Aa Financial Advisors, LLC Reduced Holdings in Q3 2025

Aa Financial Advisors, LLC

  • $509 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSCV
Invesco ETF Self Indexed Fd Tr
-39.1K
- 7.37%
$16.39 - $16.83 $641K - $658K
492K $8.21B
WMS
Advanced Drainage Systems, Inc.

Industrials
-5.86K
- 36.59%
$110.89 - $148.5 $649K - $870K
10.2K $1.41B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.82K
- 4.29%
$211.65 - $238.24 $385K - $434K
40.6K $8.93B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-12.2K
- 5.64%
$20.66 - $20.74 $251K - $252K
203K $4.21B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-465
- 31.65%
$459.11 - $506.91 $213K - $236K
1K $505M
V
Visa Inc.

Financial Services
-293
- 7.15%
$332.09 - $358.86 $97.3K - $105K
3.81K $1.3B
Blackrock Inc
-198
- 29.73%
N/A
468 $546M
PAYX
Paychex Inc

Industrials
-302
- 9.92%
$126.69 - $147.99 $38.3K - $44.7K
2.74K $348M
CMCSA
Comcast Corp

Communication Services
-1.5K
- 14.18%
$31.41 - $36.33 $47.2K - $54.6K
9.1K $286M
Ge Vernova Inc
-260
- 26.86%
N/A
708 $435M
CARR
Carrier Global Corp

Industrials
-175
- 4.01%
$58.75 - $80.73 $10.3K - $14.1K
4.19K $250M
XOM
Exxon Mobil Corp

Energy
-723
- 18.96%
$105.83 - $117.22 $76.5K - $84.8K
3.09K $348M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-96
- 1.21%
$25.5 - $35.2 $2.45K - $3.38K
7.86K $201M
PGR
Progressive Corp

Financial Services
-100
- 6.01%
$238.61 - $264.3 $23.9K - $26.4K
1.57K $386M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-177
- 11.39%
$259.44 - $278.65 $45.9K - $49.3K
1.38K $357M
PSR
Invesco Actively

ETFs
-695
- 8.1%
$89.62 - $94.13 $62.3K - $65.4K
7.88K $730M
ARCC
Ares Capital Corp

Financial Services
-70
- 0.24%
$20.41 - $23.25 $1.43K - $1.63K
29.6K $605M
SAP
Sap Se

Technology
-23
- 2.29%
$252.42 - $311.93 $5.81K - $7.17K
980 $262M
DRI
Darden Restaurants Inc

Consumer Cyclical
-15
- 1.07%
$184.73 - $220.27 $2.77K - $3.3K
1.39K $264M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-111
- 1.61%
$60.9 - $70.75 $6.76K - $7.85K
6.78K $424M
ABBV
Abb Vie Inc.

Healthcare
-864
- 24.53%
$184.85 - $231.54 $160K - $200K
2.66K $615M
CEG
Constellation Energy Corp

Utilities
-172
- 5.71%
$298.82 - $354.89 $51.4K - $61K
2.84K $935M
CNQ
Canadian Natural Resources LTD

Energy
-1.16K
- 13.63%
$29.31 - $32.93 $33.9K - $38.1K
7.33K $234M
YUM
Yum Brands Inc

Consumer Cyclical
-261
- 13.24%
$139.5 - $153.94 $36.4K - $40.2K
1.71K $260M
MMM
3 M CO

Industrials
-222
- 10.73%
$144.41 - $160.2 $32.1K - $35.6K
1.85K $287M
SBUX
Starbucks Corp

Consumer Cyclical
-9
- 0.31%
$81.9 - $96.86 $737 - $872
2.94K $249M
EOG
Eog Resources Inc

Energy
-17
- 0.72%
$112.12 - $126.1 $1.91K - $2.14K
2.35K $263M
GILD
Gilead Sciences, Inc.

Healthcare
-153
- 3.6%
$108.22 - $120.47 $16.6K - $18.4K
4.1K $455M
ABT
Abbott Laboratories

Healthcare
-18
- 0.29%
$120.51 - $136.62 $2.17K - $2.46K
6.16K $824M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-500
- 2.63%
$101.12 - $106.18 $50.6K - $53.1K
18.5K $1.91B
CSCO
Cisco Systems, Inc.

Technology
-33
- 0.8%
$66.2 - $71.79 $2.18K - $2.37K
4.07K $278M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-552
- 3.84%
$26.38 - $27.95 $14.6K - $15.4K
13.8K $377M
COF
Capital One Financial Corp

Financial Services
-7
- 0.32%
$207.29 - $229.74 $1.45K - $1.61K
2.18K $462M
DHR
Danaher Corp

Healthcare
-9
- 0.37%
$181.46 - $212.2 $1.63K - $1.91K
2.45K $485M
AMGN
Amgen Inc

Healthcare
-14
- 0.63%
$271.18 - $309.22 $3.8K - $4.33K
2.2K $621M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-60
- 6.45%
$567.77 - $614.76 $34.1K - $36.9K
870 $533M
Annaly Capital Management In
-447
- 4.13%
N/A
10.4K $210M
SO
Southern CO

Utilities
-19
- 0.5%
$90.83 - $96.0 $1.73K - $1.82K
3.75K $356M
GLD
Spdr Gold Trust

ETFs
-68
- 9.7%
$300.96 - $355.47 $20.5K - $24.2K
633 $225M
VTHR
Vanguard Russell 3000 ETF

ETFs
-31
- 3.02%
$272.54 - $295.85 $8.45K - $9.17K
995 $293M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-229
- 2.23%
$24.46 - $26.5 $5.6K - $6.07K
10K $264M
WFC
Wells Fargo & Company

Financial Services
-25
- 0.51%
$77.05 - $85.16 $1.93K - $2.13K
4.87K $408M
CVS
Cvs Health Corp

Healthcare
-38
- 1.16%
$58.75 - $76.5 $2.23K - $2.91K
3.24K $244M
TFC
Truist Financial Corp

Financial Services
-88
- 1.02%
$42.83 - $47.07 $3.77K - $4.14K
8.54K $390M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-23
- 0.82%
$108.46 - $120.63 $2.49K - $2.77K
2.77K $329M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-214
- 2.94%
$46.69 - $59.27 $9.99K - $12.7K
7.08K $376M
HD
Home Depot, Inc.

Consumer Cyclical
-6
- 0.36%
$357.4 - $423.42 $2.14K - $2.54K
1.65K $667M
SRE
Sempra Energy

Utilities
-46
- 0.99%
$74.14 - $89.98 $3.41K - $4.14K
4.59K $413M
MS
Morgan Stanley

Financial Services
-15
- 0.37%
$139.09 - $161.16 $2.09K - $2.42K
4.01K $638M
Activity Summary
Buys All Purchases 106 New Holdings 15 Increased Positions 91 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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