Aa Financial Advisors, LLC Purchases in Q4 2025

Aa Financial Advisors, LLC

  • $541 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
CGGR
Capital Group Growth ETF Shs C

ETFs
169K
+ 81.96%
$43.04 - $45.68 $7.27M - $7.72M
375K $16.7B
TSLA
Tesla, Inc.

Consumer Cyclical
14.1K
+ 1246.28%
$401.99 - $468.37 $5.66M - $6.6M
15.2K $6.84B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
74.5K
+ 105.36%
$63.25 - $66.24 $4.71M - $4.94M
145K $9.59B
DFIC
Dimensional ETF Tr Dimensional

ETFs
90.1K
New
$32.24 - $33.72 $2.9M - $3.04M
90.1K $3.1B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
38.3K
+ 47.43%
$79.55 - $80.13 $3.04M - $3.07M
119K $9.48B
Invesco Exch Trd Slf Idx Fd
123K
New
N/A
123K $2.63B
Pgim Rock ETF Tr
89.8K
New
N/A
89.8K $2.63B
Pgim Rock ETF Tr
87K
New
N/A
87K $2.62B
CGDV
Capital Group Divid Value ETF

ETFs
32.2K
+ 4.46%
$41.33 - $43.47 $1.33M - $1.4M
755K $33B
GLDM
World Gold Trust

ETFs
26.5K
New
$76.32 - $86.69 $2.02M - $2.3M
26.5K $2.26B
VNQ
Vanguard Specialized Funds Van

ETFs
23.7K
+ 42.6%
$88.13 - $92.69 $2.09M - $2.2M
79.3K $7.02B
SJNK
Spdr Bloomberg Short Term High

ETFs
72.2K
+ 197.55%
$25.2 - $25.57 $1.82M - $1.85M
109K $2.75B
LLY
Eli Lilly & CO

Healthcare
495
+ 12.22%
$799.57 - $1025.28 $396K - $508K
4.55K $4.89B
CGUS
Capital Group Core Equity ETF
23K
+ 5.74%
$38.81 - $40.67 $894K - $937K
424K $17.1B
FDVV
Fidelity High Dividend ETF

ETFs
17.5K
New
$54.66 - $56.68 $959K - $995K
17.5K $995M
GOOGL
Alphabet Inc.

Communication Services
969
+ 10.96%
$236.57 - $291.31 $229K - $282K
9.81K $3.07B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
38.4K
+ 14.87%
$19.54 - $19.6 $750K - $752K
296K $5.8B
GOOG
Alphabet Inc.

Communication Services
303
+ 3.47%
$237.49 - $291.74 $72K - $88.4K
9.03K $2.83B
ARCC
Ares Capital Corp

Financial Services
34.7K
+ 117.17%
$18.9 - $20.61 $656K - $715K
64.3K $1.3B
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.68K
New
$394.96 - $425.89 $664K - $716K
1.68K $694M
IVV
Ishares Core S&P 500 ETF

ETFs
802
+ 9.01%
$656.2 - $690.71 $526K - $554K
9.71K $6.65B
VB
Vanguard Small Cap ETF

ETFs
545
+ 0.42%
$248.1 - $260.08 $135K - $142K
131K $33.7B
AAPL
Apple Inc.

Technology
674
+ 3.48%
$245.27 - $275.25 $165K - $186K
20K $5.44B
IAU
Ishares Gold Trust

ETFs
4.77K
+ 34.32%
$72.65 - $82.5 $346K - $393K
18.7K $1.51B
IEMG
Ishares Inc

ETFs
6.23K
+ 13.19%
N/A
53.4K $3.59B
Capital Grp Fixed Incm ETF T
16.7K
+ 41.48%
N/A
56.9K $1.51B
IVE
Ishares S&P 500 Value ETF

ETFs
1.98K
New
$202.52 - $212.07 $401K - $420K
1.98K $420M
MU
Micron Technology Inc

Technology
331
+ 12.5%
$181.6 - $253.3 $60.1K - $83.8K
2.98K $851M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.97K
New
$118.29 - $126.28 $351K - $375K
2.97K $366M
KLAC
Kla Corp

Technology
218
+ 29.62%
$982.75 - $1235.28 $214K - $269K
954 $1.16B
PLTR
Palantir Technologies Inc.

Technology
2.01K
New
$172.14 - $207.18 $346K - $416K
2.01K $357M
Innovator Etfs Trust
14.5K
New
N/A
14.5K $357M
Innovator Etfs Trust
14.9K
New
N/A
14.9K $357M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
5.86K
New
$57.9 - $61.26 $339K - $359K
5.86K $356M
CAT
Caterpillar Inc

Industrials
46
+ 1.4%
$480.82 - $585.49 $22.1K - $26.9K
3.32K $1.9B
SPY
Spdr S&P 500 ETF Trust

ETFs
489
New
$653.02 - $687.39 $319K - $336K
489 $333M
MGV
Vanguard Mega Cap Value

ETFs
2.35K
New
$135.26 - $140.13 $318K - $330K
2.35K $332M
UNP
Union Pacific Corp

Industrials
1.41K
New
$216.37 - $237.41 $305K - $335K
1.41K $326M
BSJR
Invesco Indx Tr

ETFs
13.3K
+ 52.06%
$22.6 - $22.76 $302K - $304K
39K $882M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
13.5K
+ 81.22%
$21.91 - $22.1 $297K - $299K
30.2K $664M
AMGN
Amgen Inc

Healthcare
571
+ 25.97%
$290.13 - $341.71 $166K - $195K
2.77K $907M
OEF
Ishares S&P 100 ETF

ETFs
777
New
N/A
777 $267M
ACN
Accenture PLC

Technology
954
New
$234.02 - $253.35 $223K - $242K
954 $256M
TJX
Tjx Companies Inc

Consumer Cyclical
1.66K
New
$138.56 - $147.63 $231K - $246K
1.66K $256M
EFV
Msci Eafe Value ETF

ETFs
3.44K
New
$66.73 - $70.99 $229K - $244K
3.44K $245M
IBM
International Business Machines Corp

Technology
760
+ 93.48%
$275.97 - $314.98 $210K - $239K
1.57K $466M
BKNG
Booking Holdings Inc.

Consumer Cyclical
44
New
$4804.01 - $5424.55 $211K - $239K
44 $236M
ATI
Allegheny Technologies Inc

Industrials
2.03K
New
$80.04 - $103.0 $163K - $209K
2.03K $233M
AEP
American Electric Power CO Inc

Utilities
1.94K
New
$112.75 - $122.73 $219K - $238K
1.94K $224M
Activity Summary
Buys All Purchases 144 New Holdings 28 Increased Positions 116 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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