Aa Financial Advisors, LLC Purchases in Q4 2024

Aa Financial Advisors, LLC

  • $375 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
10K
+ 10.29%
$233.76 - $261.58 $2.34M - $2.62M
107K $25.8B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
123K
+ 35.01%
$19.42 - $19.76 $2.39M - $2.44M
475K $9.26B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
110K
+ 101.26%
$19.38 - $19.58 $2.13M - $2.15M
218K $4.24B
WMS
Advanced Drainage Systems, Inc.

Industrials
16.4K
New
$114.63 - $163.52 $1.88M - $2.69M
16.4K $1.9B
CGUS
Capital Group Core Equity ETF
49K
+ 18.29%
$33.96 - $36.24 $1.66M - $1.77M
317K $11.1B
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
72.7K
+ 32.88%
$23.02 - $23.23 $1.67M - $1.69M
294K $6.77B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
40.8K
+ 13.95%
$51.09 - $55.27 $2.08M - $2.25M
333K $17B
VTI
Vanguard Total Stock Market Et

ETFs
3.94K
+ 6.82%
$280.04 - $302.45 $1.1M - $1.19M
61.6K $17.9B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
69.1K
+ 49.27%
$20.6 - $20.71 $1.42M - $1.43M
209K $4.33B
AVGO
Broadcom Inc.

Technology
454
+ 2.7%
$159.67 - $250.0 $72.5K - $114K
17.3K $4B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8.54K
+ 16.23%
$126.68 - $134.74 $1.08M - $1.15M
61.1K $7.8B
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
62.7K
+ 22.18%
$18.28 - $18.87 $1.15M - $1.18M
345K $6.33B
VCIT
Vanguard Intermediate Term Cor

ETFs
16K
+ 19.55%
$80.13 - $83.77 $1.28M - $1.34M
97.5K $7.83B
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
42.7K
+ 186.78%
$23.25 - $23.56 $992K - $1.01M
65.5K $1.52B
CGGO
Capital Group Global Growth Eq

ETFs
40.5K
+ 17.64%
$29.21 - $30.67 $1.18M - $1.24M
270K $7.89B
BSCV
Invesco ETF Self Indexed Fd Tr
66.9K
+ 21.16%
$16.02 - $16.72 $1.07M - $1.12M
383K $6.14B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
42.9K
+ 62.21%
$20.08 - $20.61 $861K - $884K
112K $2.25B
POCT
Innovator U.S. Equity Power Bu

ETFs
18.2K
+ 9.85%
$38.63 - $40.03 $703K - $728K
203K $8.03B
PJAN
Innovator U.S. Equity Power Bu

ETFs
15K
+ 8.53%
$41.16 - $42.25 $619K - $635K
191K $8.08B
PJUL
Innovator U.S. Equity Power Bu

ETFs
14.5K
+ 8.08%
$40.12 - $41.68 $580K - $602K
193K $7.96B
VT
Vanguard Total World Stk Index

ETFs
5.76K
New
$117.09 - $123.07 $674K - $709K
5.76K $676M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
6.91K
+ 27.99%
$131.66 - $144.0 $910K - $995K
31.6K $4.18B
PAPR
Innovator U.S. Equity Power Bu

ETFs
13.2K
+ 6.59%
$35.71 - $37.1 $473K - $491K
214K $7.87B
AMZN
Amazon Com Inc

Consumer Cyclical
819
+ 6.51%
$180.88 - $232.93 $148K - $191K
13.4K $2.94B
BSCU
Invesco Exc Self Ind Tr

ETFs
32.3K
+ 103.46%
$16.32 - $16.99 $528K - $549K
63.6K $1.04B
NVDA
Nvidia Corp

Technology
1.05K
+ 3.78%
$117.0 - $148.88 $122K - $156K
28.7K $3.85B
Blackrock Inc
455
New
N/A
455 $466M
FSK
Fs Kkr Capital Corp

Financial Services
11.7K
+ 11.79%
$19.71 - $22.22 $231K - $261K
111K $2.41B
DFAE
Dimensional ETF Tr

ETFs
36.5K
+ 15.45%
$25.36 - $28.15 $925K - $1.03M
273K $6.92B
AAPL
Apple Inc.

Technology
252
+ 1.27%
$221.69 - $259.02 $55.9K - $65.3K
20.1K $5.02B
CRM
Salesforce, Inc.

Technology
75
+ 1.2%
$270.87 - $367.87 $20.3K - $27.6K
6.34K $2.12B
SAP
Sap Se

Technology
1.53K
New
$218.13 - $255.54 $335K - $392K
1.53K $378M
JPM
Jpmorgan Chase & CO

Financial Services
300
+ 3.07%
$205.18 - $250.29 $61.6K - $75.1K
10.1K $2.41B
SCHX
Schwab Strategic Tr Us Large C

ETFs
274K
+ 203.94%
$22.4 - $68.28 $6.13M - $18.7M
408K $9.45B
CGDV
Capital Group Divid Value ETF

ETFs
17.7K
+ 7.28%
$35.16 - $37.12 $621K - $656K
260K $9.18B
BSJR
Invesco Indx Tr

ETFs
14.8K
+ 133.51%
$22.37 - $22.7 $330K - $335K
25.8K $579M
NFLX
Netflix Inc

Communication Services
99
+ 9.74%
$687.65 - $936.56 $68.1K - $92.7K
1.12K $994M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
11.6K
New
$23.26 - $23.6 $270K - $274K
11.6K $270M
GOOG
Alphabet Inc.

Communication Services
487
+ 6.81%
$163.08 - $198.16 $79.4K - $96.5K
7.63K $1.45B
BDX
Becton Dickinson & CO

Healthcare
1.14K
New
$220.02 - $243.75 $250K - $277K
1.14K $258M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.1K
+ 69.63%
$198.04 - $221.51 $218K - $244K
2.69K $566M
V
Visa Inc.

Financial Services
124
+ 2.47%
$273.87 - $320.91 $34K - $39.8K
5.15K $1.63B
DFS
Discover Financial Services

Financial Services
1.39K
New
$136.3 - $182.67 $190K - $254K
1.39K $241M
TRMB
Trimble Inc.

Technology
2.94K
New
$60.21 - $75.4 $177K - $222K
2.94K $208M
GM
General Motors CO

Consumer Cyclical
3.78K
New
$44.82 - $60.2 $169K - $228K
3.78K $201M
WMT
Walmart Inc.

Consumer Defensive
901
+ 7.61%
$79.1 - $95.7 $71.3K - $86.2K
12.7K $1.15B
Capital Group Core Balanced
5.09K
+ 8.66%
N/A
63.8K $2B
SHOP
Shopify Inc.

Technology
86
+ 1.42%
$78.14 - $119.49 $6.72K - $10.3K
6.14K $653M
HON
Honeywell International Inc

Industrials
387
+ 10.89%
$202.84 - $236.0 $78.5K - $91.3K
3.94K $890M
Activity Summary
Buys All Purchases 103 New Holdings 9 Increased Positions 94 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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