Aafmaa Wealth Management & Trust LLC Incresed Positions in Q3 2025

Aafmaa Wealth Management & Trust LLC

  • $247 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
205
+ 0.92%
$617.65 - $666.84 $127K - $137K
22.4K $14.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
569
+ 0.34%
$87.29 - $93.61 $49.7K - $53.3K
166K $15.5M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
148
+ 0.31%
$148.97 - $165.88 $22K - $24.6K
47.7K $7.86M
MBB
Ishares Tr

ETFs
3.39K
+ 1.97%
$92.46 - $95.73 $314K - $325K
175K $16.7M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.85K
+ 2.87%
$117.65 - $120.08 $453K - $463K
138K $16.5M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.82K
+ 0.93%
$78.96 - $80.04 $302K - $306K
414K $33.1M
VUG
Vanguard Growth ETF

ETFs
322
+ 5.54%
$433.97 - $484.08 $140K - $156K
6.14K $2.94M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
321
+ 1.36%
$100.4 - $119.58 $32.2K - $38.4K
23.9K $2.65M
XLC
Select Sector Spdr Tr Communic

ETFs
288
+ 1.16%
$105.99 - $119.41 $30.5K - $34.4K
25.2K $2.98M
XLU
Utilities Sector Spdr

ETFs
895
+ 2.58%
$81.14 - $87.32 $72.6K - $78.2K
35.6K $3.11M
XLY
Select Sector Spdr Consumer Di

ETFs
122
+ 1.21%
$216.09 - $242.18 $26.4K - $29.5K
10.2K $2.44M
PAVE
Global X Fds Us Infrastructure

ETFs
183
+ 0.35%
$44.02 - $47.63 $8.06K - $8.72K
52.8K $2.51M
ETR
Entergy Corp

Utilities
17
+ 0.09%
$80.93 - $93.55 $1.38K - $1.59K
19.9K $1.86M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
919
+ 2.35%
$82.58 - $90.36 $75.9K - $83K
40K $3.61M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
108
+ 2.07%
$459.11 - $506.91 $49.6K - $54.7K
5.34K $2.68M
XLI
Industrial Sector Spdr

ETFs
52
+ 0.33%
$147.94 - $154.99 $7.69K - $8.06K
15.9K $2.45M
WMT
Walmart Inc.

Consumer Defensive
17
+ 0.08%
$94.4 - $104.27 $1.6K - $1.77K
20.1K $2.07M
XLV
Select Sector Spdr Fund Health

ETFs
394
+ 3.36%
$129.01 - $139.72 $50.8K - $55K
12.1K $1.69M
VIG
Vanguard Dividend Appreciation

ETFs
497
+ 5.58%
N/A
9.41K $1.71M
XLE
Energy Sector Spdr

ETFs
264
+ 1.89%
$84.25 - $91.99 $22.2K - $24.3K
14.2K $1.27M
XLP
Consumer Staples Sector Spdr

ETFs
1.03K
+ 3.53%
N/A
30.2K $2.3M
PEP
Pepsico Inc

Consumer Defensive
72
+ 0.91%
$133.81 - $152.16 $9.63K - $11K
7.96K $1.12M
FISV
Fiserv Inc

Technology
435
+ 6.71%
N/A
6.92K $866K
XLRE
Select Sector Spdr Tr Real Est

ETFs
755
+ 2.51%
$40.94 - $42.85 $30.9K - $32.4K
30.8K $1.3M
XLB
Select Sector Spdr Fd Material

ETFs
60
+ 1.25%
$86.72 - $92.61 $5.2K - $5.56K
4.86K $435K
CHK
Chesapeake Energy Corp

Energy
99
+ 1.09%
N/A
9.17K $786K
Amplify ETF Tr
192
+ 0.73%
N/A
26.5K $0
EQIX
Equinix Inc

Real Estate
5
+ 0.43%
$756.7 - $811.13 $3.78K - $4.06K
1.18K $922K
WM
Waste Management Inc

Industrials
99
+ 1.79%
$213.88 - $237.1 $21.2K - $23.5K
5.62K $1.24M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
511
+ 2.39%
$59.29 - $62.87 $30.3K - $32.1K
21.9K $1.32M
T
At&T Inc.

Communication Services
352
+ 0.57%
$26.94 - $29.62 $9.48K - $10.4K
62.2K $1.76M
CTRA
Coterra Energy Inc.

Energy
429
+ 1.01%
$23.09 - $25.45 $9.91K - $10.9K
43K $1.02M
RSG
Republic Services, Inc.

Industrials
54
+ 0.9%
$225.33 - $246.01 $12.2K - $13.3K
6.07K $1.39M
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 0.21%
$915.95 - $994.57 $3.66K - $3.98K
1.93K $1.79M
CRM
Salesforce, Inc.

Technology
27
+ 0.52%
$231.66 - $273.65 $6.25K - $7.39K
5.19K $1.23M
NVO
Novo Nordisk A S

Healthcare
201
+ 1.35%
$45.38 - $71.7 $9.12K - $14.4K
15.1K $839K
Activity Summary
Buys All Purchases 37 New Holdings 0 Increased Positions 37 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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