AAFMAA Wealth Management & Trust LLC Diversified Active

Location: Fayetteville, NC

CIK: 0001846160 · Show all filings

Period: Q4 2020 (Next →)

Filing Date: Feb 12, 2021

Total Value: $207M (100.0% shares, 0.0% debt)

Holdings (62)

QCOM Qualcomm Inc 6.0%
Value $12.43M Shares 81,596 Est. Cost $124.71 Unrealized 0.0%
AAPL Apple, Inc 4.6%
Value $9.549M Shares 71,968 Est. Cost $117.01 Unrealized 0.0%
KMI Kinder Morgan Inc 4.1%
Value $8.554M Shares 625,806 Est. Cost $9.94 Unrealized 0.0%
ABBV AbbVie Inc 3.7%
Value $7.635M Shares 71,262 Est. Cost $78.94 Unrealized 0.0%
BA Boeing Co 3.7%
Value $7.612M Shares 35,563 Est. Cost $192.22 Unrealized 0.0%
XOM Exxon Mobil Corp 3.4%
Value $7.121M Shares 172,760 Est. Cost $30.36 Unrealized 0.0%
General Electric Co. 3.1%
Value $6.424M Shares 594,831 Est. Cost $10.80 Unrealized
HD Home Depot Inc 2.8%
Value $5.877M Shares 22,126 Est. Cost $242.47 Unrealized 0.0%
CRM Salesforce.com 2.8%
Value $5.708M Shares 25,654 Est. Cost $240.26 Unrealized 0.0%
T AT&T Inc 2.7%
Value $5.654M Shares 196,599 Est. Cost $15.38 Unrealized 0.0%
MSFT Microsoft Inc 2.7%
Value $5.609M Shares 25,221 Est. Cost $206.04 Unrealized 0.0%
Global Pmts Inc Com 2.7%
Value $5.512M Shares 25,588 Est. Cost $215.41 Unrealized
AMD Advanced Micro Devices Inc Com 2.7%
Value $5.497M Shares 59,946 Est. Cost $86.30 Unrealized 0.0%
NDAQ Nasdaq Inc 2.5%
Value $5.106M Shares 38,471 Est. Cost $39.45 Unrealized 0.0%
FISV Fiserv Inc 2.4%
Value $4.981M Shares 43,750 Est. Cost $107.76 Unrealized 0.0%
HON Honeywell International Inc 2.3%
Value $4.83M Shares 22,712 Est. Cost $163.73 Unrealized 0.0%
LLY Eli Lilly 2.3%
Value $4.825M Shares 28,579 Est. Cost $141.36 Unrealized 0.0%
CVX Chevron Corp New 2.3%
Value $4.774M Shares 56,537 Est. Cost $65.02 Unrealized 0.0%
BAC Bank Of America Corp. 2.3%
Value $4.684M Shares 154,546 Est. Cost $23.66 Unrealized 0.0%
SWKS Skyworks Solutions Inc 2.2%
Value $4.586M Shares 30,000 Est. Cost $128.41 Unrealized 0.0%
Linde PLC Com 2.2%
Value $4.515M Shares 17,136 Est. Cost $263.48 Unrealized
CB Chubb Limited 2.1%
Value $4.441M Shares 28,853 Est. Cost $130.07 Unrealized 0.0%
JPM JPMorgan Chase & Co. 2.1%
Value $4.379M Shares 34,462 Est. Cost $98.14 Unrealized 0.0%
AMAT Applied Materials Inc Com 1.9%
Value $4.031M Shares 46,719 Est. Cost $70.69 Unrealized 0.0%
WFC Wells Fargo & Co New 1.9%
Value $3.95M Shares 130,892 Est. Cost $23.04 Unrealized 0.0%
KHC Kraft Heinz Co. 1.8%
Value $3.714M Shares 107,170 Est. Cost $25.55 Unrealized 0.0%
OSK Oshkosh Corp 1.7%
Value $3.591M Shares 41,727 Est. Cost $73.00 Unrealized 0.0%
BMY Bristol-Myers Squibb Co 1.7%
Value $3.504M Shares 56,504 Est. Cost $50.03 Unrealized 0.0%
V Visa Inc 1.7%
Value $3.434M Shares 15,700 Est. Cost $197.22 Unrealized 0.0%
