Aa Financial Advisors, LLC Incresed Positions in Q1 2025

Aa Financial Advisors, LLC

  • $410 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VT
Vanguard Total World Stk Index

ETFs
151K
+ 2619.4%
$115.08 - $123.97 $17.4M - $18.7M
157K $18.2B
CGDV
Capital Group Divid Value ETF

ETFs
366K
+ 140.39%
$34.95 - $37.36 $12.8M - $13.7M
626K $22.3B
CGCP
Capital Group Core Plus Income

ETFs
160K
+ 27.02%
$21.94 - $22.64 $3.52M - $3.63M
753K $16.9B
VCIT
Vanguard Intermediate Term Cor

ETFs
21.4K
+ 21.97%
$79.17 - $82.04 $1.7M - $1.76M
119K $9.73B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
90.6K
+ 19.06%
$19.43 - $19.62 $1.76M - $1.78M
566K $11.1B
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
30.4K
+ 43.76%
$69.32 - $78.69 $2.11M - $2.39M
99.8K $6.97B
CGUS
Capital Group Core Equity ETF
66.7K
+ 21.08%
$33.08 - $36.62 $2.21M - $2.44M
383K $12.8B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
78.2K
+ 37.33%
$20.64 - $20.73 $1.61M - $1.62M
288K $5.95B
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
81.3K
+ 23.54%
$18.18 - $18.58 $1.48M - $1.51M
427K $7.91B
BSCV
Invesco ETF Self Indexed Fd Tr
79.6K
+ 20.79%
$15.87 - $16.38 $1.26M - $1.3M
462K $7.54B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
16.4K
+ 24.91%
$77.7 - $78.94 $1.27M - $1.29M
82.2K $6.49B
DFAE
Dimensional ETF Tr

ETFs
39.3K
+ 14.4%
$24.64 - $26.86 $968K - $1.06M
312K $8.08B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.51K
+ 10.65%
$126.11 - $135.06 $821K - $880K
67.7K $8.73B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
33.6K
+ 15.4%
$19.42 - $19.54 $653K - $657K
252K $4.91B
VNQ
Vanguard Specialized Funds Van

ETFs
6.01K
+ 15.33%
$85.55 - $94.34 $514K - $567K
45.3K $4.1B
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.69K
+ 8.03%
$179.71 - $192.06 $484K - $517K
36.2K $6.68B
GE
General Electric CO

Industrials
1.52K
+ 47.54%
$168.59 - $212.13 $255K - $321K
4.7K $941M
LLY
Eli Lilly & CO

Healthcare
199
+ 4.45%
$725.72 - $929.72 $144K - $185K
4.67K $3.86B
FSK
Fs Kkr Capital Corp

Financial Services
22.5K
+ 20.2%
$20.47 - $24.06 $460K - $540K
134K $2.8B
META
Meta Platforms, Inc.

Communication Services
508
+ 24.67%
$576.36 - $736.67 $293K - $374K
2.57K $1.48B
CGGO
Capital Group Global Growth Eq

ETFs
17.4K
+ 6.44%
$28.33 - $30.84 $493K - $537K
288K $8.15B
WELL
Welltower Inc.

Real Estate
1.16K
+ 48.14%
$124.05 - $156.86 $144K - $183K
3.58K $549M
PAYX
Paychex Inc

Industrials
1.15K
+ 61.03%
$136.06 - $154.52 $157K - $178K
3.05K $470M
JPM
Jpmorgan Chase & CO

Financial Services
601
+ 5.97%
$225.19 - $279.95 $135K - $168K
10.7K $2.62B
Blackrock Inc
217
+ 47.69%
N/A
672 $636M
IAU
Ishares Gold Trust

ETFs
452
+ 3.37%
$49.74 - $58.96 $22.5K - $26.6K
13.9K $819M
CB
Chubb LTD

Financial Services
53
+ 1.05%
$257.71 - $301.99 $13.7K - $16K
5.1K $1.54B
KO
Coca Cola CO

Consumer Defensive
181
+ 1.49%
$60.81 - $72.32 $11K - $13.1K
12.3K $884M
XOM
Exxon Mobil Corp

Energy
777
+ 29.79%
$105.44 - $118.93 $81.9K - $92.4K
3.39K $403M
GILD
Gilead Sciences, Inc.

Healthcare
408
+ 10.62%
$89.14 - $117.41 $36.4K - $47.9K
4.25K $476M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
79
+ 8.18%
$442.66 - $534.52 $35K - $42.2K
1.05K $557M
TRV
Travelers Companies, Inc.

Financial Services
34
+ 0.74%
$232.43 - $265.13 $7.9K - $9.01K
4.61K $1.22B
IVV
Ishares Core S&P 500 ETF

ETFs
551
+ 7.39%
$554.06 - $615.85 $305K - $339K
8K $4.5B
DUK
Duke Energy Corp

Utilities
181
+ 2.97%
$105.87 - $121.97 $19.2K - $22.1K
6.27K $765M
MCD
Mcdonalds Corp

Consumer Cyclical
145
+ 5.26%
$279.74 - $321.29 $40.6K - $46.6K
2.9K $907M
ELV
Elevance Health, Inc.

Healthcare
137
+ 20.92%
$365.9 - $436.25 $50.1K - $59.8K
792 $344M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
3.34K
+ 2.98%
$20.05 - $20.4 $66.9K - $68.1K
115K $2.34B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
696
+ 25.9%
$192.82 - $222.1 $134K - $155K
3.38K $653M
WMT
Walmart Inc.

Consumer Defensive
1.33K
+ 10.41%
$84.5 - $105.05 $112K - $139K
14.1K $1.23B
NFLX
Netflix Inc

Communication Services
33
+ 2.96%
$828.4 - $1058.6 $27.3K - $34.9K
1.15K $1.07B
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
3.28K
+ 5.01%
$23.19 - $23.5 $76.1K - $77.2K
68.8K $1.6B
COF
Capital One Financial Corp

Financial Services
380
+ 25.8%
$163.87 - $209.82 $62.3K - $79.7K
1.85K $332M
COP
Conocophillips

Energy
205
+ 2.67%
$88.6 - $105.85 $18.2K - $21.7K
7.89K $828M
PSX
Phillips 66

Energy
100
+ 1.9%
$113.93 - $131.55 $11.4K - $13.2K
5.36K $661M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
758
+ 37.1%
$165.25 - $224.62 $125K - $170K
2.8K $465M
DFS
Discover Financial Services

Financial Services
378
+ 27.16%
$152.99 - $203.25 $57.8K - $76.8K
1.77K $302M
PG
Procter & Gamble CO

Consumer Defensive
234
+ 3.2%
$158.56 - $176.26 $37.1K - $41.2K
7.55K $1.29B
COST
Costco Wholesale Corp

Consumer Defensive
35
+ 4.0%
$890.62 - $1076.86 $31.2K - $37.7K
909 $860M
FENY
Fidelity Covington Tr Msci Ene

ETFs
860
+ 4.92%
$23.24 - $26.16 $20K - $22.5K
18.3K $469M
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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