Aa Financial Advisors, LLC has filed its 13F form on April 02, 2024 for Q4 2023 where it was disclosed a total value porftolio of $150 Billion distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Small Cap ETF with a value of $11.6B, Vanguard Total Stock Market Et with a value of $10.2B, Capital Group Core Plus Income with a value of $7.91B, Schwab Strategic Tr Us Large C with a value of $7.72B, and Spdr Series Tr Spdr S&P Divide with a value of $6.81B.

Examining the 13F form we can see an increase of $150B in the current position value.

Aa Financial Advisors, LLC is based out at Columbus, OH

Below you can find more details about Aa Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $150 Billion
ETFs: $140 Billion
Financial Services: $5.28 Billion
Technology: $2.13 Billion
Healthcare: $427 Million
Consumer Cyclical: $277 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 63
  • Current Value $150 Billion
  • Filing
  • Period Q4 2023
  • Filing Date April 02, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 63 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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