Aa Financial Advisors, LLC Sells in Q2 2025

Aa Financial Advisors, LLC

  • $464 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FNDX
Schwab Fundamental U S Large C

ETFs
-275K
- 96.45%
$20.84 - $24.54 $5.73M - $6.74M
10.1K $248M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-72.1K
- 25.05%
$20.66 - $20.74 $1.49M - $1.49M
216K $4.46B
LLY
Eli Lilly & CO

Healthcare
-1.24K
- 26.62%
$713.71 - $898.95 $887K - $1.12M
3.43K $2.67B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-5.88K
- 20.04%
$121.58 - $136.74 $715K - $804K
23.5K $3.18B
AAPL
Apple Inc.

Technology
-1.33K
- 6.11%
$172.42 - $223.89 $229K - $298K
20.4K $4.19B
PSR
Invesco Actively

ETFs
-5.76K
- 40.18%
$81.92 - $93.07 $472K - $536K
8.58K $783M
BSCU
Invesco Exc Self Ind Tr

ETFs
-32.3K
- 50.85%
$16.31 - $16.78 $527K - $543K
31.3K $524M
JNJ
Johnson & Johnson

Healthcare
-2.26K
- 36.75%
$146.36 - $159.82 $331K - $361K
3.89K $595M
LOW
Lowes Companies Inc

Consumer Cyclical
-888
- 13.08%
$210.83 - $235.28 $187K - $209K
5.9K $1.31B
V
Visa Inc.

Financial Services
-835
- 16.93%
$308.27 - $373.31 $257K - $312K
4.1K $1.45B
CRM
Salesforce, Inc.

Technology
-1.09K
- 16.37%
$236.26 - $291.15 $258K - $318K
5.58K $1.52B
MMM
3 M CO

Industrials
-1.68K
- 44.78%
$126.09 - $154.15 $212K - $259K
2.07K $315M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-11.8K
- 4.7%
$19.44 - $19.56 $230K - $232K
240K $4.69B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-7.02K
- 4.94%
$45.11 - $52.34 $317K - $367K
135K $7.07B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.51K
- 7.33%
$90.85 - $102.31 $137K - $154K
19K $1.92B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.87K
- 3.49%
$77.94 - $79.5 $223K - $228K
79.3K $6.3B
TRV
Travelers Companies, Inc.

Financial Services
-666
- 14.46%
$233.83 - $276.34 $156K - $184K
3.94K $1.05B
PG
Procter & Gamble CO

Consumer Defensive
-258
- 3.42%
$157.66 - $172.39 $40.7K - $44.5K
7.29K $1.16B
CB
Chubb LTD

Financial Services
-124
- 2.43%
$274.32 - $302.46 $34K - $37.5K
4.97K $1.44B
SAP
Sap Se

Technology
-446
- 30.78%
$237.53 - $309.8 $106K - $138K
1K $305M
SYK
Stryker Corp

Healthcare
-419
- 11.75%
$337.37 - $395.63 $141K - $166K
3.15K $1.24B
CGCP
Capital Group Core Plus Income

ETFs
-5.33K
- 0.71%
$21.92 - $22.56 $117K - $120K
748K $16.8B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-218
- 18.99%
$456.74 - $568.03 $99.6K - $124K
930 $528M
CMCSA
Comcast Corp

Communication Services
-1.09K
- 9.34%
$32.84 - $36.72 $35.9K - $40.1K
10.6K $378M
WMT
Walmart Inc.

Consumer Defensive
-1.85K
- 13.14%
$81.79 - $99.98 $151K - $185K
12.2K $1.19B
SHOP
Shopify Inc.

Technology
-1.39K
- 22.11%
$76.89 - $115.35 $107K - $160K
4.88K $563M
AMAT
Applied Materials Inc

Technology
-581
- 28.14%
$126.95 - $183.52 $73.8K - $107K
1.48K $272M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
-1.08K
- 4.78%
$23.2 - $23.63 $25.1K - $25.5K
21.6K $508M
EOG
Eog Resources Inc

Energy
-35
- 1.46%
$104.61 - $129.97 $3.66K - $4.55K
2.36K $283M
CVS
Cvs Health Corp

Healthcare
-300
- 8.38%
$60.04 - $70.18 $18K - $21.1K
3.28K $226M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-703
- 15.15%
$45.98 - $56.15 $32.3K - $39.5K
3.94K $221M
USB
Us Bancorp \De\

Financial Services
-624
- 9.45%
$36.4 - $45.76 $22.7K - $28.6K
5.98K $271M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-58
- 2.04%
$90.56 - $109.49 $5.25K - $6.35K
2.79K $305M
CSCO
Cisco Systems, Inc.

Technology
-314
- 7.11%
$53.19 - $69.38 $16.7K - $21.8K
4.1K $285M
VEA
Vanguard Ftse Developed Market

ETFs
-454
- 7.24%
$45.65 - $57.01 $20.7K - $25.9K
5.82K $332M
BX
Blackstone Inc.

Financial Services
-10
- 0.55%
$120.07 - $151.11 $1.2K - $1.51K
1.82K $272M
IAU
Ishares Gold Trust

ETFs
-349
- 2.51%
$56.1 - $64.74 $19.6K - $22.6K
13.5K $844M
VTHR
Vanguard Russell 3000 ETF

ETFs
-1
- 0.1%
$218.71 - $272.75 $219 - $273
1.03K $280M
CAT
Caterpillar Inc

Industrials
-439
- 12.68%
$273.94 - $388.21 $120K - $170K
3.02K $1.17B
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.14K
- 0.96%
$79.56 - $82.92 $91K - $94.9K
118K $9.77B
RTX
Raytheon Technologies Corp

Industrials
-34
- 0.76%
$113.75 - $148.48 $3.87K - $5.05K
4.45K $650M
WMS
Advanced Drainage Systems, Inc.

Industrials
-358
- 2.19%
$96.79 - $123.55 $34.7K - $44.2K
16K $1.84B
Blackrock Inc
-6
- 0.89%
N/A
666 $699M
Capital Group Core Balanced
-1.3K
- 2.21%
N/A
57.6K $1.93B
GOOGL
Alphabet Inc.

Communication Services
-281
- 3.2%
$144.7 - $178.6 $40.7K - $50.2K
8.49K $1.5B
JPM
Jpmorgan Chase & CO

Financial Services
-961
- 9.01%
$210.28 - $289.91 $202K - $279K
9.7K $2.81B
IEMG
Ishares Inc

ETFs
-1.01K
- 2.14%
N/A
46.1K $2.77B
PAPR
Innovator U.S. Equity Power Bu

ETFs
-715
- 0.33%
$33.22 - $37.29 $23.8K - $26.7K
216K $8.06B
POCT
Innovator U.S. Equity Power Bu

ETFs
-1.1K
- 0.54%
$36.35 - $41.3 $40K - $45.5K
202K $8.34B
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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