Aaf Wealth Management, LLC Purchases and Sells in Q2 2025

Aaf Wealth Management, LLC

$217 Million
Q2 2025

Top Buys

Incresed Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	7.91K + 10.28%	$498.8 - $620.9 $3.94M - $4.91M	84.8K $52.6M
IDEV	6.46K + 1.68%	$61.79 - $76.67 $399K - $495K	390K $29.7M
VYMI	24K + 13.12%	$65.84 - $80.81 $1.58M - $1.94M	207K $16.6M
GLD	8.46K + 32.19%	$273.71 - $316.29 $2.31M - $2.67M	34.7K $10.6M
VTV	4.72K + 3.5%	$153.67 - $176.74 $725K - $833K	139K $24.6M
MSFT	517 + 27.22%	$354.56 - $497.45 $183K - $257K	2.42K $1.2M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USMV	180K New	$85.42 - $94.39 $15.4M - $17M	180K $16.9M
NVDA	3.03K New	$94.31 - $157.99 $286K - $479K	3.03K $478K
T	7.54K New	$26.33 - $28.94 $198K - $218K	7.54K $218K
AVGO	783 New	$146.29 - $275.65 $115K - $216K	783 $215K
UNP	891 New	$208.27 - $238.46 $186K - $212K	891 $205K
J P MORGAN EXCHANGE TRADED F	12.6K New	N/A	12.6K $0

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJR	-8.48K - 39.43%	$90.56 - $109.49 $768K - $929K	13K $1.42M
IJH	-18.8K - 9.41%	$51.16 - $62.02 $963K - $1.17M	181K $11.2M
BRK-B	-107 - 6.38%	$483.48 - $539.8 $51.7K - $57.8K	1.57K $762K
PID	-4.18K - 5.02%	N/A	79.2K $1.41M
RTX	-695 - 25.61%	$113.75 - $148.48 $79.1K - $103K	2.02K $294K
CSCO	-752 - 18.73%	$53.19 - $69.38 $40K - $52.2K	3.26K $226K

Activity Summary All Purchases 25 New Holdings 6 Increased Positions 19 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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