AAFMAA Wealth Management & Trust LLC Diversified Active

Location: Fayetteville, NC

CIK: 0001846160 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 2, 2024

Total Value: $183M (100.0% shares, 0.0% debt)

Holdings (61)

VCSH VANGUARD SCOTTSDALE FDS 17.3%
Value $31.65M Shares 409,372 Est. Cost $77.36 Unrealized
HYG ISHARES TR 6.3%
Value $11.46M Shares 147,497 Est. Cost $77.43 Unrealized
LQD ISHARES TR 5.6%
Value $10.21M Shares 93,754 Est. Cost $110.46 Unrealized
AMZN AMAZON COM INC 3.5%
Value $6.46M Shares 35,814 Est. Cost $135.77 Unrealized +22.9%
MBB ISHARES TR 3.3%
Value $5.984M Shares 64,751 Est. Cost $93.88 Unrealized
NDAQ NASDAQ INC 2.9%
Value $5.304M Shares 84,051 Est. Cost $54.24 Unrealized +4.0%
ZTS ZOETIS INC 2.9%
Value $5.29M Shares 31,262 Est. Cost $172.86 Unrealized +6.1%
JPM JPMORGAN CHASE & CO 2.7%
Value $5.008M Shares 25,000 Est. Cost $129.32 Unrealized +34.3%
NOBL PROSHARES TR 2.6%
Value $4.758M Shares 46,914 Est. Cost $90.48 Unrealized
MRVL MARVELL TECHNOLOGY INC 2.5%
Value $4.593M Shares 64,803 Est. Cost $57.78 Unrealized +17.8%
GPN GLOBAL PMTS INC 2.4%
Value $4.34M Shares 32,468 Est. Cost $102.55 Unrealized +26.3%
MSFT MICROSOFT CORP 2.2%
Value $4.068M Shares 9,669 Est. Cost $287.74 Unrealized +38.8%
BA BOEING CO 2.1%
Value $3.86M Shares 20,000 Est. Cost $175.41 Unrealized +17.1%
DIS DISNEY WALT CO 2.0%
Value $3.671M Shares 30,000 Est. Cost $157.79 Unrealized -35.1%
AAPL APPLE INC 1.8%
Value $3.303M Shares 19,259 Est. Cost $139.49 Unrealized +29.2%
C CITIGROUP INC 1.7%
Value $3.162M Shares 50,000 Est. Cost $60.67 Unrealized -13.4%
INTC INTEL CORP 1.7%
Value $3.092M Shares 70,000 Est. Cost $49.81 Unrealized -11.6%
GOOG ALPHABET INC 1.5%
Value $2.671M Shares 17,544 Est. Cost $123.05 Unrealized +16.4%
CAT CATERPILLAR INC 1.4%
Value $2.607M Shares 7,115 Est. Cost $192.08 Unrealized +61.9%
SWKS SKYWORKS SOLUTIONS INC 1.4%
Value $2.491M Shares 23,000 Est. Cost $132.08 Unrealized -25.7%
LLY ELI LILLY & CO 1.3%
Value $2.368M Shares 3,044 Est. Cost $702.49 Unrealized 0.0%
V VISA INC 1.3%
Value $2.331M Shares 8,351 Est. Cost $219.56 Unrealized +24.0%
QRVO QORVO INC 1.3%
Value $2.297M Shares 20,000 Est. Cost $141.25 Unrealized -22.0%
LIN LINDE PLC 1.2%
Value $2.234M Shares 4,811 Est. Cost $345.64 Unrealized +22.2%
CSX CSX CORP 1.2%
Value $2.188M Shares 59,028 Est. Cost $29.86 Unrealized +18.8%
UNP UNION PAC CORP 1.2%
Value $2.156M Shares 8,766 Est. Cost $190.94 Unrealized +23.4%
BSX BOSTON SCIENTIFIC CORP 1.1%
Value $2.046M Shares 29,876 Est. Cost $56.95 Unrealized +12.9%
ICE INTERCONTINENTAL EXCHANGE IN 1.1%
Value $2.03M Shares 14,773 Est. Cost $111.00 Unrealized +16.9%
SYK STRYKER CORPORATION 1.1%
Value $2.019M Shares 5,641 Est. Cost $283.49 Unrealized +16.5%
CRM SALESFORCE INC 1.1%
