AA Financial Advisors, LLC Q2 2025 Filing

Filed July 11, 2025

Portfolio Value

$464.1B

Holdings

186

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (186 positions)

#StockSharesValue% PortfolioType
101
BSJRINVESCO EXCH TRD SLF IDX FD
25,569$580.5M0.13%
102
VMBSVANGUARD SCOTTSDALE FDS
12,377$573.5M0.12%
103
DWDMORGAN STANLEY
4,028$567.4M0.12%
104
SHOPSHOPIFY INC
4,884$563.4M0.12%
105
WELLWELLTOWER INC
3,582$550.7M0.12%
106
BSMRINVESCO EXCH TRD SLF IDX FD
22,808$535.3M0.12%
107
VOOVANGUARD INDEX FDS
930$528.1M0.11%
108
BSCUINVESCO EXCH TRD SLF IDX FD
31,250$524.4M0.11%
109
AJGGALLAGHER ARTHUR J & CO
1,613$516.4M0.11%
110
GEVGE VERNOVA INC
968$512.2M0.11%
111
BSMQINVESCO EXCH TRD SLF IDX FD
21,557$507.9M0.11%
112
DHRDANAHER CORPORATION
2,456$485.2M0.10%
113
GILDGILEAD SCIENCES INC
4,250$471.2M0.10%
114
MDLZMONDELEZ INTL INC
6,893$464.9M0.10%
115
COFCAPITAL ONE FINL CORP
2,182$464.2M0.10%
116
FENYFIDELITY COVINGTON TRUST
19,118$448.3M0.10%
117
KKRKKR & CO INC
3,359$446.8M0.10%
118
ACWIISHARES TR
3,456$444.4M0.10%
119
PGRPROGRESSIVE CORP
1,665$444.3M0.10%
120
PAYXPAYCHEX INC
3,045$442.9M0.10%
121
GNRCGENERAC HLDGS INC
3,053$437.2M0.09%
122
HLTHILTON WORLDWIDE HLDGS INC
1,554$413.9M0.09%
123
XOMEXXON MOBIL CORP
3,813$411.0M0.09%
124
WFCWELLS FARGO CO NEW
4,898$392.4M0.08%
125
VONEVANGUARD SCOTTSDALE FDS
1,387$389.6M0.08%
126
KLACKLA CORP
426$381.6M0.08%
127
EPDENTERPRISE PRODS PARTNERS L
12,283$380.9M0.08%
128
SCHDSCHWAB STRATEGIC TR
14,366$380.7M0.08%
129
BACBANK AMERICA CORP
8,020$379.5M0.08%
130
CMCSACOMCAST CORP NEW
10,601$378.4M0.08%
131
WCNWASTE CONNECTIONS INC
2,001$373.6M0.08%
132
TFCTRUIST FINL CORP
8,625$370.8M0.08%
133
HTDCORCEPT THERAPEUTICS INC
5,000$367.0M0.08%
134
TSLATESLA INC
1,152$365.9M0.08%
135
SRESEMPRA
4,632$351.0M0.08%
136
BSJSINVESCO EXCH TRD SLF IDX FD
15,797$348.3M0.08%
137
SOSOUTHERN CO
3,772$346.4M0.07%
138
BMTABRITISH AMERN TOB PLC
7,289$345.0M0.07%
139
SCHBSCHWAB STRATEGIC TR
14,169$337.6M0.07%
140
BKLNINVESCO EXCH TRADED FD TR II
15,979$334.3M0.07%
141
VEAVANGUARD TAX-MANAGED FDS
5,819$331.7M0.07%
142
BSMYINVESCO EXCH TRD SLF IDX FD
14,256$331.2M0.07%
143
T7DTRANSDIGM GROUP INC
212$322.4M0.07%
144
CARRCARRIER GLOBAL CORPORATION
4,363$319.3M0.07%
145
MMM3M CO
2,069$314.9M0.07%
146
NOWSERVICENOW INC
305$313.6M0.07%
147
ELVELEVANCE HEALTH INC
792$308.1M0.07%
148
DRIDARDEN RESTAURANTS INC
1,400$305.2M0.07%
149
IJRISHARES TR
2,791$305.0M0.07%
150
SAPSAP SE
1,003$305.0M0.07%
151
VGTVANGUARD WORLD FD
440$292.1M0.06%
152
YUMYUM BRANDS INC
1,971$292.1M0.06%
153
FNBF N B CORP
20,000$291.6M0.06%
154
SPGIS&P GLOBAL INC
551$290.5M0.06%
155
CSCOCISCO SYS INC
4,102$284.6M0.06%
156
EOGEOG RES INC
2,363$282.6M0.06%
157
VRTXVERTEX PHARMACEUTICALS INC
632$281.4M0.06%
158
VTHRVANGUARD SCOTTSDALE FDS
1,026$279.8M0.06%
159
CGMSCAPITAL GRP FIXED INCM ETF T
9,906$273.6M0.06%
160
TXNTEXAS INSTRS INC
1,314$272.8M0.06%
161
BXBLACKSTONE INC
1,819$272.1M0.06%
162
AMATAPPLIED MATLS INC
1,484$271.7M0.06%
163
USBUS BANCORP DEL
5,979$270.6M0.06%
164
SBUXSTARBUCKS CORP
2,948$270.1M0.06%
165
CRCCANADIAN NAT RES LTD
8,491$266.6M0.06%
166
KDPKEURIG DR PEPPER INC
7,960$263.2M0.06%
167
SCHXSCHWAB STRATEGIC TR
10,262$250.8M0.05%
168
FNDXSCHWAB STRATEGIC TR
10,114$248.2M0.05%
169
PNCPNC FINL SVCS GROUP INC
1,284$239.4M0.05%
170
SHWSHERWIN WILLIAMS CO
694$238.3M0.05%
171
ACNACCENTURE PLC IRELAND
797$238.2M0.05%
172
NVONOVO-NORDISK A S
3,391$234.1M0.05%
173
CVSCVS HEALTH CORP
3,280$226.3M0.05%
174
TRMBTRIMBLE INC
2,938$223.2M0.05%
175
CMGCHIPOTLE MEXICAN GRILL INC
3,938$221.1M0.05%
176
ETNEATON CORP PLC
613$218.8M0.05%
177
OVBCOHIO VY BANC CORP
6,785$218.7M0.05%
178
GQ9SPDR GOLD TR
701$213.7M0.05%
179
AGNCAGNC INVT CORP
23,091$212.2M0.05%
180
ATOATMOS ENERGY CORP
1,373$211.6M0.05%
181
IRINGERSOLL RAND INC
2,520$209.6M0.05%
182
DEDEERE & CO
409$208.0M0.04%
183
IBMINTERNATIONAL BUSINESS MACHS
697$205.5M0.04%
184
NLYANNALY CAPITAL MANAGEMENT IN
10,829$203.8M0.04%
185
PANWPALO ALTO NETWORKS INC
987$202.0M0.04%
186
ABCLABCELLERA BIOLOGICS INC
10,000$34.3M0.01%
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