America First Investment Advisors, LLC Top Holdings and 13F Report (2024) → CEO of Biggest AI Chipmaker Just Dropped a Bombshell… (From Banyan Hill Publishing) (Ad) About America First Investment Advisors, LLCInvestment ActivityAmerica First Investment Advisors, LLC has $411.29 million in total holdings as of March 31, 2024.America First Investment Advisors, LLC owns shares of 85 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 1.82% of the portfolio was purchased this quarter.About 3.06% of the portfolio was sold this quarter.This quarter, America First Investment Advisors, LLC has purchased 98 new stocks and bought additional shares in 16 stocks.America First Investment Advisors, LLC sold shares of 12 stocks and completely divested from 16 stocks this quarter.Largest Holdings iShares 1-3 Year Treasury Bond ETF $29,477,717Palantir Technologies $28,139,849Alphabet $28,015,705Amazon.com $27,532,842W. R. Berkley $25,211,503 Largest New Holdings this Quarter iShares Select Dividend ETF $5,789 HoldingEditas Medicine $1,113 HoldingSirius XM $155 Holding Largest Purchases this Quarter Pfizer 80,695 shares (about $2.24M)Brookfield Asset Management 29,372 shares (about $1.23M)Franco-Nevada 8,935 shares (about $1.06M)Enbridge 24,654 shares (about $891.98K)iShares 1-3 Year Treasury Bond ETF 9,717 shares (about $794.66K) Largest Sales this Quarter Palantir Technologies 299,295 shares (about $6.89M)Berkshire Hathaway 4 shares (about $2.54M)Amazon.com 3,898 shares (about $703.12K)Berkshire Hathaway 1,435 shares (about $603.45K)Alphabet 2,732 shares (about $412.34K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAmerica First Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSHYiShares 1-3 Year Treasury Bond ETF$29,477,717$794,657 ▲2.8%360,4517.2%ManufacturingPLTRPalantir Technologies$28,139,849$6,886,778 ▼-19.7%1,222,9406.8%Business ServicesGOOGLAlphabet$28,015,705$412,340 ▼-1.5%185,6216.8%Computer and TechnologyAMZNAmazon.com$27,532,842$703,121 ▼-2.5%152,6386.7%Retail/WholesaleWRBW. R. Berkley$25,211,503$325,459 ▼-1.3%285,0696.1%FinanceADPAutomatic Data Processing$21,743,406$749 ▼0.0%87,0645.3%Business ServicesMAMastercard$21,271,590$18,300 ▼-0.1%44,1715.2%Business ServicesVVisa$20,028,372$27,908 ▲0.1%71,7664.9%Business ServicesCMECME Group$20,014,273$23,467 ▼-0.1%92,9644.9%FinanceRGLDRoyal Gold$19,741,807$339,120 ▲1.7%162,0704.8%Basic MaterialsABTAbbott Laboratories$19,544,915$59,899 ▲0.3%171,9594.8%MedicalBNBrookfield$19,141,059$138,087 ▲0.7%457,1544.7%FinanceBAMBrookfield Asset Management$17,957,602$1,234,213 ▲7.4%427,3584.4%FinanceFNVFranco-Nevada$17,878,709$1,064,691 ▲6.3%150,0404.3%Basic MaterialsJNJJohnson & Johnson$17,689,615$584,038 ▲3.4%111,8254.3%MedicalENBEnbridge$17,666,496$891,981 ▲5.3%488,2954.3%Oils/EnergyPFEPfizer$15,589,324$2,239,288 ▲16.8%561,7773.8%MedicalCLXClorox$11,500,0920.0%75,1102.8%Consumer StaplesBRK.ABerkshire Hathaway$11,419,920$2,537,760 ▼-18.2%182.8%FinanceBRK.BBerkshire Hathaway$4,486,948$603,446 ▼-11.9%10,6701.1%FinanceUSBU.S. Bancorp$2,544,4130.0%56,9220.6%FinanceGHIGreystone Housing Impact Investors$1,890,585$7,754 ▲0.4%116,0580.5%FinanceAAPLApple$1,371,497$63,105 ▼-4.4%7,9980.3%Computer and TechnologyPSXPhillips 66$1,156,4470.0%7,0800.3%Oils/EnergyMSFTMicrosoft$1,080,728$421 ▲0.0%2,5690.3%Computer and TechnologyKOCoca-Cola$1,030,7610.0%16,8480.3%Consumer StaplesPGProcter & Gamble$728,8270.0%4,4920.2%Consumer StaplesHSYHershey$625,707$69,631 ▼-10.0%3,2170.2%Consumer StaplesCVXChevron$591,2100.0%3,7480.1%Oils/EnergySPYSPDR S&P 500 ETF Trust$577,823$1,569 ▲0.3%1,1050.1%FinanceGDGeneral Dynamics$541,8160.0%1,9180.1%AerospaceJPMJPMorgan Chase & Co.