AA Financial Advisors, LLC Diversified Active

CIK: 0002016899 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 23, 2025

Total Value ($000): $375,034 (100.0% shares, 0.0% debt)

Holdings (168)

VB VANGUARD INDEX FDS 6.9%
Value ($000) $25,823 Shares 107,472 Est. Cost $222.51 Unrealized
VTI VANGUARD INDEX FDS 4.8%
Value ($000) $17,863 Shares 61,638 Est. Cost $250.03 Unrealized
SPYV SPDR SER TR 4.5%
Value ($000) $17,041 Shares 333,226 Est. Cost $50.47 Unrealized
CGCP CAPITAL GRP FIXED INCM ETF T 3.5%
Value ($000) $13,164 Shares 592,975 Est. Cost $22.69 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 3.0%
Value ($000) $11,069 Shares 316,532 Est. Cost $32.03 Unrealized
SCHX SCHWAB STRATEGIC TR 2.5%
Value ($000) $9,452 Shares 407,772 Est. Cost $34.16 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 2.5%
Value ($000) $9,262 Shares 475,466 Est. Cost $19.42 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 2.4%
Value ($000) $9,182 Shares 260,418 Est. Cost $30.85 Unrealized
PJAN INNOVATOR ETFS TRUST 2.2%
Value ($000) $8,079 Shares 191,209 Est. Cost $37.77 Unrealized
POCT INNOVATOR ETFS TRUST 2.1%
Value ($000) $8,027 Shares 202,880 Est. Cost $36.57 Unrealized
PJUL INNOVATOR ETFS TRUST 2.1%
Value ($000) $7,957 Shares 193,274 Est. Cost $36.79 Unrealized
CGGO CAPITAL GROUP GBL GROWTH EQT 2.1%
Value ($000) $7,895 Shares 270,175 Est. Cost $27.97 Unrealized
PAPR INNOVATOR ETFS TRUST 2.1%
Value ($000) $7,865 Shares 214,287 Est. Cost $33.06 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 2.1%
Value ($000) $7,830 Shares 97,542 Est. Cost $82.86 Unrealized
VYM VANGUARD WHITEHALL FDS 2.1%
Value ($000) $7,802 Shares 61,148 Est. Cost $122.63 Unrealized
TSLA TESLA INC 1.9%
Value ($000) $7,087 Shares 17,550 Est. Cost $195.37 Unrealized +64.7%
CGGR CAPITAL GROUP GROWTH ETF 1.9%
Value ($000) $7,022 Shares 188,907 Est. Cost $29.97 Unrealized
DFAE DIMENSIONAL ETF TRUST 1.8%
Value ($000) $6,919 Shares 272,739 Est. Cost $25.33 Unrealized
BSJP INVESCO EXCH TRD SLF IDX FD 1.8%
Value ($000) $6,775 Shares 293,665 Est. Cost $23.00 Unrealized
FNDX SCHWAB STRATEGIC TR 1.8%
Value ($000) $6,719 Shares 283,744 Est. Cost $36.39 Unrealized
BSCT INVESCO EXCH TRD SLF IDX FD 1.7%
Value ($000) $6,334 Shares 345,389 Est. Cost $18.35 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 1.7%
Value ($000) $6,190 Shares 33,548 Est. Cost $168.75 Unrealized
MSFT MICROSOFT CORP 1.6%
Value ($000) $6,154 Shares 14,601 Est. Cost $396.62 Unrealized +6.5%
BSCV INVESCO EXCH TRD SLF IDX FD 1.6%
Value ($000) $6,144 Shares 382,800 Est. Cost $16.15 Unrealized
LRGE LEGG MASON ETF INVT 1.4%
Value ($000) $5,226 Shares 69,441 Est. Cost $70.93 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 1.4%
Value ($000) $5,131 Shares 65,774 Est. Cost $77.56 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $5,021 Shares 20,050 Est. Cost $181.34 Unrealized +29.3%
IVV ISHARES TR 1.2%
Value ($000) $4,386 Shares 7,451 Est. Cost $486.91 Unrealized
INVESCO EXCH TRD SLF IDX FD 1.2%
Value ($000) $4,326 Shares 209,498 Est. Cost $20.55 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 1.1%
Value ($000) $4,243 Shares 218,380 Est. Cost $19.41 Unrealized
SDY SPDR SER TR 1.1%
Value ($000) $4,176 Shares 31,612 Est. Cost $127.11 Unrealized
