Aa Financial Advisors, LLC Incresed Positions in Q3 2024

Aa Financial Advisors, LLC

  • $345 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GE
General Electric CO

Industrials
907
+ 48.71%
$156.66 - $189.66 $142K - $172K
2.77K $522M
CRM
Salesforce, Inc.

Technology
466
+ 8.04%
$238.42 - $276.53 $111K - $129K
6.27K $1.71B
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
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
WELL
Welltower Inc.

Real Estate
48
+ 2.03%
$104.0 - $129.74 $4.99K - $6.23K
2.42K $310M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
153
+ 8.61%
$138.85 - $182.81 $21.2K - $28K
1.93K $342M
AZN
Astrazeneca PLC

Healthcare
752
+ 10.81%
$76.67 - $87.62 $57.7K - $65.9K
7.71K $601M
COP
Conocophillips

Energy
983
+ 16.6%
$102.3 - $116.61 $101K - $115K
6.9K $727M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
1.64K
+ 4.26%
$24.29 - $24.63 $39.8K - $40.4K
40.1K $983M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
1.7K
+ 7.81%
$23.47 - $23.74 $39.9K - $40.3K
23.4K $556M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
1.7K
+ 8.22%
$23.41 - $23.78 $39.7K - $40.3K
22.3K $529M
SJNK
Spdr Bloomberg Short Term High

ETFs
941
+ 3.59%
$24.8 - $25.75 $23.3K - $24.2K
27.2K $700M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
41
+ 11.88%
$1024.09 - $1201.76 $42K - $49.3K
386 $406M
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.64K
+ 2.36%
$22.61 - $22.79 $37.1K - $37.4K
71.1K $1.62B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
16
+ 0.27%
$59.93 - $66.52 $959 - $1.06K
5.91K $393M
VONE
Vanguard Russell 1000 ETF

ETFs
1
+ 0.07%
$234.0 - $260.07 $234 - $260
1.39K $361M
BSMO
Invesco Bulletshares 2024 Muni

ETFs
608
+ 1.74%
$24.78 - $24.91 $15.1K - $15.1K
35.5K $881M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
27
+ 0.42%
$44.9 - $47.55 $1.21K - $1.28K
6.4K $302M
HON
Honeywell International Inc

Industrials
170
+ 5.02%
$196.73 - $220.21 $33.4K - $37.4K
3.56K $735M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
494
+ 4.74%
$20.69 - $21.17 $10.2K - $10.5K
10.9K $229M
PSX
Phillips 66

Energy
381
+ 8.54%
$125.0 - $147.17 $47.6K - $56.1K
4.84K $636M
NVO
Novo Nordisk A S

Healthcare
389
+ 13.87%
$119.07 - $145.42 $46.3K - $56.6K
3.19K $380M
MSFT
Microsoft Corp

Technology
473
+ 3.36%
$395.15 - $467.56 $187K - $221K
14.5K $6.26B
AMAT
Applied Materials Inc

Technology
130
+ 7.41%
$174.88 - $254.97 $22.7K - $33.1K
1.88K $381M
ASML
Asml Holding Nv

Technology
13
+ 2.12%
$749.82 - $1098.95 $9.75K - $14.3K
625 $521M
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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