Aa Financial Advisors, LLC Purchases in Q1 2025

Aa Financial Advisors, LLC

  • $410 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
145
+ 5.26%
$279.74 - $321.29 $40.6K - $46.6K
2.9K $907M
ELV
Elevance Health, Inc.

Healthcare
137
+ 20.92%
$365.9 - $436.25 $50.1K - $59.8K
792 $344M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
3.34K
+ 2.98%
$20.05 - $20.4 $66.9K - $68.1K
115K $2.34B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
696
+ 25.9%
$192.82 - $222.1 $134K - $155K
3.38K $653M
WMT
Walmart Inc.

Consumer Defensive
1.33K
+ 10.41%
$84.5 - $105.05 $112K - $139K
14.1K $1.23B
NFLX
Netflix Inc

Communication Services
33
+ 2.96%
$828.4 - $1058.6 $27.3K - $34.9K
1.15K $1.07B
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
3.28K
+ 5.01%
$23.19 - $23.5 $76.1K - $77.2K
68.8K $1.6B
COF
Capital One Financial Corp

Financial Services
380
+ 25.8%
$163.87 - $209.82 $62.3K - $79.7K
1.85K $332M
COP
Conocophillips

Energy
205
+ 2.67%
$88.6 - $105.85 $18.2K - $21.7K
7.89K $828M
PSX
Phillips 66

Energy
100
+ 1.9%
$113.93 - $131.55 $11.4K - $13.2K
5.36K $661M
DFS
Discover Financial Services

Financial Services
378
+ 27.16%
$152.99 - $203.25 $57.8K - $76.8K
1.77K $302M
PG
Procter & Gamble CO

Consumer Defensive
234
+ 3.2%
$158.56 - $176.26 $37.1K - $41.2K
7.55K $1.29B
COST
Costco Wholesale Corp

Consumer Defensive
35
+ 4.0%
$890.62 - $1076.86 $31.2K - $37.7K
909 $860M
FENY
Fidelity Covington Tr Msci Ene

ETFs
860
+ 4.92%
$23.24 - $26.16 $20K - $22.5K
18.3K $469M
SYK
Stryker Corp

Healthcare
18
+ 0.51%
$355.18 - $399.9 $6.39K - $7.2K
3.57K $1.33B
DRI
Darden Restaurants Inc

Consumer Cyclical
93
+ 7.12%
$180.02 - $208.56 $16.7K - $19.4K
1.4K $291M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
791
+ 9.84%
$44.68 - $46.49 $35.3K - $36.8K
8.83K $409M
CSCO
Cisco Systems, Inc.

Technology
381
+ 9.44%
$58.74 - $64.87 $22.4K - $24.7K
4.42K $273M
VEA
Vanguard Ftse Developed Market

ETFs
299
+ 5.01%
$47.4 - $52.99 $14.2K - $15.8K
6.27K $319M
MA
Mastercard Inc

Financial Services
28
+ 3.51%
$504.67 - $576.31 $14.1K - $16.1K
825 $452M
Annaly Capital Management In
431
+ 4.15%
N/A
10.8K $220M
SJNK
Spdr Bloomberg Short Term High

ETFs
1.27K
+ 4.25%
$25.08 - $25.64 $31.8K - $32.5K
31.1K $782M
QQQ
Invesco Qqq Trust, Series 1

ETFs
347
+ 10.27%
$468.34 - $539.52 $163K - $187K
3.73K $1.75B
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
491
+ 2.22%
$23.55 - $23.74 $11.6K - $11.7K
22.6K $534M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
520
+ 2.59%
$23.49 - $23.77 $12.2K - $12.4K
20.6K $485M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
771
+ 6.01%
$20.7 - $21.15 $16K - $16.3K
13.6K $281M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
491
+ 1.69%
$24.41 - $24.65 $12K - $12.1K
29.6K $725M
BDX
Becton Dickinson & CO

Healthcare
19
+ 1.67%
$222.79 - $249.08 $4.23K - $4.73K
1.16K $265M
FNDX
Schwab Fundamental U S Large C

ETFs
1.13K
+ 0.4%
$23.03 - $25.01 $25.9K - $28.2K
285K $6.73B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
252
+ 12.24%
$203.38 - $274.79 $51.3K - $69.2K
2.31K $475M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
12
+ 0.1%
$23.1 - $23.56 $277 - $283
11.6K $269M
VGT
Vanguard Information Technolog

ETFs
48
+ 12.24%
$542.38 - $646.34 $26K - $31K
440 $239M
VTHR
Vanguard Russell 3000 ETF

ETFs
27
+ 2.7%
$243.2 - $272.04 $6.57K - $7.35K
1.03K $253M
AMAT
Applied Materials Inc

Technology
177
+ 9.38%
$145.06 - $195.51 $25.7K - $34.6K
2.07K $300M
ACN
Accenture PLC

Technology
28
+ 3.66%
$300.91 - $398.25 $8.43K - $11.2K
792 $247M
HON
Honeywell International Inc

Industrials
63
+ 1.6%
$202.75 - $226.52 $12.8K - $14.3K
4.01K $848M
SRE
Sempra Energy

Utilities
308
+ 7.12%
$67.85 - $87.67 $20.9K - $27K
4.63K $331M
SHOP
Shopify Inc.

Technology
131
+ 2.13%
$90.59 - $129.31 $11.9K - $16.9K
6.27K $599M
CSX
Csx Corp

Industrials
1.19K
+ 3.72%
$29.11 - $33.67 $34.6K - $40K
33.1K $974M
KKR
Kkr & Co. Inc.

Financial Services
200
+ 8.05%
$108.17 - $167.07 $21.6K - $33.4K
2.69K $310M
AMZN
Amazon Com Inc

Consumer Cyclical
1.7K
+ 12.69%
$190.26 - $242.06 $323K - $411K
15.1K $2.87B
LOW
Lowes Companies Inc

Consumer Cyclical
42
+ 0.62%
$222.66 - $268.42 $9.35K - $11.3K
6.79K $1.58B
GOOG
Alphabet Inc.

Communication Services
919
+ 12.04%
$156.06 - $207.71 $143K - $191K
8.55K $1.34B
PAPR
Innovator U.S. Equity Power Bu

ETFs
2.55K
+ 1.19%
$35.21 - $37.69 $89.9K - $96.2K
217K $7.73B
POCT
Innovator U.S. Equity Power Bu

ETFs
222
+ 0.11%
$38.53 - $40.49 $8.55K - $8.99K
203K $7.89B
PJUL
Innovator U.S. Equity Power Bu

ETFs
897
+ 0.46%
$39.81 - $42.17 $35.7K - $37.8K
194K $7.8B
AAPL
Apple Inc.

Technology
1.72K
+ 8.56%
$209.68 - $247.1 $360K - $424K
21.8K $4.84B
CGGR
Capital Group Growth ETF Shs C

ETFs
7.73K
+ 4.09%
$33.98 - $39.84 $263K - $308K
197K $6.73B
GOOGL
Alphabet Inc.

Communication Services
76
+ 0.87%
$154.33 - $206.19 $11.7K - $15.7K
8.77K $1.36B
Activity Summary
Buys All Purchases 103 New Holdings 15 Increased Positions 88 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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