Aafmaa Wealth Management & Trust LLC Incresed Positions in Q4 2024

Aafmaa Wealth Management & Trust LLC

  • $224 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
21.7K
+ 5.08%
$77.86 - $79.27 $1.69M - $1.72M
449K $35M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.42K
+ 1.95%
$129.96 - $144.97 $184K - $206K
74.3K $10.4M
VUG
Vanguard Growth ETF

ETFs
698
+ 4.2%
$378.79 - $428.11 $264K - $299K
17.3K $7.1M
VIG
Vanguard Dividend Appreciation

ETFs
2.1K
+ 4.38%
N/A
50K $9.1M
AIQ
Global X Funds Global X Artifi

ETFs
2.94K
+ 1.72%
$36.57 - $40.57 $108K - $119K
174K $6.74M
SPY
Spdr S&P 500 ETF Trust

ETFs
186
+ 0.92%
$567.81 - $607.81 $106K - $113K
20.4K $11.9M
XLK
Technology Sector Spdr

ETFs
532
+ 1.88%
$220.26 - $241.44 $117K - $128K
28.8K $6.71M
HYG
Ishares Tr

ETFs
5.74K
+ 3.72%
$78.09 - $80.04 $448K - $459K
160K $12.6M
MBB
Ishares Tr

ETFs
4.64K
+ 6.93%
$91.26 - $95.82 $423K - $444K
71.5K $6.56M
LLY
Eli Lilly & CO

Healthcare
642
+ 19.65%
$727.2 - $932.06 $467K - $598K
3.91K $3.02M
XLY
Select Sector Spdr Consumer Di

ETFs
64
+ 1.53%
$194.8 - $239.43 $12.5K - $15.3K
4.24K $952K
PEP
Pepsico Inc

Consumer Defensive
1.82K
+ 16.92%
$151.29 - $176.1 $276K - $321K
12.6K $1.91M
ASML
Asml Holding Nv

Technology
323
+ 30.47%
$658.43 - $872.27 $213K - $282K
1.38K $958K
XLC
Select Sector Spdr Tr Communic

ETFs
178
+ 2.01%
$89.66 - $102.16 $16K - $18.2K
9.03K $873K
XLF
Financial Sector Spdr

ETFs
322
+ 1.85%
$44.89 - $51.34 $14.5K - $16.5K
17.7K $854K
XLP
Consumer Staples Sector Spdr

ETFs
369
+ 2.64%
N/A
14.3K $1.09M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
492
+ 2.3%
$57.38 - $61.11 $28.2K - $30.1K
21.9K $1.28M
RSG
Republic Services, Inc.

Industrials
17
+ 0.17%
$198.0 - $218.75 $3.37K - $3.72K
9.77K $1.96M
XLE
Energy Sector Spdr

ETFs
328
+ 2.57%
$83.32 - $97.27 $27.3K - $31.9K
13.1K $1.12M
SPGI
S&P Global Inc.

Financial Services
137
+ 3.82%
$480.36 - $529.17 $65.8K - $72.5K
3.72K $1.85M
Linde PLC
317
+ 6.26%
N/A
5.38K $0
UNP
Union Pacific Corp

Industrials
683
+ 7.06%
$223.15 - $249.32 $152K - $170K
10.4K $2.36M
NVO
Novo Nordisk A S

Healthcare
4.52K
+ 35.2%
$85.0 - $120.04 $384K - $542K
17.4K $1.49M
XLI
Industrial Sector Spdr

ETFs
806
+ 2.03%
$131.76 - $143.99 $106K - $116K
40.5K $5.34M
CSX
Csx Corp

Industrials
2.06K
+ 3.3%
$31.58 - $36.88 $64.9K - $75.8K
64.3K $2.07M
ADBE
Adobe Inc.

Technology
388
+ 11.12%
$437.39 - $552.96 $170K - $215K
3.88K $1.72M
ICE
Intercontinental Exchange, Inc.

Financial Services
166
+ 1.59%
$148.29 - $166.93 $24.6K - $27.7K
10.6K $1.58M
PANW
Palo Alto Networks Inc

Technology
3.25K
+ 74.63%
$181.96 - $405.9 $591K - $1.32M
7.6K $1.38M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
229
+ 2.26%
$104.5 - $125.64 $23.9K - $28.8K
10.4K $1.08M
ZTS
Zoetis Inc.

Healthcare
717
+ 7.25%
$162.24 - $194.42 $116K - $139K
10.6K $1.73M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
1.1K
+ 3.11%
$86.03 - $94.92 $94.6K - $104K
36.4K $3.14M
XLV
Select Sector Spdr Fund Health

ETFs
804
+ 3.01%
$136.28 - $154.74 $110K - $124K
27.5K $3.79M
AMD
Advanced Micro Devices Inc

Technology
646
+ 6.45%
$118.88 - $172.8 $76.8K - $112K
10.7K $1.29M
Activity Summary
Buys All Purchases 35 New Holdings 1 Increased Positions 34 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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