Aa Financial Advisors, LLC Purchases and Sells in Q1 2025

Aa Financial Advisors, LLC

$410 Billion
Q1 2025

Top Buys

Incresed Positions

88 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VT	151K + 2619.4%	$115.08 - $123.97 $17.4M - $18.7M	157K $18.2B
CGDV	366K + 140.39%	$34.95 - $37.36 $12.8M - $13.7M	626K $22.3B
CGCP	160K + 27.02%	$21.94 - $22.64 $3.52M - $3.63M	753K $16.9B
VCIT	21.4K + 21.97%	$79.17 - $82.04 $1.7M - $1.76M	119K $9.73B
BSCR	90.6K + 19.06%	$19.43 - $19.62 $1.76M - $1.78M	566K $11.1B
LRGE	30.4K + 43.76%	$69.32 - $78.69 $2.11M - $2.39M	99.8K $6.97B

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIL	110K New	$91.45 - $91.75 $10.1M - $10.1M	110K $10.1B
BHRB	31.2K New	N/A	31.2K $1.75B
MVBF	75K New	$16.91 - $20.73 $1.27M - $1.55M	75K $1.3B
AMGN	1.68K New	$258.59 - $327.36 $435K - $551K	1.68K $524M
SBUX	2.95K New	$91.75 - $115.81 $270K - $341K	2.95K $289M
USB	6.6K New	$40.92 - $50.9 $270K - $336K	6.6K $279M

Top Sells

Reduced Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPYV	-191K - 57.38%	$49.78 - $53.19 $9.52M - $10.2M	142K $7.25B
TSLA	-16.6K - 94.48%	$222.15 - $428.22 $3.68M - $7.1M	969 $251M
VTI	-8.22K - 13.33%	$271.18 - $303.12 $2.23M - $2.49M	53.4K $14.7B
AVGO	-994 - 5.76%	$167.43 - $244.7 $166K - $243K	16.3K $2.72B
VOO	-1.88K - 62.11%	$507.05 - $563.67 $954K - $1.06M	1.15K $590M
MSFT	-17 - 0.12%	$375.39 - $447.2 $6.38K - $7.6K	14.6K $5.47B

Activity Summary All Purchases 103 New Holdings 15 Increased Positions 88 All Sells 43 Reductions 43 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aa Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aa Financial Advisors, LLC with notifications on news.