AMERIFLEX GROUP INC
Q4 2024 Form 13-F
LAS VEGAS, NEVADA
CIK 0002057637
· CRD 305585
· SEC-registered investment adviser
$218.4M Reported Value Total
THE AMERIFLEX GROUP reports 34,131 total accounts under management (AUM). There are 26,426 discretionary accounts valued at $6,383,388,259, and 7,705 non-discretionary accounts valued at $2,972,425,012.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-09-11
Reported value
$218.4M
Quarter over quarter
0.0%
Holdings
1,156
Top-10 concentration
26.6%
Key People
Form ADV owners & control persons
Thomas J Goodson
CHIEF EXECUTIVE OFFICER
Diana Youa Heu
CHIEF COMPLIANCE OFFICER
Jesse Andrew Kurrasch
CHIEF OPERATING OFFICER
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Q4 2024 13F record
Q4 2024 13F filing summary
| Period of report | December 31, 2024 |
|---|---|
| Filed | February 24, 2025 |
| Form | 13F-HR |
| Reported value | $218.4M |
| Positions | 1,156 |
| Change in reported value | First reported quarter |
| Top-10 concentration | 26.6% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 13, 2026
|
1,573 | $244.7M |
|
Q1 2026 13F
Filed May 15, 2026
|
1,109 | $197.6M |
|
Q4 2025 13F
Filed Feb 18, 2026
|
1,145 | $192.6M |
|
Q3 2025 13F
Filed Nov 12, 2025
|
1,081 | $266.7M |
|
Q2 2025 13F
Filed Jul 21, 2025
|
1,052 | $190.3M |
|
Q1 2025 13F
Filed May 15, 2025
|
1,273 | $244.5M |
|
Q4 2024 13F
Filed Feb 24, 2025
|
1,156 | $218.4M |
Top 20 holdings · Q4 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL Apple Inc | $13.4M | 6.13% |
| 2 | NVDA NVIDIA Corp | $9.2M | 4.23% |
| 3 | VOO Vanguard S&P 500 ETF | $8.0M | 3.68% |
| 4 | MSFT Microsoft Corp | $6.0M | 2.76% |
| 5 | SPGP Invesco S&P 500 GARP ETF | $4.5M | 2.07% |
| 6 | IVV iShares Core S&P 500 ETF | $3.8M | 1.76% |
| 7 | AMZN Amazon.com Inc | $3.8M | 1.75% |
| 8 | AVGO Broadcom Inc Com | $3.6M | 1.66% |
| 9 | GOOGL Alphabet Inc A | $2.9M | 1.32% |
| 10 | COST Costco Wholesale Corp | $2.7M | 1.26% |
| 11 | UNP Union Pacific Corp | $2.7M | 1.26% |
| 12 | QQQ Invesco QQQ Trust | $2.7M | 1.25% |
| 13 | JEPI JPMorgan Equity Premium Income ETF | $2.7M | 1.22% |
| 14 | SCHG Schwab US Large-Cap Growth ETF | $2.6M | 1.21% |
| 15 | BUFR FT Vest Laddered Buffer ETF | $2.5M | 1.13% |
| 16 | SPY SPDR S&P 500 ETF Trust | $2.2M | 1.01% |
| 17 | RDVY First Trust Rising Dividend Achiev ETF | $2.2M | 1.01% |
| 18 | FNT Fidelity National Financial Inc | $2.1M | 0.98% |
| 19 | BRK-B Berkshire Hathaway Inc B | $2.0M | 0.92% |
| 20 | NOBL ProShares S&P 500 Dividend Aristocrats | $2.0M | 0.91% |
Values as reported on the Q4 2024 Form 13F. Every position is in the holdings table below.