Aafmaa Wealth Management & Trust LLC Reduced Holdings in Q2 2025

Aafmaa Wealth Management & Trust LLC

  • $237 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-228K
- 35.72%
$77.94 - $79.5 $17.8M - $18.1M
410K $32.6M
AIQ
Global X Funds Global X Artifi

ETFs
-73.5K
- 49.79%
$31.5 - $43.69 $2.31M - $3.21M
74.1K $3.24M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-23.9K
- 33.39%
$113.67 - $150.4 $2.71M - $3.59M
47.6K $7.16M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-23.2K
- 43.52%
$37.08 - $42.26 $859K - $979K
30.1K $1.25M
LLY
Eli Lilly & CO

Healthcare
-579
- 15.33%
$713.71 - $898.95 $413K - $520K
3.2K $2.49M
GOOG
Alphabet Inc.

Communication Services
-5.66K
- 31.07%
$146.58 - $180.01 $830K - $1.02M
12.6K $2.23M
BSX
Boston Scientific Corp

Healthcare
-7.12K
- 29.23%
$89.7 - $107.41 $638K - $765K
17.2K $1.85M
CRM
Salesforce, Inc.

Technology
-2.09K
- 28.83%
$236.26 - $291.15 $494K - $609K
5.17K $1.41M
ICE
Intercontinental Exchange, Inc.

Financial Services
-3.49K
- 34.95%
$151.62 - $183.47 $529K - $640K
6.5K $1.19M
SPGI
S&P Global Inc.

Financial Services
-1.1K
- 33.09%
$438.31 - $527.29 $480K - $577K
2.21K $1.17M
MS
Morgan Stanley

Financial Services
-6K
- 38.79%
$99.83 - $140.86 $599K - $845K
9.47K $1.33M
EQIX
Equinix Inc

Real Estate
-545
- 31.72%
$740.07 - $914.43 $403K - $498K
1.17K $933K
NVO
Novo Nordisk A S

Healthcare
-6.52K
- 30.41%
$58.08 - $81.05 $379K - $529K
14.9K $1.03M
RSG
Republic Services, Inc.

Industrials
-1.89K
- 23.95%
$227.2 - $258.07 $430K - $489K
6.02K $1.48M
CAT
Caterpillar Inc

Industrials
-1.89K
- 32.24%
$273.94 - $388.21 $516K - $732K
3.96K $1.54M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
-2.88K
- 6.85%
$80.28 - $91.78 $231K - $264K
39.1K $3.44M
UNP
Union Pacific Corp

Industrials
-1.27K
- 15.91%
$208.27 - $238.46 $265K - $303K
6.71K $1.54M
ZTS
Zoetis Inc.

Healthcare
-1.58K
- 16.81%
$144.41 - $170.3 $229K - $270K
7.84K $1.22M
PEP
Pepsico Inc

Consumer Defensive
-1.23K
- 13.5%
$128.02 - $151.37 $158K - $186K
7.89K $1.04M
V
Visa Inc.

Financial Services
-1K
- 13.91%
$308.27 - $373.31 $309K - $374K
6.19K $2.2M
PANW
Palo Alto Networks Inc

Technology
-2.97K
- 33.89%
$152.44 - $204.64 $452K - $607K
5.79K $1.18M
ADBE
Adobe Inc.

Technology
-834
- 20.43%
$340.0 - $420.68 $284K - $351K
3.25K $1.26M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.01K
- 17.74%
$210.83 - $235.28 $213K - $238K
4.69K $1.04M
DE
Deere & CO

Industrials
-698
- 26.58%
$412.99 - $531.48 $288K - $371K
1.93K $980K
CSX
Csx Corp

Industrials
-12.8K
- 23.38%
$26.69 - $32.91 $340K - $420K
41.8K $1.36M
NDAQ
Nasdaq, Inc.

Financial Services
-5.23K
- 28.49%
$66.4 - $89.42 $347K - $468K
13.1K $1.17M
SYK
Stryker Corp

Healthcare
-852
- 15.53%
$337.37 - $395.63 $287K - $337K
4.63K $1.83M
HD
Home Depot, Inc.

Consumer Cyclical
-560
- 12.04%
$335.24 - $380.78 $188K - $213K
4.09K $1.5M
CTRA
Coterra Energy Inc.

Energy
-1.32K
- 3.01%
$22.6 - $29.07 $29.9K - $38.5K
42.6K $1.08M
MA
Mastercard Inc

Financial Services
-406
- 9.95%
$479.92 - $590.74 $195K - $240K
3.67K $2.06M
XLE
Energy Sector Spdr

ETFs
-426
- 2.96%
$76.44 - $94.13 $32.6K - $40.1K
14K $1.18M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.25K
- 12.08%
$90.85 - $102.31 $114K - $128K
9.1K $916K
CHK
Chesapeake Energy Corp

Energy
-1.43K
- 13.58%
N/A
9.07K $777K
DLR
Digital Realty Trust, Inc.

Real Estate
-2.09K
- 25.21%
$136.11 - $177.69 $284K - $371K
6.2K $1.08M
SBUX
Starbucks Corp

Consumer Cyclical
-9
- 0.06%
$79.69 - $99.41 $717 - $895
16.3K $1.5M
XLI
Industrial Sector Spdr

ETFs
-2.88K
- 15.38%
$116.42 - $147.52 $335K - $425K
15.8K $2.34M
FISV
Fiserv Inc

Technology
-729
- 10.11%
N/A
6.49K $811K
COST
Costco Wholesale Corp

Consumer Defensive
-132
- 6.4%
$908.13 - $1056.85 $120K - $140K
1.93K $1.91M
ETN
Eaton Corp PLC

Industrials
-1.25K
- 25.17%
$246.52 - $356.99 $309K - $447K
3.73K $1.33M
TSLA
Tesla, Inc.

Consumer Cyclical
-352
- 20.58%
$221.86 - $362.89 $78.1K - $128K
1.36K $431K
Linde PLC
-582
- 13.68%
N/A
3.67K $0
Amplify ETF Tr
-1.05K
- 3.83%
N/A
26.3K $0
VGT
Vanguard Information Technolog

ETFs
-20
- 4.75%
$470.37 - $663.28 $9.41K - $13.3K
401 $265K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-480
- 2.19%
$54.27 - $63.01 $26K - $30.2K
21.4K $1.34M
MRVL
Marvell Technology, Inc.

Technology
-313
- 2.81%
$49.38 - $79.97 $15.5K - $25K
10.8K $838K
NOW
Service Now, Inc.

Technology
-230
- 11.05%
$721.65 - $1040.18 $166K - $239K
1.85K $1.9M
CRWD
Crowd Strike Holdings, Inc.

Technology
-311
- 10.91%
$321.63 - $509.31 $100K - $158K
2.54K $1.29M
META
Meta Platforms, Inc.

Communication Services
-83
- 3.78%
$484.66 - $738.09 $40.2K - $61.3K
2.12K $1.56M
NFLX
Netflix Inc

Communication Services
-333
- 14.06%
$855.86 - $1339.13 $285K - $446K
2.04K $2.73M
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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