AMERIFLEX GROUP INC

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Shares Owned
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%
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Avg Price (*)
% Change
P/L since open
Time since open
% Portfolio
% Outstanding
Value (at report date)
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AAPL
APPLE
59,423+2,708+4.77%
Created with Highcharts 10.1.0
$235.425.42%0.00%13,199,7212025-03-31
NVDA
NVIDIA
86,123+9,111+11.83%
Created with Highcharts 10.1.0
$135.903.83%0.00%9,333,9582025-03-31
VOO
VANGUARD 500 INDEX FUND
15,812+1,285+8.85%
Created with Highcharts 10.1.0
$541.983.33%0.00%8,125,9392025-03-31
MSFT
MICROSOFT
15,216+705+4.86%
Created with Highcharts 10.1.0
$425.122.34%0.00%5,711,9952025-03-31
SPGP
INVESCO S&P 500 GARP ETF
42,390+664+1.59%
Created with Highcharts 10.1.0
$107.471.74%0.13%4,233,9362025-03-31
BRK.B
BERKSHIRE HATHAWAY
6,552+2,244+52.09%
Created with Highcharts 10.1.0
$471.291.43%0.00%3,489,4642025-03-31
IVV
ISHARES CORE S&P 500 ETF
6,184-160-2.52%
Created with Highcharts 10.1.0
$594.721.43%0.00%3,474,5332025-03-31
AMZN
AMAZON
18,113+2,026+12.59%
Created with Highcharts 10.1.0
$205.811.41%0.00%3,446,1792025-03-31
AVGO
BROADCOM
19,424+3,036+18.53%
Created with Highcharts 10.1.0
$198.281.33%0.00%3,252,1722025-03-31
CVX
CHEVRON
18,907+7,970+72.87%
Created with Highcharts 10.1.0
$154.351.30%0.00%3,162,9192025-03-31
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
54,275+9,218+20.46%
Created with Highcharts 10.1.0
$59.151.27%0.01%3,101,2752025-03-31
XLF
FINANCIAL SELECT SECTOR SPDR FUND
61,700+54,259+729.19%
Created with Highcharts 10.1.0
$49.871.26%0.01%3,073,2912025-03-31
QQQ
INVESCO QQQ
6,181+946+18.07%
Created with Highcharts 10.1.0
$505.091.19%0.00%2,898,2142025-03-31
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
21,804+20,062+1,151.66%
Created with Highcharts 10.1.0
$135.091.17%0.01%2,857,8742025-03-31
COST
COSTCO WHOLESALE
2,825+20+0.71%
Created with Highcharts 10.1.0
$932.011.10%0.00%2,671,4382025-03-31
UNP
UNION PACIFIC
10,900-168-1.52%
Created with Highcharts 10.1.0
$236.981.06%0.00%2,575,0232025-03-31
SPY
SPDR S&P 500 ETF
4,373+714+19.51%
Created with Highcharts 10.1.0
$587.541.00%0.00%2,446,0572025-03-31
AMGN
AMGEN
7,845+6,882+714.64%
Created with Highcharts 10.1.0
$294.191.00%0.00%2,444,1932025-03-31
PG
PROCTER & GAMBLE
13,799+2,672+24.01%
Created with Highcharts 10.1.0
$169.890.96%0.00%2,351,5852025-03-31
NOBL
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
22,363+2,859+14.66%
Created with Highcharts 10.1.0
$104.210.94%0.00%2,285,0212025-03-31
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
10,629+10,039+1,701.53%
Created with Highcharts 10.1.0
$225.550.90%0.00%2,194,5742025-03-31
BRO
BROWN & BROWN
17,590-55-0.31%
Created with Highcharts 10.1.0
$106.580.90%0.01%2,188,1962025-03-31
META
META
3,281+728+28.52%
Created with Highcharts 10.1.0
$599.590.78%0.00%1,891,0762025-03-31
FNF
FIDELITY NATIONAL FINANCIAL
28,670-8,040-21.90%
Created with Highcharts 10.1.0
