Aa Financial Advisors, LLC has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $284 Billion distributed in 160 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Small Cap ETF with a value of $16.2B, Vanguard Total Stock Market Et with a value of $13B, Capital Group Core Plus Income with a value of $9.79B, Spdr Portfolio S&P 500 Value E with a value of $9.77B, and Schwab Strategic Tr Us Large C with a value of $8.5B.
Examining the 13F form we can see an increase of $35.8B in the current position value, from $248B to 284B.
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
$284 Billion
ETFs: $191 Billion
Technology: $22.1 Billion
Financial Services: $13.5 Billion
Healthcare: $11.3 Billion
Consumer Cyclical: $10.2 Billion
Industrials: $5.69 Billion
Communication Services: $4.95 Billion
Consumer Defensive: $4.41 Billion
Other: $4.57 Billion
Stock Holdings Table Market Cap. of $200 Billions or more