Aafmaa Wealth Management & Trust LLC Purchases in Q4 2025

Aafmaa Wealth Management & Trust LLC

  • $265 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
197K
New
$110.25 - $112.92 $21.7M - $22.2M
197K $21.7M
IEF
Ishares Barclays

ETFs
189K
New
$96.12 - $97.72 $18.1M - $18.4M
189K $18.2M
XLK
Technology Sector Spdr

ETFs
30.7K
+ 174.12%
$278.39 - $304.13 $8.55M - $9.34M
48.4K $13.9M
NOW
Service Now, Inc.

Technology
7.32K
+ 400.38%
$835.79 - $946.29 $6.11M - $6.92M
9.14K $7.64M
XLU
Utilities Sector Spdr

ETFs
39.3K
+ 110.26%
$87.89 - $92.9 $3.45M - $3.65M
74.9K $6.65M
IAU
Ishares Gold Trust

ETFs
40.6K
New
$72.65 - $82.5 $2.95M - $3.35M
40.6K $3.13M
MSFT
Microsoft Corp

Technology
5.91K
+ 62.98%
$496.82 - $542.07 $2.94M - $3.2M
15.3K $7.76M
JPM
Jpmorgan Chase & CO

Financial Services
9.54K
New
$294.11 - $320.41 $2.81M - $3.06M
9.54K $2.87M
XLY
Select Sector Spdr Consumer Di

ETFs
10.1K
+ 98.99%
$228.75 - $242.18 $2.31M - $2.45M
20.3K $4.69M
AMZN
Amazon Com Inc

Consumer Cyclical
6.82K
+ 43.35%
$213.04 - $254.0 $1.45M - $1.73M
22.6K $5.3M
AAPL
Apple Inc.

Technology
2.4K
+ 14.07%
$245.27 - $275.25 $588K - $660K
19.4K $5.2M
AIQ
Global X Funds Global X Artifi

ETFs
15.7K
+ 21.3%
$48.93 - $53.56 $769K - $842K
89.5K $4.49M
GOOG
Alphabet Inc.

Communication Services
860
+ 7.07%
$237.49 - $291.74 $204K - $251K
13K $3.72M
XLB
Select Sector Spdr Fd Material

ETFs
8.71K
+ 179.12%
$84.72 - $89.9 $738K - $783K
13.6K $1.18M
HPE
Hewlett Packard Enterprise CO

Technology
31.8K
New
$22.5 - $26.25 $715K - $834K
31.8K $724K
DELL
Dell Technologies Inc.

Technology
4.93K
New
$133.76 - $164.88 $660K - $813K
4.93K $659K
SOCL
Global X Fds Global X Social M

ETFs
8.68K
New
$54.8 - $60.77 $476K - $527K
8.68K $475K
BNS
Bank Of Nova Scotia

Financial Services
6.77K
New
$63.31 - $67.83 $429K - $459K
6.77K $456K
IBM
International Business Machines Corp

Technology
1.28K
New
$275.97 - $314.98 $352K - $402K
1.28K $378K
COST
Costco Wholesale Corp

Consumer Defensive
440
+ 22.76%
$910.94 - $954.99 $401K - $420K
2.37K $2.17M
VRT
Vertiv Holdings CO

Industrials
3.99K
New
N/A
3.99K $345K
AVY
Avery Dennison Corp

Industrials
1.79K
New
$157.49 - $186.28 $282K - $333K
1.79K $309K
BSX
Boston Scientific Corp

Healthcare
1.95K
+ 11.47%
$94.95 - $104.98 $185K - $205K
19K $1.95M
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.85K
New
$27.17 - $28.65 $240K - $254K
8.85K $242K
MS
Morgan Stanley

Financial Services
1.42K
+ 15.49%
$151.86 - $169.92 $215K - $241K
10.6K $1.69M
ALL
Allstate Corp

Financial Services
1.02K
New
$190.0 - $214.3 $193K - $218K
1.02K $217K
NFLX
Netflix Inc

Communication Services
21.4K
+ 1082.16%
$110.29 - $1241.35 $2.36M - $26.6M
23.4K $2.58M
GE
General Electric CO

Industrials
669
New
$291.49 - $314.28 $195K - $210K
669 $200K
ETN
Eaton Corp PLC

Industrials
717
+ 20.03%
$352.39 - $387.75 $253K - $278K
4.3K $1.51M
XLC
Select Sector Spdr Tr Communic

ETFs
3.15K
+ 12.51%
$111.33 - $117.16 $351K - $369K
28.3K $3.15M
SPGI
S&P Global Inc.

Financial Services
315
+ 14.62%
$472.05 - $502.96 $149K - $158K
2.47K $1.21M
SYK
Stryker Corp

Healthcare
551
+ 12.05%
$353.81 - $388.35 $195K - $214K
5.13K $1.85M
CHK
Chesapeake Energy Corp

Energy
1.44K
+ 15.69%
N/A
10.6K $909K
XLF
Financial Sector Spdr

ETFs
5.16K
+ 4.81%
$51.76 - $53.77 $267K - $278K
113K $5.9M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
2.83K
+ 11.81%
$103.32 - $112.12 $292K - $317K
26.7K $2.76M
SPY
Spdr S&P 500 ETF Trust

ETFs
128
+ 0.57%
$653.02 - $687.39 $83.6K - $88K
22.5K $15M
WMT
Walmart Inc.

Consumer Defensive
716
+ 3.56%
$101.18 - $109.03 $72.4K - $78.1K
20.8K $2.15M
CRM
Salesforce, Inc.

Technology
266
+ 5.12%
$235.69 - $263.41 $62.7K - $70.1K
5.46K $1.29M
META
Meta Platforms, Inc.

Communication Services
521
+ 25.3%
$609.01 - $751.67 $317K - $392K
2.58K $1.57M
ETR
Entergy Corp

Utilities
8
+ 0.04%
$93.4 - $97.65 $747 - $781
19.9K $1.9M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.65K
+ 11.65%
$91.7 - $105.68 $151K - $174K
15.8K $1.56M
XLP
Consumer Staples Sector Spdr

ETFs
373
+ 1.23%
N/A
30.6K $2.33M
Tidal Trust I
110K
New
N/A
110K $0
Arista Networks Inc
8.67K
New
N/A
8.67K $0
WM
Waste Management Inc

Industrials
179
+ 3.19%
$196.77 - $219.98 $35.2K - $39.4K
5.8K $1.21M
V
Visa Inc.

Financial Services
133
+ 2.17%
$325.75 - $352.42 $43.3K - $46.9K
6.27K $2.04M
MA
Mastercard Inc

Financial Services
16
+ 0.44%
$536.85 - $580.45 $8.59K - $9.29K
3.63K $1.95M
Activity Summary
Buys All Purchases 48 New Holdings 17 Increased Positions 31 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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