Aa Financial Advisors, LLC Purchases in Q2 2025

Aa Financial Advisors, LLC

  • $464 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOOG
Vanguard S&P 500 Growth ETF

ETFs
21.3K
New
$299.15 - $396.54 $6.37M - $8.45M
21.3K $8.45B
AMZN
Amazon Com Inc

Consumer Cyclical
27.4K
+ 181.41%
$167.32 - $223.3 $4.58M - $6.11M
42.5K $9.32B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
286K
New
$17.76 - $22.1 $5.07M - $6.31M
286K $6.31B
CGDV
Capital Group Divid Value ETF

ETFs
60.8K
+ 9.71%
$31.93 - $39.49 $1.94M - $2.4M
687K $27.1B
VT
Vanguard Total World Stk Index

ETFs
19.4K
+ 12.4%
$103.16 - $128.52 $2M - $2.5M
176K $22.6B
VB
Vanguard Small Cap ETF

ETFs
9.56K
+ 8.32%
$193.73 - $237.37 $1.85M - $2.27M
124K $29.5B
COMM
Comm Scope Holding Company, Inc.

Technology
163K
+ 30.05%
$3.02 - $8.28 $493K - $1.35M
707K $5.85B
AVGO
Broadcom Inc.

Technology
2.24K
+ 13.78%
$146.29 - $275.65 $328K - $618K
18.5K $5.1B
MSFT
Microsoft Corp

Technology
549
+ 3.76%
$354.56 - $497.45 $195K - $273K
15.1K $7.53B
VTI
Vanguard Total Stock Market Et

ETFs
1.31K
+ 2.45%
$243.75 - $303.93 $319K - $398K
54.7K $16.6B
VOOV
Vanguard S&P 500 Value ETF

ETFs
8.81K
+ 24.32%
$162.65 - $188.71 $1.43M - $1.66M
45.1K $8.5B
DFAE
Dimensional ETF Tr

ETFs
23.7K
+ 7.61%
$22.87 - $28.95 $543K - $687K
336K $9.72B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8.35K
+ 12.34%
$114.78 - $133.31 $958K - $1.11M
76K $10.1B
CGGR
Capital Group Growth ETF Shs C

ETFs
3.52K
+ 1.79%
$30.53 - $40.65 $107K - $143K
200K $8.14B
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
58.1K
+ 16.45%
$22.87 - $23.14 $1.33M - $1.34M
411K $9.49B
CGGO
Capital Group Global Growth Eq

ETFs
7.11K
+ 2.47%
$25.31 - $32.17 $180K - $229K
295K $9.42B
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
63.9K
+ 14.97%
$18.28 - $18.7 $1.17M - $1.19M
491K $9.17B
BSCV
Invesco ETF Self Indexed Fd Tr
68.7K
+ 14.86%
$15.97 - $16.53 $1.1M - $1.14M
531K $8.78B
IVV
Ishares Core S&P 500 ETF

ETFs
794
+ 9.92%
$498.8 - $620.9 $396K - $493K
8.8K $5.46B
VNQ
Vanguard Specialized Funds Van

ETFs
10K
+ 22.14%
$79.79 - $91.42 $799K - $916K
55.3K $4.92B
IEFA
Ishares Tr

ETFs
6.62K
+ 27.57%
$67.83 - $84.09 $449K - $556K
30.6K $2.56B
NFLX
Netflix Inc

Communication Services
135
+ 11.76%
$855.86 - $1339.13 $116K - $181K
1.28K $1.72B
Capital Grp Fixed Incm ETF T
24.6K
New
N/A
24.6K $647M
META
Meta Platforms, Inc.

Communication Services
146
+ 5.69%
$484.66 - $738.09 $70.8K - $108K
2.71K $2B
Ge Vernova Inc
968
New
N/A
968 $512M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.24K
+ 6.71%
$51.16 - $62.02 $217K - $263K
67.4K $4.18B
QQQ
Invesco Qqq Trust, Series 1

ETFs
171
+ 4.59%
$416.06 - $551.64 $71.1K - $94.3K
3.9K $2.15B
CEG
Constellation Energy Corp

Utilities
166
+ 5.83%
$170.96 - $322.76 $28.4K - $53.6K
3.01K $972M
BAC
Bank Of America Corp

Financial Services
8.02K
New
$34.39 - $47.46 $276K - $381K
8.02K $380M
TFC
Truist Financial Corp

Financial Services
8.63K
New
$34.79 - $42.99 $300K - $371K
8.63K $371M
GE
General Electric CO

Industrials
343
+ 7.29%
$166.81 - $257.39 $57.2K - $88.3K
5.05K $1.3B
PM
Philip Morris International Inc.

Consumer Defensive
878
+ 10.49%
$149.23 - $184.95 $131K - $162K
9.24K $1.68B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
333
+ 14.42%
$177.93 - $313.14 $59.3K - $104K
2.64K $828M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
15.8K
New
$20.93 - $22.05 $331K - $348K
15.8K $348M
BTI
British American Tobacco P.L.C.

Consumer Defensive
7.29K
New
$39.43 - $49.34 $287K - $360K
7.29K $345M
GOOG
Alphabet Inc.

Communication Services
904
+ 10.57%
$146.58 - $180.01 $133K - $163K
9.46K $1.68B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
737
+ 26.31%
$141.37 - $228.57 $104K - $168K
3.54K $801M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.01K
+ 165.73%
$310.86 - $348.77 $313K - $351K
1.61K $516M
MA
Mastercard Inc

Financial Services
497
+ 60.24%
$479.92 - $590.74 $239K - $294K
1.32K $743M
SPGI
S&P Global Inc.

Financial Services
551
New
$438.31 - $527.29 $242K - $291K
551 $291M
FSK
Fs Kkr Capital Corp

Financial Services
15.2K
+ 11.41%
$17.95 - $21.5 $274K - $328K
149K $3.09B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
632
New
$421.16 - $509.5 $266K - $322K
632 $281M
TXN
Texas Instruments Inc

Technology
1.31K
New
N/A
1.31K $273M
ASML
Asml Holding Nv

Technology
246
+ 45.3%
$595.37 - $815.24 $146K - $201K
789 $632M
CNQ
Canadian Natural Resources LTD

Energy
8.49K
New
$25.14 - $34.01 $213K - $289K
8.49K $267M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
599
+ 17.71%
$171.4 - $227.1 $103K - $136K
3.98K $904M
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.3K
New
$19.6 - $24.44 $201K - $251K
10.3K $251M
COST
Costco Wholesale Corp

Consumer Defensive
199
+ 21.89%
$908.13 - $1056.85 $181K - $210K
1.11K $1.1B
NVO
Novo Nordisk A S

Healthcare
3.39K
New
$58.08 - $81.05 $197K - $275K
3.39K $234M
Activity Summary
Buys All Purchases 109 New Holdings 22 Increased Positions 87 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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