Aa Financial Advisors, LLC Sells in Q4 2025

Aa Financial Advisors, LLC

  • $541 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-23.1K
- 56.86%
$213.04 - $254.0 $4.92M - $5.87M
17.5K $4.05B
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-107K
- 19.77%
$18.77 - $18.93 $2.01M - $2.02M
434K $8.17B
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
-19.8K
- 16.33%
$81.96 - $86.83 $1.62M - $1.72M
102K $8.36B
NVDA
Nvidia Corp

Technology
-7.62K
- 19.64%
$179.83 - $207.04 $1.37M - $1.58M
31.2K $5.82B
BSCV
Invesco ETF Self Indexed Fd Tr
-85K
- 17.27%
$16.62 - $16.82 $1.41M - $1.43M
407K $6.79B
DFAE
Dimensional ETF Tr

ETFs
-51.6K
- 15.06%
$30.74 - $33.05 $1.59M - $1.7M
291K $9.47B
FSK
Fs Kkr Capital Corp

Financial Services
-85K
- 45.72%
$14.16 - $15.65 $1.2M - $1.33M
101K $1.49B
VT
Vanguard Total World Stk Index

ETFs
-12.8K
- 6.98%
$135.16 - $141.78 $1.73M - $1.82M
171K $24.1B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-8.11K
- 10.76%
$137.47 - $143.13 $1.12M - $1.16M
67.3K $9.65B
CGCP
Capital Group Core Plus Income

ETFs
-14.3K
- 1.73%
$22.64 - $22.98 $324K - $329K
811K $18.4B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-8.81K
- 6.59%
$54.27 - $56.85 $478K - $501K
125K $7.09B
POCT
Innovator U.S. Equity Power Bu

ETFs
-9.63K
- 4.74%
$42.64 - $43.66 $411K - $421K
193K $8.5B
PJAN
Innovator U.S. Equity Power Bu

ETFs
-10.4K
- 5.41%
$45.42 - $46.3 $471K - $480K
181K $8.53B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-983
- 4.62%
$426.99 - $455.46 $420K - $448K
20.3K $9.01B
PAPR
Innovator U.S. Equity Power Bu

ETFs
-9.35K
- 4.25%
$38.23 - $38.65 $357K - $361K
211K $8.24B
HON
Honeywell International Inc

Industrials
-540
- 10.66%
$194.07 - $220.67 $105K - $119K
4.53K $883M
PG
Procter & Gamble CO

Consumer Defensive
-400
- 4.94%
$145.5 - $153.18 $58.2K - $61.3K
7.7K $1.1B
AZN
Astrazeneca PLC

Healthcare
-2.77K
- 31.42%
$81.15 - $89.4 $225K - $248K
6.06K $557M
Linde PLC
-28
- 1.41%
N/A
1.95K $833M
LOW
Lowes Companies Inc

Consumer Cyclical
-188
- 3.16%
$225.0 - $247.99 $42.3K - $46.6K
5.75K $1.39B
VOOV
Vanguard S&P 500 Value ETF

ETFs
-1.69K
- 3.73%
$195.54 - $204.93 $331K - $347K
43.7K $8.95B
OVBC
Ohio Valley Banc Corp

Financial Services
-4.96K
- 14.66%
$34.66 - $36.51 $172K - $181K
28.9K $1.15B
PSX
Phillips 66

Energy
-231
- 2.85%
$126.76 - $142.32 $29.3K - $32.9K
7.87K $1.02B
BX
Blackstone Inc.

Financial Services
-280
- 14.44%
$138.42 - $168.45 $38.8K - $47.2K
1.66K $256M
SYK
Stryker Corp

Healthcare
-43
- 1.35%
$353.81 - $388.35 $15.2K - $16.7K
3.15K $1.11B
ETN
Eaton Corp PLC

Industrials
-69
- 7.78%
$352.39 - $387.75 $24.3K - $26.8K
818 $261M
DUK
Duke Energy Corp

Utilities
-127
- 1.49%
$121.57 - $129.03 $15.4K - $16.4K
8.4K $984M
URI
United Rentals, Inc.

Industrials
-18
- 4.83%
$806.61 - $1020.0 $14.5K - $18.4K
355 $287M
MA
Mastercard Inc

Financial Services
-122
- 7.57%
$536.85 - $580.45 $65.5K - $70.8K
1.49K $850M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-326
- 1.39%
$136.06 - $140.64 $44.4K - $45.8K
23.1K $3.21B
Blackrock Inc
-7
- 1.5%
N/A
461 $493M
COP
Conocophillips

Energy
-337
- 2.83%
$85.66 - $95.46 $28.9K - $32.2K
11.6K $1.08B
MCD
Mcdonalds Corp

Consumer Cyclical
-79
- 2.04%
$293.81 - $310.11 $23.2K - $24.5K
3.79K $1.16B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-636
- 6.34%
$25.85 - $27.19 $16.4K - $17.3K
9.4K $253M
MMM
3 M CO

Industrials
-67
- 3.63%
$148.75 - $171.6 $9.97K - $11.5K
1.78K $285M
FNDX
Schwab Fundamental U S Large C

ETFs
-326
- 3.12%
$25.68 - $26.95 $8.37K - $8.79K
10.1K $275M
WFC
Wells Fargo & Company

Financial Services
-393
- 8.06%
$77.62 - $87.3 $30.5K - $34.3K
4.48K $418M
IEFA
Ishares Tr

ETFs
-654
- 1.93%
$86.09 - $89.88 $56.3K - $58.8K
33.2K $2.97B
CSX
Csx Corp

Industrials
-615
- 1.23%
$34.88 - $36.67 $21.5K - $22.6K
49.4K $1.79B
TRV
Travelers Companies, Inc.

Financial Services
-101
- 2.3%
$261.57 - $287.42 $26.4K - $29K
4.29K $1.24B
CB
Chubb LTD

Financial Services
-443
- 8.18%
$268.2 - $296.22 $119K - $131K
4.97K $1.55B
GILD
Gilead Sciences, Inc.

Healthcare
-115
- 2.81%
$110.56 - $125.2 $12.7K - $14.4K
3.98K $489M
ASML
Asml Holding Nv

Technology
-41
- 5.24%
$936.19 - $1075.45 $38.4K - $44.1K
742 $794M
KO
Coca Cola CO

Consumer Defensive
-269
- 1.72%
$66.1 - $71.61 $17.8K - $19.3K
15.4K $1.08B
XLV
Select Sector Spdr Fund Health

ETFs
-15
- 0.47%
$141.95 - $152.82 $2.13K - $2.29K
3.19K $494M
SHOP
Shopify Inc.

Technology
-39
- 0.8%
$146.04 - $179.01 $5.7K - $6.98K
4.85K $780M
CGGO
Capital Group Global Growth Eq

ETFs
-2.73K
- 0.83%
$33.63 - $35.51 $91.7K - $96.8K
326K $11.3B
WMT
Walmart Inc.

Consumer Defensive
-173
- 1.37%
$101.18 - $109.03 $17.5K - $18.9K
12.4K $1.38B
AVGO
Broadcom Inc.

Technology
-534
- 3.07%
$324.63 - $385.98 $173K - $206K
16.9K $5.84B
Activity Summary
Buys All Purchases 144 New Holdings 28 Increased Positions 116 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Aa Financial Advisors, LLC Portfolio

Follow Aa Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aa Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aa Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email