A&I Financial Services, LLC Incresed Positions in Q1 2025

A&I Financial Services, LLC

  • $148 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
11K
+ 223.21%
$209.68 - $247.1 $2.31M - $2.72M
15.9K $3.54B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
49.8K
+ 29.83%
$24.88 - $26.85 $1.24M - $1.34M
217K $5.47B
VEA
Vanguard Ftse Developed Market

ETFs
15.7K
+ 20.86%
$47.4 - $52.99 $742K - $830K
90.7K $4.61B
CGUS
Capital Group Core Equity ETF
27.5K
+ 42.57%
$33.08 - $36.62 $910K - $1.01M
92.1K $3.08B
CGGR
Capital Group Growth ETF Shs C

ETFs
28.6K
+ 44.76%
$33.98 - $39.84 $971K - $1.14M
92.4K $3.17B
IVV
Ishares Core S&P 500 ETF

ETFs
1.28K
+ 195.43%
$554.06 - $615.85 $711K - $791K
1.94K $1.09B
CGGO
Capital Group Global Growth Eq

ETFs
22.6K
+ 48.13%
$28.33 - $30.84 $640K - $697K
69.5K $1.97B
Capital Group New Geography
15.1K
+ 75.96%
N/A
35K $882M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.83K
+ 18.55%
$42.5 - $46.71 $290K - $319K
43.6K $1.97B
AES
Aes Corp

Utilities
18.3K
+ 64.37%
$9.93 - $13.23 $182K - $242K
46.7K $581M
Capital Group Dividend Growe
4.85K
+ 24.85%
N/A
24.4K $753M
OMC
Omnicom Group Inc.

Communication Services
2.17K
+ 48.64%
$79.43 - $88.34 $172K - $192K
6.63K $550M
RCI
Rogers Communications Inc

Communication Services
7.81K
+ 66.04%
$26.73 - $31.05 $209K - $243K
19.6K $525M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.15K
+ 9.52%
$75.32 - $84.77 $86.4K - $97.2K
13.2K $1.08B
VOYA
Voya Financial, Inc.

Financial Services
2.41K
+ 42.46%
$65.1 - $75.67 $157K - $183K
8.1K $549M
CSGS
Csg Systems International Inc

Technology
1.04K
+ 10.97%
$49.81 - $66.73 $52K - $69.7K
10.6K $639M
Morgan Stanley ETF Trust
1.72K
+ 9.24%
N/A
20.3K $1.18B
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
5.87K
+ 15.23%
$21.49 - $22.24 $126K - $130K
44.4K $985M
OGN
Organon & Co.

Healthcare
8.42K
+ 31.28%
$14.29 - $16.41 $120K - $138K
35.3K $526M
Wk Kellogg CO
3.16K
+ 10.27%
N/A
33.9K $675M
ORI
Old Republic International Corp

Financial Services
2.05K
+ 14.9%
$33.46 - $39.22 $68.5K - $80.2K
15.8K $619M
Litman Gregory Fds Tr
9.25K
+ 9.23%
N/A
110K $1.01B
THG
Hanover Insurance Group, Inc.

Financial Services
137
+ 3.91%
$147.13 - $174.61 $20.2K - $23.9K
3.64K $633M
CNHI
Cnh Industrial N.V.

Industrials
4.14K
+ 9.71%
N/A
46.7K $574M
APA
Apa Corp

Energy
5.9K
+ 35.06%
$18.54 - $25.45 $109K - $150K
22.7K $478M
Capital Group Conservative E
2.83K
+ 31.43%
N/A
11.8K $320M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.11K
+ 8.89%
$32.74 - $36.2 $36.2K - $40.1K
13.6K $474M
LLY
Eli Lilly & CO

Healthcare
33
+ 10.96%
$725.72 - $929.72 $23.9K - $30.7K
334 $276M
VOTE
Engine No 1 ETF Tr

ETFs
2.48K
+ 6.39%
$64.6 - $72.12 $160K - $179K
41.3K $2.7B
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.75K
+ 10.77%
$37.84 - $44.02 $104K - $121K
28.2K $1.08B
Capital Group Core Balanced
355
+ 4.54%
N/A
8.18K $253M
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
20.8K
+ 74.09%
$7.17 - $12.89 $149K - $268K
48.9K $351M
SEE
Sealed Air Corp

Consumer Cyclical
1.09K
+ 6.98%
$28.9 - $35.65 $31.4K - $38.8K
16.7K $482M
HY
Hyster Yale Materials Handling, Inc.

Industrials
1.02K
+ 10.57%
$41.54 - $54.76 $42.5K - $56K
10.7K $444M
CWH
Camping World Holdings, Inc.

Consumer Cyclical
2.57K
+ 11.29%
$15.98 - $24.03 $41K - $61.7K
25.3K $409M
TSLA
Tesla, Inc.

Consumer Cyclical
206
+ 16.02%
$222.15 - $428.22 $45.8K - $88.2K
1.49K $387M
Activity Summary
Buys All Purchases 46 New Holdings 9 Increased Positions 37 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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