Aa Financial Advisors, LLC Purchases in Q1 2025

Aa Financial Advisors, LLC

  • $410 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VT
Vanguard Total World Stk Index

ETFs
151K
+ 2619.4%
$115.08 - $123.97 $17.4M - $18.7M
157K $18.2B
CGDV
Capital Group Divid Value ETF

ETFs
366K
+ 140.39%
$34.95 - $37.36 $12.8M - $13.7M
626K $22.3B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
110K
New
$91.45 - $91.75 $10.1M - $10.1M
110K $10.1B
CGCP
Capital Group Core Plus Income

ETFs
160K
+ 27.02%
$21.94 - $22.64 $3.52M - $3.63M
753K $16.9B
VCIT
Vanguard Intermediate Term Cor

ETFs
21.4K
+ 21.97%
$79.17 - $82.04 $1.7M - $1.76M
119K $9.73B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
90.6K
+ 19.06%
$19.43 - $19.62 $1.76M - $1.78M
566K $11.1B
BHRB
Burke Herbert Finl Svcs Corp C
31.2K
New
N/A
31.2K $1.75B
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
30.4K
+ 43.76%
$69.32 - $78.69 $2.11M - $2.39M
99.8K $6.97B
CGUS
Capital Group Core Equity ETF
66.7K
+ 21.08%
$33.08 - $36.62 $2.21M - $2.44M
383K $12.8B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
78.2K
+ 37.33%
$20.64 - $20.73 $1.61M - $1.62M
288K $5.95B
BSCV
Invesco ETF Self Indexed Fd Tr
79.6K
+ 20.79%
$15.87 - $16.38 $1.26M - $1.3M
462K $7.54B
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
59.7K
+ 20.31%
$23.03 - $23.17 $1.37M - $1.38M
353K $8.14B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
16.4K
+ 24.91%
$77.7 - $78.94 $1.27M - $1.29M
82.2K $6.49B
MVBF
Mvb Financial Corp

Financial Services
75K
New
$16.91 - $20.73 $1.27M - $1.55M
75K $1.3B
DFAE
Dimensional ETF Tr

ETFs
39.3K
+ 14.4%
$24.64 - $26.86 $968K - $1.06M
312K $8.08B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.51K
+ 10.65%
$126.11 - $135.06 $821K - $880K
67.7K $8.73B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
33.6K
+ 15.4%
$19.42 - $19.54 $653K - $657K
252K $4.91B
VNQ
Vanguard Specialized Funds Van

ETFs
6.01K
+ 15.33%
$85.55 - $94.34 $514K - $567K
45.3K $4.1B
AMGN
Amgen Inc

Healthcare
1.68K
New
$258.59 - $327.36 $435K - $551K
1.68K $524M
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.69K
+ 8.03%
$179.71 - $192.06 $484K - $517K
36.2K $6.68B
GE
General Electric CO

Industrials
1.52K
+ 47.54%
$168.59 - $212.13 $255K - $321K
4.7K $941M
LLY
Eli Lilly & CO

Healthcare
199
+ 4.45%
$725.72 - $929.72 $144K - $185K
4.67K $3.86B
FSK
Fs Kkr Capital Corp

Financial Services
22.5K
+ 20.2%
$20.47 - $24.06 $460K - $540K
134K $2.8B
SBUX
Starbucks Corp

Consumer Cyclical
2.95K
New
$91.75 - $115.81 $270K - $341K
2.95K $289M
USB
Us Bancorp \De\

Financial Services
6.6K
New
$40.92 - $50.9 $270K - $336K
6.6K $279M
PGR
Progressive Corp

Financial Services
976
New
$235.61 - $291.22 $230K - $284K
976 $276M
META
Meta Platforms, Inc.

Communication Services
508
+ 24.67%
$576.36 - $736.67 $293K - $374K
2.57K $1.48B
FNB
Fnb Corp

Financial Services
20K
New
$13.08 - $15.95 $262K - $319K
20K $269M
CGGO
Capital Group Global Growth Eq

ETFs
17.4K
+ 6.44%
$28.33 - $30.84 $493K - $537K
288K $8.15B
CVX
Chevron Corp

Energy
1.47K
New
$146.71 - $167.97 $215K - $246K
1.47K $245M
WELL
Welltower Inc.

Real Estate
1.16K
+ 48.14%
$124.05 - $156.86 $144K - $183K
3.58K $549M
CVS
Cvs Health Corp

Healthcare
3.58K
New
$44.22 - $68.64 $158K - $246K
3.58K $243M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.47K
New
$56.12 - $68.15 $195K - $236K
3.47K $235M
CNP
Centerpoint Energy Inc

Utilities
6K
New
$30.87 - $36.25 $185K - $218K
6K $217M
AJG
Arthur J. Gallagher & Co.

Financial Services
607
New
$275.89 - $345.24 $167K - $210K
607 $210M
EPD
Enterprise Products Partners L.P.

Energy
6.08K
New
$31.75 - $34.14 $193K - $208K
6.08K $208M
PAYX
Paychex Inc

Industrials
1.15K
+ 61.03%
$136.06 - $154.52 $157K - $178K
3.05K $470M
JPM
Jpmorgan Chase & CO

Financial Services
601
+ 5.97%
$225.19 - $279.95 $135K - $168K
10.7K $2.62B
GLD
Spdr Gold Trust

ETFs
701
New
$243.19 - $288.14 $170K - $202K
701 $202M
Blackrock Inc
217
+ 47.69%
N/A
672 $636M
IAU
Ishares Gold Trust

ETFs
452
+ 3.37%
$49.74 - $58.96 $22.5K - $26.6K
13.9K $819M
CB
Chubb LTD

Financial Services
53
+ 1.05%
$257.71 - $301.99 $13.7K - $16K
5.1K $1.54B
KO
Coca Cola CO

Consumer Defensive
181
+ 1.49%
$60.81 - $72.32 $11K - $13.1K
12.3K $884M
XOM
Exxon Mobil Corp

Energy
777
+ 29.79%
$105.44 - $118.93 $81.9K - $92.4K
3.39K $403M
GILD
Gilead Sciences, Inc.

Healthcare
408
+ 10.62%
$89.14 - $117.41 $36.4K - $47.9K
4.25K $476M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
79
+ 8.18%
$442.66 - $534.52 $35K - $42.2K
1.05K $557M
TRV
Travelers Companies, Inc.

Financial Services
34
+ 0.74%
$232.43 - $265.13 $7.9K - $9.01K
4.61K $1.22B
IVV
Ishares Core S&P 500 ETF

ETFs
551
+ 7.39%
$554.06 - $615.85 $305K - $339K
8K $4.5B
DUK
Duke Energy Corp

Utilities
181
+ 2.97%
$105.87 - $121.97 $19.2K - $22.1K
6.27K $765M
Activity Summary
Buys All Purchases 103 New Holdings 15 Increased Positions 88 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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