Aafmaa Wealth Management & Trust LLC Top Holdings and 13F Report (2025) About Aafmaa Wealth Management & Trust LLCInvestment ActivityAafmaa Wealth Management & Trust LLC has $228.16 million in total holdings as of December 31, 2024.Aafmaa Wealth Management & Trust LLC owns shares of 67 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 3.63% of the portfolio was purchased this quarter.About 3.09% of the portfolio was sold this quarter.This quarter, Aafmaa Wealth Management & Trust LLC has purchased 66 new stocks and bought additional shares in 34 stocks.Aafmaa Wealth Management & Trust LLC sold shares of 30 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Short-Term Corporate Bond ETF $35,047,241iShares iBoxx $ High Yield Corporate Bond ETF $12,600,360SPDR S&P 500 ETF Trust $11,934,934iShares iBoxx $ Investment Grade Corporate Bond ETF $11,148,006iShares Core S&P U.S. Growth ETF $10,354,959 Largest New Holdings this Quarter Tesla $496,723 Holding Largest Purchases this Quarter Vanguard Short-Term Corporate Bond ETF 21,718 shares (about $1.69M)iShares iBoxx $ Investment Grade Corporate Bond ETF 6,704 shares (about $716.26K)Palo Alto Networks 3,248 shares (about $591.01K)Tesla 1,230 shares (about $496.72K)Eli Lilly and Company 642 shares (about $495.62K) Largest Sales this Quarter Apple 2,437 shares (about $610.27K)Netflix 658 shares (about $586.49K)Amazon.com 2,395 shares (about $525.44K)Salesforce 1,456 shares (about $486.78K)NVIDIA 2,783 shares (about $373.73K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAafmaa Wealth Management & Trust LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVCSHVanguard Short-Term Corporate Bond ETF$35,047,241$1,694,221 ▲5.1%449,26615.4%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$12,600,360$451,451 ▲3.7%160,2085.5%ETFSPYSPDR S&P 500 ETF Trust$11,934,934$109,011 ▲0.9%20,3645.2%FinanceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$11,148,006$716,255 ▲6.9%104,3434.9%FinanceIUSGiShares Core S&P U.S. Growth ETF$10,354,959$197,738 ▲1.9%74,3094.5%ManufacturingVIGVanguard Dividend Appreciation ETF$9,786,409$410,656 ▲4.4%49,9744.3%ETFVUGVanguard Growth ETF$7,100,202$286,487 ▲4.2%17,2993.1%ETFAIQGlobal X Future Analytics Tech ETF$6,735,339$113,679 ▲1.7%174,3103.0%ETFXLKTechnology Select Sector SPDR Fund$6,707,737$123,701 ▲1.9%28,8482.9%ETFMBBiShares MBS ETF$6,558,237$425,120 ▲6.9%71,5342.9%ETFXLIIndustrial Select Sector SPDR Fund$5,337,730$106,199 ▲2.0%40,5112.3%ETFMSFTMicrosoft$5,234,609$17,282 ▼-0.3%12,4192.3%Computer and TechnologyNVDANVIDIA$4,263,439$373,729 ▼-8.1%31,7481.9%Computer and TechnologyAAPLApple$4,101,630$610,274 ▼-13.0%16,3791.8%Computer and TechnologyGOOGAlphabet$3,925,730$7,618 ▼-0.2%20,6141.7%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$3,789,778$110,606 ▲3.0%27,5481.7%ETFAMZNAmazon.com$3,579,787$525,439 ▼-12.8%16,3171.6%Retail/WholesalePPHVanEck Pharmaceutical ETF$3,142,232$94,908 ▲3.1%36,4191.4%ManufacturingLLYEli Lilly and Company$3,017,748$495,624 ▲19.7%3,9091.3%MedicalAVGOBroadcom$2,871,571$162,056 ▼-5.3%12,3861.3%Computer and TechnologyBSXBoston Scientific$2,647,266$276,356 ▼-9.5%29,6381.2%MedicalVVisa$2,592,476$284,120 ▼-9.9%8,2031.1%Business ServicesCATCaterpillar$2,443,189$207,862 ▼-7.8%6,7351.1%Industrial ProductsSYKStryker$2,412,695$256,716 ▼-9.6%6,7011.1%MedicalUNPUnion Pacific$2,362,266$155,751 ▲7.1%10,3591.0%TransportationMAMastercard$2,303,217$128,483 ▼-5.3%4,3741.0%Business ServicesNFLXNetflix$2,278,214$586,489 ▼-20.5%2,5561.0%Consumer DiscretionaryLINDE PLC$2,251,189$132,718 ▲6.3%5,3771.0%SHSCRMSalesforce$2,227,640$486,784 ▼-17.9%6,6631.0%Computer and TechnologyNOWServiceNow$2,177,487$355,140 ▼-14.0%2,0541.0%Computer and TechnologyCSXCSX$2,074,251$66,315 ▲3.3%64,2780.9%TransportationCOSTCostco Wholesale$2,052,445$108,120 ▼-5.0%2,2400.9%Retail/WholesaleRSGRepublic Services$1,964,523$3,420 ▲0.2%9,7650.9%Business ServicesPEPPepsiCo$1,914,131$277,053 ▲16.9%12,5880.8%Consumer StaplesSPGIS&P Global$1,854,664$68,230 ▲3.8%3,7240.8%Business ServicesCVXChevron$1,835,992$35,631 ▼-1.9%12,6760.8%Oils/EnergyEQIXEquinix$1,801,863$87,689 ▼-4.6%1,9110.8%FinanceZTSZoetis$1,728,361$116,821 ▲7.2%10,6080.8%MedicalHDHome Depot$1,727,116$264,902 ▼-13.3%4,4400.8%Retail/WholesaleADBEAdobe$1,724,024$172,536 ▲11.1%3,8770.8%Computer and TechnologyICEIntercontinental Exchange$1,577,419$24,736 ▲1.6%10,5860.7%FinanceNVONovo Nordisk A/S$1,493,049$388,724 ▲35.2%17,3570.7%MedicalSBUXStarbucks$1,437,461$351,221 ▼-19.6%15,7530.6%Retail/WholesaleORLYO'Reilly Automotive$1,433,632$110,279 ▼-7.1%1,2090.6%Retail/WholesalePANWPalo Alto Networks$1,382,896$591,006 ▲74.6%7,6000.6%Computer and TechnologyFIFiserv$1,364,194$284,096 ▼-17.2%6,6410.6%Business ServicesAMATApplied Materials$1,325,922$339,571 ▼-20.4%8,1530.6%Computer and TechnologyLOWLowe's Companies$1,306,806$158,446 ▼-10.8%5,2950.6%Retail/WholesaleAMDAdvanced Micro Devices$1,286,897$78,030 ▲6.5%10,6540.6%Computer and TechnologyIHIiShares U.S. Medical Devices ETF$1,277,632$28,708 ▲2.3%21,8960.6%ETFDEDeere & Company$1,230,001$79,232 ▼-6.1%2,9030.5%Industrial ProductsCTRACoterra Energy$1,146,185$42,754 ▼-3.6%44,8780.5%Oils/EnergyXLPConsumer Staples Select Sector SPDR Fund$1,127,346$29,007 ▲2.6%14,3410.5%ETFXLEEnergy Select Sector SPDR Fund$1,121,375$28,096 ▲2.6%13,0910.5%ETFXHBSPDR S&P Homebuilders ETF$1,083,039$23,931 ▲2.3%10,3640.5%ETFCHKChesapeake Energy$1,050,750$264,604 ▼-20.1%10,5550.5%Oils/EnergyNOBLProShares S&P 500 Aristocrats ETF$1,030,3430.0%10,3500.5%ETFASMLASML$958,529$223,865 ▲30.5%1,3830.4%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$952,141$14,358 ▲1.5%4,2440.4%FinanceNDAQNasdaq$950,449$141,323 ▼-12.9%12,2940.4%FinanceMRVLMarvell Technology$890,669$366,584 ▼-29.2%8,0640.4%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$873,807$17,232 ▲2.0%9,0260.4%ETFXLFFinancial Select Sector SPDR Fund$854,764$15,562 ▲1.9%17,6860.4%ETFTSLATesla$496,723$496,723 ▲New Holding1,2300.2%Auto/Tires/TrucksMCDMcDonald's$356,565$28,989 ▼-7.5%1,2300.2%Retail/WholesaleCRWDCrowdStrike$276,465$106,069 ▼-27.7%8080.1%Computer and TechnologyVGTVanguard Information Technology ETF$261,7780.0%4210.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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