13F History

American Portfolios Advisors

13F Filings History

Latest 13F report: Q4 2024 - Feb 7, 2025
Signature - Title: Harold Chaffee - VP, Chief Compliance Officer - IA
Location: Holbrook, NY
Summary: This page shows a list of all the recent 13F filings made by American Portfolios Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. American Portfolios Advisors reported 3523 stock holdings with total value $2.36B as of Q3 2022. Top holdings included AAPL, IVV, DFEB, VTV, and MSFT. OSAIC HOLDINGS, INC. is reporting for American Portfolios Advisors.

Holdings Value

OSAIC HOLDINGS, INC. is reporting for American Portfolios Advisors:

Name	Holdings Value	Location	File Number
OSAIC HOLDINGS, INC.	$36.9B	Scottsdale, AZ	028-20288

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2024							13F-NT	8/13/2024, 10:51 AM
Q1 2024							13F-NT	5/13/2024, 05:18 PM
Q4 2023	0	$0					13F-NT	2/12/2024, 02:48 PM
Q3 2023	0						13F-NT	11/14/2023, 12:18 PM
Q2 2023	0						13F-NT	8/14/2023, 03:55 PM
Q1 2023	0						13F-NT	5/15/2023, 01:47 PM
Q4 2022	0						13F-NT	2/10/2023, 11:58 AM
Q3 2022	3,523	$2.36B	+$270M	-$185M	+$85.1M	AAPL, IVV, DFEB, VTV, MSFT	13F-HR	3/17/2023, 11:46 AM
Q2 2022	3,519	$2.43B	+$193M	-$195M	-$1.71M	AAPL, DFEB, VTV, MSFT, VUG	13F-HR	3/20/2023, 04:05 PM
Q1 2022	3,575	$2.93B	+$398M	-$245M	+$152M	AAPL, DFEB, VTV, VUG, MSFT	13F-HR	3/21/2023, 10:23 AM
Q4 2021	3,498	$2.96B	+$301M	-$147M	+$154M	AAPL, DFEB, IVV, QQQ, MSFT	13F-HR	3/21/2023, 11:01 AM
Q3 2021	3,456	$2.67B	+$318M	-$166M	+$152M	AAPL, DFEB, ARKK, QQQ, IVV	13F-HR	3/22/2023, 11:07 AM
Q2 2021	3,388	$2.58B	+$322M	-$172M	+$151M	AAPL, ARKK, DFEB, QQQ, VUG	13F-HR	3/22/2023, 11:30 AM
Q1 2021	3,268	$2.29B	+$412M	-$139M	+$273M	AAPL, DFEB, ARKK, QQQ, IVV	13F-HR	3/22/2023, 01:05 PM
Q4 2020	2,969	$1.95B	+$219M	-$188M	+$31.5M	AAPL, DFEB, ARKK, QQQ, VTV	13F-HR	3/22/2023, 01:37 PM
Q3 2020	2,938	$1.73B	+$264M	-$120M	+$144M	AAPL, DFEB, ARKK, QQQ, IVV	13F-HR	3/22/2023, 04:17 PM
Q2 2020	2,838	$1.53B	+$215M	-$106M	+$109M	AAPL, DFEB, QQQ, ARKK, VTV	13F-HR	3/24/2023, 01:02 PM
Q1 2020	2,772	$1.2B	+$227M	-$176M	+$50.4M	AAPL, DFEB, IVV, SPY, VTV	13F-HR	3/24/2023, 01:17 PM
Q4 2019	2,840	$1.41B	+$196M	-$94M	+$102M	AAPL, IVV, VTV, QQQ, VUG	13F-HR	3/24/2023, 10:35 AM
Q3 2019	2,828	$1.22B	+$126M	-$96.8M	+$29.1M	AAPL, IVV, VTV, QQQ, VUG	13F-HR	3/24/2023, 11:16 AM
Q2 2019	2,724	$1.19B	+$175M	-$79M	+$95.8M	AAPL, IVV, VTV, VUG, SPY	13F-HR	3/24/2023, 11:25 AM
Q1 2019	2,609	$1.06B	+$183M	-$25.8M	+$157M	AAPL, IVV, VTV, QQQ, VUG	13F-HR	3/24/2023, 11:37 AM
Q4 2018	2,395	$809M	+$144M	-$88.8M	+$54.8M	IVV, AAPL, VTV, SPY, QQQ	13F-HR	3/24/2023, 11:45 AM
Q3 2018	2,405	$870M	+$133M	-$33.6M	+$99.4M	AAPL, IVV, QQQ, VTV, SPY	13F-HR	3/24/2023, 11:49 AM
Q2 2018	2,375	$734M	+$126M	-$78.2M	+$48.3M	AAPL, IVV, QQQ, SPY, VTV	13F-HR	3/24/2023, 12:01 PM
Q1 2018	2,306	$672M	+$92.3M	-$43.5M	+$48.8M	AAPL, IVV, QQQ, SPY, VTV	13F-HR	3/24/2023, 12:22 PM
Q4 2017	2,259	$633M	$0	$0		AAPL, IVV, QQQ, SPY, VTV	13F-HR	3/24/2023, 12:53 PM

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