Aaf Wealth Management, LLC Reduced Holdings in Q3 2024

Aaf Wealth Management, LLC

  • $195 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-53.5K
- 96.21%
$91.43 - $117.51 $4.89M - $6.28M
2.1K $223K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-39.2K
- 53.08%
$105.53 - $118.34 $4.14M - $4.64M
34.7K $4.06M
GOOG
Alphabet Inc.

Communication Services
-28
- 0.21%
$149.54 - $192.66 $4.19K - $5.39K
13.1K $2.19M
VO
Vanguard Mid Cap ETF

ETFs
-1.51K
- 11.31%
$237.84 - $263.83 $358K - $398K
11.8K $3.12M
CVX
Chevron Corp

Energy
-458
- 19.88%
$137.88 - $161.97 $63.1K - $74.2K
1.85K $271K
MSFT
Microsoft Corp

Technology
-135
- 7.61%
$395.15 - $467.56 $53.3K - $63.1K
1.64K $705K
JNJ
Johnson & Johnson

Healthcare
-467
- 20.16%
$145.48 - $167.38 $67.9K - $78.2K
1.85K $299K
AMZN
Amazon Com Inc

Consumer Cyclical
-8
- 0.27%
$161.02 - $200.0 $1.29K - $1.6K
3K $559K
PID
Invesco Exchange Traded Fd Tr

ETFs
-129
- 0.13%
$17.85 - $17.85 $2.3K - $2.3K
95.6K $1.71M
JPM
Jpmorgan Chase & CO

Financial Services
-39
- 3.79%
$194.9 - $224.8 $7.6K - $8.77K
990 $208K
SPY
Spdr S&P 500 ETF Trust

ETFs
-58
- 5.08%
$517.38 - $573.86 $30K - $33.3K
1.08K $621K
VV
Vanguard Large Cap ETF

ETFs
-20
- 2.38%
$236.92 - $263.4 $4.74K - $5.27K
821 $216K
VTI
Vanguard Total Stock Market Et

ETFs
-11
- 0.91%
$255.18 - $283.2 $2.81K - $3.12K
1.2K $338K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-34
- 0.67%
$41.9 - $48.26 $1.42K - $1.64K
5.07K $242K
IWR
Ishares Russell Mid Cap ETF

ETFs
-312
- 4.37%
$79.92 - $88.19 $24.9K - $27.5K
6.83K $602K
IXUS
Ishares Tr

ETFs
-192
- 2.51%
$64.9 - $73.35 $12.5K - $14.1K
7.46K $541K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-9
- 0.29%
$332.02 - $382.76 $2.99K - $3.44K
3.05K $1.14M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-265
- 1.63%
$36.98 - $41.55 $9.8K - $11K
16K $658K
IWM
Ishares Russell 2000 ETF

ETFs
-11
- 0.35%
$200.87 - $224.6 $2.21K - $2.47K
3.12K $689K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-1.36K
- 1.31%
$178.94 - $207.0 $244K - $282K
103K $20.7M
IEFA
Ishares Tr

ETFs
-1.16K
- 1.74%
$70.09 - $78.74 $81.4K - $91.4K
65.6K $5.12M
IVV
Ishares Core S&P 500 ETF

ETFs
-445
- 0.6%
$520.18 - $576.82 $231K - $257K
73.8K $42.6M
Activity Summary
Buys All Purchases 14 New Holdings 3 Increased Positions 11 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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