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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
DXJ +52,323+$5,677
VV +853+$205
PG +1,245+$202
CSCO +4,034+$201
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
UNP -1,194-$293
MRK -2,675-$292
MDT -2,677-$221
DUK -2,225-$216
PPL -7,803-$211
VICI -6,364-$203
EOG -1,658-$201
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
IJH +215,220+$1,681
VYMI +11,509+$1,150
GOOG +9,700+$1,516
AAPL +9,198+$1,325
VTV +2,938+$2,003
QQQM +2,646+$1,786
IJR +2,390+$408
META +2,300+$1,122
XLV +2,057+$969
AMZN +2,000+$389
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
IDEV -68,862-$3,222
EEM -39,856-$1,593
VO -9,565-$1,897
IEFA -5,926-$156
PID -5,599-$96
VZ -1,169-$23
IXUS -1,056-$41
MSFT -756-$215
RTX -541-$7
AAF Wealth Management LLC Info
Size ($ in 1000's)
At 03/31/2024: $177,242
At 12/31/2023: $170,531

AAF Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from AAF Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By AAF Wealth Management LLC
As of  03/31/2024, we find all stocks held by AAF Wealth Management LLC to be as follows, presented in the table below with each row detailing each AAF Wealth Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-AAF Wealth Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by AAF Wealth Management LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
ISHARES TR (IVV) 68,223 +1,007 $35,867
     IVV68,223+1,007$35,867
ISHARES TR (IDEV) 334,876 -68,862 $22,480
     IDEV334,876-68,862$22,480
VANGUARD INDEX FDS (VTV) 117,000 +2,938 $19,055
     VTV117,000+2,938$19,055
INVESCO EXCH TRADED FD TR II (QQQM) 94,718 +2,646 $17,304
     QQQM94,718+2,646$17,304
ISHARES TR (IJH) 267,858 +215,220 $16,270
     IJH267,858+215,220$16,270
VANGUARD WHITEHALL FDS (VYMI) 166,751 +11,509 $11,472
     VYMI166,751+11,509$11,472
SELECT SECTOR SPDR TR (XLV) 60,662 +2,057 $8,962
     XLV60,662+2,057$8,962
ISHARES TR (IJR) 65,414 +2,390 $7,230
     IJR65,414+2,390$7,230
WISDOMTREE TR 52,323 +52,323 $5,677
     DXJ52,323+52,323$5,677
ISHARES TR (IEFA) 67,375 -5,926 $5,001
     IEFA67,375-5,926$5,001
VANGUARD INDEX FDS (VO) 19,109 -9,565 $4,774
     VO19,109-9,565$4,774
APPLE INC 21,197 +9,198 $3,635
     AAPL21,197+1,798$3,635
FIDELITY COVINGTON TRUST 77,988 -211 $2,301
     FELC77,988-211$2,301
ALPHABET INC 13,142 +9,700 $2,001
     GOOG13,142UNCH$2,001
INVESCO EXCHANGE TRADED FD T (PID) 99,538 -5,599 $1,845
     PID99,538-5,599$1,845
BERKSHIRE HATHAWAY INC DEL      $1,210
     BRK.A1UNCH$634
     BRK.B1,370UNCH$576
META PLATFORMS INC 2,340 +2,300 $1,136
     META2,340UNCH$1,136
ISHARES TR (IWF) 3,027 +2 $1,020
     IWF3,027+2$1,020
VANGUARD SCOTTSDALE FDS (VGLT) 13,975 +38 $828
     VGLT13,975+38$828
ISHARES TR (IWR) 8,572 -80 $721
     IWR8,572-80$721
ISHARES TR (IWM) 3,143 -218 $661
     IWM3,143-218$661
MICROSOFT CORP 1,553 -756 $653
     MSFT1,553-756$653
VANGUARD INDEX FDS (VUG) 1,866 -53 $642
     VUG1,866-53$642
ISHARES TR (IXUS) 9,396 -1,056 $638
     IXUS9,396-1,056$638
SPDR S&P 500 ETF TR (SPY) 1,072 -20 $561
     SPY1,072-20$561
AMAZON COM INC 2,964 +2,000 $535
     AMZN2,964UNCH$535
ISHARES TR (IWD) 2,788 +5 $499
     IWD2,788+5$499
ISHARES TR (EEM) 11,689 -39,856 $480
     EEM11,689-39,856$480
ALPHABET INC 3,073 +1,513 $464
     GOOGL3,073+1,513$464
ISHARES TR (IWB) 1,464 +3 $422
     IWB1,464+3$422
CHEVRON CORP NEW 2,302 -226 $363
     CVX2,302-226$363
JOHNSON & JOHNSON 2,214 UNCH $350
     JNJ2,214UNCH$350
FIDELITY COVINGTON TRUST 9,714 +93 $284
     FELV9,714+93$284
RTX CORPORATION 2,866 -541 $280
     RTX2,866-541$280
ELI LILLY & CO 347 UNCH $270
     LLY347UNCH$270
HONEYWELL INTL INC 1,144 -12 $235
     HON1,144-12$235
JPMORGAN CHASE & CO 1,138 -172 $228
     JPM1,138-172$228
VANGUARD INDEX FDS (VV) 853 +853 $205
     VV853+853$205
VERIZON COMMUNICATIONS INC 4,852 -1,169 $204
     VZ4,852-1,169$204
PROCTER AND GAMBLE CO 1,245 +1,245 $202
     PG1,245+1,245$202
CISCO SYS INC 4,034 +4,034 $201
     CSCO4,034+4,034$201
ACRIVON THERAPEUTICS INC 10,678 +0 $76
     ACRV10,678UNCH$76
DUKE ENERGY CORP NEW $0 (exited)
     DUK0-2,225$0
EOG RES INC $0 (exited)
     EOG0-1,658$0
MEDTRONIC PLC $0 (exited)
     MDT0-2,677$0
MERCK & CO INC $0 (exited)
     MRK0-2,675$0
PPL CORP $0 (exited)
     PPL0-7,803$0
UNION PAC CORP $0 (exited)
     UNP0-1,194$0
VICI PPTYS INC 0 -6,364 $0 (exited)
     VICI0-6,364$0

See Summary: AAF Wealth Management LLC Top Holdings
See Details: Top 10 Stocks Held By AAF Wealth Management LLC

All Stocks Held By AAFCPAs Wealth Management LLC | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

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