Aa Financial Advisors, LLC Portfolio Holdings

Aa Financial Advisors, LLC

  • $410 Billion
  • Q1 2025

Aa Financial Advisors, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $410 Billion distributed in 173 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Small Cap ETF with a value of $25.5B, Capital Group Divid Value ETF with a value of $22.3B, Vanguard Total World Stk Index with a value of $18.2B, Capital Group Core Plus Income with a value of $16.9B, and Vanguard Total Stock Market Et with a value of $14.7B.

Examining the 13F form we can see an increase of $34.9B in the current position value, from $375B to 410B.

Aa Financial Advisors, LLC is based out at Columbus, OH

Below you can find more details about Aa Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $410 Billion
ETFs: $293 Billion
Technology: $24.4 Billion
Financial Services: $17.4 Billion
Healthcare: $12.6 Billion
Industrials: $9.12 Billion
Consumer Cyclical: $7.94 Billion
Consumer Defensive: $6.1 Billion
Communication Services: $5.67 Billion
Other: $6.32 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.5 Billion 6.22% of portfolio
114,922
Q1 2025 Added 6.93%
$0
$22.3 Billion 5.44% of portfolio
626,013
Q1 2025 Added 140.39%
$0
$18.2 Billion 4.43% of portfolio
156,583
Q1 2025 Added 2,619.4%
$0
$16.9 Billion 4.13% of portfolio
753,186
Q1 2025 Added 27.02%
$0
$14.7 Billion 3.58% of portfolio
53,421
Q1 2025 Reduced 13.33%
$0
$12.8 Billion 3.12% of portfolio
383,265
Q1 2025 Added 21.08%
$0
$11.1 Billion 2.71% of portfolio
566,075
Q1 2025 Added 19.06%
$0
$10.1 Billion 2.46% of portfolio
109,967
Q1 2025 New
$0
$9.73 Billion 2.37% of portfolio
118,975
Q1 2025 Added 21.97%
$0
$8.73 Billion 2.13% of portfolio
67,662
Q1 2025 Added 10.65%
$0
$8.14 Billion 1.99% of portfolio
353,322
Q1 2025 Added 20.31%
$0
$8.15 Billion 1.99% of portfolio
287,581
Q1 2025 Added 6.44%
$0
$8.08 Billion 1.97% of portfolio
312,026
Q1 2025 Added 14.4%
$0
$7.93 Billion 1.93% of portfolio
191,142
Q1 2025 Reduced 0.04%
$0
$7.91 Billion 1.93% of portfolio
426,706
Q1 2025 Added 23.54%
$0
$7.89 Billion 1.92% of portfolio
203,102
Q1 2025 Added 0.11%
$0
$7.73 Billion 1.89% of portfolio
216,839
Q1 2025 Added 1.19%
$0
$7.54 Billion 1.84% of portfolio
462,376
Q1 2025 Added 20.79%
$0
$7.25 Billion 1.77% of portfolio
142,029
Q1 2025 Reduced 57.38%
$0
$6.97 Billion 1.7% of portfolio
99,827
Q1 2025 Added 43.76%
$0
$6.73 Billion 1.64% of portfolio
284,870
Q1 2025 Added 0.4%
$0
$6.73 Billion 1.64% of portfolio
196,634
Q1 2025 Added 4.09%
$0
$6.68 Billion 1.63% of portfolio
36,241
Q1 2025 Added 8.03%
$0
$6.49 Billion 1.58% of portfolio
82,160
Q1 2025 Added 24.91%
$0
$5.95 Billion 1.45% of portfolio
287,707
Q1 2025 Added 37.33%
$0
$4.91 Billion 1.2% of portfolio
252,003
Q1 2025 Added 15.4%
$0
$4.5 Billion 1.1% of portfolio
8,002
Q1 2025 Added 7.39%
$0
$4.1 Billion 1.0% of portfolio
45,254
Q1 2025 Added 15.33%
$0
$3.98 Billion 0.97% of portfolio
29,340
Q1 2025 Reduced 7.19%
$0
$3.68 Billion 0.9% of portfolio
63,129
Q1 2025 Reduced 4.23%
$0
$2.54 Billion 0.62% of portfolio
47,088
Q1 2025 Reduced 1.65%
$0
$2.34 Billion 0.57% of portfolio
115,160
Q1 2025 Added 2.98%
$0
$2.1 Billion 0.51% of portfolio
20,543
Q4 2024 Reduced 1.78%
$0
$1.82 Billion 0.44% of portfolio
23,998
Q1 2025 Reduced 6.7%
$0
$1.75 Billion 0.43% of portfolio
3,725
Q1 2025 Added 10.27%
$0
$1.6 Billion 0.39% of portfolio
68,784
Q1 2025 Added 5.01%
$0
$1.33 Billion 0.32% of portfolio
14,336
Q1 2025 Reduced 9.0%
$0
$1.05 Billion 0.26% of portfolio
63,581
Q4 2024 Added 103.46%
$53.1B
$819 Million 0.2% of portfolio
13,883
Q1 2025 Added 3.37%
$0
$782 Million 0.19% of portfolio
31,096
Q1 2025 Added 4.25%
$0
$725 Million 0.18% of portfolio
29,621
Q1 2025 Added 1.69%
$0
$653 Million 0.16% of portfolio
3,383
Q1 2025 Added 25.9%
$0
$590 Million 0.14% of portfolio
1,148
Q1 2025 Reduced 62.11%
$0
$534 Million 0.13% of portfolio
22,638
Q1 2025 Added 2.22%
$0
$485 Million 0.12% of portfolio
20,612
Q1 2025 Added 2.59%
$0
$507 Million 0.12% of portfolio
22,630
Q1 2025 Reduced 12.41%
$0
$469 Million 0.11% of portfolio
18,339
Q1 2025 Added 4.92%
$0
$409 Million 0.1% of portfolio
8,826
Q1 2025 Added 9.84%
$0
$402 Million 0.1% of portfolio
3,456
Q3 2024 Added 51.98%

Summary

  • Portfolio
  • No. of Stocks 173
  • Current Value $410 Billion
  • Prior Value $375 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 88 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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