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AA Financial Advisors

Latest statistics and disclosures from AA Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VB, CGDV, CGGR, IJH, CGUS, and represent 23.81% of AA Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: DFCF (+$6.4M), DFSD (+$5.4M), VCSH, IJH, CGGR, FDVV, DFGX, QQQM, VT, CGHM.
Started 32 new stock positions in DFAI, VLO, FMNB, BSJT, XOM, EMR, ACWX, STT, BLCR, CORO.
Reduced shares in these 10 stocks: Dimensional Etf Trust (-$32M), Dimensional Etf Trust (-$8.1M), Dimensional Etf Trust (-$7.8M), DGCB, TSLA, DISV, DIHP, BSCT, DFGP, LOW.
Sold out of its positions in BA, C, CMCSA, GLW, Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust, HWM, IGSB, MTUM. Oneok.
AA Financial Advisors was a net buyer of stock by $22M.
AA Financial Advisors has $840M in assets under management (AUM), dropping by 1.04%.
Central Index Key (CIK): 0002016899

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Portfolio Holdings for AA Financial Advisors

AA Financial Advisors holds 251 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Mrngstr Sml Cap (VB)	5.7	$48M	+4%	168k	284.49	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	5.5	$47M	+2%	952k	48.85	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	5.4	$46M	+8%	962k	47.43	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.8	$32M	+12%	447k	71.95	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	3.3	$28M	+5%	630k	44.50	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	3.1	$26M	+18%	334k	77.25	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	2.9	$24M	+13%	152k	157.85	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	2.7	$23M	+17%	376k	60.73	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.5	$21M	+5%	560k	37.61	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	2.5	$21M		55k	374.24	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.1	$17M	+9%	193k	89.63	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	1.8	$15M	+74%	370k	40.12	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	1.7	$15M	+59%	313k	46.47	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.5	$13M	+14%	156k	82.18	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	1.5	$13M	-25%	241k	51.91	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.5	$13M	+30%	41k	304.64	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	1.3	$11M		528k	21.17	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	1.3	$11M		279k	39.78	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	1.3	$11M	+39%	212k	51.14	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.3	$11M	-2%	555k	19.55	View chart
Pgim Rock Etf Tr Ladde S&p 12 Etf (BUFP)	1.3	$11M		324k	32.87	View chart
Pgim Rock Etf Tr Ladde S&p 20 Etf (PBFR)	1.3	$11M		336k	31.25	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.2	$10M	+5%	65k	155.20	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	1.2	$9.7M	+11%	203k	47.89	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.1	$9.6M	+15%	123k	78.31	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$9.6M	+28%	13k	765.82	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	1.1	$9.6M	+10%	188k	50.72	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	1.1	$9.5M	+11%	191k	49.68	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	1.1	$9.4M	+9%	218k	43.18	View chart
Microsoft Corporation (MSFT)	1.1	$9.3M	+3%	18k	512.91	View chart
Spdr Series Trust St Term High Etf (SJNK)	1.0	$8.7M	+7%	360k	24.25	View chart
Apple (AAPL)	1.0	$8.7M	+7%	26k	333.02	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$8.2M	+10%	300k	27.47	View chart
NVIDIA Corporation (NVDA)	1.0	$8.0M	+4%	35k	228.38	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	0.8	$7.1M	-9%	136k	51.93	View chart
Spdr Series Trust St Str P500val (SPYV)	0.8	$6.5M		106k	61.13	View chart
