Aaf Wealth Management, LLC Purchases in Q4 2024

Aaf Wealth Management, LLC

  • $194 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
17.8K
New
$417.69 - $450.94 $7.41M - $8.01M
17.8K $7.55M
GLD
Spdr Gold Trust

ETFs
23.7K
New
$236.59 - $257.5 $5.61M - $6.11M
23.7K $5.74M
IVV
Ishares Core S&P 500 ETF

ETFs
1.42K
+ 1.92%
$570.51 - $610.59 $810K - $867K
75.2K $44.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.06K
New
$481.22 - $538.17 $508K - $568K
1.06K $539K
GOOG
Alphabet Inc.

Communication Services
2
+ 0.02%
$163.08 - $198.16 $326 - $396
13.1K $2.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
478
+ 44.14%
$567.81 - $607.81 $271K - $291K
1.56K $914K
META
Meta Platforms, Inc.

Communication Services
407
+ 17.39%
$554.08 - $632.68 $226K - $258K
2.75K $1.62M
CSCO
Cisco Systems, Inc.

Technology
4.27K
New
$52.45 - $60.02 $224K - $256K
4.27K $252K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
556
+ 40.58%
$442.29 - $483.08 $246K - $269K
1.93K $873K
AMZN
Amazon Com Inc

Consumer Cyclical
523
+ 17.43%
$180.88 - $232.93 $94.6K - $122K
3.52K $773K
GOOGL
Alphabet Inc.

Communication Services
201
+ 5.13%
$161.86 - $196.66 $32.5K - $39.5K
4.12K $779K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.03%
$370.24 - $418.94 $370 - $419
3.05K $1.22M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
6
+ 0.26%
$172.07 - $207.36 $1.03K - $1.24K
2.29K $452K
JPM
Jpmorgan Chase & CO

Financial Services
115
+ 11.62%
$205.18 - $250.29 $23.6K - $28.8K
1.11K $264K
IWB
Ishares Tr Russell 1000 ETF

ETFs
4
+ 0.23%
$311.11 - $335.64 $1.24K - $1.34K
1.75K $564K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
284
+ 5.6%
$44.04 - $49.49 $12.5K - $14.1K
5.35K $235K
MRK
Merck & Co., Inc.

Healthcare
179
+ 8.4%
$96.31 - $114.76 $17.2K - $20.5K
2.31K $229K
IWD
Ishares Russell 1000 Val ETF

ETFs
4
+ 0.14%
$183.23 - $199.79 $733 - $799
2.97K $549K
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.04%
$114.45 - $127.21 $114 - $127
2.67K $309K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
13.9K
+ 86.88%
$18.41 - $40.87 $256K - $569K
29.9K $553K
VTV
Vanguard Value ETF

ETFs
3.14K
+ 2.41%
$168.32 - $181.87 $528K - $571K
133K $22.5M
IEFA
Ishares Tr

ETFs
35
+ 0.05%
$70.06 - $77.43 $2.45K - $2.71K
65.6K $4.61M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
7.16K
+ 4.0%
$67.29 - $73.38 $482K - $525K
186K $12.6M
IDEV
Ishares Core Msci Intl Develop

ETFs
22K
+ 5.95%
$64.18 - $70.42 $1.41M - $1.55M
392K $25.3M
Activity Summary
Buys All Purchases 25 New Holdings 5 Increased Positions 20 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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