Aa Financial Advisors, LLC Incresed Positions in Q3 2025

Aa Financial Advisors, LLC

  • $509 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
5.56K
+ 4.47%
$237.58 - $259.17 $1.32M - $1.44M
130K $33.1B
CGDV
Capital Group Divid Value ETF

ETFs
36.2K
+ 5.27%
$39.59 - $42.21 $1.43M - $1.53M
723K $30.4B
VT
Vanguard Total World Stk Index

ETFs
7.53K
+ 4.28%
$128.41 - $138.03 $966K - $1.04M
184K $25.3B
NVDA
Nvidia Corp

Technology
9.02K
+ 30.26%
$153.3 - $186.58 $1.38M - $1.68M
38.8K $7.24B
CGCP
Capital Group Core Plus Income

ETFs
77.8K
+ 10.4%
$22.27 - $22.95 $1.73M - $1.79M
826K $18.8B
CGGO
Capital Group Global Growth Eq

ETFs
33.7K
+ 11.44%
$31.71 - $34.17 $1.07M - $1.15M
328K $11.2B
CGUS
Capital Group Core Equity ETF
20K
+ 5.23%
$36.89 - $39.72 $736K - $793K
401K $15.9B
VTI
Vanguard Total Stock Market Et

ETFs
726
+ 1.33%
$303.93 - $329.86 $221K - $239K
55.5K $18.2B
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
10.4K
+ 9.38%
$77.99 - $84.32 $811K - $877K
121K $10.1B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
63.1K
+ 11.1%
$19.61 - $19.79 $1.24M - $1.25M
631K $12.4B
DFAE
Dimensional ETF Tr

ETFs
6.61K
+ 1.97%
$28.84 - $31.84 $191K - $210K
342K $10.8B
OVBC
Ohio Valley Banc Corp

Financial Services
27K
+ 398.57%
$31.61 - $38.95 $855K - $1.05M
33.8K $1.25B
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
49.9K
+ 10.17%
$18.61 - $18.94 $928K - $944K
540K $10.2B
CGGR
Capital Group Growth ETF Shs C

ETFs
5.94K
+ 2.97%
$40.2 - $44.58 $239K - $265K
206K $9.05B
VGT
Vanguard Information Technolog

ETFs
1.16K
+ 263.64%
$656.44 - $753.15 $761K - $874K
1.6K $1.19B
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
33.5K
+ 8.14%
$23.03 - $23.12 $772K - $775K
445K $10.3B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
35K
+ 29.77%
$20.41 - $20.67 $714K - $723K
152K $3.13B
GOOGL
Alphabet Inc.

Communication Services
353
+ 4.16%
$174.36 - $254.72 $61.5K - $89.9K
8.84K $2.15B
CSX
Csx Corp

Industrials
15.4K
+ 44.64%
$32.05 - $36.52 $495K - $564K
50K $1.78B
VOOV
Vanguard S&P 500 Value ETF

ETFs
350
+ 0.78%
$187.97 - $199.47 $65.8K - $69.8K
45.4K $9.06B
IVV
Ishares Core S&P 500 ETF

ETFs
107
+ 1.22%
$620.67 - $670.08 $66.4K - $71.7K
8.9K $5.96B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.36K
+ 4.99%
$62.09 - $66.51 $209K - $223K
70.7K $4.62B
Capital Grp Fixed Incm ETF T
15.6K
+ 63.31%
N/A
40.2K $1.07B
LLY
Eli Lilly & CO

Healthcare
625
+ 18.24%
$625.65 - $812.69 $391K - $508K
4.05K $3.09B
KLAC
Kla Corp

Technology
310
+ 72.77%
$843.9 - $1078.6 $262K - $334K
736 $794M
POCT
Innovator U.S. Equity Power Bu

ETFs
1.13K
+ 0.56%
$41.27 - $43.1 $46.6K - $48.6K
203K $8.75B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.79K
+ 0.98%
$21.69 - $23.34 $60.6K - $65.2K
289K $6.72B
IEFA
Ishares Tr

ETFs
3.26K
+ 10.66%
$81.7 - $87.53 $267K - $286K
33.9K $2.96B
CAT
Caterpillar Inc

Industrials
255
+ 8.44%
$390.92 - $477.15 $99.7K - $122K
3.28K $1.56B
PAPR
Innovator U.S. Equity Power Bu

ETFs
3.81K
+ 1.76%
$37.32 - $38.38 $142K - $146K
220K $8.44B
PJAN
Innovator U.S. Equity Power Bu

ETFs
809
+ 0.42%
$43.95 - $45.8 $35.6K - $37.1K
192K $8.78B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
17.8K
+ 7.43%
$19.49 - $19.61 $348K - $350K
258K $5.05B
IEMG
Ishares Inc

ETFs
1.13K
+ 2.44%
N/A
47.2K $3.11B
BAC
Bank Of America Corp

Financial Services
5.65K
+ 70.49%
$44.92 - $52.42 $254K - $296K
13.7K $705M
JPM
Jpmorgan Chase & CO

Financial Services
228
+ 2.35%
$282.78 - $316.06 $64.5K - $72.1K
9.93K $3.13B
GE
General Electric CO

Industrials
325
+ 6.44%
$244.75 - $305.63 $79.5K - $99.3K
5.37K $1.62B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
886
+ 22.25%
$225.11 - $247.9 $199K - $220K
4.87K $1.2B
Capital Group Core Balanced
5.95K
+ 10.32%
N/A
63.5K $2.21B
PSX
Phillips 66

Energy
1.17K
+ 16.91%
$118.37 - $139.46 $139K - $163K
8.1K $1.1B
VCIT
Vanguard Intermediate Term Cor

ETFs
1.5K
+ 1.28%
$81.75 - $84.54 $123K - $127K
119K $10B
DUK
Duke Energy Corp

Utilities
1.15K
+ 15.52%
$116.31 - $125.93 $133K - $144K
8.52K $1.05B
LOW
Lowes Companies Inc

Consumer Cyclical
40
+ 0.68%
$215.01 - $273.02 $8.6K - $10.9K
5.94K $1.49B
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
7.37K
+ 10.43%
$23.27 - $23.51 $171K - $173K
78K $1.83B
MA
Mastercard Inc

Financial Services
289
+ 21.86%
$550.18 - $598.96 $159K - $173K
1.61K $916M
TRV
Travelers Companies, Inc.

Financial Services
447
+ 11.35%
$250.62 - $279.43 $112K - $125K
4.39K $1.22B
IAU
Ishares Gold Trust

ETFs
352
+ 2.6%
$61.62 - $72.77 $21.7K - $25.6K
13.9K $1.01B
VNQ
Vanguard Specialized Funds Van

ETFs
331
+ 0.6%
$88.47 - $93.24 $29.3K - $30.9K
55.6K $5.08B
NOC
Northrop Grumman Corp

Industrials
2
+ 0.15%
$498.9 - $609.32 $998 - $1.22K
1.32K $802M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.35K
+ 1.7%
$78.96 - $80.04 $107K - $108K
80.6K $6.45B
Activity Summary
Buys All Purchases 106 New Holdings 15 Increased Positions 91 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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