Aafmaa Wealth Management & Trust LLC Purchases in Q1 2025

Aafmaa Wealth Management & Trust LLC

  • $215 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
189K
+ 42.11%
$77.7 - $78.94 $14.7M - $14.9M
638K $50.4M
XLF
Financial Sector Spdr

ETFs
76.5K
+ 432.72%
$47.32 - $52.19 $3.62M - $3.99M
94.2K $4.64M
XLRE
Select Sector Spdr Tr Real Est

ETFs
53.2K
New
$39.18 - $43.52 $2.09M - $2.32M
53.2K $2.2M
XLU
Utilities Sector Spdr

ETFs
26.7K
New
$74.7 - $80.27 $2M - $2.15M
26.7K $2.09M
PAVE
Global X Fds Us Infrastructure

ETFs
50.9K
New
$37.31 - $43.82 $1.9M - $2.23M
50.9K $1.91M
MS
Morgan Stanley

Financial Services
15.5K
New
$111.68 - $141.08 $1.73M - $2.18M
15.5K $1.81M
ETR
Entergy Corp

Utilities
17K
New
$75.26 - $87.89 $1.28M - $1.49M
17K $1.45M
NEE
Nextera Energy Inc

Utilities
19.5K
New
$66.96 - $76.16 $1.31M - $1.49M
19.5K $1.38M
FINX
Global X Fds Fintech ETF (De)

ETFs
49K
New
$27.43 - $33.5 $1.34M - $1.64M
49K $1.36M
ETN
Eaton Corp PLC

Industrials
4.98K
New
$271.83 - $371.23 $1.35M - $1.85M
4.98K $1.35M
DLR
Digital Realty Trust, Inc.

Real Estate
8.28K
New
$142.1 - $183.56 $1.18M - $1.52M
8.28K $1.19M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
11.9K
+ 114.89%
$95.53 - $112.45 $1.14M - $1.34M
22.3K $2.14M
XLC
Select Sector Spdr Tr Communic

ETFs
11K
+ 121.97%
$94.84 - $105.31 $1.04M - $1.16M
20K $1.92M
XLY
Select Sector Spdr Consumer Di

ETFs
5.82K
+ 137.11%
$192.6 - $233.2 $1.12M - $1.36M
10.1K $1.98M
XLB
Select Sector Spdr Fd Material

ETFs
10.5K
New
$83.19 - $90.99 $876K - $958K
10.5K $895K
CRWD
Crowd Strike Holdings, Inc.

Technology
2.04K
+ 252.72%
$308.86 - $455.36 $631K - $930K
2.85K $1M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
5.54K
+ 15.2%
$85.24 - $94.86 $472K - $525K
42K $3.8M
NDAQ
Nasdaq, Inc.

Financial Services
6.07K
+ 49.4%
$72.17 - $83.76 $438K - $509K
18.4K $1.39M
MBB
Ishares Tr

ETFs
1.8K
+ 2.52%
$90.37 - $94.08 $163K - $170K
73.3K $6.87M
XLE
Energy Sector Spdr

ETFs
1.3K
+ 9.94%
$85.7 - $93.96 $111K - $122K
14.4K $1.33M
SBUX
Starbucks Corp

Consumer Cyclical
596
+ 3.78%
$91.75 - $115.81 $54.7K - $69K
16.3K $1.6M
PANW
Palo Alto Networks Inc

Technology
1.15K
+ 15.18%
$167.82 - $208.28 $194K - $240K
8.75K $1.49M
FISV
Fiserv Inc

Technology
573
+ 8.63%
N/A
7.21K $903K
LOW
Lowes Companies Inc

Consumer Cyclical
409
+ 7.72%
$222.66 - $268.42 $91.1K - $110K
5.7K $1.33M
Amplify ETF Tr
27.4K
New
N/A
27.4K $0
NVO
Novo Nordisk A S

Healthcare
4.1K
+ 23.59%
$69.3 - $90.95 $284K - $372K
21.5K $1.49M
HD
Home Depot, Inc.

Consumer Cyclical
213
+ 4.8%
$347.25 - $424.87 $74K - $90.5K
4.65K $1.71M
TSLA
Tesla, Inc.

Consumer Cyclical
480
+ 39.02%
$222.15 - $428.22 $107K - $206K
1.71K $443K
ADBE
Adobe Inc.

Technology
206
+ 5.31%
$377.84 - $464.11 $77.8K - $95.6K
4.08K $1.57M
MRVL
Marvell Technology, Inc.

Technology
3.08K
+ 38.16%
$61.57 - $126.06 $189K - $388K
11.1K $685K
CRM
Salesforce, Inc.

Technology
597
+ 8.96%
$268.36 - $359.95 $160K - $215K
7.26K $1.95M
AAPL
Apple Inc.

Technology
761
+ 4.65%
$209.68 - $247.1 $160K - $188K
17.1K $3.81M
NVDA
Nvidia Corp

Technology
4.53K
+ 14.26%
$106.98 - $149.43 $484K - $676K
36.3K $3.93M
AVGO
Broadcom Inc.

Technology
2.44K
+ 19.72%
$167.43 - $244.7 $409K - $598K
14.8K $2.48M
NOW
Service Now, Inc.

Technology
28
+ 1.36%
$783.83 - $1170.39 $21.9K - $32.8K
2.08K $1.66M
SPY
Spdr S&P 500 ETF Trust

ETFs
29
+ 0.14%
$551.42 - $612.93 $16K - $17.8K
20.4K $11.4M
Activity Summary
Buys All Purchases 37 New Holdings 12 Increased Positions 25 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Aafmaa Wealth Management & Trust LLC Portfolio

Follow Aafmaa Wealth Management & Trust LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aafmaa Wealth Management & Trust LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aafmaa Wealth Management & Trust LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email