AAFMAA Wealth Management & Trust LLC Diversified Active

Location: Fayetteville, NC

CIK: 0001846160 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 16, 2025

Total Value: $242M (100.0% shares, 0.0% debt)

Holdings (82)

VCSH VANGUARD SCOTTSDALE FDS 13.5%
Value $32.63M Shares 410,405 Est. Cost $77.88 Unrealized
MBB ISHARES TR 6.7%
Value $16.15M Shares 171,993 Est. Cost $93.81 Unrealized
IEI ISHARE TR 6.6%
Value $15.97M Shares 134,092 Est. Cost $119.09 Unrealized
EFA ISHARE TR 6.1%
Value $14.77M Shares 165,281 Est. Cost $89.39 Unrealized
SPY SPDR S&P 500 ETF TR 5.7%
Value $13.7M Shares 22,171 Est. Cost $558.96 Unrealized
IUSG ISHARES TR 3.0%
Value $7.158M Shares 47,594 Est. Cost $130.43 Unrealized
NVDA NVIDIA CORPORATION 2.5%
Value $6.044M Shares 38,257 Est. Cost $108.38 Unrealized +16.1%
XLF SELECT SECTOR SPDR TR 2.3%
Value $5.529M Shares 105,572 Est. Cost $49.07 Unrealized
MSFT MICROSOFT CORP 2.0%
Value $4.812M Shares 9,674 Est. Cost $317.42 Unrealized +36.2%
XLK SELECT SECTOR SPDR TR 1.9%
Value $4.493M Shares 17,744 Est. Cost $226.70 Unrealized
AVGO BROADCOM INC 1.7%
Value $4.193M Shares 15,211 Est. Cost $166.51 Unrealized +29.7%
AAPL APPLE INC 1.5%
Value $3.549M Shares 17,299 Est. Cost $146.04 Unrealized +37.9%
AMZN AMAZON COM INC 1.4%
Value $3.474M Shares 15,836 Est. Cost $139.85 Unrealized +41.5%
PPH VANECK ETF TRUST 1.4%
Value $3.438M Shares 39,081 Est. Cost $93.12 Unrealized
AIQ GLOBAL X FDS 1.3%
Value $3.236M Shares 74,065 Est. Cost $36.66 Unrealized
XLU SELECT SECTOR SPDR TR 1.2%
Value $2.837M Shares 34,736 Est. Cost $79.50 Unrealized
NFLX NETFLIX INC 1.1%
Value $2.726M Shares 2,036 Est. Cost $58.86 Unrealized +92.1%
XLC SELECT SECTOR SPDR TR 1.1%
Value $2.702M Shares 24,898 Est. Cost $96.00 Unrealized
VUG VANGUARD INDEX FDS 1.1%
Value $2.549M Shares 5,814 Est. Cost $408.51 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.1%
Value $2.541M Shares 5,230 Est. Cost $507.86 Unrealized 0.0%
LLY ELI LILLY & CO 1.0%
Value $2.494M Shares 3,199 Est. Cost $743.65 Unrealized +4.0%
XLP SELECT SECTOR SPDR TR 1.0%
Value $2.365M Shares 29,211 Est. Cost $80.76 Unrealized
XLI SELECT SECTOR SPDR TR 1.0%
Value $2.338M Shares 15,849 Est. Cost $130.24 Unrealized
XHB SPDR SER TR 1.0%
Value $2.326M Shares 23,598 Est. Cost $104.74 Unrealized
PAVE GLOBAL X FDS 0.9%
Value $2.293M Shares 52,617 Est. Cost $37.92 Unrealized
HACK AMPLIFY ETF TR 0.9%
Value $2.275M Shares 26,343 Est. Cost $71.80 Unrealized
GOOG ALPHABET INC 0.9%
Value $2.229M Shares 12,564 Est. Cost $129.86 Unrealized +26.9%
V VISA INC 0.9%
Value $2.199M Shares 6,193 Est. Cost $223.65 Unrealized +55.2%
XLY SELECT SECTOR SPDR TR 0.9%
Value $2.19M Shares 10,078 Est. Cost $196.02 Unrealized
MA MASTERCARD INCORPORATED 0.9%
Value $2.065M Shares 3,674 Est. Cost $452.95 Unrealized +21.7%
WMT WALMART INC 0.8%
Value $1.966M Shares 20,110 Est. Cost $94.76 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.8%
Value $1.913M Shares 27,556 Est. Cost $68.49 Unrealized -0.6%
COST COSTCO WHSL CORP NEW 0.8%
Value $1.91M Shares 1,929 Est. Cost $612.49 Unrealized +61.8%
NOW SERVICENOW INC 0.8%
Value $1.904M Shares 1,852 Est. Cost $130.77 Unrealized +44.3%
BSX BOSTON SCIENTIFIC CORP 0.8%
Value $1.851M Shares 17,231 Est. Cost $59.01 Unrealized +71.5%
SYK STRYKER CORPORATION 0.8%
Value $1.833M Shares 4,634 Est. Cost $296.22 Unrealized +25.4%
VIG VANGUARD SPECIALIZED FUNDS 0.8%
Value $1.824M Shares 8,910 Est. Cost $200.64 Unrealized
FINX GLOBAL X FDS 0.7%
Value $1.799M Shares 52,567 Est. Cost $28.01 Unrealized
T AT&T INC 0.7%
Value $1.79M Shares 61,866 Est. Cost $26.96 Unrealized 0.0%
LIN LINDE PLC 0.7%
Value $1.722M Shares 3,671 Est. Cost $356.05 Unrealized +27.0%
