AAFMAA Wealth Management & Trust as of Dec. 31, 2024
Portfolio Holdings for AAFMAA Wealth Management & Trust
AAFMAA Wealth Management & Trust holds 67 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 15.4 | $35M | 449k | 78.01 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 5.5 | $13M | 160k | 78.65 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.2 | $12M | 20k | 586.08 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 4.9 | $11M | 104k | 106.84 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 4.5 | $10M | 74k | 139.35 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 4.3 | $9.8M | 50k | 195.83 | |
| Vanguard Index Fds Growth Etf (VUG) | 3.1 | $7.1M | 17k | 410.44 | |
| Global X Fds Artificial Etf (AIQ) | 3.0 | $6.7M | 174k | 38.64 | |
| Select Sector Spdr Tr Technology (XLK) | 2.9 | $6.7M | 29k | 232.52 | |
| Ishares Tr Mbs Etf (MBB) | 2.9 | $6.6M | 72k | 91.68 | |
| Select Sector Spdr Tr Indl (XLI) | 2.3 | $5.3M | 41k | 131.76 | |
| Microsoft Corporation (MSFT) | 2.3 | $5.2M | 12k | 421.50 | |
| NVIDIA Corporation (NVDA) | 1.9 | $4.3M | 32k | 134.29 | |
| Apple (AAPL) | 1.8 | $4.1M | 16k | 250.42 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $3.9M | 21k | 190.44 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.7 | $3.8M | 28k | 137.57 | |
| Amazon (AMZN) | 1.6 | $3.6M | 16k | 219.39 | |
| Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 1.4 | $3.1M | 36k | 86.28 | |
| Eli Lilly & Co. (LLY) | 1.3 | $3.0M | 3.9k | 772.00 | |
| Broadcom (AVGO) | 1.3 | $2.9M | 12k | 231.84 | |
| Boston Scientific Corporation (BSX) | 1.2 | $2.6M | 30k | 89.32 | |
| Visa Com Cl A (V) | 1.1 | $2.6M | 8.2k | 316.04 | |
| Caterpillar (CAT) | 1.1 | $2.4M | 6.7k | 362.76 | |
| Stryker Corporation (SYK) | 1.1 | $2.4M | 6.7k | 360.05 | |
| Union Pacific Corporation (UNP) | 1.0 | $2.4M | 10k | 228.04 | |
| Mastercard Incorporated Cl A (MA) | 1.0 | $2.3M | 4.4k | 526.57 | |
| Netflix (NFLX) | 1.0 | $2.3M | 2.6k | 891.32 | |
| Linde SHS (LIN) | 1.0 | $2.3M | 5.4k | 418.67 | |
| salesforce (CRM) | 1.0 | $2.2M | 6.7k | 334.33 | |
| Servicenow (NOW) | 1.0 | $2.2M | 2.1k | 1060.12 | |
| CSX Corporation (CSX) | 0.9 | $2.1M | 64k | 32.27 | |
| Costco Wholesale Corporation (COST) | 0.9 | $2.1M | 2.2k | 916.27 | |
| Republic Services (RSG) | 0.9 | $2.0M | 9.8k | 201.18 | |
| Pepsi (PEP) | 0.8 | $1.9M | 13k | 152.06 | |
| S&p Global (SPGI) | 0.8 | $1.9M | 3.7k | 498.03 | |
| Chevron Corporation (CVX) | 0.8 | $1.8M | 13k | 144.84 | |
| Equinix (EQIX) | 0.8 | $1.8M | 1.9k | 942.89 | |
| Zoetis Cl A (ZTS) | 0.8 | $1.7M | 11k | 162.93 | |
| Home Depot (HD) | 0.8 | $1.7M | 4.4k | 388.99 | |
| Adobe Systems Incorporated (ADBE) | 0.8 | $1.7M | 3.9k | 444.68 | |
| Intercontinental Exchange (ICE) | 0.7 | $1.6M | 11k | 149.01 | |
| Novo-nordisk A S Adr (NVO) | 0.7 | $1.5M | 17k | 86.02 | |
| Starbucks Corporation (SBUX) | 0.6 | $1.4M | 16k | 91.25 | |
| O'reilly Automotive (ORLY) | 0.6 | $1.4M | 1.2k | 1185.80 | |
| Palo Alto Networks (PANW) | 0.6 | $1.4M | 7.6k | 181.96 | |
| Fiserv (FI) | 0.6 | $1.4M | 6.6k | 205.42 | |
| Applied Materials (AMAT) | 0.6 | $1.3M | 8.2k | 162.63 | |
| Lowe's Companies (LOW) | 0.6 | $1.3M | 5.3k | 246.80 | |
| Advanced Micro Devices (AMD) | 0.6 | $1.3M | 11k | 120.79 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.6 | $1.3M | 22k | 58.35 | |
| Deere & Company (DE) | 0.5 | $1.2M | 2.9k | 423.70 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.5 | $1.1M | 45k | 25.54 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.5 | $1.1M | 14k | 78.61 | |
| Select Sector Spdr Tr Energy (XLE) | 0.5 | $1.1M | 13k | 85.66 | |
| Spdr Ser Tr S&p Homebuild (XHB) | 0.5 | $1.1M | 10k | 104.50 | |
| Chesapeake Energy Corp (EXE) | 0.5 | $1.1M | 11k | 99.55 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.5 | $1.0M | 10k | 99.55 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $959k | 1.4k | 693.08 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.4 | $952k | 4.2k | 224.35 | |
| Nasdaq Omx (NDAQ) | 0.4 | $950k | 12k | 77.31 | |
| Marvell Technology (MRVL) | 0.4 | $891k | 8.1k | 110.45 | |
| Select Sector Spdr Tr Communication (XLC) | 0.4 | $874k | 9.0k | 96.81 | |
| Select Sector Spdr Tr Financial (XLF) | 0.4 | $855k | 18k | 48.33 | |
| Tesla Motors (TSLA) | 0.2 | $497k | 1.2k | 403.84 | |
| McDonald's Corporation (MCD) | 0.2 | $357k | 1.2k | 289.89 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $277k | 808.00 | 342.16 | |
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $262k | 421.00 | 621.80 |