Aa Financial Advisors, LLC Sells in Q1 2025

Aa Financial Advisors, LLC

  • $410 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-191K
- 57.38%
$49.78 - $53.19 $9.52M - $10.2M
142K $7.25B
TSLA
Tesla, Inc.

Consumer Cyclical
-16.6K
- 94.48%
$222.15 - $428.22 $3.68M - $7.1M
969 $251M
VTI
Vanguard Total Stock Market Et

ETFs
-8.22K
- 13.33%
$271.18 - $303.12 $2.23M - $2.49M
53.4K $14.7B
AVGO
Broadcom Inc.

Technology
-994
- 5.76%
$167.43 - $244.7 $166K - $243K
16.3K $2.72B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.88K
- 62.11%
$507.05 - $563.67 $954K - $1.06M
1.15K $590M
MSFT
Microsoft Corp

Technology
-17
- 0.12%
$375.39 - $447.2 $6.38K - $7.6K
14.6K $5.47B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.79K
- 4.23%
$57.21 - $65.8 $159K - $183K
63.1K $3.68B
CAT
Caterpillar Inc

Industrials
-278
- 7.43%
$326.75 - $407.63 $90.8K - $113K
3.46K $1.14B
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-746
- 43.37%
$221.78 - $273.45 $165K - $204K
974 $222M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-2.27K
- 7.19%
$128.74 - $138.67 $292K - $315K
29.3K $3.98B
WFC
Wells Fargo & Company

Financial Services
-2.79K
- 47.29%
$66.78 - $81.42 $186K - $227K
3.11K $223M
Capital Group Core Balanced
-4.94K
- 7.74%
N/A
58.9K $1.82B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.81K
- 28.05%
$47.79 - $59.89 $86.5K - $108K
4.64K $233M
CARR
Carrier Global Corp

Industrials
-1.99K
- 34.63%
$62.07 - $70.55 $124K - $140K
3.76K $238M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-67
- 0.04%
$41.09 - $43.24 $2.75K - $2.9K
191K $7.93B
WMS
Advanced Drainage Systems, Inc.

Industrials
-73
- 0.44%
$105.29 - $126.99 $7.69K - $9.27K
16.4K $1.78B
CEG
Constellation Energy Corp

Utilities
-260
- 8.37%
$201.63 - $347.44 $52.4K - $90.3K
2.85K $574M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-3.96K
- 22.38%
$21.23 - $23.75 $84K - $93.9K
13.7K $295M
BX
Blackstone Inc.

Financial Services
-262
- 12.53%
$136.53 - $186.74 $35.8K - $48.9K
1.83K $256M
PSR
Invesco Actively

ETFs
-1.42K
- 9.0%
$86.57 - $95.84 $123K - $136K
14.3K $1.33B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-3.73K
- 22.01%
$27.01 - $28.54 $101K - $107K
13.2K $370M
HD
Home Depot, Inc.

Consumer Cyclical
-143
- 9.32%
$347.25 - $424.87 $49.7K - $60.8K
1.39K $510M
CMCSA
Comcast Corp

Communication Services
-1.83K
- 13.53%
$33.19 - $38.23 $60.7K - $69.9K
11.7K $431M
BSJR
Invesco Indx Tr

ETFs
-3.21K
- 12.41%
$22.4 - $22.69 $71.8K - $72.7K
22.6K $507M
KLAC
Kla Corp

Technology
-141
- 24.87%
$636.62 - $777.63 $89.8K - $110K
426 $290M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-245
- 7.92%
$102.49 - $119.96 $25.1K - $29.4K
2.85K $298M
HEIA
Heico Crp Cl A
-359
- 14.45%
N/A
2.13K $448M
SCHW
Schwab Charles Corp

Financial Services
-220
- 7.54%
$71.24 - $83.64 $15.7K - $18.4K
2.7K $211M
AGNC
Agnc Investment Corp.

Real Estate
-1.41K
- 5.76%
$9.12 - $10.54 $12.9K - $14.9K
23.1K $221M
EOG
Eog Resources Inc

Energy
-129
- 5.1%
$120.54 - $138.05 $15.5K - $17.8K
2.4K $308M
IEFA
Ishares Tr

ETFs
-1.72K
- 6.7%
$69.57 - $78.65 $120K - $136K
24K $1.82B
WCN
Waste Connections, Inc.

Industrials
-184
- 9.88%
$169.89 - $195.19 $31.3K - $35.9K
1.68K $328M
SAP
Sap Se

Technology
-85
- 5.54%
$241.4 - $293.69 $20.5K - $25K
1.45K $389M
AZN
Astrazeneca PLC

Healthcare
-677
- 8.78%
$65.37 - $77.96 $44.3K - $52.8K
7.03K $517M
UNH
Unitedhealth Group Inc

Healthcare
-35
- 1.87%
$461.52 - $548.18 $16.2K - $19.2K
1.84K $963M
JNJ
Johnson & Johnson

Healthcare
-696
- 10.16%
$142.06 - $167.7 $98.9K - $117K
6.15K $1.02B
ABBV
Abb Vie Inc.

Healthcare
-621
- 12.32%
$169.2 - $216.66 $105K - $135K
4.42K $926M
IEMG
Ishares Inc

ETFs
-789
- 1.65%
N/A
47.1K $2.54B
MMM
3 M CO

Industrials
-170
- 4.34%
$129.7 - $155.12 $22K - $26.4K
3.75K $550M
RTX
Raytheon Technologies Corp

Industrials
-233
- 4.94%
$114.1 - $135.66 $26.6K - $31.6K
4.49K $594M
ABT
Abbott Laboratories

Healthcare
-518
- 8.23%
$111.1 - $140.22 $57.5K - $72.6K
5.78K $767M
V
Visa Inc.

Financial Services
-214
- 4.16%
$306.92 - $362.71 $65.7K - $77.6K
4.93K $1.73B
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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