Aaf Wealth Management, LLC has filed its 13F form on February 18, 2025 for Q4 2024 where it was disclosed a total value porftolio of $194 Million distributed in 47 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 $44.3M, Ishares Core Msci Intl Develop with a value of $25.3M, Vanguard Value ETF with a value of $22.5M, Invesco Exchange Traded Fd Tr with a value of $21.2M, and Ishares Core S&P Mid Cap ETF with a value of $18.1M.

Examining the 13F form we can see an decrease of $983K in the current position value, from $195M to 194M.

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

Portfolio value $194 Million
ETFs: $179 Million
Technology: $6.22 Million
Communication Services: $4.9 Million
Financial Services: $1.82 Million
Consumer Cyclical: $773,000
Industrials: $735,000
Healthcare: $475,000
Energy: $267,000
Other: $243,000

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

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

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $194 Million
  • Prior Value $195 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 18, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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