Aaf Wealth Management, LLC Portfolio Holdings by Sector

Aaf Wealth Management, LLC

$183 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV IDEV VTV QQQM VYMI IJH DIA GLD 25 stocks	$168,184 91.68% of portfolio	7	17	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$4,392 2.39% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META GOOGL 3 stocks	$4,384 2.39% of portfolio	3	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A 2 stocks	$1,690 0.92% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$740 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$712 0.39% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ MRK 2 stocks	$526 0.29% of portfolio	2	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$381 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX 1 stocks	$359 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$305 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$301 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$274 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$261 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$247 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$244 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$243 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$206 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts

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