Broadcom (AVGO)	0.8	$6.4M	+5%	18k	351.20	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.7	$6.3M		322k	19.52	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.7	$6.0M		152k	39.31	View chart
Tesla Motors (TSLA)	0.7	$5.6M	-35%	16k	354.80	View chart
Amazon (AMZN)	0.7	$5.5M	+7%	22k	249.15	View chart
Eli Lilly & Co. (LLY)	0.6	$5.4M		4.6k	1156.97	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.6	$5.2M	-12%	285k	18.20	View chart
Capital Group Core Balanced SHS (CGBL)	0.6	$5.2M	+2%	141k	36.75	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.6	$5.0M		248k	20.12	View chart
Legg Mason Etf Invt Clearbridge Lrg (LRGE)	0.6	$4.8M		53k	90.55	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.5	$4.0M	+10%	100k	39.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$3.9M	+5%	12k	340.74	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$3.7M		11k	344.07	View chart
JPMorgan Chase & Co. (JPM)	0.4	$3.7M	+3%	11k	330.83	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.4	$3.5M	+2%	221k	15.77	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.4	$3.3M		23k	146.48	View chart
Ares Capital Corporation (ARCC)	0.4	$3.3M	+4%	172k	19.10	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$3.2M		4.3k	739.74	View chart
Commscope Hldg (VISN)	0.4	$3.1M		520k	5.98	View chart
Destiny Tech100 Com Shs (DXYZ)	0.4	$3.0M	+66%	97k	30.85	View chart
Innovator Etfs Trust Innov Prm Inc 15 (LJAN)	0.3	$2.9M		118k	24.71	View chart
Innovator Etfs Trust Premium Inc 15 B (LJUL)	0.3	$2.9M		121k	23.90	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$2.9M	-3%	35k	81.16	View chart
Caterpillar (CAT)	0.3	$2.8M	+12%	3.5k	810.78	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$2.8M	+8%	29k	96.88	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$2.7M	+53%	53k	50.67	View chart
Meta Platforms Cl A (META)	0.3	$2.7M	+3%	3.7k	725.15	View chart
Costco Wholesale Corporation (COST)	0.3	$2.5M	+4%	2.7k	910.22	View chart
CSX Corporation (CSX)	0.3	$2.4M		52k	46.51	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.3	$2.4M	+13%	48k	49.55	View chart
Micron Technology (MU)	0.3	$2.4M	+20%	2.2k	1065.11	View chart
Capital Grp Fixed Incm Etf T Mun High Etf (CGHM)	0.3	$2.3M	NEW	97k	24.07	View chart
Phillips 66 (PSX)	0.3	$2.2M	-4%	8.5k	255.31	View chart
Philip Morris International (PM)	0.3	$2.2M	+4%	11k	190.82	View chart
Dimensional Etf Trust Intl Vec Equ Etf (DXIV)	0.2	$2.1M	NEW	29k	72.01	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$2.1M	+5%	4.5k	456.20	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.2	$2.1M		79k	26.23	View chart
Invesco Exch Trd Slf Idx Bul 2033 Cor Etf (BSCX)	0.2	$2.0M	+5%	98k	20.00	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.2	$1.9M	+3%	13k	150.86	View chart
ConocoPhillips (COP)	0.2	$1.8M	+5%	15k	125.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.8M	+104%	2.6k	700.91	View chart
Travelers Companies (TRV)	0.2	$1.8M	+3%	5.0k	356.54	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.2	$1.7M		67k	25.94	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.2	$1.7M	-12%	76k	22.83	View chart
Ge Aerospace Com New (GE)	0.2	$1.7M		5.4k	312.27	View chart
Kla Corp Com New (KLAC)	0.2	$1.7M	-3%	8.5k	194.94	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.6M		13k	125.67	View chart
Visa Com Cl A (V)	0.2	$1.6M	+3%	4.5k	359.33	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.2	$1.6M	+43%	64k	24.98	View chart
Coca-Cola Company (KO)	0.2	$1.6M	+5%	18k	86.08	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$1.6M	+4%	8.0k	195.74	View chart
Wal-Mart Stores (WMT)	0.2	$1.5M	+10%	15k	103.92	View chart
Procter & Gamble Company (PG)	0.2	$1.5M	+10%	11k	145.28	View chart
salesforce (CRM)	0.2	$1.5M	-17%	6.7k	229.57	View chart
