AAFMAA Wealth Management & Trust LLC Diversified Active

Location: Fayetteville, NC

CIK: 0001846160 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 11, 2025

Total Value: $220M (100.0% shares, 0.0% debt)

Holdings (77)

VCSH VANGUARD SCOTTSDALE FDS 22.9%
Value $50.4M Shares 638,470 Est. Cost $77.88 Unrealized
SPY SPDR S&P 500 ETF TR 5.2%
Value $11.41M Shares 20,393 Est. Cost $553.83 Unrealized
IUSG ISHARES TR 4.1%
Value $9.081M Shares 71,457 Est. Cost $130.43 Unrealized
MBB ISHARES TR 3.1%
Value $6.878M Shares 73,337 Est. Cost $93.70 Unrealized
HYG ISHARES TR 3.1%
Value $6.852M Shares 86,852 Est. Cost $77.54 Unrealized
AIQ GLOBAL X FDS 2.4%
Value $5.367M Shares 147,522 Est. Cost $36.66 Unrealized
XLF SELECT SECTOR SPDR TR 2.1%
Value $4.693M Shares 94,217 Est. Cost $48.67 Unrealized
NVDA NVIDIA CORPORATION 1.8%
Value $3.931M Shares 36,274 Est. Cost $107.43 Unrealized +17.9%
LQD ISHARES TR 1.8%
Value $3.897M Shares 35,857 Est. Cost $110.17 Unrealized
MSFT MICROSOFT CORP 1.8%
Value $3.86M Shares 10,283 Est. Cost $317.42 Unrealized +27.6%
PPH VANECK ETF TRUST 1.7%
Value $3.823M Shares 41,956 Est. Cost $93.12 Unrealized
AAPL APPLE INC 1.7%
Value $3.807M Shares 17,140 Est. Cost $146.04 Unrealized +58.0%
XLK SELECT SECTOR SPDR TR 1.6%
Value $3.578M Shares 17,327 Est. Cost $226.06 Unrealized
LLY ELI LILLY & CO 1.4%
Value $3.12M Shares 3,778 Est. Cost $743.65 Unrealized +11.2%
AMZN AMAZON COM INC 1.3%
Value $2.924M Shares 15,369 Est. Cost $138.09 Unrealized +57.1%
GOOG ALPHABET INC 1.3%
Value $2.848M Shares 18,227 Est. Cost $129.86 Unrealized +40.5%
V VISA INC 1.1%
Value $2.521M Shares 7,194 Est. Cost $223.65 Unrealized +50.4%
AVGO BROADCOM INC 1.1%
Value $2.483M Shares 14,828 Est. Cost $165.24 Unrealized +27.0%
BSX BOSTON SCIENTIFIC CORP 1.1%
Value $2.456M Shares 24,349 Est. Cost $59.01 Unrealized +70.6%
XLI SELECT SECTOR SPDR TR 1.1%
Value $2.455M Shares 18,730 Est. Cost $130.24 Unrealized
MA MASTERCARD INCORPORATED 1.0%
Value $2.236M Shares 4,080 Est. Cost $452.95 Unrealized +19.7%
XLRE SELECT SECTOR SPDR TR 1.0%
Value $2.228M Shares 53,239 Est. Cost $41.85 Unrealized
NFLX NETFLIX INC 1.0%
Value $2.209M Shares 2,369 Est. Cost $58.86 Unrealized +61.6%
XHB SPDR SER TR 1.0%
Value $2.158M Shares 22,271 Est. Cost $105.10 Unrealized
XLU SELECT SECTOR SPDR TR 1.0%
Value $2.109M Shares 26,749 Est. Cost $78.85 Unrealized
SYK STRYKER CORPORATION 0.9%
Value $2.042M Shares 5,486 Est. Cost $296.22 Unrealized +27.3%
XLY SELECT SECTOR SPDR TR 0.9%
Value $1.987M Shares 10,063 Est. Cost $196.02 Unrealized
LIN LINDE PLC 0.9%
Value $1.98M Shares 4,253 Est. Cost $356.05 Unrealized +24.9%
HACK AMPLIFY ETF TR 0.9%
Value $1.967M Shares 27,391 Est. Cost $71.80 Unrealized
COST COSTCO WHSL CORP NEW 0.9%
Value $1.949M Shares 2,061 Est. Cost $612.49 Unrealized +58.5%
CRM SALESFORCE INC 0.9%
Value $1.948M Shares 7,260 Est. Cost $248.24 Unrealized +24.5%
XLC SELECT SECTOR SPDR TR 0.9%
Value $1.932M Shares 20,035 Est. Cost $92.96 Unrealized
CAT CATERPILLAR INC 0.9%
Value $1.928M Shares 5,846 Est. Cost $195.96 Unrealized +79.6%
PAVE GLOBAL X FDS 0.9%
Value $1.921M Shares 50,916 Est. Cost $37.73 Unrealized
RSG REPUBLIC SVCS INC 0.9%
Value $1.915M Shares 7,909 Est. Cost $151.48 Unrealized +46.5%
UNP UNION PAC CORP 0.9%
Value $1.885M Shares 7,981 Est. Cost $196.32 Unrealized +20.0%
MS MORGAN STANLEY 0.8%
Value $1.805M Shares 15,473 Est. Cost $125.91 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.8%
