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
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.43K
+ 98.82%
$63.54 - $68.5 $218K - $235K
6.89K $465M
TRMB
Trimble Inc.

Technology
2.94K
New
$55.12 - $75.98 $162K - $223K
2.94K $223M
ETN
Eaton Corp PLC

Industrials
613
New
$246.52 - $356.99 $151K - $219K
613 $219M
OVBC
Ohio Valley Banc Corp

Financial Services
6.79K
New
$27.46 - $38.9 $186K - $264K
6.79K $219M
ATO
Atmos Energy Corp

Utilities
1.37K
New
$145.06 - $162.66 $199K - $223K
1.37K $212M
IR
Ingersoll Rand Inc.

Industrials
2.52K
New
$66.75 - $84.94 $168K - $214K
2.52K $210M
DE
Deere & CO

Industrials
409
New
$412.99 - $531.48 $169K - $217K
409 $208M
IBM
International Business Machines Corp

Technology
697
New
$221.03 - $294.78 $154K - $205K
697 $205M
PANW
Palo Alto Networks Inc

Technology
987
New
$152.44 - $204.64 $150K - $202K
987 $202M
COP
Conocophillips

Energy
3.52K
+ 44.64%
$82.66 - $106.1 $291K - $373K
11.4K $1.02B
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
580
+ 59.55%
$201.28 - $266.34 $117K - $154K
1.55K $414M
MS
Morgan Stanley

Financial Services
812
+ 25.25%
$99.83 - $140.86 $81.1K - $114K
4.03K $567M
HEIA
Heico Crp Cl A
345
+ 16.24%
N/A
2.47K $639M
EPD
Enterprise Products Partners L.P.

Energy
6.2K
+ 101.89%
$28.95 - $34.22 $179K - $212K
12.3K $381M
WFC
Wells Fargo & Company

Financial Services
1.79K
+ 57.64%
$60.98 - $80.12 $109K - $143K
4.9K $392M
MCD
Mcdonalds Corp

Consumer Cyclical
779
+ 26.83%
$285.55 - $321.23 $222K - $250K
3.68K $1.08B
PGR
Progressive Corp

Financial Services
689
+ 70.59%
$255.27 - $288.74 $176K - $199K
1.67K $444M
PSX
Phillips 66

Energy
1.58K
+ 29.42%
$92.87 - $125.73 $146K - $198K
6.93K $827M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
3.55K
+ 40.23%
$45.2 - $46.6 $161K - $165K
12.4K $574M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
424
+ 40.57%
$483.48 - $539.8 $205K - $229K
1.47K $714M
CSX
Csx Corp

Industrials
1.48K
+ 4.47%
$26.69 - $32.91 $39.5K - $48.7K
34.6K $1.13B
Linde PLC
289
+ 18.65%
N/A
1.84K $863M
KKR
Kkr & Co. Inc.

Financial Services
674
+ 25.1%
$92.79 - $134.29 $62.5K - $90.5K
3.36K $447M
COF
Capital One Financial Corp

Financial Services
329
+ 17.75%
$150.57 - $212.76 $49.5K - $70K
2.18K $464M
SO
Southern CO

Utilities
1.27K
+ 50.82%
$84.91 - $92.56 $108K - $118K
3.77K $346M
TSLA
Tesla, Inc.

Consumer Cyclical
183
+ 18.89%
$221.86 - $362.89 $40.6K - $66.4K
1.15K $366M
DUK
Duke Energy Corp

Utilities
1.11K
+ 17.66%
$112.46 - $124.05 $124K - $137K
7.38K $870M
HD
Home Depot, Inc.

Consumer Cyclical
259
+ 18.61%
$335.24 - $380.78 $86.8K - $98.6K
1.65K $605M
AMGN
Amgen Inc

Healthcare
531
+ 31.57%
$262.28 - $309.85 $139K - $165K
2.21K $618M
KO
Coca Cola CO

Consumer Defensive
1.38K
+ 11.17%
$68.37 - $73.9 $94.3K - $102K
13.7K $971M
SJNK
Spdr Bloomberg Short Term High

ETFs
2.87K
+ 9.22%
$24.12 - $25.48 $69.1K - $73K
34K $865M
NOC
Northrop Grumman Corp

Industrials
190
+ 16.9%
$456.3 - $540.39 $86.7K - $103K
1.31K $657M
AZN
Astrazeneca PLC

Healthcare
1.53K
+ 21.75%
$64.87 - $75.0 $99.3K - $115K
8.56K $598M
CARR
Carrier Global Corp

Industrials
606
+ 16.13%
$55.55 - $75.83 $33.7K - $46K
4.36K $319M
NOW
Service Now, Inc.

Technology
8
+ 2.69%
$721.65 - $1040.18 $5.77K - $8.32K
305 $314M
BSJR
Invesco Indx Tr

ETFs
2.94K
+ 12.99%
$21.81 - $22.71 $64.1K - $66.7K
25.6K $581M
ABT
Abbott Laboratories

Healthcare
394
+ 6.82%
$123.95 - $138.08 $48.8K - $54.4K
6.17K $840M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.92K
+ 0.34%
$19.49 - $19.66 $37.4K - $37.7K
568K $11.2B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
2.27K
+ 1.97%
$20.16 - $20.49 $45.7K - $46.5K
117K $2.41B
BSMS
Invesco Bulletshares 2028 Muni

ETFs
2.65K
+ 22.84%
$22.66 - $23.35 $60.1K - $61.9K
14.3K $331M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
2.38K
+ 17.52%
$20.12 - $21.0 $47.9K - $50K
16K $334M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
1.84K
+ 2.68%
$22.66 - $23.41 $41.8K - $43.1K
70.6K $1.65B
BSMR
Invesco Bulletshares 2027 Muni

ETFs
2.2K
+ 10.65%
$23.03 - $23.64 $50.6K - $51.9K
22.8K $535M
WCN
Waste Connections, Inc.

Industrials
322
+ 19.18%
$183.26 - $199.95 $59K - $64.4K
2K $374M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
452
+ 3.3%
$19.1 - $23.83 $8.63K - $10.8K
14.2K $338M
CGMU
Capital Group Core Plus Income
1.51K
+ 2.52%
N/A
61.2K $1.63B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.14K
+ 8.59%
$24.32 - $27.87 $27.6K - $31.7K
14.4K $381M
XOM
Exxon Mobil Corp

Energy
428
+ 12.64%
$99.93 - $119.04 $42.8K - $50.9K
3.81K $411M
ARCC
Ares Capital Corp

Financial Services
376
+ 1.28%
$18.91 - $22.43 $7.11K - $8.43K
29.7K $652M
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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