Aafmaa Wealth Management & Trust LLC Portfolio Holdings

Aafmaa Wealth Management & Trust LLC

  • $223 Million
  • Q3 2024

Aafmaa Wealth Management & Trust LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $223 Million distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Sht Term Corp Bd ETF with a value of $34M, Ishares Tr with a value of $12.4M, Spdr S&P 500 ETF Trust with a value of $11.6M, Ishares Iboxx $ Investment Gra with a value of $11M, and Ishares Core S&P U.S Growth Et with a value of $9.61M.

Examining the 13F form we can see an increase of $22.1M in the current position value, from $201M to 223M.

Below you can find more details about Aafmaa Wealth Management & Trust LLC portfolio as well as his latest detailed transactions.

Portfolio value $223 Million
ETFs: $134 Million
Technology: $30.6 Million
Healthcare: $11.8 Million
Consumer Cyclical: $11 Million
Industrials: $10.6 Million
Financial Services: $9.34 Million
Communication Services: $5.73 Million
Energy: $4.1 Million
Other: $5.7 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $223 Million
  • Prior Value $201 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 16, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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