Aa Financial Advisors, LLC Incresed Positions in Q3 2025

Aa Financial Advisors, LLC

  • $509 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CGMU
Capital Group Core Plus Income
3.74K
+ 6.12%
N/A
64.9K $1.77B
JNJ
Johnson & Johnson

Healthcare
22
+ 0.57%
$155.17 - $185.42 $3.41K - $4.08K
3.91K $726M
TDG
Trans Digm Group Inc

Industrials
130
+ 61.32%
$1271.04 - $1620.83 $165K - $211K
342 $451M
ETN
Eaton Corp PLC

Industrials
274
+ 44.7%
$342.99 - $392.76 $94K - $108K
887 $332M
COP
Conocophillips

Energy
518
+ 4.54%
$91.0 - $98.99 $47.1K - $51.3K
11.9K $1.13B
WMT
Walmart Inc.

Consumer Defensive
372
+ 3.05%
$94.4 - $104.27 $35.1K - $38.8K
12.6K $1.3B
MCD
Mcdonalds Corp

Consumer Cyclical
190
+ 5.16%
$291.67 - $316.99 $55.4K - $60.2K
3.87K $1.18B
UNH
Unitedhealth Group Inc

Healthcare
74
+ 3.36%
$237.77 - $353.61 $17.6K - $26.2K
2.28K $787M
DE
Deere & CO

Industrials
246
+ 60.15%
$457.26 - $524.37 $112K - $129K
655 $300M
CB
Chubb LTD

Financial Services
445
+ 8.95%
$265.99 - $289.59 $118K - $129K
5.42K $1.53B
AZN
Astrazeneca PLC

Healthcare
266
+ 3.11%
$68.72 - $82.11 $18.3K - $21.8K
8.83K $677M
Linde PLC
143
+ 7.78%
N/A
1.98K $941M
SJNK
Spdr Bloomberg Short Term High

ETFs
2.58K
+ 7.59%
$25.28 - $25.63 $65.2K - $66.1K
36.5K $935M
META
Meta Platforms, Inc.

Communication Services
106
+ 3.91%
$695.21 - $791.73 $73.7K - $83.9K
2.82K $2.07B
KO
Coca Cola CO

Consumer Defensive
1.93K
+ 14.03%
$65.67 - $71.67 $126K - $138K
15.6K $1.04B
BX
Blackstone Inc.

Financial Services
120
+ 6.6%
$152.77 - $188.68 $18.3K - $22.6K
1.94K $331M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
2.42K
+ 8.16%
$24.45 - $24.58 $59.1K - $59.4K
32.1K $786M
FENY
Fidelity Covington Tr Msci Ene

ETFs
1.34K
+ 7.03%
$23.27 - $25.46 $31.3K - $34.2K
20.5K $506M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
925
+ 7.47%
$45.72 - $47.27 $42.3K - $43.7K
13.3K $625M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
40
+ 1.51%
$301.44 - $365.84 $12.1K - $14.6K
2.68K $868M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.36K
+ 8.51%
$20.84 - $21.03 $28.3K - $28.6K
17.3K $363M
FNDX
Schwab Fundamental U S Large C

ETFs
327
+ 3.23%
$24.38 - $26.34 $7.97K - $8.61K
10.4K $275M
IBM
International Business Machines Corp

Technology
116
+ 16.64%
$234.77 - $292.47 $27.2K - $33.9K
813 $229M
HON
Honeywell International Inc

Industrials
587
+ 13.11%
$207.7 - $240.4 $122K - $141K
5.07K $1.07B
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
868
+ 5.49%
$21.89 - $22.2 $19K - $19.3K
16.7K $368M
VEA
Vanguard Ftse Developed Market

ETFs
25
+ 0.43%
$56.02 - $60.3 $1.4K - $1.51K
5.84K $350M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
129
+ 20.41%
$366.54 - $479.53 $47.3K - $61.9K
761 $298M
EPD
Enterprise Products Partners L.P.

Energy
142
+ 1.16%
$30.74 - $32.14 $4.37K - $4.56K
12.4K $389M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
13
+ 0.06%
$23.46 - $23.77 $305 - $309
22.8K $540M
CGMS
Capital Grp Core Plus Income E
95
+ 0.96%
N/A
10K $278M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
97
+ 0.45%
$23.48 - $23.7 $2.28K - $2.3K
21.7K $512M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
12
+ 0.08%
$23.12 - $23.59 $277 - $283
14.3K $334M
BSJR
Invesco Indx Tr

ETFs
70
+ 0.27%
$22.64 - $22.85 $1.58K - $1.6K
25.6K $583M
NFLX
Netflix Inc

Communication Services
116
+ 9.04%
$1147.87 - $1297.18 $133K - $150K
1.4K $1.68B
CRM
Salesforce, Inc.

Technology
625
+ 11.2%
$231.66 - $273.65 $145K - $171K
6.21K $1.47B
COST
Costco Wholesale Corp

Consumer Defensive
12
+ 1.08%
$915.95 - $994.57 $11K - $11.9K
1.12K $1.04B
SYK
Stryker Corp

Healthcare
47
+ 1.49%
$368.57 - $403.53 $17.3K - $19K
3.19K $1.18B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
101
+ 1.85%
$196.15 - $217.83 $19.8K - $22K
5.55K $1.12B
PM
Philip Morris International Inc.

Consumer Defensive
505
+ 5.46%
$157.77 - $183.27 $79.7K - $92.6K
9.75K $1.58B
FSK
Fs Kkr Capital Corp

Financial Services
37K
+ 24.86%
$14.93 - $22.48 $552K - $832K
186K $2.77B
Activity Summary
Buys All Purchases 106 New Holdings 15 Increased Positions 91 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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