Aafmaa Wealth Management & Trust LLC has filed its 13F form on May 02, 2024 for Q1 2024 where it was disclosed a total value porftolio of $181 Million distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Sht Term Corp Bd ETF with a value of $31.6M, Ishares Tr with a value of $11.5M, Ishares Iboxx $ Investment Gra with a value of $10.2M, Amazon Com Inc with a value of $6.46M, and Ishares Tr with a value of $5.98M.

Examining the 13F form we can see an increase of $7.2M in the current position value, from $174M to 181M.

Below you can find more details about Aafmaa Wealth Management & Trust LLC portfolio as well as his latest detailed transactions.

Portfolio value $181 Million
ETFs: $66 Million
Technology: $31.4 Million
Financial Services: $20.6 Million
Industrials: $17.7 Million
Healthcare: $14.7 Million
Consumer Cyclical: $12.2 Million
Communication Services: $7.72 Million
Consumer Defensive: $5.9 Million
Other: $4.73 Million

Stock Holdings Table

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


  • Portfolio
  • No. of Stocks 93
  • Current Value $181 Million
  • Prior Value $174 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 02, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 12 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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