Aa Financial Advisors, LLC Portfolio Holdings

Aa Financial Advisors, LLC

  • $345 Billion
  • Q3 2024

Aa Financial Advisors, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $345 Billion distributed in 170 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Small Cap ETF with a value of $23.1B, Vanguard Total Stock Market Et with a value of $16.3B, Spdr Portfolio S&P 500 Value E with a value of $15.5B, Capital Group Core Plus Income with a value of $13B, and Capital Group Core Equity ETF with a value of $9.17B.

Examining the 13F form we can see an increase of $61.6B in the current position value, from $284B to 345B.

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 $345 Billion
ETFs: $239 Billion
Technology: $25.1 Billion
Healthcare: $12.8 Billion
Financial Services: $12.6 Billion
Consumer Cyclical: $11.9 Billion
Industrials: $7.5 Billion
Consumer Defensive: $5.64 Billion
Communication Services: $5.17 Billion
Other: $6.02 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$904M
$3.14 Billion 0.91% of portfolio
513,660
Q3 2024 Reduced 6.38%
$1.63B
$372 Million 0.11% of portfolio
6,450
Q2 2024 Added 4,749.62%
$761M
$26 Million 0.01% of portfolio
10,000
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 170
  • Current Value $345 Billion
  • Prior Value $284 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 22 stocks
  • Additional Purchases 99 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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