Aa Financial Advisors, LLC Incresed Positions in Q2 2025

Aa Financial Advisors, LLC

  • $464 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
27.4K
+ 181.41%
$167.32 - $223.3 $4.58M - $6.11M
42.5K $9.32B
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
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
11.1K
+ 11.12%
$62.75 - $79.31 $697K - $880K
111K $8.8B
VOOV
Vanguard S&P 500 Value ETF

ETFs
8.81K
+ 24.32%
$162.65 - $188.71 $1.43M - $1.66M
45.1K $8.5B
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
META
Meta Platforms, Inc.

Communication Services
146
+ 5.69%
$484.66 - $738.09 $70.8K - $108K
2.71K $2B
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
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
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
FSK
Fs Kkr Capital Corp

Financial Services
15.2K
+ 11.41%
$17.95 - $21.5 $274K - $328K
149K $3.09B
ASML
Asml Holding Nv

Technology
246
+ 45.3%
$595.37 - $815.24 $146K - $201K
789 $632M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
599
+ 17.71%
$171.4 - $227.1 $103K - $136K
3.98K $904M
COST
Costco Wholesale Corp

Consumer Defensive
199
+ 21.89%
$908.13 - $1056.85 $181K - $210K
1.11K $1.1B
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.43K
+ 98.82%
$63.54 - $68.5 $218K - $235K
6.89K $465M
COP
Conocophillips

Energy
3.52K
+ 44.64%
$82.66 - $106.1 $291K - $373K
11.4K $1.02B
HON
Honeywell International Inc

Industrials
473
+ 11.81%
$182.86 - $232.88 $86.5K - $110K
4.48K $1.04B
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
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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