Aa Financial Advisors, LLC Incresed Positions in Q3 2024

Aa Financial Advisors, LLC

  • $345 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
23K
+ 30.88%
$214.77 - $237.72 $4.94M - $5.47M
97.4K $23.1B
VCIT
Vanguard Intermediate Term Cor

ETFs
69.3K
+ 563.96%
$79.29 - $84.02 $5.49M - $5.82M
81.6K $6.83B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
92.1K
+ 45.94%
$48.51 - $52.86 $4.47M - $4.87M
292K $15.5B
VTI
Vanguard Total Stock Market Et

ETFs
9.1K
+ 18.72%
$255.18 - $283.2 $2.32M - $2.58M
57.7K $16.3B
CGCP
Capital Group Core Plus Income

ETFs
124K
+ 28.03%
$22.12 - $23.31 $2.73M - $2.88M
564K $13B
CGUS
Capital Group Core Equity ETF
75.4K
+ 39.27%
$31.19 - $34.33 $2.35M - $2.59M
268K $9.17B
CGGO
Capital Group Global Growth Eq

ETFs
65.8K
+ 40.15%
$27.25 - $30.52 $1.79M - $2.01M
230K $6.92B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
97K
+ 38.0%
$19.2 - $19.82 $1.86M - $1.92M
352K $6.94B
DFAE
Dimensional ETF Tr

ETFs
55.9K
+ 30.98%
$24.46 - $27.82 $1.37M - $1.55M
236K $6.48B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
10.3K
+ 24.21%
$117.9 - $128.2 $1.21M - $1.31M
52.6K $6.74B
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
17.1K
+ 43.08%
$65.03 - $73.27 $1.12M - $1.26M
56.9K $4.16B
CGDV
Capital Group Divid Value ETF

ETFs
16K
+ 7.06%
$32.96 - $36.48 $528K - $584K
243K $8.85B
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
56K
+ 33.97%
$22.94 - $23.16 $1.29M - $1.3M
221K $5.11B
BSCV
Invesco ETF Self Indexed Fd Tr
58.9K
+ 22.9%
$15.89 - $16.79 $935K - $988K
316K $5.27B
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
52.2K
+ 22.62%
$18.12 - $18.92 $945K - $987K
283K $5.32B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
46.5K
+ 75.05%
$19.2 - $19.63 $893K - $913K
109K $2.12B
VNQ
Vanguard Specialized Funds Van

ETFs
4.99K
+ 15.9%
$82.97 - $98.97 $414K - $494K
36.4K $3.54B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
37.4K
+ 118.51%
$19.92 - $20.67 $745K - $773K
68.9K $1.42B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.64K
+ 10.32%
$76.94 - $79.54 $511K - $528K
71K $5.64B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
30.5K
+ 27.71%
$20.47 - $20.71 $623K - $631K
140K $2.9B
PJUL
Innovator U.S. Equity Power Bu

ETFs
8.74K
+ 5.14%
$37.89 - $40.48 $331K - $354K
179K $7.24B
VOOV
Vanguard S&P 500 Value ETF

ETFs
694
+ 2.15%
$175.0 - $190.72 $121K - $132K
32.9K $6.28B
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.94K
+ 1.46%
$61.11 - $67.85 $118K - $131K
134K $9.1B
AVGO
Broadcom Inc.

Technology
15.4K
+ 1053.09%
$136.27 - $1745.86 $2.09M - $26.8M
16.8K $2.9B
FNDX
Schwab Fundamental U S Large C

ETFs
1.5K
+ 1.62%
$65.36 - $71.76 $97.9K - $107K
93.9K $6.74B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.75K
+ 8.04%
$57.32 - $62.65 $272K - $298K
63.8K $3.98B
POCT
Innovator U.S. Equity Power Bu

ETFs
10.1K
+ 5.78%
$37.79 - $38.95 $381K - $393K
185K $7.19B
COST
Costco Wholesale Corp

Consumer Defensive
555
+ 229.34%
$801.83 - $917.05 $445K - $509K
797 $707M
PAPR
Innovator U.S. Equity Power Bu

ETFs
6.35K
+ 3.26%
$33.61 - $35.94 $213K - $228K
201K $7.23B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
865
+ 3.63%
$125.95 - $142.04 $109K - $123K
24.7K $3.51B
IEFA
Ishares Tr

ETFs
4.74K
+ 27.18%
$70.09 - $78.74 $333K - $374K
22.2K $1.73B
PJAN
Innovator U.S. Equity Power Bu

ETFs
6.2K
+ 3.65%
$39.31 - $41.32 $244K - $256K
176K $7.28B
IEMG
Ishares Inc

ETFs
5.01K
+ 12.91%
$53.64 - $53.64 $269K - $269K
43.9K $2.52B
NFLX
Netflix Inc

Communication Services
593
+ 140.19%
$598.55 - $722.26 $355K - $428K
1.02K $721M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
19.2K
+ 18.55%
$21.05 - $21.17 $404K - $406K
123K $2.59B
QQQ
Invesco Qqq Trust, Series 1

ETFs
727
+ 27.8%
$434.77 - $502.96 $316K - $366K
3.34K $1.63B
IVV
Ishares Core S&P 500 ETF

ETFs
237
+ 3.24%
$520.18 - $576.82 $123K - $137K
7.54K $4.35B
ABT
Abbott Laboratories

Healthcare
2.38K
+ 45.55%
$100.07 - $118.13 $238K - $281K
7.61K $867M
Capital Group Core Balanced
7.83K
+ 15.37%
N/A
58.8K $1.82B
CEG
Constellation Energy Corp

Utilities
582
+ 23.05%
$167.08 - $262.86 $97.2K - $153K
3.11K $808M
IAU
Ishares Gold Trust

ETFs
5.11K
+ 65.09%
$44.06 - $50.5 $225K - $258K
13K $644M
META
Meta Platforms, Inc.

Communication Services
303
+ 17.23%
$453.41 - $572.44 $137K - $173K
2.06K $1.18B
JPM
Jpmorgan Chase & CO

Financial Services
1.03K
+ 11.77%
$194.9 - $224.8 $200K - $231K
9.76K $2.06B
FSK
Fs Kkr Capital Corp

Financial Services
14.7K
+ 17.37%
$18.74 - $20.43 $276K - $301K
99.4K $1.96B
CAT
Caterpillar Inc

Industrials
151
+ 4.38%
$316.8 - $391.12 $47.8K - $59.1K
3.6K $1.41B
WMT
Walmart Inc.

Consumer Defensive
1.43K
+ 13.78%
$66.91 - $81.4 $95.9K - $117K
11.8K $956M
CB
Chubb LTD

Financial Services
355
+ 8.04%
$252.51 - $292.2 $89.6K - $104K
4.77K $1.38B
PM
Philip Morris International Inc.

Consumer Defensive
630
+ 7.88%
$101.25 - $127.45 $63.8K - $80.3K
8.63K $1.05B
PSR
Invesco Actively

ETFs
355
+ 2.31%
$84.82 - $99.93 $30.1K - $35.5K
15.7K $1.55B
Activity Summary
Buys All Purchases 121 New Holdings 22 Increased Positions 99 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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