Value $1.997M Shares 6,632 Est. Cost $238.19 Unrealized +19.7%
AMAT APPLIED MATLS INC 1.0%
Value $1.862M Shares 9,029 Est. Cost $104.71 Unrealized +72.3%
KHC KRAFT HEINZ CO 1.0%
Value $1.845M Shares 50,000 Est. Cost $31.28 Unrealized +4.9%
HD HOME DEPOT INC 1.0%
Value $1.837M Shares 4,790 Est. Cost $280.42 Unrealized +24.3%
RSG REPUBLIC SVCS INC 0.9%
Value $1.714M Shares 8,955 Est. Cost $147.98 Unrealized +17.3%
NOW SERVICENOW INC 0.9%
Value $1.714M Shares 2,248 Est. Cost $128.81 Unrealized +17.6%
COST COSTCO WHSL CORP NEW 0.9%
Value $1.684M Shares 2,299 Est. Cost $583.57 Unrealized +21.1%
CVX CHEVRON CORP NEW 0.9%
Value $1.681M Shares 10,656 Est. Cost $137.07 Unrealized +1.4%
PEP PEPSICO INC 0.9%
Value $1.664M Shares 9,508 Est. Cost $156.43 Unrealized +0.5%
ADBE ADOBE INC 0.9%
Value $1.616M Shares 3,202 Est. Cost $575.66 Unrealized -0.4%
MA MASTERCARD INCORPORATED 0.9%
Value $1.569M Shares 3,259 Est. Cost $452.59 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.8%
Value $1.391M Shares 7,707 Est. Cost $91.23 Unrealized +91.6%
NFLX NETFLIX INC 0.8%
Value $1.382M Shares 2,275 Est. Cost $56.38 Unrealized 0.0%
NVO NOVO-NORDISK A S 0.7%
Value $1.346M Shares 10,480 Est. Cost $128.40 Unrealized
PANW PALO ALTO NETWORKS INC 0.7%
Value $1.333M Shares 4,691 Est. Cost $135.46 Unrealized +16.5%
MDT MEDTRONIC PLC 0.7%
Value $1.325M Shares 15,200 Est. Cost $90.37 Unrealized -10.8%
IAU ISHARES GOLD TR 0.7%
Value $1.303M Shares 31,025 Est. Cost $36.11 Unrealized
SBUX STARBUCKS CORP 0.7%
Value $1.261M Shares 13,799 Est. Cost $88.61 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.7%
Value $1.222M Shares 2,872 Est. Cost $427.27 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC 0.7%
Value $1.198M Shares 1,061 Est. Cost $69.94 Unrealized 0.0%
EQIX EQUINIX INC 0.6%
Value $1.122M Shares 1,360 Est. Cost $807.48 Unrealized 0.0%
LOW LOWES COS INC 0.6%
Value $1.073M Shares 4,211 Est. Cost $208.23 Unrealized +6.6%
CTRA COTERRA ENERGY INC 0.6%
Value $1.044M Shares 37,440 Est. Cost $24.58 Unrealized -2.2%
NVDA NVIDIA CORPORATION 0.6%
Value $1.041M Shares 1,152 Est. Cost $72.44 Unrealized 0.0%
EXE CHESAPEAKE ENERGY CORP 0.5%
Value $889K Shares 10,004 Est. Cost $80.60 Unrealized -6.0%
DE DEERE & CO 0.4%
Value $817K Shares 1,988 Est. Cost $372.54 Unrealized 0.0%
ACI ALBERTSONS COS INC 0.4%
Value $708K Shares 33,000 Est. Cost $20.88 Unrealized -3.1%
ASML ASML HOLDING N V 0.3%
Value $576K Shares 594 Est. Cost $970.47 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value $450K Shares 860 Est. Cost $356.69 Unrealized
MCD MCDONALDS CORP 0.2%
Value $375K Shares 1,330 Est. Cost $236.27 Unrealized +17.7%
HUM HUMANA INC 0.2%
Value $312K Shares 900 Est. Cost $460.53 Unrealized -19.7%
VGT VANGUARD WORLD FD 0.1%
Value $221K Shares 421 Est. Cost $524.34 Unrealized