ETR ENTERGY CORP NEW 0.7%
Value $1.656M Shares 19,918 Est. Cost $80.57 Unrealized +0.9%
XLV SELECT SECTOR SPDR TR 0.7%
Value $1.581M Shares 11,732 Est. Cost $146.70 Unrealized
META META PLATFORMS INC 0.6%
Value $1.561M Shares 2,115 Est. Cost $643.25 Unrealized -4.1%
UNP UNION PAC CORP 0.6%
Value $1.544M Shares 6,711 Est. Cost $196.32 Unrealized +11.3%
CAT CATERPILLAR INC 0.6%
Value $1.538M Shares 3,961 Est. Cost $195.96 Unrealized +68.8%
HD HOME DEPOT INC 0.6%
Value $1.501M Shares 4,093 Est. Cost $289.03 Unrealized +23.1%
SBUX STARBUCKS CORP 0.6%
Value $1.497M Shares 16,340 Est. Cost $86.53 Unrealized -1.6%
RSG REPUBLIC SVCS INC 0.6%
Value $1.483M Shares 6,015 Est. Cost $151.48 Unrealized +61.8%
ABBV ABBVIE INC 0.6%
Value $1.45M Shares 7,813 Est. Cost $182.67 Unrealized 0.0%
CRM SALESFORCE INC 0.6%
Value $1.409M Shares 5,167 Est. Cost $248.24 Unrealized +7.2%
CSX CSX CORP 0.6%
Value $1.364M Shares 41,797 Est. Cost $30.15 Unrealized -1.2%
IHI ISHARES TR 0.6%
Value $1.34M Shares 21,397 Est. Cost $57.98 Unrealized
MS MORGAN STANLEY 0.6%
Value $1.334M Shares 9,471 Est. Cost $125.91 Unrealized -3.9%
ETN EATON CORP PLC 0.5%
Value $1.33M Shares 3,726 Est. Cost $308.54 Unrealized -0.6%
CRWD CROWDSTRIKE HLDGS INC 0.5%
Value $1.293M Shares 2,539 Est. Cost $360.97 Unrealized +20.1%
ORLY OREILLY AUTOMOTIVE INC 0.5%
Value $1.288M Shares 14,293 Est. Cost $89.40 Unrealized +2.0%
WM WASTE MGMT INC DEL 0.5%
Value $1.263M Shares 5,521 Est. Cost $229.63 Unrealized 0.0%
ADBE ADOBE INC 0.5%
Value $1.257M Shares 3,249 Est. Cost $558.40 Unrealized -31.0%
XLRE SELECT SECTOR SPDR TR 0.5%
Value $1.245M Shares 30,067 Est. Cost $41.85 Unrealized
ZTS ZOETIS INC 0.5%
Value $1.222M Shares 7,836 Est. Cost $173.10 Unrealized -9.1%
JNJ JOHNSON & JOHNSON 0.5%
Value $1.221M Shares 7,993 Est. Cost $150.84 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.5%
Value $1.192M Shares 6,497 Est. Cost $111.71 Unrealized +52.6%
XLE SELECT SECTOR SPDR TR 0.5%
Value $1.184M Shares 13,966 Est. Cost $89.40 Unrealized
PANW PALO ALTO NETWORKS INC 0.5%
Value $1.184M Shares 5,787 Est. Cost $163.32 Unrealized +13.7%
NDAQ NASDAQ INC 0.5%
Value $1.174M Shares 13,134 Est. Cost $62.03 Unrealized +27.6%
SPGI S&P GLOBAL INC 0.5%
Value $1.167M Shares 2,214 Est. Cost $429.32 Unrealized +15.7%
FISV FISERV INC 0.5%
Value $1.118M Shares 6,485 Est. Cost $157.35 Unrealized +15.3%
CTRA COTERRA ENERGY INC 0.4%
Value $1.081M Shares 42,580 Est. Cost $24.56 Unrealized +1.0%
DLR DIGITAL RLTY TR INC 0.4%
Value $1.08M Shares 6,196 Est. Cost $158.03 Unrealized +1.4%
EXE CHESAPEAKE ENERGY CORP 0.4%
Value $1.061M Shares 9,071 Est. Cost $79.50 Unrealized +37.2%
PEP PEPSICO INC 0.4%
Value $1.042M Shares 7,889 Est. Cost $157.05 Unrealized -16.6%
LOW LOWES COS INC 0.4%
Value $1.041M Shares 4,692 Est. Cost $214.53 Unrealized +2.8%
NVO NOVO-NORDISK A S 0.4%
Value $1.03M Shares 14,929 Est. Cost $107.60 Unrealized
DE DEERE & CO 0.4%
Value $980K Shares 1,928 Est. Cost $373.52 Unrealized +29.8%
EQIX EQUINIX INC 0.4%
Value $933K Shares 1,173 Est. Cost $786.79 Unrealized +6.2%
NOBL PROSHARES TR 0.4%
Value $916K Shares 9,100 Est. Cost $90.48 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.3%
Value $838K Shares 10,828 Est. Cost $68.53 Unrealized -9.1%
TSLA TESLA INC 0.2%
Value $431K Shares 1,358 Est. Cost $324.98 Unrealized -7.3%
XLB SELECT SECTOR SPDR TR 0.2%
Value $422K Shares 4,801 Est. Cost $85.98 Unrealized
MCD MCDONALDS CORP 0.1%
Value $359K Shares 1,230 Est. Cost $236.27 Unrealized +28.5%
VGT VANGUARD WORLD FD 0.1%
Value $266K Shares 401 Est. Cost $524.34 Unrealized
SMH VANECK ETF TRUST 0.1%
Value $215K Shares 772 Est. Cost $278.88 Unrealized