AAFMAA Wealth Management & Trust as of Sept. 30, 2021
Portfolio Holdings for AAFMAA Wealth Management & Trust
AAFMAA Wealth Management & Trust holds 66 positions in its portfolio as reported in the September 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Pioneer Natural Resources | 4.1 | $8.6M | 52k | 166.52 | |
Abbvie (ABBV) | 4.0 | $8.5M | 79k | 107.87 | |
Apple (AAPL) | 4.0 | $8.4M | 60k | 141.49 | |
Applied Materials (AMAT) | 3.8 | $7.9M | 62k | 128.73 | |
Union Pacific Corporation (UNP) | 3.6 | $7.6M | 39k | 196.01 | |
Boeing Company (BA) | 3.6 | $7.5M | 34k | 219.94 | |
Oshkosh Corporation (OSK) | 3.5 | $7.4M | 72k | 102.36 | |
Visa (V) | 3.4 | $7.2M | 33k | 222.75 | |
Qualcomm (QCOM) | 3.4 | $7.1M | 55k | 128.98 | |
Advanced Micro Devices (AMD) | 3.2 | $6.8M | 66k | 102.90 | |
Global Payments (GPN) | 2.9 | $6.2M | 39k | 157.57 | |
Kraft Heinz (KHC) | 2.5 | $5.3M | 145k | 36.82 | |
ConocoPhillips (COP) | 2.3 | $4.7M | 70k | 67.77 | |
Microsoft Corporation (MSFT) | 2.2 | $4.6M | 16k | 281.91 | |
Vanguard Info Tech ETF Tr Unit (VGT) | 2.1 | $4.4M | 11k | 401.27 | |
Home Depot (HD) | 2.0 | $4.2M | 13k | 328.23 | |
Advance Auto Parts (AAP) | 2.0 | $4.2M | 20k | 208.90 | |
Bank of America Corporation (BAC) | 1.9 | $4.0M | 94k | 42.45 | |
Marvell Technology (MRVL) | 1.9 | $4.0M | 66k | 60.31 | |
salesforce (CRM) | 1.9 | $3.9M | 14k | 271.23 | |
Citigroup (C) | 1.8 | $3.9M | 55k | 70.18 | |
Linde | 1.8 | $3.9M | 13k | 293.35 | |
Chubb (CB) | 1.8 | $3.8M | 22k | 173.49 | |
Texas Instruments Incorporated (TXN) | 1.8 | $3.8M | 20k | 192.20 | |
Intel Corporation (INTC) | 1.8 | $3.8M | 72k | 53.29 | |
Zoetis Inc Cl A (ZTS) | 1.8 | $3.8M | 20k | 194.15 | |
Skyworks Solutions (SWKS) | 1.8 | $3.8M | 23k | 164.78 | |
Analog Devices (ADI) | 1.8 | $3.7M | 22k | 167.50 | |
Goldman Sachs (GS) | 1.8 | $3.7M | 9.9k | 378.00 | |
Eli Lilly & Co. (LLY) | 1.8 | $3.7M | 16k | 231.07 | |
Honeywell International (HON) | 1.7 | $3.7M | 17k | 212.28 | |
Amazon (AMZN) | 1.7 | $3.6M | 1.1k | 3285.33 | |
Micron Technology (MU) | 1.7 | $3.5M | 50k | 70.98 | |
Nasdaq Omx (NDAQ) | 1.7 | $3.5M | 18k | 193.02 | |
Lincoln National Corporation (LNC) | 1.6 | $3.4M | 50k | 68.76 | |
Knight Swift Transn Hldgs (KNX) | 1.6 | $3.3M | 65k | 51.16 | |
At&t (T) | 1.5 | $3.1M | 114k | 27.01 | |
Teradyne (TER) | 1.3 | $2.7M | 25k | 109.16 | |
Exxon Mobil Corporation (XOM) | 1.0 | $2.1M | 36k | 58.81 | |
Qorvo (QRVO) | 0.8 | $1.7M | 10k | 167.20 | |
Chevron Corporation (CVX) | 0.8 | $1.6M | 16k | 101.43 | |
Kinder Morgan (KMI) | 0.6 | $1.3M | 76k | 16.73 | |
CVS Caremark Corporation (CVS) | 0.6 | $1.3M | 15k | 84.84 | |
Proshares S&P 500 Aristocrats ETF Tr Unit (NOBL) | 0.5 | $1.2M | 13k | 88.52 | |
Realty Income (O) | 0.5 | $1.1M | 18k | 64.87 | |
J.M. Smucker Company (SJM) | 0.5 | $999k | 8.3k | 119.99 | |
Wells Fargo & Company (WFC) | 0.5 | $953k | 21k | 46.41 | |
Emerson Electric (EMR) | 0.4 | $946k | 10k | 94.23 | |
Westrock (WRK) | 0.4 | $943k | 19k | 49.83 | |
Cisco Systems (CSCO) | 0.4 | $900k | 17k | 54.43 | |
JPMorgan Chase & Co. (JPM) | 0.4 | $827k | 5.1k | 163.76 | |
Dominion Resources (D) | 0.4 | $753k | 10k | 72.97 | |
Spdr S&p 500 Etf Tr Unit (SPY) | 0.3 | $691k | 1.6k | 428.93 | |
Merck & Co (MRK) | 0.3 | $668k | 8.9k | 75.07 | |
Truist Financial Corp equities (TFC) | 0.3 | $635k | 11k | 58.62 | |
McDonald's Corporation (MCD) | 0.3 | $610k | 2.5k | 240.92 | |
iShares Russell 1000 Growth ETF Tr Unit (IWF) | 0.3 | $553k | 2.0k | 274.03 | |
Southern Company (SO) | 0.2 | $509k | 8.2k | 61.91 | |
Hershey Company (HSY) | 0.2 | $425k | 2.5k | 169.05 | |
Lowe's Companies (LOW) | 0.2 | $374k | 1.8k | 202.93 | |
Republic Services (RSG) | 0.2 | $362k | 3.0k | 120.23 | |
Allstate Corporation (ALL) | 0.2 | $355k | 2.8k | 127.42 | |
Verizon Communications (VZ) | 0.2 | $347k | 6.4k | 53.99 | |
Ishares Tr Russsell 2000 ETF Tr Unit (IWM) | 0.2 | $339k | 1.5k | 218.85 | |
Newmont Mining Corporation (NEM) | 0.2 | $337k | 6.2k | 54.37 | |
iShares Core Dividend Growth ETF Tr Unit (DGRO) | 0.1 | $268k | 5.3k | 50.33 |