Aafmaa Wealth Management & Trust LLC Purchases in Q2 2025

Aafmaa Wealth Management & Trust LLC

  • $237 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
134K
New
$116.93 - $119.39 $15.7M - $16M
134K $16M
EFA
Ishares Tr Msci Eafe ETF

ETFs
165K
New
$72.96 - $90.39 $12.1M - $14.9M
165K $14.8M
MBB
Ishares Tr

ETFs
98.7K
+ 134.52%
$91.41 - $94.22 $9.02M - $9.3M
172K $16.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.23K
New
$483.48 - $539.8 $2.53M - $2.82M
5.23K $2.54M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.78K
+ 8.72%
$496.48 - $617.85 $883K - $1.1M
22.2K $13.7M
NVDA
Nvidia Corp

Technology
1.98K
+ 5.47%
$94.31 - $157.99 $187K - $313K
38.3K $6.04M
WMT
Walmart Inc.

Consumer Defensive
20.1K
New
$81.79 - $99.98 $1.64M - $2.01M
20.1K $1.97M
T
At&T Inc.

Communication Services
61.9K
New
$26.33 - $28.94 $1.63M - $1.79M
61.9K $1.79M
AVGO
Broadcom Inc.

Technology
383
+ 2.58%
$146.29 - $275.65 $56K - $106K
15.2K $4.19M
ABBV
Abb Vie Inc.

Healthcare
7.81K
New
$170.16 - $206.27 $1.33M - $1.61M
7.81K $1.45M
VUG
Vanguard Growth ETF

ETFs
2.56K
+ 78.67%
$329.49 - $438.4 $843K - $1.12M
5.81K $2.55M
WM
Waste Management Inc

Industrials
5.52K
New
$216.47 - $242.1 $1.2M - $1.34M
5.52K $1.26M
JNJ
Johnson & Johnson

Healthcare
7.99K
New
$146.36 - $159.82 $1.17M - $1.28M
7.99K $1.22M
XLK
Technology Sector Spdr

ETFs
417
+ 2.41%
$179.73 - $253.23 $74.9K - $106K
17.7K $4.49M
XLF
Financial Sector Spdr

ETFs
11.4K
+ 12.05%
$43.92 - $52.37 $499K - $595K
106K $5.53M
XLC
Select Sector Spdr Tr Communic

ETFs
4.86K
+ 24.27%
$86.13 - $108.53 $419K - $528K
24.9K $2.7M
XLU
Utilities Sector Spdr

ETFs
7.99K
+ 29.86%
$73.09 - $82.77 $584K - $661K
34.7K $2.84M
VIG
Vanguard Dividend Appreciation

ETFs
3.55K
+ 66.14%
N/A
8.91K $1.62M
AMZN
Amazon Com Inc

Consumer Cyclical
467
+ 3.04%
$167.32 - $223.3 $78.1K - $104K
15.8K $3.47M
NEE
Nextera Energy Inc

Utilities
8.02K
+ 41.06%
$64.11 - $75.0 $514K - $602K
27.6K $1.91M
FINX
Global X Fds Fintech ETF (De)

ETFs
3.54K
+ 7.22%
$24.27 - $34.22 $85.9K - $121K
52.6K $1.8M
PAVE
Global X Fds Us Infrastructure

ETFs
1.7K
+ 3.34%
$33.78 - $43.68 $57.5K - $74.3K
52.6K $2.29M
XLV
Select Sector Spdr Fund Health

ETFs
2.76K
+ 30.81%
$128.77 - $144.3 $356K - $399K
11.7K $1.58M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
772
New
$179.95 - $278.88 $139K - $215K
772 $215K
XLY
Select Sector Spdr Consumer Di

ETFs
15
+ 0.15%
$176.34 - $218.59 $2.65K - $3.28K
10.1K $2.19M
ETR
Entergy Corp

Utilities
2.92K
+ 17.2%
$79.01 - $86.61 $231K - $253K
19.9K $1.66M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1.33K
+ 5.96%
$86.79 - $101.21 $115K - $134K
23.6K $2.33M
AAPL
Apple Inc.

Technology
159
+ 0.93%
$172.42 - $223.89 $27.4K - $35.6K
17.3K $3.55M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
13.1K
+ 1092.08%
$87.84 - $1441.89 $1.15M - $18.9M
14.3K $1.29M
Activity Summary
Buys All Purchases 30 New Holdings 9 Increased Positions 21 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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