Value $1.723M Shares 9,988 Est. Cost $111.71 Unrealized +45.1%
ORLY OREILLY AUTOMOTIVE INC 0.8%
Value $1.718M Shares 1,199 Est. Cost $69.98 Unrealized +24.3%
HD HOME DEPOT INC 0.8%
Value $1.705M Shares 4,653 Est. Cost $289.03 Unrealized +31.7%
SPGI S&P GLOBAL INC 0.8%
Value $1.681M Shares 3,309 Est. Cost $429.32 Unrealized +18.2%
NOW SERVICENOW INC 0.8%
Value $1.658M Shares 2,082 Est. Cost $130.77 Unrealized +47.4%
CSX CSX CORP 0.7%
Value $1.605M Shares 54,550 Est. Cost $30.15 Unrealized +3.8%
SBUX STARBUCKS CORP 0.7%
Value $1.604M Shares 16,349 Est. Cost $86.53 Unrealized +16.7%
FISV FISERV INC 0.7%
Value $1.593M Shares 7,214 Est. Cost $157.35 Unrealized +39.1%
ADBE ADOBE INC 0.7%
Value $1.566M Shares 4,083 Est. Cost $558.40 Unrealized -23.2%
ZTS ZOETIS INC 0.7%
Value $1.551M Shares 9,419 Est. Cost $173.10 Unrealized -5.0%
PANW PALO ALTO NETWORKS INC 0.7%
Value $1.494M Shares 8,754 Est. Cost $163.32 Unrealized +13.2%
NVO NOVO-NORDISK A S 0.7%
Value $1.49M Shares 21,452 Est. Cost $107.60 Unrealized
ETR ENTERGY CORP NEW 0.7%
Value $1.453M Shares 16,995 Est. Cost $80.44 Unrealized 0.0%
EQIX EQUINIX INC 0.6%
Value $1.401M Shares 1,718 Est. Cost $786.79 Unrealized +11.9%
NDAQ NASDAQ INC 0.6%
Value $1.393M Shares 18,367 Est. Cost $62.03 Unrealized +25.4%
NEE NEXTERA ENERGY INC 0.6%
Value $1.385M Shares 19,535 Est. Cost $68.66 Unrealized 0.0%
PEP PEPSICO INC 0.6%
Value $1.367M Shares 9,120 Est. Cost $157.05 Unrealized -8.6%
ETN EATON CORP PLC 0.6%
Value $1.353M Shares 4,979 Est. Cost $308.54 Unrealized 0.0%
FINX GLOBAL X FDS 0.6%
Value $1.351M Shares 49,029 Est. Cost $27.56 Unrealized
XLE SELECT SECTOR SPDR TR 0.6%
Value $1.345M Shares 14,392 Est. Cost $89.40 Unrealized
LOW LOWES COS INC 0.6%
Value $1.33M Shares 5,704 Est. Cost $214.53 Unrealized +12.8%
IHI ISHARES TR 0.6%
Value $1.317M Shares 21,877 Est. Cost $57.98 Unrealized
XLV SELECT SECTOR SPDR TR 0.6%
Value $1.31M Shares 8,969 Est. Cost $150.37 Unrealized
CTRA COTERRA ENERGY INC 0.6%
Value $1.269M Shares 43,903 Est. Cost $24.56 Unrealized +9.9%
META META PLATFORMS INC 0.6%
Value $1.267M Shares 2,198 Est. Cost $643.25 Unrealized 0.0%
DE DEERE & CO 0.6%
Value $1.233M Shares 2,626 Est. Cost $373.52 Unrealized +23.6%
VUG VANGUARD INDEX FDS 0.5%
Value $1.207M Shares 3,254 Est. Cost $385.00 Unrealized
DLR DIGITAL RLTY TR INC 0.5%
Value $1.187M Shares 8,284 Est. Cost $158.03 Unrealized 0.0%
EXE CHESAPEAKE ENERGY CORP 0.5%
Value $1.169M Shares 10,497 Est. Cost $79.50 Unrealized +27.0%
NOBL PROSHARES TR 0.5%
Value $1.058M Shares 10,350 Est. Cost $90.48 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.5%
Value $1.04M Shares 5,363 Est. Cost $197.97 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.5%
Value $1.005M Shares 2,850 Est. Cost $360.97 Unrealized +5.6%
XLP SELECT SECTOR SPDR TR 0.4%
Value $911K Shares 11,152 Est. Cost $80.41 Unrealized
XLB SELECT SECTOR SPDR TR 0.4%
Value $906K Shares 10,532 Est. Cost $85.98 Unrealized
AMAT APPLIED MATLS INC 0.4%
Value $805K Shares 5,548 Est. Cost $127.53 Unrealized +30.7%
MRVL MARVELL TECHNOLOGY INC 0.3%
Value $686K Shares 11,141 Est. Cost $68.53 Unrealized +41.1%
ASML ASML HOLDING N V 0.2%
Value $501K Shares 756 Est. Cost $883.29 Unrealized
TSLA TESLA INC 0.2%
Value $443K Shares 1,710 Est. Cost $324.98 Unrealized +2.5%
MCD MCDONALDS CORP 0.2%
Value $384K Shares 1,230 Est. Cost $236.27 Unrealized +24.0%
VGT VANGUARD WORLD FD 0.1%
Value $228K Shares 421 Est. Cost $524.34 Unrealized