Chubb (CB)	0.2	$1.5M		4.7k	325.27	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$1.5M	-38%	35k	43.29	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$1.5M		802.00	1811.25	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.2	$1.4M	-39%	42k	33.69	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$1.4M	+48%	29k	47.17	View chart
Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM)	0.2	$1.4M	NEW	53k	25.71	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.3M	+151%	9.7k	136.04	View chart
Welltower Inc Com reit (WELL)	0.2	$1.3M	+24%	5.6k	230.24	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.2	$1.3M	-3%	63k	20.43	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.2	$1.3M	+8%	58k	22.11	View chart
Johnson & Johnson (JNJ)	0.2	$1.3M	+26%	4.8k	264.77	View chart
Netflix (NFLX)	0.1	$1.3M	+7%	18k	69.58	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.2M	+5%	11k	114.01	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$1.2M	+14%	46k	27.05	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$1.2M		76k	16.14	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.1	$1.2M	+5%	30k	41.14	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$1.2M	+6%	29k	42.40	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$1.2M	NEW	33k	37.02	View chart
McDonald's Corporation (MCD)	0.1	$1.2M	+8%	5.1k	230.93	View chart
Abbvie (ABBV)	0.1	$1.2M	+9%	4.5k	261.56	View chart
Advanced Drain Sys Inc Del (WMS)	0.1	$1.2M	-3%	9.2k	126.71	View chart
Stryker Corporation (SYK)	0.1	$1.2M	+8%	4.2k	275.37	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$1.1M	NEW	28k	41.43	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.1M		14k	78.10	View chart
Bank of America Corporation (BAC)	0.1	$1.0M	+5%	19k	54.43	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.0M	+3%	1.8k	551.57	View chart
Marsh & McLennan Companies (MRSH)	0.1	$999k	+3%	5.9k	170.73	View chart
Linde SHS (LIN)	0.1	$956k		2.0k	474.65	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$945k	+21%	1.9k	497.95	View chart
Constellation Energy (CEG)	0.1	$905k	+14%	3.6k	254.04	View chart
UnitedHealth (UNH)	0.1	$903k	+7%	2.5k	367.09	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$903k	NEW	23k	39.06	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.1	$894k	NEW	5.5k	162.76	View chart
Vanguard World Mrngstr Mega Cap (MGK)	0.1	$883k	+10%	9.5k	92.65	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.1	$868k	+7%	41k	21.42	View chart
Equinix (EQIX)	0.1	$839k	NEW	830.00	1011.35	View chart
Royal Caribbean Cruises (RCL)	0.1	$821k		3.1k	265.86	View chart
Raytheon Technologies Corp (RTX)	0.1	$807k		4.3k	185.66	View chart
Ohio Valley Banc (OVBC)	0.1	$799k		18k	44.19	View chart
Danaher Corporation (DHR)	0.1	$770k	+29%	3.5k	221.55	View chart
International Business Machines (IBM)	0.1	$767k		3.5k	219.94	View chart
Deere & Company (DE)	0.1	$752k		1.1k	671.55	View chart
Northrop Grumman Corporation (NOC)	0.1	$746k	-3%	1.5k	483.48	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.1	$731k	+35%	31k	23.42	View chart
Ge Vernova (GEV)	0.1	$714k	-27%	751.00	950.51	View chart
Honeywell International (HON)	0.1	$713k	+18%	3.4k	210.92	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$711k	-5%	4.8k	148.30	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$655k	+20%	4.6k	142.27	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$638k	+4%	11k	57.82	View chart
Intel Corporation (INTC)	0.1	$636k	+132%	5.3k	120.23	View chart
Amgen (AMGN)	0.1	$615k	-21%	1.5k	421.51	View chart
Abbott Laboratories (ABT)	0.1	$611k		6.2k	98.83	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$594k	+16%	3.5k	168.44	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$587k	NEW	1.2k	508.55	View chart
Lowe's Companies (LOW)	0.1	$583k	-52%	3.2k	184.28	View chart
Astrazeneca Ord (AZN)	0.1	$582k	-4%	3.6k	161.47	View chart
