Aa Financial Advisors, LLC Purchases in Q3 2024

Aa Financial Advisors, LLC

  • $345 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
1.03K
+ 11.77%
$194.9 - $224.8 $200K - $231K
9.76K $2.06B
FSK
Fs Kkr Capital Corp

Financial Services
14.7K
+ 17.37%
$18.74 - $20.43 $276K - $301K
99.4K $1.96B
IWF
Ishares Russell 1000 Gr ETF

ETFs
741
New
$332.02 - $382.76 $246K - $284K
741 $278M
ACN
Accenture PLC

Technology
764
New
$295.44 - $355.81 $226K - $272K
764 $270M
SHW
Sherwin Williams CO

Basic Materials
692
New
$294.65 - $384.0 $204K - $266K
692 $264M
CAT
Caterpillar Inc

Industrials
151
+ 4.38%
$316.8 - $391.12 $47.8K - $59.1K
3.6K $1.41B
AGNC
Agnc Investment Corp.

Real Estate
24.5K
New
$9.48 - $10.66 $232K - $261K
24.5K $256M
WMT
Walmart Inc.

Consumer Defensive
1.43K
+ 13.78%
$66.91 - $81.4 $95.9K - $117K
11.8K $956M
BSJR
Invesco Indx Tr

ETFs
11.1K
New
$22.08 - $22.75 $244K - $252K
11.1K $251M
CB
Chubb LTD

Financial Services
355
+ 8.04%
$252.51 - $292.2 $89.6K - $104K
4.77K $1.38B
PSR
Invesco Actively

ETFs
355
+ 2.31%
$84.82 - $99.93 $30.1K - $35.5K
15.7K $1.55B
CORT
Corcept Therapeutics Inc

Healthcare
5K
New
$29.51 - $46.26 $148K - $231K
5K $231M
VGT
Vanguard Information Technolog

ETFs
392
New
$514.43 - $606.85 $202K - $238K
392 $230M
GE
General Electric CO

Industrials
907
+ 48.71%
$156.66 - $189.66 $142K - $172K
2.77K $522M
SO
Southern CO

Utilities
2.5K
New
$77.0 - $90.52 $193K - $226K
2.5K $226M
ENB
Enbridge Inc

Energy
5.52K
New
$35.27 - $41.18 $195K - $227K
5.52K $224M
CRM
Salesforce, Inc.

Technology
466
+ 8.04%
$238.42 - $276.53 $111K - $129K
6.27K $1.71B
VGIT
Vanguard Intermediate Term Tre

ETFs
3.58K
New
$57.8 - $60.8 $207K - $218K
3.58K $216M
DRI
Darden Restaurants Inc

Consumer Cyclical
1.31K
New
$138.06 - $172.74 $180K - $226K
1.31K $215M
GILD
Gilead Sciences, Inc.

Healthcare
2.55K
New
$66.59 - $83.99 $170K - $214K
2.55K $214M
CSCO
Cisco Systems, Inc.

Technology
4.01K
New
$44.74 - $53.22 $179K - $213K
4.01K $213M
ITT
Itt Inc.

Industrials
1.41K
New
$125.05 - $150.55 $176K - $212K
1.41K $210M
Annaly Capital Management In
10.4K
New
N/A
10.4K $208M
LLY
Eli Lilly & CO

Healthcare
318
+ 7.41%
$772.14 - $960.02 $246K - $305K
4.61K $4.08B
MCD
Mcdonalds Corp

Consumer Cyclical
295
+ 14.01%
$245.82 - $304.51 $72.5K - $89.8K
2.4K $731M
KO
Coca Cola CO

Consumer Defensive
1.45K
+ 13.83%
$62.69 - $73.01 $91K - $106K
12K $859M
CARR
Carrier Global Corp

Industrials
1.13K
+ 22.24%
$61.9 - $80.88 $69.8K - $91.2K
6.2K $499M
UNH
Unitedhealth Group Inc

Healthcare
82
+ 4.99%
$488.01 - $604.18 $40K - $49.5K
1.73K $1.01B
ACWI
Ishares Msci Acwi ETF

ETFs
1.18K
+ 51.98%
$107.24 - $119.84 $127K - $142K
3.46K $413M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.34K
+ 6.46%
$48.06 - $49.39 $113K - $116K
38.6K $1.9B
FENY
Fidelity Covington Tr Msci Ene

ETFs
5.94K
+ 57.27%
$23.09 - $25.75 $137K - $153K
16.3K $393M
TRV
Travelers Companies, Inc.

Financial Services
6
+ 0.14%
$201.87 - $242.35 $1.21K - $1.45K
4.24K $993M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.16K
+ 26.13%
$77.02 - $85.06 $89.6K - $98.9K
5.61K $475M
RTX
Raytheon Technologies Corp

Industrials
267
+ 6.08%
$99.55 - $123.34 $26.6K - $32.9K
4.66K $565M
AMZN
Amazon Com Inc

Consumer Cyclical
1.08K
+ 9.36%
$161.02 - $200.0 $173K - $215K
12.6K $2.34B
DUK
Duke Energy Corp

Utilities
344
+ 6.91%
$99.35 - $117.71 $34.2K - $40.5K
5.32K $614M
DHR
Danaher Corp

Healthcare
164
+ 7.27%
$239.25 - $280.76 $39.2K - $46K
2.42K $673M
HD
Home Depot, Inc.

Consumer Cyclical
44
+ 2.95%
$333.64 - $405.2 $14.7K - $17.8K
1.53K $621M
CSX
Csx Corp

Industrials
2.22K
+ 8.13%
$32.48 - $35.45 $72K - $78.6K
29.5K $1.02B
Linde PLC
84
+ 5.73%
N/A
1.55K $739M
SYK
Stryker Corp

Healthcare
53
+ 1.54%
$315.94 - $371.96 $16.7K - $19.7K
3.5K $1.26B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
522
+ 34.34%
$147.95 - $191.05 $77.2K - $99.7K
2.04K $355M
V
Visa Inc.

Financial Services
94
+ 1.91%
$253.74 - $291.56 $23.9K - $27.4K
5.02K $1.38B
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
286
+ 19.94%
$201.82 - $234.36 $57.7K - $67K
1.72K $396M
NOW
Service Now, Inc.

Technology
41
+ 9.47%
$730.87 - $937.36 $30K - $38.4K
474 $424M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
3.04K
+ 15.37%
$23.08 - $23.52 $70.2K - $71.5K
22.8K $536M
PNC
Pnc Financial Services Group, Inc.

Financial Services
106
+ 6.04%
$156.14 - $187.2 $16.6K - $19.8K
1.86K $344M
GOOG
Alphabet Inc.

Communication Services
982
+ 15.93%
$149.54 - $192.66 $147K - $189K
7.15K $1.19B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
304
+ 11.55%
$105.53 - $118.34 $32.1K - $36K
2.94K $344M
Activity Summary
Buys All Purchases 121 New Holdings 22 Increased Positions 99 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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