Aafmaa Wealth Management & Trust LLC Top Holdings and 13F Report (2025) About Aafmaa Wealth Management & Trust LLCInvestment ActivityAafmaa Wealth Management & Trust LLC has $220.27 million in total holdings as of March 31, 2025.Aafmaa Wealth Management & Trust LLC owns shares of 77 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 20.67% of the portfolio was purchased this quarter.About 21.49% of the portfolio was sold this quarter.This quarter, Aafmaa Wealth Management & Trust LLC has purchased 67 new stocks and bought additional shares in 25 stocks.Aafmaa Wealth Management & Trust LLC sold shares of 37 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Short-Term Corporate Bond ETF $50,400,822SPDR S&P 500 ETF Trust $11,407,640iShares Core S&P U.S. Growth ETF $9,080,755iShares MBS ETF $6,877,544iShares iBoxx $ High Yield Corporate Bond ETF $6,851,754 Largest New Holdings this Quarter 81369Y860 - Real Estate Select Sector SPDR Fund $2,228,052 Holding81369Y886 - Utilities Select Sector SPDR Fund $2,109,159 Holding032108664 - AMPLIFY ETF TR $1,966,673 Holding37954Y673 - Global X U.S. Infrastructure Development ETF $1,921,061 Holding617446448 - Morgan Stanley $1,805,234 Holding Largest Purchases this Quarter Vanguard Short-Term Corporate Bond ETF 189,204 shares (about $14.94M)Financial Select Sector SPDR Fund 76,531 shares (about $3.81M)Real Estate Select Sector SPDR Fund 53,239 shares (about $2.23M)Utilities Select Sector SPDR Fund 26,749 shares (about $2.11M)AMPLIFY ETF TR 27,391 shares (about $1.97M) Largest Sales this Quarter Vanguard Dividend Appreciation ETF 44,611 shares (about $8.65M)iShares iBoxx $ Investment Grade Corporate Bond ETF 68,486 shares (about $7.44M)iShares iBoxx $ High Yield Corporate Bond ETF 73,356 shares (about $5.79M)Vanguard Growth ETF 14,045 shares (about $5.21M)Industrial Select Sector SPDR Fund 21,781 shares (about $2.85M) 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$50,400,822$14,935,764 ▲42.1%638,47022.9%ETFSPYSPDR S&P 500 ETF Trust$11,407,640$16,222 ▲0.1%20,3935.2%FinanceIUSGiShares Core S&P U.S. Growth ETF$9,080,755$362,432 ▼-3.8%71,4574.1%ManufacturingMBBiShares MBS ETF$6,877,544$169,085 ▲2.5%73,3373.1%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$6,851,754$5,787,055 ▼-45.8%86,8523.1%ETFAIQGlobal X Future Analytics Tech ETF$5,366,850$974,547 ▼-15.4%147,5222.4%ETFXLFFinancial Select Sector SPDR Fund$4,692,949$3,812,009 ▲432.7%94,2172.1%ETFNVDANVIDIA$3,931,376$490,528 ▲14.3%36,2741.8%Computer and TechnologyLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$3,897,297$7,443,743 ▼-65.6%35,8571.8%FinanceMSFTMicrosoft$3,860,135$801,833 ▼-17.2%10,2831.8%Computer and TechnologyPPHVanEck Pharmaceutical ETF$3,823,450$504,587 ▲15.2%41,9561.7%ManufacturingAAPLApple$3,807,308$169,041 ▲4.6%17,1401.7%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$3,577,679$2,378,856 ▼-39.9%17,3271.6%ETFLLYEli Lilly and Company$3,120,288$108,194 ▼-3.4%3,7781.4%MedicalAMZNAmazon.com$2,924,106$180,366 ▼-5.8%15,3691.3%Retail/WholesaleGOOGAlphabet$2,847,604$372,921 ▼-11.6%18,2271.3%Computer and TechnologyVVisa$2,521,209$353,614 ▼-12.3%7,1941.1%Business ServicesAVGOBroadcom$2,482,652$408,864 ▲19.7%14,8281.1%Computer and TechnologyBSXBoston Scientific$2,456,327$533,554 ▼-17.8%24,3491.1%MedicalXLIIndustrial Select Sector SPDR Fund$2,454,941$2,854,836 ▼-53.8%18,7301.1%ETFMAMastercard$2,236,330$161,147 ▼-6.7%4,0801.0%Business ServicesXLREReal Estate Select Sector SPDR Fund$2,228,052$2,228,052 ▲New Holding53,2391.0%ETFNFLXNetflix$2,209,164$174,383 ▼-7.3%2,3691.0%Consumer DiscretionaryXHBSPDR S&P Homebuilders ETF$2,158,060$1,153,788 ▲114.9%22,2711.0%ETFXLUUtilities Select Sector SPDR Fund$2,109,159$2,109,159 ▲New Holding26,7491.0%ETFSYKStryker$2,042,164$452,284 ▼-18.1%5,4860.9%MedicalXLYConsumer Discretionary Select Sector SPDR Fund$1,987,040$1,149,020 ▲137.1%10,0630.9%FinanceLINDE PLC$1,980,367$523,379 ▼-20.9%4,2530.9%SHSAMPLIFY ETF TR$1,966,673$1,966,673 ▲New Holding27,3910.9%AMPLIFY CYBERSECCOSTCostco Wholesale$1,949,253$169,295 ▼-8.0%2,0610.9%Retail/WholesaleCRMSalesforce$1,948,294$160,211 ▲9.0%7,2600.9%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$1,932,375$1,061,818 ▲122.0%20,0350.9%ETFCATCaterpillar$1,928,011$293,192 ▼-13.2%5,8460.9%IndustrialsPAVEGlobal X U.S. Infrastructure Development ETF$1,921,061$1,921,061 ▲New Holding50,9160.9%ETFRSGRepublic Services$1,915,243$449,449 ▼-19.0%7,9090.9%Business ServicesUNPUnion Pacific$1,885,432$561,779 ▼-23.0%7,9810.9%TransportationMSMorgan Stanley$1,805,234$1,805,234 ▲New Holding15,4730.8%FinanceICEIntercontinental Exchange$1,722,930$103,155 ▼-5.6%9,9880.8%FinanceORLYO'Reilly Automotive$1,717,663$14,326 ▼-0.8%1,1990.8%Retail/WholesaleHDHome Depot$1,705,278$78,062 ▲4.8%4,6530.8%Retail/WholesaleSPGIS&P Global$1,681,303$210,862 ▼-11.1%3,3090.8%Business ServicesNOWServiceNow$1,657,563$22,292 ▲1.4%2,0820.8%Computer and TechnologyCSXCSX$1,605,406$286,295 ▼-15.1%54,5500.7%TransportationSBUXStarbucks$1,603,673$58,462 ▲3.8%16,3490.7%Retail/WholesaleFIFiserv$1,593,068$126,536 ▲8.6%7,2140.7%Business ServicesADBEAdobe$1,565,953$79,007 ▲5.3%4,0830.7%Computer and TechnologyZTSZoetis$1,550,838$195,769 ▼-11.2%9,4190.7%MedicalPANWPalo Alto Networks$1,493,783$196,919 ▲15.2%8,7540.7%Computer and TechnologyNVONovo Nordisk A/S$1,489,627$284,357 ▲23.6%21,4520.7%MedicalETREntergy$1,452,903$1,452,903 ▲New Holding16,9950.7%UtilitiesEQIXEquinix$1,400,771$157,363 ▼-10.1%1,7180.6%FinanceNDAQNasdaq$1,393,321$460,698 ▲49.4%18,3670.6%FinanceNEENextEra Energy$1,384,836$1,384,836 ▲New Holding19,5350.6%UtilitiesPEPPepsiCo$1,367,453$519,992 ▼-27.6%9,1200.6%Consumer StaplesETNEaton$1,353,442$1,353,442 ▲New Holding4,9790.6%IndustrialsFINXGlobal X FinTech Thematic ETF$1,351,239$1,351,239 ▲New Holding49,0290.6%ManufacturingXLEEnergy Select Sector SPDR Fund$1,344,932$121,578 ▲9.9%14,3920.6%ETFLOWLowe's Companies$1,330,344$95,391 ▲7.7%5,7040.6%Retail/WholesaleIHIiShares U.S. Medical Devices ETF$1,316,776$1,144 ▼-0.1%21,8770.6%ETFXLVHealth Care Select Sector SPDR Fund$1,309,563$2,712,718 ▼-67.4%8,9690.6%ETFCTRACoterra Energy$1,268,797$28,178 ▼-2.2%43,9030.6%EnergyMETAMeta Platforms$1,266,839$1,266,839 ▲New Holding2,1980.6%Computer and TechnologyDEDeere & Company$1,232,513$130,010 ▼-9.5%2,6260.6%IndustrialsVUGVanguard Growth ETF$1,206,648$5,208,166 ▼-81.2%3,2540.5%ETFDLRDigital Realty Trust$1,187,014$1,187,014 ▲New Holding8,2840.5%FinanceCHKChesapeake Energy$1,168,526$6,457 ▼-0.5%10,4970.5%EnergyNOBLProShares S&P 500 Aristocrats ETF$1,057,5630.0%10,3500.5%ETFVIGVanguard Dividend Appreciation ETF$1,040,368$8,654,085 ▼-89.3%5,3630.5%ETFCRWDCrowdStrike$1,004,853$719,968 ▲252.7%2,8500.5%Computer and TechnologyXLPConsumer Staples Select Sector SPDR Fund$910,784$260,446 ▼-22.2%11,1520.4%ETFXLBMaterials Select Sector SPDR Fund$905,541$905,541 ▲New Holding10,5320.4%ETFAMATApplied Materials$805,126$378,038 ▼-32.0%5,5480.4%Computer and TechnologyMRVLMarvell Technology$685,952$189,451 ▲38.2%11,1410.3%Computer and TechnologyASMLASML$500,948$415,469 ▼-45.3%7560.2%Computer and TechnologyTSLATesla$443,164$124,397 ▲39.0%1,7100.2%Auto/Tires/TrucksMCDMcDonald's$384,2150.0%1,2300.2%Retail/WholesaleVGTVanguard Information Technology ETF$228,3420.0%4210.1%ETFCVXChevron$0$1,835,992 ▼-100.0%00.0%EnergyAMDAdvanced Micro Devices$0$1,286,897 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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