IJH ISHARES TR 1.1%
Value ($000) $4,107 Shares 65,915 Est. Cost $95.62 Unrealized
AVGO BROADCOM INC 1.1%
Value ($000) $4,003 Shares 17,266 Est. Cost $155.56 Unrealized +17.6%
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $3,849 Shares 28,665 Est. Cost $99.58 Unrealized +38.4%
VNQ VANGUARD INDEX FDS 0.9%
Value ($000) $3,496 Shares 39,240 Est. Cost $88.62 Unrealized
LLY ELI LILLY & CO 0.9%
Value ($000) $3,451 Shares 4,471 Est. Cost $698.80 Unrealized +17.5%
AMZN AMAZON COM INC 0.8%
Value ($000) $2,938 Shares 13,393 Est. Cost $167.07 Unrealized +22.5%
VISN COMMSCOPE HLDG CO INC 0.8%
Value ($000) $2,832 Shares 543,660 Est. Cost $2.19 Unrealized +155.5%
IEMG ISHARES INC 0.7%
Value ($000) $2,500 Shares 47,877 Est. Cost $51.56 Unrealized
FSK FS KKR CAP CORP 0.6%
Value ($000) $2,414 Shares 111,156 Est. Cost $15.03 Unrealized +16.9%
JPM JPMORGAN CHASE & CO. 0.6%
Value ($000) $2,412 Shares 10,063 Est. Cost $178.44 Unrealized +27.8%
BSCS INVESCO EXCH TRD SLF IDX FD 0.6%
Value ($000) $2,251 Shares 111,823 Est. Cost $20.22 Unrealized
CRM SALESFORCE INC 0.6%
Value ($000) $2,120 Shares 6,340 Est. Cost $283.22 Unrealized +11.8%
NOBL PROSHARES TR 0.5%
Value ($000) $2,045 Shares 20,543 Est. Cost $95.20 Unrealized
CGBL CAPITAL GROUP CORE BALANCED 0.5%
Value ($000) $1,996 Shares 63,844 Est. Cost $29.54 Unrealized
WMS ADVANCED DRAIN SYS INC DEL 0.5%
Value ($000) $1,900 Shares 16,440 Est. Cost $137.93 Unrealized 0.0%
IEFA ISHARES TR 0.5%
Value ($000) $1,808 Shares 25,721 Est. Cost $72.16 Unrealized
QQQ INVESCO QQQ TR 0.5%
Value ($000) $1,727 Shares 3,378 Est. Cost $433.69 Unrealized
LOW LOWES COS INC 0.4%
Value ($000) $1,666 Shares 6,748 Est. Cost $223.41 Unrealized +17.1%
GOOGL ALPHABET INC 0.4%
Value ($000) $1,646 Shares 8,695 Est. Cost $141.98 Unrealized +22.7%
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $1,632 Shares 3,030 Est. Cost $444.45 Unrealized
V VISA INC 0.4%
Value ($000) $1,627 Shares 5,147 Est. Cost $272.88 Unrealized +9.3%
CGMU CAPITAL GRP FIXED INCM ETF T 0.4%
Value ($000) $1,606 Shares 59,670 Est. Cost $26.85 Unrealized
BSJQ INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $1,525 Shares 65,501 Est. Cost $23.24 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $1,454 Shares 7,634 Est. Cost $148.55 Unrealized +18.3%
PSR INVESCO ACTIVELY MANAGED EXC 0.4%
Value ($000) $1,422 Shares 15,753 Est. Cost $91.38 Unrealized
CB CHUBB LIMITED 0.4%
Value ($000) $1,393 Shares 5,042 Est. Cost $245.62 Unrealized +14.6%
CAT CATERPILLAR INC 0.4%
Value ($000) $1,357 Shares 3,740 Est. Cost $315.73 Unrealized +20.9%
SYK STRYKER CORPORATION 0.3%
Value ($000) $1,277 Shares 3,547 Est. Cost $330.96 Unrealized +10.7%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $1,227 Shares 7,317 Est. Cost $150.91 Unrealized +9.8%
META META PLATFORMS INC 0.3%
Value ($000) $1,206 Shares 2,059 Est. Cost $453.34 Unrealized +29.0%
WMT WALMART INC 0.3%
Value ($000) $1,151 Shares 12,734 Est. Cost $60.41 Unrealized +42.0%
MRSH MARSH & MCLENNAN COS INC 0.3%
Value ($000) $1,105 Shares 5,201 Est. Cost $193.37 Unrealized +12.6%
TRV TRAVELERS COMPANIES INC 0.3%
Value ($000) $1,101 Shares 4,571 Est. Cost $209.45 Unrealized +16.9%
BSCU INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $1,041 Shares 63,581 Est. Cost $16.32 Unrealized
