Aafmaa Wealth Management & Trust LLC Reduced Holdings in Q1 2025

Aafmaa Wealth Management & Trust LLC

  • $215 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
-44.6K
- 89.27%
N/A
5.36K $976K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-68.5K
- 65.64%
$105.1 - $109.61 $7.2M - $7.51M
35.9K $3.89M
VUG
Vanguard Growth ETF

ETFs
-14K
- 81.19%
$369.1 - $427.61 $5.18M - $6.01M
3.25K $1.21M
HYG
Ishares Tr

ETFs
-73.4K
- 45.79%
$78.51 - $80.11 $5.76M - $5.88M
86.9K $6.84M
XLK
Technology Sector Spdr

ETFs
-11.5K
- 39.94%
$206.38 - $242.18 $2.38M - $2.79M
17.3K $3.58M
XLI
Industrial Sector Spdr

ETFs
-21.8K
- 53.77%
$128.78 - $141.67 $2.8M - $3.09M
18.7K $2.44M
XLV
Select Sector Spdr Fund Health

ETFs
-18.6K
- 67.44%
$137.61 - $149.68 $2.56M - $2.78M
8.97K $1.3M
MSFT
Microsoft Corp

Technology
-2.14K
- 17.2%
$375.39 - $447.2 $802K - $955K
10.3K $3.86M
AIQ
Global X Funds Global X Artifi

ETFs
-26.8K
- 15.37%
$36.54 - $42.77 $979K - $1.15M
148K $5.39M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-2.85K
- 3.84%
$126.86 - $146.45 $362K - $418K
71.5K $9.08M
AMZN
Amazon Com Inc

Consumer Cyclical
-948
- 5.81%
$190.26 - $242.06 $180K - $229K
15.4K $2.92M
PEP
Pepsico Inc

Consumer Defensive
-3.47K
- 27.55%
$142.64 - $156.42 $495K - $542K
9.12K $1.37M
AMAT
Applied Materials Inc

Technology
-2.61K
- 31.95%
$145.06 - $195.51 $378K - $509K
5.55K $805K
CAT
Caterpillar Inc

Industrials
-889
- 13.2%
$326.75 - $407.63 $290K - $362K
5.85K $1.93M
UNP
Union Pacific Corp

Industrials
-2.38K
- 22.96%
$225.21 - $254.42 $536K - $605K
7.98K $1.89M
CSX
Csx Corp

Industrials
-9.73K
- 15.13%
$29.11 - $33.67 $283K - $328K
54.6K $1.61M
ASML
Asml Holding Nv

Technology
-627
- 45.34%
$662.63 - $776.99 $415K - $487K
756 $500K
EQIX
Equinix Inc

Real Estate
-193
- 10.1%
$803.0 - $959.97 $155K - $185K
1.72K $1.4M
SYK
Stryker Corp

Healthcare
-1.22K
- 18.13%
$355.18 - $399.9 $432K - $486K
5.49K $2.04M
XLP
Consumer Staples Sector Spdr

ETFs
-3.19K
- 22.24%
N/A
11.2K $847K
BSX
Boston Scientific Corp

Healthcare
-5.29K
- 17.85%
$89.38 - $106.18 $473K - $562K
24.3K $2.46M
ZTS
Zoetis Inc.

Healthcare
-1.19K
- 11.21%
$156.48 - $175.67 $186K - $209K
9.42K $1.55M
SPGI
S&P Global Inc.

Financial Services
-415
- 11.14%
$478.26 - $543.77 $198K - $226K
3.31K $1.68M
COST
Costco Wholesale Corp

Consumer Defensive
-179
- 7.99%
$890.62 - $1076.86 $159K - $193K
2.06K $1.95M
V
Visa Inc.

Financial Services
-1.01K
- 12.3%
$306.92 - $362.71 $310K - $366K
7.19K $2.52M
NFLX
Netflix Inc

Communication Services
-187
- 7.32%
$828.4 - $1058.6 $155K - $198K
2.37K $2.21M
MA
Mastercard Inc

Financial Services
-294
- 6.72%
$504.67 - $576.31 $148K - $169K
4.08K $2.24M
RSG
Republic Services, Inc.

Industrials
-1.86K
- 19.01%
$200.09 - $242.16 $371K - $449K
7.91K $1.92M
CHK
Chesapeake Energy Corp

Energy
-58
- 0.55%
N/A
10.5K $899K
Linde PLC
-1.12K
- 20.9%
N/A
4.25K $0
DE
Deere & CO

Industrials
-277
- 9.54%
$408.57 - $509.27 $113K - $141K
2.63K $1.23M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-19
- 0.09%
$58.32 - $65.09 $1.11K - $1.24K
21.9K $1.3M
LLY
Eli Lilly & CO

Healthcare
-131
- 3.35%
$725.72 - $929.72 $95.1K - $122K
3.78K $3.12M
CTRA
Coterra Energy Inc.

Energy
-975
- 2.17%
$25.51 - $29.83 $24.9K - $29.1K
43.9K $1.27M
ICE
Intercontinental Exchange, Inc.

Financial Services
-598
- 5.65%
$142.8 - $176.36 $85.4K - $105K
9.99K $1.72M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-10
- 0.83%
$1187.71 - $1432.58 $11.9K - $14.3K
1.2K $1.72M
Activity Summary
Buys All Purchases 37 New Holdings 12 Increased Positions 25 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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