Fund HoldingsAmerica First Investment Advisors, LLC

Total Portfolio Value
$457.63M
Total Bought
$183.48M
Total Sold
$175.47M
Net Transaction
+$8.01M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ISHARES TR0457,058+457,058037,4708.19%+37,470
PALANTIR TECHNOLOGIES INC(PLTR)0464,702+464,702035,1457.68%+35,145
ALPHABET INC(GOOG)0137,531+137,531026,0355.69%+26,035
BROOKFIELD CORP(BN)0439,309+439,309025,2385.52%+25,238
BROOKFIELD ASSET MANAGMT LTD(BAM)0449,356+449,356024,3515.32%+24,351
CME GROUP INC(CME)096,717+96,717022,4614.91%+22,461
BERKSHIRE HATHAWAY INC DEL09,001+9,00104,0800.89%+4,080
VISA INC(V)75,25574,018-1,23720,69123,3935.11%+2,701
US BANCORP DEL(USB)054,842+54,84202,6230.57%+2,623
AMAZON COM INC(AMZN)142,525130,118-12,40726,55728,5476.24%+1,990
APPLE INC(AAPL)7,99813,040+5,0421,8643,2650.71%+1,402
MASTERCARD INCORPORATED(MA)45,36244,281-1,08122,40023,3175.10%+917
ENBRIDGE INC(ENB)519,689512,804-6,88521,10521,7584.75%+654
AUTOMATIC DATA PROCESSING IN88,12984,612-3,51724,38824,7685.41%+381
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
01,690+1,69002960.06%+296
TESLA INC(TSLA)824886+622163580.08%+142
JPMORGAN CHASE & CO.(JPM)2,5292,52905336060.13%+73
INVESCO QQQ TR64864803163310.07%+15
META PLATFORMS INC(META)43043002462520.06%+6
BERKLEY W R CORP424,128411,245-12,88324,06124,0665.26%+5
ORACLE CORP(ORCL)1,6311,63102782720.06%-6
CHEVRON CORP NEW(CVX)3,6383,63805365270.12%-9
NEW GOLD INC CDA22,66022,660065560.01%-9
PROCTER AND GAMBLE CO(PG)4,4924,49207787530.16%-25
SPDR S&P 500 ETF TR(SPY)1,064990-746105800.13%-30
ELI LILLY & CO(LLY)30130102672320.05%-34
CLOROX CO DEL(CLX)75,11075,110012,23612,1992.67%-38
PEPSICO INC(PEP)2,8192,81904794290.09%-51
MICROSOFT CORP(MSFT)2,5692,469-1001,1061,0410.23%-65
MICRON TECHNOLOGY INC(MU)3,3353,33503462810.06%-65
HERSHEY CO(HSY)3,2173,21706175450.12%-72
GENERAL DYNAMICS CORP(GD)1,9181,91805805050.11%-74
MFA FINL INC(MFA)32,50132,50104133310.07%-82
PHILLIPS 66(PSX)7,0807,08009318070.18%-124
COCA COLA CO(KO)16,84816,84801,2111,0490.23%-162
BERKSHIRE HATHAWAY INC DEL1717011,75011,5762.53%-174
ABBOTT LABS186,850186,791-5921,30321,1284.62%-175
Invesco S&P 500 Equal We
S&P500 EQL WGT
1,6010-1,6012870-287
FRANCO NEV CORP(FNV)161,765164,553+2,78820,09919,3504.23%-750
GREYSTONE HOUSING IMPACT INV116,53856,731-59,8071,6355810.13%-1,054
PFIZER INC(PFE)650,254653,444+3,19018,81817,3363.79%-1,482
ROYAL GOLD INC(RGLD)163,669160,831-2,83822,96321,2064.63%-1,757
JOHNSON & JOHNSON(JNJ)126,437127,814+1,37720,49018,4844.04%-2,006
US Bancorp.(USB)56,9220-56,9222,6030-2,603
Berkshire Hathaway B9,2600-9,2604,2620-4,262
CME Group Inc.(CME)97,9020-97,90221,6020-21,602
Brookfield Asset Managem(BAM)474,2120-474,21222,4260-22,426
Alphabet Inc. - Cl A(GOOG)140,4420-140,44223,2920-23,292
Brookfield Corp.(BN)464,3890-464,38924,6820-24,682
Palantir Technologies In(PLTR)861,4160-861,41632,0450-32,045
iShares 1-3 Year Treasur415,4030-415,40334,5410-34,541
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