CSX CSX CORP 0.3%
Value ($000) $1,030 Shares 31,914 Est. Cost $35.18 Unrealized -4.3%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $1,007 Shares 8,366 Est. Cost $87.70 Unrealized +37.5%
NFLX NETFLIX INC 0.3%
Value ($000) $994 Shares 1,115 Est. Cost $64.31 Unrealized +28.0%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $991 Shares 6,849 Est. Cost $150.24 Unrealized -0.4%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $947 Shares 1,873 Est. Cost $496.58 Unrealized +11.3%
ABBV ABBVIE INC 0.2%
Value ($000) $896 Shares 5,042 Est. Cost $161.24 Unrealized +10.0%
HON HONEYWELL INTL INC 0.2%
Value ($000) $890 Shares 3,942 Est. Cost $183.32 Unrealized +11.1%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $801 Shares 874 Est. Cost $842.87 Unrealized +9.5%
MCD MCDONALDS CORP 0.2%
Value ($000) $799 Shares 2,758 Est. Cost $275.90 Unrealized +5.2%
COP CONOCOPHILLIPS 0.2%
Value ($000) $762 Shares 7,681 Est. Cost $106.77 Unrealized -4.2%
KO COCA COLA CO 0.2%
Value ($000) $757 Shares 12,164 Est. Cost $58.25 Unrealized +8.3%
SJNK SPDR SER TR 0.2%
Value ($000) $753 Shares 29,828 Est. Cost $25.16 Unrealized
SCHF SCHWAB STRATEGIC TR 0.2%
Value ($000) $715 Shares 38,654 Est. Cost $27.73 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $714 Shares 29,130 Est. Cost $24.48 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $712 Shares 6,297 Est. Cost $109.61 Unrealized +3.4%
CEG CONSTELLATION ENERGY CORP 0.2%
Value ($000) $695 Shares 3,107 Est. Cost $150.96 Unrealized +64.1%
VT VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $676 Shares 5,758 Est. Cost $117.48 Unrealized
IAU ISHARES GOLD TR 0.2%
Value ($000) $665 Shares 13,431 Est. Cost $43.80 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $656 Shares 6,089 Est. Cost $92.66 Unrealized +17.4%
SHOP SHOPIFY INC 0.2%
Value ($000) $653 Shares 6,139 Est. Cost $79.26 Unrealized +22.7%
LIN LINDE PLC 0.2%
Value ($000) $649 Shares 1,550 Est. Cost $423.75 Unrealized +5.9%
ARCC ARES CAPITAL CORP 0.2%
Value ($000) $642 Shares 29,315 Est. Cost $16.92 Unrealized +14.6%
PSX PHILLIPS 66 0.2%
Value ($000) $599 Shares 5,256 Est. Cost $134.12 Unrealized -9.0%
HD HOME DEPOT INC 0.2%
Value ($000) $597 Shares 1,535 Est. Cost $348.65 Unrealized +13.9%
BSJR INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $579 Shares 25,835 Est. Cost $22.53 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $566 Shares 2,687 Est. Cost $204.78 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $555 Shares 2,419 Est. Cost $243.39 Unrealized +0.2%
RTX RTX CORPORATION 0.1%
Value ($000) $546 Shares 4,721 Est. Cost $88.59 Unrealized +33.5%
GE GE AEROSPACE 0.1%
Value ($000) $532 Shares 3,187 Est. Cost $139.04 Unrealized +27.4%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $527 Shares 1,124 Est. Cost $445.90 Unrealized +10.6%
BSMQ INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $522 Shares 22,147 Est. Cost $23.70 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $507 Shares 13,522 Est. Cost $40.63 Unrealized -1.6%
MMM 3M CO 0.1%
Value ($000) $506 Shares 3,917 Est. Cost $80.33 Unrealized +59.8%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $505 Shares 7,710 Est. Cost $68.74 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.1%
