Aufman Associates Inc Reduced Holdings in Q3 2025

Aufman Associates Inc

  • $178 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CCI
Crown Castle International Corp

Real Estate
-1.33K
- 7.51%
$92.96 - $113.91 $124K - $152K
16.4K $1.58M
AVGO
Broadcom Inc.

Technology
-600
- 24.18%
$264.74 - $369.57 $159K - $222K
1.88K $620K
DIS
Walt Disney CO

Communication Services
-20
- 0.5%
$112.25 - $124.0 $2.25K - $2.48K
4.02K $459K
VZ
Verizon Communications Inc

Communication Services
-515
- 8.95%
$40.84 - $45.06 $21K - $23.2K
5.24K $230K
AMZN
Amazon Com Inc

Consumer Cyclical
-22
- 1.54%
$211.65 - $238.24 $4.66K - $5.24K
1.4K $308K
VOT
Vanguard Mid Cap Growth Index

ETFs
-826
- 3.22%
$282.75 - $294.19 $234K - $243K
24.8K $7.29M
UNH
Unitedhealth Group Inc

Healthcare
-11
- 1.66%
$237.77 - $353.61 $2.62K - $3.89K
652 $225K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-26
- 0.99%
$126.64 - $135.65 $3.29K - $3.53K
2.59K $351K
XOM
Exxon Mobil Corp

Energy
-205
- 2.22%
$105.83 - $117.22 $21.7K - $24K
9.03K $1.02M
SPY
Spdr S&P 500 ETF Trust

ETFs
-34
- 2.6%
$617.65 - $666.84 $21K - $22.7K
1.28K $849K
VUG
Vanguard Growth ETF

ETFs
-82
- 3.85%
$433.97 - $484.08 $35.6K - $39.7K
2.05K $982K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-124
- 1.79%
$459.11 - $506.91 $56.9K - $62.9K
6.81K $3.42M
GOOGL
Alphabet Inc.

Communication Services
-59
- 3.65%
$174.36 - $254.72 $10.3K - $15K
1.56K $378K
AAPL
Apple Inc.

Technology
-1.38K
- 14.08%
$202.38 - $256.87 $279K - $355K
8.42K $2.15M
FNDX
Schwab Fundamental U S Large C

ETFs
-54
- 0.06%
$24.38 - $26.34 $1.32K - $1.42K
97.5K $2.56M
VEU
Vanguard Ftse All World Ex Us

ETFs
-500
- 0.95%
$66.38 - $71.68 $33.2K - $35.8K
52.1K $3.72M
GOOG
Alphabet Inc.

Communication Services
-364
- 4.53%
$175.16 - $255.24 $63.8K - $92.9K
7.67K $1.87M
VEA
Vanguard Ftse Developed Market

ETFs
-88
- 0.02%
$56.02 - $60.3 $4.93K - $5.31K
515K $30.9M
VB
Vanguard Small Cap ETF

ETFs
-1.39K
- 0.95%
$237.58 - $259.17 $331K - $361K
144K $36.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-653
- 1.06%
$567.77 - $614.76 $371K - $401K
61.2K $37.5M
STX
Seagate Technology Holdings PLC

Technology
-89
- 0.13%
$142.01 - $236.06 $12.6K - $21K
70.4K $16.6M
Activity Summary
Buys All Purchases 15 New Holdings 3 Increased Positions 12 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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