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
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
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
BSMP
Invesco Bulletshares 2025 Muni

ETFs
11
+ 0.04%
$24.37 - $24.56 $268 - $270
29.6K $727M
SHW
Sherwin Williams CO

Basic Materials
2
+ 0.29%
$313.51 - $363.51 $627 - $727
694 $238M
ACN
Accenture PLC

Technology
5
+ 0.63%
$279.23 - $323.21 $1.4K - $1.62K
797 $238M
DHR
Danaher Corp

Healthcare
37
+ 1.53%
$174.64 - $205.16 $6.46K - $7.59K
2.46K $485M
Annaly Capital Management In
16
+ 0.15%
N/A
10.8K $204M
SBUX
Starbucks Corp

Consumer Cyclical
3
+ 0.1%
$79.69 - $99.41 $239 - $298
2.95K $270M
FENY
Fidelity Covington Tr Msci Ene

ETFs
779
+ 4.25%
$20.83 - $25.75 $16.2K - $20.1K
19.1K $448M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
247
+ 4.75%
$212.1 - $244.27 $52.4K - $60.3K
5.45K $1.19B
UNH
Unitedhealth Group Inc

Healthcare
367
+ 19.97%
$274.35 - $599.47 $101K - $220K
2.21K $688M
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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