$60.210.77%0.01%1,865,8352025-03-31
JPM
JPMORGAN CHASE
7,499+2,591+52.79%
Created with Highcharts 10.1.0
$239.560.75%0.00%1,839,5712025-03-31
VAW
VANGUARD MATERIALS INDEX FUND
9,684+9,684
Open
Created with Highcharts 10.1.0
$193.220.75%0.07%1,828,4362025-03-31
XOM
EXXON MOBIL
14,972+6,027+67.38%
Created with Highcharts 10.1.0
$114.140.73%0.00%1,780,6502025-03-31
GOOGL
ALPHABET
11,230-2,859-20.29%
Created with Highcharts 10.1.0
$176.190.71%0.00%1,736,5872025-03-31
PLTR
PALANTIR
20,170+3,447+20.61%
Created with Highcharts 10.1.0
$66.090.70%0.00%1,702,3482025-03-31
VTV
VANGUARD VALUE INDEX FUND
9,730+75+0.78%
Created with Highcharts 10.1.0
$175.230.69%0.00%1,680,8282025-03-31
KO
COCA COLA
21,393+16,343+323.62%
Created with Highcharts 10.1.0
$66.630.63%0.00%1,532,1592025-03-31
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
32,559+30,902+1,864.94%
Created with Highcharts 10.1.0
$45.600.62%0.00%1,500,3202025-03-31
GLD
SPDR GOLD TRUST
5,156+2,418+88.31%
Created with Highcharts 10.1.0
$255.020.61%0.00%1,485,6502025-03-31
CAT
CATERPILLAR
4,432+989+28.72%
Created with Highcharts 10.1.0
$381.240.60%0.00%1,461,5292025-03-31
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
5,238+56+1.08%
Created with Highcharts 10.1.0
$291.360.59%0.00%1,439,4782025-03-31
OBDC
OWL ROCK CAPITAL
94,495+58,722+164.15%
Created with Highcharts 10.1.0
$15.030.57%0.02%1,385,2932025-03-31
VOT
VANGUARD MID-CAP GROWTH INDEX FUND
5,613+654+13.19%
Created with Highcharts 10.1.0
$258.090.56%0.01%1,373,2262025-03-31
XLE
ENERGY SELECT SECTOR SPDR FUND
14,574-1,526-9.48%
Created with Highcharts 10.1.0
$90.700.56%0.00%1,361,9512025-03-31
USMC
PRINCIPAL US MEGA-CAP ETF
23,912-396-1.63%
Created with Highcharts 10.1.0
$59.410.56%0.00%1,357,6952025-03-31
VCLT
VANGUARD LONG-TERM CORPORATE BOND INDEX FUND
17,846-1,825-9.28%
Created with Highcharts 10.1.0
$77.690.56%0.01%1,354,6902025-03-31
GOOG
ALPHABET
8,487+80+0.95%
Created with Highcharts 10.1.0
$177.940.54%0.00%1,326,0002025-03-31
SCHD
SCHWAB US DIVIDEND EQUITY ETF
47,403-830-1.72%
Created with Highcharts 10.1.0
$28.340.54%0.00%1,325,3802025-03-31
ABBV
ABBVIE
6,304+3,248+106.28%
Created with Highcharts 10.1.0
$188.630.54%0.00%1,320,8902025-03-31
JQUA
JPMORGAN US QUALITY FACTOR ETF
22,302+5,472+32.51%
Created with Highcharts 10.1.0
$58.090.52%0.02%1,259,3882025-03-31
SPMO
INVESCO S&P 500 MOMENTUM ETF
13,411+2,213+19.76%
Created with Highcharts 10.1.0
$95.840.51%0.02%1,240,8812025-03-31
MAIN
MAIN STREET CAPITAL
21,759-2,274-9.46%
Created with Highcharts 10.1.0
$53.430.50%0.02%1,230,6892025-03-31
DYNF
BLACKROCK US EQUITY FACTOR ROTATION ETF
24,622+7,020+39.88%
Created with Highcharts 10.1.0
$51.490.49%0.01%1,200,5822025-03-31
JNJ
JOHNSON & JOHNSON
6,997+3,381+93.50%
Created with Highcharts 10.1.0
$155.150.48%0.00%1,160,3082025-03-31
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
18,953-16,238-46.14%
Created with Highcharts 10.1.0
$61.040.46%0.00%1,109,5242025-03-31
T
AT&T
38,118+1,864+5.14%
Created with Highcharts 10.1.0
$22.640.44%0.00%1,077,9772025-03-31