Aa Financial Advisors, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $375 Billion distributed in 168 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Small Cap ETF with a value of $25.8B, Vanguard Total Stock Market Et with a value of $17.9B, Spdr Portfolio S&P 500 Value E with a value of $17B, Capital Group Core Plus Income with a value of $13.2B, and Capital Group Core Equity ETF with a value of $11.1B.

Examining the 13F form we can see an increase of $29.7B in the current position value, from $345B to 375B.

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 $375 Billion
ETFs: $259 Billion
Technology: $27.6 Billion
Consumer Cyclical: $15.1 Billion
Financial Services: $14.3 Billion
Healthcare: $11.1 Billion
Industrials: $9.21 Billion
Communication Services: $5.81 Billion
Consumer Defensive: $5.41 Billion
Other: $5.16 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 168
  • Current Value $375 Billion
  • Prior Value $345 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 94 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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