Aafmaa Wealth Management & Trust LLC Top Holdings and 13F Report (2025) About Aafmaa Wealth Management & Trust LLCInvestment ActivityAafmaa Wealth Management & Trust LLC has $241.88 million in total holdings as of June 30, 2025.Aafmaa Wealth Management & Trust LLC owns shares of 82 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 24.80% of the portfolio was purchased this quarter.About 22.10% of the portfolio was sold this quarter.This quarter, Aafmaa Wealth Management & Trust LLC has purchased 77 new stocks and bought additional shares in 21 stocks.Aafmaa Wealth Management & Trust LLC sold shares of 51 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Short-Term Corporate Bond ETF $32,627,198iShares MBS ETF $16,148,422iShares 3-7 Year Treasury Bond ETF $15,969,016iShares MSCI EAFE ETF $14,774,469SPDR S&P 500 ETF Trust $13,698,353 Largest New Holdings this Quarter 464288661 - iShares 3-7 Year Treasury Bond ETF $15,969,016 Holding464287465 - iShares MSCI EAFE ETF $14,774,469 Holding084670702 - Berkshire Hathaway $2,540,577 Holding931142103 - Walmart $1,966,356 Holding00206R102 - AT&T $1,790,402 Holding Largest Purchases this Quarter iShares 3-7 Year Treasury Bond ETF 134,092 shares (about $15.97M)iShares MSCI EAFE ETF 165,281 shares (about $14.77M)iShares MBS ETF 98,656 shares (about $9.26M)Berkshire Hathaway 5,230 shares (about $2.54M)Walmart 20,110 shares (about $1.97M) Largest Sales this Quarter Vanguard Short-Term Corporate Bond ETF 228,065 shares (about $18.13M)iShares Core S&P U.S. Growth ETF 23,863 shares (about $3.59M)Global X Artificial Intelligence & Technology ETF 73,457 shares (about $3.21M)Alphabet 5,663 shares (about $1.00M)Real Estate Select Sector SPDR Fund 23,172 shares (about $959.78K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAafmaa Wealth Management & Trust LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVCSHVanguard Short-Term Corporate Bond ETF$32,627,198$18,131,168 ▼-35.7%410,40513.5%ETFMBBiShares MBS ETF$16,148,422$9,262,811 ▲134.5%171,9936.7%ETFIEIiShares 3-7 Year Treasury Bond ETF$15,969,016$15,969,016 ▲New Holding134,0926.6%ETFEFAiShares MSCI EAFE ETF$14,774,469$14,774,469 ▲New Holding165,2816.1%FinanceSPYSPDR S&P 500 ETF Trust$13,698,353$1,098,537 ▲8.7%22,1715.7%FinanceIUSGiShares Core S&P U.S. Growth ETF$7,158,137$3,588,995 ▼-33.4%47,5943.0%ManufacturingNVDANVIDIA$6,044,223$313,294 ▲5.5%38,2572.5%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$5,528,805$594,661 ▲12.1%105,5722.3%ETFMSFTMicrosoft$4,811,944$302,923 ▼-5.9%9,6742.0%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$4,493,313$105,597 ▲2.4%17,7441.9%ETFAVGOBroadcom$4,192,912$105,574 ▲2.6%15,2111.7%Computer and TechnologyAAPLApple$3,549,236$32,622 ▲0.9%17,2991.5%Computer and TechnologyAMZNAmazon.com$3,474,260$102,455 ▲3.0%15,8361.4%Retail/WholesalePPHVanEck Pharmaceutical ETF$3,437,564$252,885 ▼-6.9%39,0811.4%ManufacturingAIQGlobal X Artificial Intelligence & Technology ETF$3,235,900$3,209,336 ▼-49.8%74,0651.3%ETFXLUUtilities Select Sector SPDR Fund$2,836,542$652,218 ▲29.9%34,7361.2%ETFNFLXNetflix$2,726,469$445,930 ▼-14.1%2,0361.1%Consumer DiscretionaryXLCCommunication Services Select Sector SPDR Fund$2,702,180$527,781 ▲24.3%24,8981.1%ETFVUGVanguard Growth ETF$2,548,858$1,122,304 ▲78.7%5,8141.1%ETFBRK.BBerkshire Hathaway$2,540,577$2,540,577 ▲New Holding5,2301.1%FinanceLLYEli Lilly and Company$2,493,716$451,348 ▼-15.3%3,1991.0%MedicalXLPConsumer Staples Select Sector SPDR Fund$2,365,215$1,462,237 ▲161.9%29,2111.0%ETFXLIIndustrial Select Sector SPDR Fund$2,338,044$425,005 ▼-15.4%15,8491.0%ETFXHBSPDR S&P Homebuilders ETF$2,326,055$130,802 ▲6.0%23,5981.0%ETFPAVEGlobal X U.S. Infrastructure Development ETF$2,293,049$74,130 ▲3.3%52,6170.9%ETFAMPLIFY ETF TR$2,275,245$90,516 ▼-3.8%26,3430.9%AMPLIFY CYBERSECGOOGAlphabet$2,228,728$1,004,560 ▼-31.1%12,5640.9%Computer and TechnologyVVisa$2,198,824$355,405 ▼-13.9%6,1930.9%Business