Invesco Actively Managed Exc Active Us Real (PSR)	0.1	$564k	-18%	5.8k	96.49	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$559k	+13%	12k	46.65	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$555k	+23%	8.0k	69.26	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$543k		3.4k	158.77	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.1	$537k	+6%	23k	23.26	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$525k	+21%	2.3k	228.24	View chart
Amphenol Corp Cl A (APH)	0.1	$511k	+146%	6.1k	84.31	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$509k	NEW	6.2k	82.31	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$500k	NEW	656.00	762.75	View chart
Alphatec Hldgs Com New (ATEC)	0.1	$496k	+140%	48k	10.32	View chart
Heico Corp Cl A (HEI.A)	0.1	$491k	+3%	2.1k	228.33	View chart
Enterprise Products Partners (EPD)	0.1	$490k		14k	35.61	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$489k	+3%	9.0k	54.40	View chart
Cisco Systems (CSCO)	0.1	$484k	-9%	4.5k	107.63	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$477k		1.4k	343.98	View chart
Eaton Corp SHS (ETN)	0.1	$477k	+38%	1.1k	429.71	View chart
Honeywell Aerospace (HONA)	0.1	$446k		2.9k	154.97	View chart
Gilead Sciences (GILD)	0.1	$446k	-11%	3.0k	149.06	View chart
Emerson Electric (EMR)	0.1	$445k	NEW	2.9k	155.10	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$442k	NEW	8.4k	52.36	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$440k	-5%	14k	32.53	View chart
Home Depot (HD)	0.1	$432k	+16%	1.5k	284.48	View chart
CVS Caremark Corporation (CVS)	0.1	$431k		5.0k	85.69	View chart
Capital One Financial (COF)	0.1	$423k	+17%	2.2k	193.07	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.1	$423k		19k	22.80	View chart
Union Pacific Corporation (UNP)	0.0	$416k	+10%	1.5k	272.13	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$415k		794.00	522.81	View chart
Truist Financial Corp equities (TFC)	0.0	$413k	+4%	8.9k	46.30	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	0.0	$411k		5.4k	75.72	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$404k	-17%	5.7k	70.61	View chart
Starbucks Corporation (SBUX)	0.0	$403k	+20%	4.3k	93.96	View chart
Us Bancorp Com New (USB)	0.0	$402k		7.0k	57.76	View chart
Vanguard World Mrngstr Val Etf (MGV)	0.0	$393k		2.4k	161.09	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.0	$389k	NEW	11k	36.35	View chart
American Electric Power Company (AEP)	0.0	$387k	+62%	3.3k	118.64	View chart
Palantir Technologies Cl A (PLTR)	0.0	$381k		2.0k	187.05	View chart
Wells Fargo & Company (WFC)	0.0	$380k		4.8k	80.05	View chart
Totalenergies Se Act (TTE)	0.0	$378k	+7%	4.4k	85.50	View chart
Palo Alto Networks (PANW)	0.0	$376k	+14%	945.00	397.31	View chart
Dimensional Etf Trust International (DFSI)	0.0	$374k	+55%	8.3k	45.17	View chart
TransDigm Group Incorporated (TDG)	0.0	$374k		345.00	1082.60	View chart
PNC Financial Services (PNC)	0.0	$370k	+3%	1.7k	222.27	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.0	$368k		1.6k	231.03	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.0	$360k	NEW	7.8k	46.03	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$350k		1.5k	228.11	View chart
Hilton Worldwide Holdings (HLT)	0.0	$350k	+9%	1.1k	318.12	View chart
Putnam Etf Trust Franklin Ny Muni (FTNY)	0.0	$342k		47k	7.33	View chart
Waste Connections (WCN)	0.0	$342k	+3%	2.2k	153.93	View chart
Blackrock (BLK)	0.0	$337k		318.00	1058.29	View chart
Air Products & Chemicals (APD)	0.0	$336k		1.2k	278.23	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.0	$335k	+43%	15k	22.26	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.0	$334k	-3%	9.8k	33.90	View chart
Merck & Co (MRK)	0.0	$332k	+40%	2.3k	145.31	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$324k	NEW	2.4k	133.72	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$319k	NEW	4.2k	75.62	View chart
Sap Se Spon Adr (SAP)	0.0	$318k	NEW	1.5k	208.48	View chart
Progressive Corporation (PGR)	0.0	$315k	-8%	1.5k	207.31	View chart
Paychex (PAYX)	0.0	$309k	-14%	3.1k	98.50	View chart