$506,5590.0%2,5290.1%FinancePEPPepsiCo$493,3530.0%2,8190.1%Consumer StaplesRSPInvesco S&P 500 Equal Weight ETF$430,369$36,923 ▲9.4%2,5410.1%ETFMUMicron Technology$393,1630.0%3,3350.1%Computer and TechnologyMFAMFA Financial$370,8360.0%32,5010.1%FinanceQQQInvesco QQQ$287,7180.0%6480.1%FinanceLLYEli Lilly and Company$234,1660.0%3010.1%MedicalMETAMeta Platforms$213,6550.0%4400.1%Computer and TechnologyORCLOracle$204,8700.0%1,6310.0%Computer and TechnologyTSLATesla$195,1270.0%1,1100.0%Auto/Tires/TrucksMRKMerck & Co., Inc.$152,587$924 ▲0.6%1,1560.0%MedicalCOPConocoPhillips$127,2800.0%1,0000.0%Oils/EnergyEUFNiShares MSCI Europe Financials ETF$96,2580.0%4,2330.0%ETFOKEONEOK$96,2040.0%1,2000.0%Oils/EnergyAEMAgnico Eagle Mines$88,8790.0%1,4900.0%Basic MaterialsMDLZMondelez International$80,5000.0%1,1500.0%Consumer StaplesNFLXNetflix$77,7380.0%1280.0%Consumer DiscretionaryASMLASML$75,6970.0%780.0%Computer and TechnologyDISWalt Disney$70,969$51,514 ▼-42.1%5800.0%Consumer DiscretionaryCATCaterpillar$70,3550.0%1920.0%Industrial ProductsWMTWalmart$66,969$44,646 ▲200.0%1,1130.0%Retail/WholesaleUNPUnion Pacific$61,2740.0%2490.0%TransportationMDTMedtronic$60,5690.0%6950.0%MedicalHDHome Depot$57,5400.0%1500.0%Retail/WholesaleMSMorgan Stanley$52,3530.0%5560.0%FinanceTTETotalEnergies$49,3510.0%7170.0%Oils/EnergyTSMTaiwan Semiconductor Manufacturing$48,0260.0%3530.0%Computer and TechnologyMETMetLife$39,2780.0%5300.0%FinanceNew Gold Inc.$38,5220.0%22,6600.0%COMADMArcher-Daniels-Midland$36,4930.0%5810.0%Consumer StaplesWMBWilliams Companies$34,4110.0%8830.0%Oils/EnergyXLEEnergy Select Sector SPDR Fund$33,9880.0%3600.0%ETFFCXFreeport-McMoRan$29,1990.0%6210.0%Basic MaterialsOXYOccidental Petroleum$23,2660.0%3580.0%Oils/EnergyXOMExxon Mobil$22,2020.0%1910.0%Oils/EnergyCRDFCardiff Oncology$21,3600.0%4,0000.0%MedicalTSNTyson Foods$20,5560.0%3500.0%Consumer StaplesWFCWells Fargo & Company$19,7640.0%3410.0%FinanceSYKStryker$18,2510.0%510.0%MedicalGSKGSK$17,1480.0%4000.0%MedicalEQALInvesco Russell 1000 Equal Weight ETF$15,9820.0%3460.0%ETFVZVerizon Communications$10,6160.0%2530.0%Computer and TechnologyFMSFresenius Medical Care$10,3730.0%5380.0%MedicalDVNDevon Energy$7,5770.0%1510.0%Oils/EnergySEESealed Air$7,4400.0%2000.0%Industrial ProductsCCICrown Castle$6,5610.0%620.0%FinanceDVYiShares Select Dividend ETF$5,789$5,789 ▲New Holding470.0%ETFPARAParamount Global$5,0850.0%4320.0%Consumer DiscretionaryTAT&T$4,4700.0%2540.0%Computer and TechnologyHLNHaleon$4,2450.0%5000.0%MedicalEDITEditas Medicine$1,113$1,113 ▲New Holding1500.0%MedicalWBDWarner Bros. Discovery$5330.0%610.0%Consumer DiscretionaryAEPAmerican Electric Power$5170.0%60.0%UtilitiesSIRISirius XM$155$155 ▲New Holding400.0%Consumer DiscretionaryTIPiShares TIPS Bond ETF$0$490,584 ▼-100.0%00.0%ETFTMOThermo Fisher Scientific$0$44,586 ▼-100.0%00.0%MedicalCOFCapital One Financial$0$42,745 ▼-100.0%00.0%FinanceSHELShell$0$36,256 ▼-100.0%00.0%Oils/EnergyABBVAbbVie$0$31,149 ▼-100.0%00.0%MedicalDHRDanaher$0$31,000 ▼-100.0%00.0%Multi-Sector ConglomeratesRSReliance$0$27,968 ▼-100.0%00.0%Basic MaterialsNKENIKE$0$24,320 ▼-100.0%00.0%Consumer DiscretionarySBUXStarbucks$0$23,426 ▼-100.0%00.0%Retail/WholesaleXYLXylem$0$22,872 ▼-100.0%00.0%Industrial ProductsMCDMcDonald's$0$22,535 ▼-100.0%00.0%Retail/WholesaleEDENiShares MSCI Denmark ETF$0$22,430 ▼-100.0%00.0%ETFSCHWCharles Schwab$0$22,360 ▼-100.0%00.0%FinanceIWPiShares Russell Mid-Cap Growth ETF$0$21,101 ▼-100.0%00.0%ETFBSXBoston Scientific$0$17,979 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. 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