Aafmaa Wealth Management & Trust LLC Portfolio Holdings
Aafmaa Wealth Management & Trust LLC
- $215 Million
- Q1 2025
Aafmaa Wealth Management & Trust LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $215 Million distributed in 114 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 $50.4M, Spdr S&P 500 ETF Trust with a value of $11.4M, Ishares Core S&P U.S Growth Et with a value of $9.08M, Ishares Tr with a value of $6.87M, and Ishares Tr with a value of $6.84M.
Examining the 13F form we can see an decrease of $9.53M in the current position value, from $224M to 215M.
Below you can find more details about Aafmaa Wealth Management & Trust LLC portfolio as well as his latest detailed transactions.
Portfolio value
$215 Million
ETFs: $131 Million
Technology: $24.6 Million
Financial Services: $11.4 Million
Healthcare: $10.7 Million
Consumer Cyclical: $10.1 Million
Industrials: $9.92 Million
Communication Services: $6.32 Million
Consumer Defensive: $3.32 Million
Other: $7.59 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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