Splunk Inc 1.6%
Value $3.397M Shares 20,000 Est. Cost $169.85 Unrealized
D Dominion Energy Inc 1.6%
Value $3.258M Shares 43,334 Est. Cost $63.42 Unrealized 0.0%
C Citigroup Inc 1.5%
Value $3.083M Shares 50,000 Est. Cost $42.37 Unrealized 0.0%
SJM JM Smucker 1.5%
Value $3.015M Shares 26,088 Est. Cost $98.18 Unrealized 0.0%
QRVO Qorvo Inc 1.2%
Value $2.494M Shares 15,000 Est. Cost $147.19 Unrealized 0.0%
CSCO Cisco Systems Inc 1.2%
Value $2.391M Shares 53,438 Est. Cost $35.27 Unrealized 0.0%
MCD McDonalds Corp 1.0%
Value $2.083M Shares 9,709 Est. Cost $193.25 Unrealized 0.0%
BKR Baker Hughes Co. 1.0%
Value $2.056M Shares 98,640 Est. Cost $15.41 Unrealized 0.0%
EMR Emerson Electric 1.0%
Value $2.049M Shares 25,495 Est. Cost $66.82 Unrealized 0.0%
MU Micron Tech Inc 0.9%
Value $1.954M Shares 26,000 Est. Cost $58.84 Unrealized 0.0%
Lam Resh Corp 0.9%
Value $1.889M Shares 4,000 Est. Cost $472.25 Unrealized
LOW Lowes Companies Inc 0.9%
Value $1.878M Shares 11,701 Est. Cost $148.05 Unrealized 0.0%
UNP Union Pacific Corp 0.9%
Value $1.845M Shares 8,862 Est. Cost $178.06 Unrealized 0.0%
ADBE Abobe Systems Inc 0.7%
Value $1.5M Shares 3,000 Est. Cost $483.11 Unrealized 0.0%
Marvell Tech Group 0.7%
Value $1.426M Shares 30,000 Est. Cost $47.53 Unrealized
TXN Texas Instruments 0.7%
Value $1.408M Shares 8,579 Est. Cost $134.60 Unrealized 0.0%
ZTS Zoetis Inc 0.5%
Value $1.106M Shares 6,684 Est. Cost $155.43 Unrealized 0.0%
CVS CVS Health Corp 0.5%
Value $1.033M Shares 15,129 Est. Cost $55.22 Unrealized 0.0%
Westrock Co 0.4%
Value $836K Shares 19,226 Est. Cost $43.48 Unrealized
MRK Merck & Co 0.4%
Value $727K Shares 8,898 Est. Cost $64.85 Unrealized 0.0%
UPS United Parcel Service 0.3%
Value $596K Shares 3,542 Est. Cost $136.91 Unrealized 0.0%
IWF iShares TR 0.3%
Value $572K Shares 2,373 Est. Cost $241.05 Unrealized
TFC Truist Financial Corporation 0.3%
Value $519K Shares 10,832 Est. Cost $35.66 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.2%
Value $515K Shares 1,379 Est. Cost $373.46 Unrealized
SLB Schlumberger Ltd 0.2%
Value $422K Shares 19,338 Est. Cost $16.89 Unrealized 0.0%
HSY Hershey Co 0.2%
Value $382K Shares 2,514 Est. Cost $130.99 Unrealized 0.0%
COP Conoco Phillips 0.2%
Value $360K Shares 9,022 Est. Cost $30.72 Unrealized 0.0%
VZ Verizon Communications Inc 0.2%
Value $321K Shares 5,480 Est. Cost $43.98 Unrealized 0.0%
IWM Ishares TR 0.2%
Value $321K Shares 1,639 Est. Cost $195.85 Unrealized
DGRO iShares TR 0.1%
Value $229K Shares 5,126 Est. Cost $44.67 Unrealized
SO Southern Co Com 0.1%
Value $219K Shares 3,565 Est. Cost $49.52 Unrealized 0.0%
IJR Ishares TR 0.1%
Value $214K Shares 2,330 Est. Cost $91.85 Unrealized
RSG Republic Svcs Inc 0.1%
Value $210K Shares 2,186 Est. Cost $88.75 Unrealized 0.0%