9635.15%+2,479
Johnson & Johnson(JNJ)123,996126,437+2,44118,12320,4904.60%+2,367
Abbott Laboratories183,631186,850+3,21919,08121,3034.78%+2,222
Palantir Technologies In(PLTR)1,185,242861,416-323,82630,02232,0457.19%+2,022
Clorox Co.(CLX)75,11075,110010,25012,2362.75%+1,986
WR Berkley Corp.284,155424,128+139,97322,32924,0615.40%+1,732
Franco-Nevada Corp.(FNV)155,048161,765+6,71718,37620,0994.51%+1,723
Pfizer Inc.(PFE)614,276650,254+35,97817,18718,8184.22%+1,631
Visa Inc.(V)73,42475,255+1,83119,27220,6914.64%+1,420
Berkshire Hathaway A1817-111,02011,7502.64%+730
US Bancorp.(USB)56,92256,92202,2602,6030.58%+343
Apple Inc.(AAPL)7,9987,99801,6851,8640.42%+179
Coca-Cola Co.(KO)16,84816,84801,0721,2110.27%+138
MFA Financial Inc.(MFA)32,50132,50103464130.09%+68
Oracle Corp.(ORCL)1,6311,63102302780.06%+48
The Procter & Gamble Co.(PG)4,4924,49207417780.17%+37
Hershey Foods Corp.(HSY)3,2173,21705916170.14%+26
Meta Platforms, Inc.(META)440430-102222460.06%+24
General Dynamics Corp.(GD)1,9181,91805565800.13%+23
JP Morgan Chase & Co.(JPM)2,5292,52905125330.12%+22
New Gold Inc.22,66022,660044650.01%+21
Pepsico Inc.(PEP)2,8192,81904654790.11%+14
SPDR S&P 500(SPY)1,1071,064-436026100.14%+8
Invesco QQQ64864803103160.07%+6
Warner Bros Discovery In(WBD)610-6100-0
American Electric Power60-610-1
Haleon PLC(HLN)5000-50040-4
Paramount Global4320-43240-4
AT&T Inc.(T)2540-25450-5
Eli Lilly & Co.(LLY)30130102732670.06%-6
Sealed Air Corp.2000-20070-7
Devon Energy Corp.(DVN)1510-15170-7
Cardiff Oncology Inc4,0000-4,00090-9
Fresenius Medical Care A(FMS)5380-538100-10
Verizon Communications I(VZ)2530-253100-10
GlaxoSmithKline Plc(GSK)4000-400150-15
Invesco Russell 1000 Equ3710-371170-17
Stryker Corp.(SYK)510-51170-17
Tyson Foods Inc.(TSN)3500-350200-20
Wells Fargo Co.(WFC)3410-341200-20
Exxon Mobil Corp.1910-191220-22
Intel Corp.(INTC)8200-820250-25
Freeport-McMoran Inc.(FCX)6210-621300-30
SPDR Energy Select Secto
ST STR ENERG ETF
3600-360330-33
MetLife Inc.(MET)5300-530370-37
Williams Cos. Inc.(WMB)8830-883380-38
Microsoft Corp.(MSFT)2,5692,56901,1481,1060.25%-43
TotalEnergies SE(TTE)7170-717480-48
Chevron Corp.(CVX)3,7483,638-1105865360.12%-50
Home Depot Inc.(HD)1500-150520-52
Walt Disney Co.(DIS)5400-540540-54
Morgan Stanley(MS)5560-556540-54
Medtronic Inc.(MDT)6950-695550-55
Union Pacific Corp.(UNP)2490-249560-56
Taiwan Semiconductor Co.(TSM)3530-353610-61
Caterpillar Inc.(CAT)1920-192640-64
Berkshire Hathaway B10,6459,260-1,3854,3304,2620.96%-68
Phillips 66(PSX)7,0807,08009999310.21%-69
Mondelez Intl Inc Cl A(MDLZ)1,1500-1,150750-75
Walmart Inc.(WMT)1,1130-1,113750-75
ASML Holding NV
N Y REGISTRY SHS
780-78800-80
Tesla Inc.(TSLA)1,523824-6993012160.05%-86
Netflix Inc.(NFLX)1280-128860-86
Greystone Housing Impact116,538116,53801,7261,6350.37%-91
Micron Technology Inc.(MU)3,3353,33504393460.08%-93
iShares MSCI Europe Fina4,2330-4,233950-95
Agnico Eagle Mines Ltd(AEM)1,4900-1,490970-97
ONEOK Inc.(OKE)1,2000-1,200980-98
ConocoPhillips(COP)1,0000-1,0001140-114
Invesco S&P 500 Equal We
S&P500 EQL WGT
2,6071,601-1,0064282870.06%-141
Merck & Co Inc.(MRK)1,1630-1,1631440-144
Amazon.com Inc.(AMZN)144,717142,525-2,19227,96726,5575.96%-1,410
Alphabet Inc. - Cl A(GOOG)139,599140,442+84325,42823,2925.23%-2,136
Page 1 of 1