AAFMAA Wealth Management & Trust LLCStock Holdings
|
|
13F Holdings
$256.70 million
$ Current Holdings
49
# Current Holdings
0
# Positions Opened
14
# Positions Increased
2
# Positions Closed
Holdings $ value (long only)
# of positions
You need to login to see this data
Holding by sector
Log in to see the full results
Login or create a free CapEdge account to unlock the rest of this table.
Jun 2026 | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IYW | iShares U.S. Technology ETF | $65,852,031 | 599,766 | 599,766 | 563,223 | 554,033 | 213,592 | 212,875 | 107,314 | 178,652 | 170,529 | |
| SELECT SECTOR SPDR TRUST | $64,278,240 | 732,925 | 732,925 | 695,628 | 385,550 | 304,238 | 298,654 | 285,405 | 155,295 | 151,892 | ||
| VEVFX | Vanguard Explorer Value Fund | $21,496,634 | 272,006 | 272,006 | 251,044 | 258,316 | 414,225 | 410,405 | 638,470 | 449,266 | 427,548 | |