Value ($000) $475 Shares 2,058 Est. Cost $147.47 Unrealized +47.9%
BSMR INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $474 Shares 20,092 Est. Cost $23.65 Unrealized
GNRC GENERAC HLDGS INC 0.1%
Value ($000) $473 Shares 3,053 Est. Cost $148.36 Unrealized +16.4%
BLK BLACKROCK INC 0.1%
Value ($000) $466 Shares 455 Est. Cost $991.05 Unrealized 0.0%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $463 Shares 16,964 Est. Cost $44.36 Unrealized
HEI/A HEICO CORP NEW 0.1%
Value ($000) $462 Shares 2,484 Est. Cost $189.29 Unrealized +6.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $438 Shares 966 Est. Cost $408.62 Unrealized +13.0%
NOW SERVICENOW INC 0.1%
Value ($000) $428 Shares 404 Est. Cost $152.62 Unrealized +32.7%
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $425 Shares 1,720 Est. Cost $199.34 Unrealized +22.5%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $420 Shares 797 Est. Cost $461.72 Unrealized +11.5%
FENY FIDELITY COVINGTON TRUST 0.1%
Value ($000) $417 Shares 17,479 Est. Cost $23.62 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $414 Shares 5,895 Est. Cost $50.13 Unrealized +33.0%
ACWI ISHARES TR 0.1%
Value ($000) $406 Shares 3,456 Est. Cost $107.85 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $404 Shares 3,216 Est. Cost $84.48 Unrealized +41.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $403 Shares 2,043 Est. Cost $173.77 Unrealized
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $401 Shares 17,672 Est. Cost $35.58 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $392 Shares 5,747 Est. Cost $57.63 Unrealized +29.1%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $389 Shares 6,450 Est. Cost $61.90 Unrealized -2.6%
SRE SEMPRA 0.1%
Value ($000) $379 Shares 4,324 Est. Cost $67.33 Unrealized +25.2%
SAP SAP SE 0.1%
Value ($000) $378 Shares 1,534 Est. Cost $246.21 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $376 Shares 543 Est. Cost $970.54 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $370 Shares 1,387 Est. Cost $216.94 Unrealized
KKR KKR & CO INC 0.1%
Value ($000) $368 Shares 2,485 Est. Cost $104.91 Unrealized +39.0%
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $364 Shares 8,035 Est. Cost $46.07 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $361 Shares 2,091 Est. Cost $133.67 Unrealized +26.3%
KLAC KLA CORP 0.1%
Value ($000) $357 Shares 567 Est. Cost $634.45 Unrealized +5.5%
IJR ISHARES TR 0.1%
Value ($000) $356 Shares 3,094 Est. Cost $109.46 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $355 Shares 3,842 Est. Cost $77.76 Unrealized +11.9%
WCN WASTE CONNECTIONS INC 0.1%
Value ($000) $320 Shares 1,863 Est. Cost $158.95 Unrealized +13.7%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $319 Shares 448 Est. Cost $946.78 Unrealized -11.8%
EOG EOG RES INC 0.1%
Value ($000) $310 Shares 2,527 Est. Cost $120.40 Unrealized +2.4%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $307 Shares 1,888 Est. Cost $185.26 Unrealized -3.3%
WELL WELLTOWER INC 0.1%
Value ($000) $305 Shares 2,418 Est. Cost $95.41 Unrealized +34.9%
BKR BAKER HUGHES COMPANY 0.1%
Value ($000) $303 Shares 7,386 Est. Cost $29.55 Unrealized +33.4%
IWF ISHARES TR 0.1%
