Aaf Wealth Management, LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $195 Million distributed in 44 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $42.6M, Ishares Core Msci Intl Develop with a value of $26.2M, Vanguard Value ETF with a value of $22.7M, Invesco Exchange Traded Fd Tr with a value of $20.7M, and Ishares Core S&P Mid Cap ETF with a value of $18.2M.

Examining the 13F form we can see an increase of $5.36M in the current position value, from $190M to 195M.

Below you can find more details about Aaf Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $195 Million
ETFs: $181 Million
Technology: $5.89 Million
Communication Services: $4.18 Million
Financial Services: $1.53 Million
Consumer Cyclical: $559,000
Industrials: $547,000
Healthcare: $540,000
Energy: $271,000
Other: $268,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $195 Million
  • Prior Value $190 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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