Allegheny Technologies Incorporated (ATI)	0.0	$304k	+50%	1.6k	189.40	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$303k	-16%	4.2k	72.64	View chart
Keurig Dr Pepper (KDP)	0.0	$302k	+29%	9.9k	30.34	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.0	$301k		897.00	335.57	View chart
Sempra Energy (SRE)	0.0	$300k	-5%	3.8k	77.96	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$300k		20k	15.26	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$295k		1.3k	220.30	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$283k	+17%	744.00	380.84	View chart
Atmos Energy Corporation (ATO)	0.0	$282k	-6%	1.8k	156.44	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.0	$280k	NEW	5.7k	48.96	View chart
Southern Company (SO)	0.0	$271k		3.3k	82.89	View chart
Ametek (AME)	0.0	$268k	+17%	1.1k	247.73	View chart
Kkr & Co (KKR)	0.0	$267k		2.9k	91.30	View chart
EOG Resources (EOG)	0.0	$264k		1.9k	137.76	View chart
Applied Materials (AMAT)	0.0	$261k	-10%	511.00	511.43	View chart
Valero Energy Corporation (VLO)	0.0	$261k	NEW	673.00	387.61	View chart
3M Company (MMM)	0.0	$260k		1.6k	164.15	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	0.0	$257k	NEW	12k	20.65	View chart
Oneok (OKE)	0.0	$256k	NEW	3.0k	85.27	View chart
Darden Restaurants (DRI)	0.0	$254k		1.3k	193.25	View chart
Corcept Therapeutics Incorporated (CORT)	0.0	$253k	-56%	2.2k	115.23	View chart
Americas Gold And Silver Cor Com New (USAS)	0.0	$252k	-5%	58k	4.36	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$250k	+8%	2.1k	119.84	View chart
Yum! Brands (YUM)	0.0	$249k	+2%	1.8k	136.31	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$249k		1.1k	233.31	View chart
Canadian Natural Resources (CNQ)	0.0	$247k		5.2k	47.07	View chart
Chevron Corporation (CVX)	0.0	$247k	NEW	1.2k	204.22	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.0	$246k	NEW	12k	20.89	View chart
Public Storage (PSA)	0.0	$245k	+3%	867.00	282.84	View chart
Advanced Micro Devices (AMD)	0.0	$243k	NEW	398.00	611.10	View chart
D.R. Horton (DHI)	0.0	$230k	NEW	1.7k	136.65	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.0	$230k	-12%	4.9k	47.19	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.0	$229k		1.2k	184.80	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$223k		4.2k	53.40	View chart
Morgan Stanley Com New (MS)	0.0	$221k	-43%	1.2k	188.08	View chart
Or Royalties Com Shs (OR)	0.0	$218k		6.3k	34.34	View chart
Beone Medicines Sponsored Ads (ONC)	0.0	$217k	NEW	594.00	365.94	View chart
Texas Instruments Incorporated (TXN)	0.0	$215k		769.00	280.09	View chart
Farmers Natl Banc Corp (FMNB)	0.0	$211k	NEW	14k	15.03	View chart
Marathon Petroleum Corp (MPC)	0.0	$210k	NEW	531.00	395.42	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$209k		23k	9.07	View chart
Aramark Hldgs (ARMK)	0.0	$207k	+4%	3.9k	53.55	View chart
State Street Corporation (STT)	0.0	$205k	NEW	1.2k	174.59	View chart
Becton, Dickinson and (BDX)	0.0	$204k	NEW	1.1k	179.00	View chart
Chipotle Mexican Grill (CMG)	0.0	$200k	NEW	6.3k	31.95	View chart
Annaly Capital Management In Com New (NLY)	0.0	$196k		10k	18.89	View chart
Metalla Rty & Streaming Com New (MTA)	0.0	$94k	-4%	10k	9.42	View chart

Past Filings by AA Financial Advisors

SEC 13F filings are viewable for AA Financial Advisors going back to 2024

AA Financial Advisors 2026 Q3 filed Oct. 19, 2026
AA Financial Advisors 2026 Q2 filed July 20, 2026
AA Financial Advisors 2026 Q1 filed April 21, 2026
AA Financial Advisors 2025 Q4 filed Jan. 14, 2026
AA Financial Advisors 2025 Q3 filed Oct. 14, 2025
AA Financial Advisors 2025 Q2 filed July 11, 2025
AA Financial Advisors 2025 Q1 filed April 17, 2025
AA Financial Advisors 2024 Q4 filed Jan. 23, 2025
AA Financial Advisors 2024 Q3 filed Oct. 18, 2024
AA Financial Advisors 2024 Q2 filed July 16, 2024
AA Financial Advisors 2024 Q1 filed May 3, 2024

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