ServicesXLYConsumer Discretionary Select Sector SPDR Fund$2,190,252$3,260 ▲0.1%10,0780.9%FinanceMAMastercard$2,064,568$228,148 ▼-10.0%3,6740.9%Business ServicesWMTWalmart$1,966,356$1,966,356 ▲New Holding20,1100.8%Retail/WholesaleNEENextEra Energy$1,912,937$556,818 ▲41.1%27,5560.8%UtilitiesCOSTCostco Wholesale$1,909,594$130,672 ▼-6.4%1,9290.8%Retail/WholesaleNOWServiceNow$1,904,004$236,458 ▼-11.0%1,8520.8%Computer and TechnologyBSXBoston Scientific$1,850,782$764,544 ▼-29.2%17,2310.8%MedicalSYKStryker$1,833,349$337,077 ▼-15.5%4,6340.8%MedicalVIGVanguard Dividend Appreciation ETF$1,823,609$725,964 ▲66.1%8,9100.8%ETFFINXGlobal X FinTech ETF$1,798,843$121,070 ▲7.2%52,5670.7%ManufacturingTAT&T$1,790,402$1,790,402 ▲New Holding61,8660.7%Computer and TechnologyLINDE PLC$1,722,360$273,063 ▼-13.7%3,6710.7%SHSETREntergy$1,655,584$242,960 ▲17.2%19,9180.7%UtilitiesXLVHealth Care Select Sector SPDR Fund$1,581,357$372,425 ▲30.8%11,7320.7%ETFMETAMeta Platforms$1,561,060$61,261 ▼-3.8%2,1150.6%Computer and TechnologyUNPUnion Pacific$1,544,067$292,202 ▼-15.9%6,7110.6%TransportationCATCaterpillar$1,537,700$731,776 ▼-32.2%3,9610.6%IndustrialsHDHome Depot$1,500,657$205,318 ▼-12.0%4,0930.6%Retail/WholesaleSBUXStarbucks$1,497,234$825 ▼-0.1%16,3400.6%Retail/WholesaleRSGRepublic Services$1,483,359$467,079 ▼-23.9%6,0150.6%Business ServicesABBVAbbVie$1,450,249$1,450,249 ▲New Holding7,8130.6%MedicalCRMSalesforce$1,408,989$570,740 ▼-28.8%5,1670.6%Computer and TechnologyCSXCSX$1,363,836$416,130 ▼-23.4%41,7970.6%TransportationIHIiShares U.S. Medical Devices ETF$1,340,308$30,067 ▼-2.2%21,3970.6%ETFMSMorgan Stanley$1,334,085$845,442 ▼-38.8%9,4710.6%FinanceETNEaton$1,330,145$447,309 ▼-25.2%3,7260.5%IndustrialsCRWDCrowdStrike$1,293,138$158,395 ▼-10.9%2,5390.5%Computer and TechnologyORLYO'Reilly Automotive$1,288,228$1,180,162 ▲1,092.1%14,2930.5%Retail/WholesaleWMWaste Management$1,263,316$1,263,316 ▲New Holding5,5210.5%Business ServicesADBEAdobe$1,256,973$322,658 ▼-20.4%3,2490.5%Computer and TechnologyXLREReal Estate Select Sector SPDR Fund$1,245,376$959,785 ▼-43.5%30,0670.5%ETFZTSZoetis$1,222,024$246,869 ▼-16.8%7,8360.5%MedicalJNJJohnson & Johnson$1,220,931$1,220,931 ▲New Holding7,9930.5%MedicalICEIntercontinental Exchange$1,192,005$640,494 ▼-35.0%6,4970.5%FinanceXLEEnergy Select Sector SPDR Fund$1,184,457$36,129 ▼-3.0%13,9660.5%ETFPANWPalo Alto Networks$1,184,252$607,167 ▼-33.9%5,7870.5%Computer and TechnologyNDAQNasdaq$1,174,443$467,935 ▼-28.5%13,1340.5%FinanceSPGIS&P Global$1,167,420$577,383 ▼-33.1%2,2140.5%FinanceFIFiserv$1,118,079$125,687 ▼-10.1%6,4850.5%Business ServicesCTRACoterra Energy$1,080,681$33,578 ▼-3.0%42,5800.4%EnergyDLRDigital Realty Trust$1,080,148$364,001 ▼-25.2%6,1960.4%FinanceCHKChesapeake Energy$1,060,763$166,756 ▼-13.6%9,0710.4%EnergyPEPPepsiCo$1,041,664$162,541 ▼-13.5%7,8890.4%Consumer StaplesLOWLowe's Companies$1,041,014$224,532 ▼-17.7%4,6920.4%Retail/WholesaleNVONovo Nordisk A/S$1,030,400$450,218 ▼-30.4%14,9290.4%MedicalDEDeere & Company$980,369$354,926 ▼-26.6%1,9280.4%IndustrialsEQIXEquinix$933,086$433,531 ▼-31.7%1,1730.4%FinanceNOBLProShares S&P 500 Aristocrats ETF$916,370$125,875 ▼-12.1%9,1000.4%ETFMRVLMarvell Technology$838,087$24,226 ▼-2.8%10,8280.3%Computer and TechnologyTSLATesla$431,382$111,816 ▼-20.6%1,3580.2%Auto/Tires/TrucksXLBMaterials Select Sector SPDR Fund$421,576$503,239 ▼-54.4%4,8010.2%ETFMCDMcDonald's$359,3690.0%1,2300.1%Retail/WholesaleVGTVanguard Information Technology ETF$265,975$13,266 ▼-4.8%4010.1%ETFSMHVanEck Semiconductor ETF$215,295$215,295 ▲New Holding7720.1%ManufacturingHYGiShares iBoxx $ High Yield Corporate Bond ETF$0$6,851,754 ▼-100.0%00.0%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$0$3,897,297 ▼-100.0%00.0%FinanceAMATApplied Materials$0$805,126 ▼-100.0%00.0%Computer and TechnologyASMLASML$0$500,948 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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