Value ($000) $298 Shares 741 Est. Cost $375.42 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $286 Shares 5,974 Est. Cost $48.10 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $281 Shares 2,608 Est. Cost $110.09 Unrealized +2.1%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $275 Shares 3,201 Est. Cost $127.65 Unrealized
BSMS INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $270 Shares 11,593 Est. Cost $23.33 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $270 Shares 12,826 Est. Cost $21.16 Unrealized
CGMS CAPITAL GRP FIXED INCM ETF T 0.1%
Value ($000) $270 Shares 9,906 Est. Cost $27.04 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $269 Shares 764 Est. Cost $322.76 Unrealized +9.9%
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $269 Shares 212 Est. Cost $1152.37 Unrealized +6.7%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $266 Shares 3,118 Est. Cost $61.23 Unrealized +37.0%
PAYX PAYCHEX INC 0.1%
Value ($000) $265 Shares 1,891 Est. Cost $116.34 Unrealized +18.0%
YUM YUM BRANDS INC 0.1%
Value ($000) $264 Shares 1,971 Est. Cost $129.53 Unrealized +2.1%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $263 Shares 1,473 Est. Cost $131.88 Unrealized +29.4%
VTHR VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $260 Shares 1,000 Est. Cost $212.83 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $258 Shares 1,138 Est. Cost $225.20 Unrealized 0.0%
KDP KEURIG DR PEPPER INC 0.1%
Value ($000) $256 Shares 7,960 Est. Cost $31.54 Unrealized +3.2%
CORT CORCEPT THERAPEUTICS INC 0.1%
Value ($000) $252 Shares 5,000 Est. Cost $35.53 Unrealized +47.5%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $248 Shares 1,284 Est. Cost $142.63 Unrealized +32.7%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $244 Shares 1,307 Est. Cost $145.50 Unrealized +11.8%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $244 Shares 392 Est. Cost $586.88 Unrealized
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $242 Shares 655 Est. Cost $481.84 Unrealized -15.1%
DISCOVER FINL SVCS 0.1%
Value ($000) $241 Shares 1,392 Est. Cost $173.23 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $239 Shares 4,035 Est. Cost $46.78 Unrealized +18.4%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $235 Shares 692 Est. Cost $344.92 Unrealized +7.2%
AGNC AGNC INVT CORP 0.1%
Value ($000) $226 Shares 24,502 Est. Cost $10.46 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $216 Shares 2,917 Est. Cost $64.26 Unrealized +14.9%
VGIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $208 Shares 3,583 Est. Cost $60.42 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $208 Shares 940 Est. Cost $248.34 Unrealized -6.9%
TRMB TRIMBLE INC 0.1%
Value ($000) $208 Shares 2,938 Est. Cost $67.99 Unrealized 0.0%
SO SOUTHERN CO 0.1%
Value ($000) $206 Shares 2,501 Est. Cost $81.63 Unrealized +3.5%
GM GENERAL MTRS CO 0.1%
Value ($000) $201 Shares 3,781 Est. Cost $51.75 Unrealized 0.0%
ITT ITT INC 0.1%
Value ($000) $201 Shares 1,407 Est. Cost $136.13 Unrealized +10.0%
ENB ENBRIDGE INC 0.1%
Value ($000) $201 Shares 4,736 Est. Cost $35.52 Unrealized +10.4%
NLY ANNALY CAPITAL MANAGEMENT IN 0.1%
Value ($000) $190 Shares 10,382 Est. Cost $20.07 Unrealized
ABCL ABCELLERA BIOLOGICS INC 0.0%
Value ($000) $29 Shares 10,000 Est. Cost $4.63 Unrealized -39.9%