Aa Financial Advisors, LLC Incresed Positions in Q4 2024

Aa Financial Advisors, LLC

  • $375 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
3.52K
+ 15.87%
$70.06 - $77.43 $247K - $273K
25.7K $1.81B
MCD
Mcdonalds Corp

Consumer Cyclical
358
+ 14.92%
$288.47 - $316.54 $103K - $113K
2.76K $799M
CGMU
Capital Group Core Plus Income
3.51K
+ 6.25%
N/A
59.7K $1.61B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.64K
+ 25.61%
$45.17 - $47.23 $74K - $77.4K
8.04K $364M
SJNK
Spdr Bloomberg Short Term High

ETFs
2.65K
+ 9.77%
$25.09 - $25.69 $66.6K - $68.2K
29.8K $753M
YUM
Yum Brands Inc

Consumer Cyclical
439
+ 28.66%
$130.36 - $139.54 $57.2K - $61.3K
1.97K $264M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1
+ 0.05%
$172.07 - $207.36 $172 - $207
2.04K $403M
BX
Blackstone Inc.

Financial Services
13
+ 0.63%
$148.45 - $199.05 $1.93K - $2.59K
2.09K $361M
DUK
Duke Energy Corp

Utilities
765
+ 14.37%
$105.76 - $120.76 $80.9K - $92.4K
6.09K $656M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.91K
+ 17.44%
$20.98 - $21.19 $40K - $40.4K
12.8K $270M
COP
Conocophillips

Energy
777
+ 11.25%
$95.12 - $114.72 $73.9K - $89.1K
7.68K $762M
CSCO
Cisco Systems, Inc.

Technology
27
+ 0.67%
$52.45 - $60.02 $1.42K - $1.62K
4.04K $239M
FENY
Fidelity Covington Tr Msci Ene

ETFs
1.16K
+ 7.1%
$23.14 - $26.91 $26.8K - $31.2K
17.5K $417M
IAU
Ishares Gold Trust

ETFs
481
+ 3.71%
$48.37 - $52.65 $23.3K - $25.3K
13.4K $665M
CB
Chubb LTD

Financial Services
273
+ 5.72%
$271.57 - $301.89 $74.1K - $82.4K
5.04K $1.39B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
157
+ 5.35%
$113.92 - $127.38 $17.9K - $20K
3.09K $356M
SYK
Stryker Corp

Healthcare
46
+ 1.31%
$345.14 - $392.15 $15.9K - $18K
3.55K $1.28B
CSX
Csx Corp

Industrials
2.42K
+ 8.2%
$31.58 - $36.88 $76.4K - $89.2K
31.9K $1.03B
GE
General Electric CO

Industrials
418
+ 15.1%
$159.95 - $194.23 $66.9K - $81.2K
3.19K $532M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
11.8K
+ 199.02%
$22.01 - $66.82 $259K - $786K
17.7K $401M
VEA
Vanguard Ftse Developed Market

ETFs
676
+ 12.76%
$47.57 - $52.44 $32.2K - $35.4K
5.97K $286M
PG
Procter & Gamble CO

Consumer Defensive
223
+ 3.14%
$161.05 - $179.7 $35.9K - $40.1K
7.32K $1.23B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.4K
+ 202.17%
$26.93 - $84.95 $306K - $964K
17K $463M
FNDX
Schwab Fundamental U S Large C

ETFs
190K
+ 202.29%
$23.49 - $71.77 $4.46M - $13.6M
284K $6.72B
IEMG
Ishares Inc

ETFs
4.03K
+ 9.18%
N/A
47.9K $2.5B
RTX
Raytheon Technologies Corp

Industrials
59
+ 1.27%
$114.45 - $127.21 $6.75K - $7.51K
4.72K $546M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.07%
$385.02 - $431.37 $385 - $431
1.54K $597M
XOM
Exxon Mobil Corp

Energy
4
+ 0.15%
$105.51 - $125.37 $422 - $501
2.61K $281M
AGNC
Agnc Investment Corp.

Real Estate
50
+ 0.2%
$9.21 - $10.59 $461 - $530
24.5K $226M
PSX
Phillips 66

Energy
415
+ 8.57%
$110.35 - $138.93 $45.8K - $57.7K
5.26K $599M
VNQ
Vanguard Specialized Funds Van

ETFs
2.87K
+ 7.88%
$87.85 - $98.6 $252K - $282K
39.2K $3.5B
CAT
Caterpillar Inc

Industrials
144
+ 4.0%
$360.37 - $416.88 $51.9K - $60K
3.74K $1.36B
UNH
Unitedhealth Group Inc

Healthcare
147
+ 8.52%
$485.52 - $625.25 $71.4K - $91.9K
1.87K $947M
AMAT
Applied Materials Inc

Technology
4
+ 0.21%
$161.44 - $213.89 $646 - $856
1.89K $307M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
19.3K
+ 100.0%
$18.41 - $40.87 $356K - $790K
38.7K $715M
VOOV
Vanguard S&P 500 Value ETF

ETFs
642
+ 1.95%
$184.21 - $199.29 $118K - $128K
33.5K $6.19B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
62
+ 16.06%
$701.85 - $1046.91 $43.5K - $64.9K
448 $319M
LOW
Lowes Companies Inc

Consumer Cyclical
235
+ 3.61%
$244.52 - $284.07 $57.5K - $66.8K
6.75K $1.67B
KO
Coca Cola CO

Consumer Defensive
212
+ 1.77%
$61.74 - $71.71 $13.1K - $15.2K
12.2K $757M
MSFT
Microsoft Corp

Technology
55
+ 0.38%
$406.35 - $454.46 $22.3K - $25K
14.6K $6.15B
NVO
Novo Nordisk A S

Healthcare
7
+ 0.22%
$85.0 - $120.04 $595 - $840
3.2K $275M
PSR
Invesco Actively

ETFs
8
+ 0.05%
$89.02 - $99.55 $712 - $796
15.8K $1.42B
COMM
Comm Scope Holding Company, Inc.

Technology
30K
+ 5.84%
$4.12 - $6.95 $124K - $209K
544K $2.83B
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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