Notify me when AAFMAA Wealth Management & Trust LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 85 | $255,140,363 | +$76,050,889 | -$66,768,242 | +$9,282,647 | LQD, VCSH, IEF, EFA, SPY | 13F-HR | 07 Jan 2026, 09:29 |
| Q3 2025 | 82 | $252,059,455 | +$2,397,271 | -$1,852,525 | +$544,746 | VCSH, MBB, IEI, EFA, SPY | 13F-HR | 30 Oct 2025, 15:19 |
| Q2 2025 | 82 | $241,879,761 | +$59,978,293 | -$53,462,314 | +$6,515,979 | VCSH, MBB, IEI, EFA, SPY | 13F-HR | 16 Jul 2025, 09:34 |
| Q1 2025 | 77 | $220,274,456 | +$45,520,048 | -$47,342,221 | -$1,822,173 | VCSH, SPY, IUSG, MBB, HYG | 13F-HR | 11 Apr 2025, 14:43 |
| Q4 2024 | 67 | $228,157,524 | +$8,288,479 | -$7,047,856 | +$1,240,623 | VCSH, HYG, SPY, LQD, IUSG | 13F-HR | 13 Jan 2025, 16:15 |
| Q3 2024 | 66 | $226,762,829 | +$59,933,425 | -$43,079,344 | +$16,854,081 | VCSH, HYG, SPY, LQD, IUSG | 13F-HR | 16 Oct 2024, 14:25 |
| Q2 2024 | 76 | $203,270,226 | +$32,510,522 | -$8,979,906 | +$23,530,616 | VCSH, HYG, LQD, AMZN, MBB | 13F-HR | 19 Jul 2024, 14:28 |
| Q1 2024 | 61 | $183,225,209 | +$27,100,976 | -$27,373,515 | -$272,539 | VCSH, HYG, LQD, AMZN, MBB | 13F-HR | 02 May 2024, 14:04 |
| Q4 2023 | 54 | $176,329,832 | +$72,308,376 | -$19,135,051 | +$53,173,325 | VCSH, HYG, LQD, CRM, ZTS | 13F-HR | 12 Feb 2024, 13:58 |
| Q3 2023 | 51 | $107,619,521 | +$6,098,374 | -$16,387,947 | -$10,289,573 | TIP, BA, CRM, ZTS, NDAQ | 13F-HR | 08 Nov 2023, 15:51 |
| Q2 2023 | 49 | $121,087,032 | +$7,147,600 | -$16,656,608 | -$9,509,008 | V, TIP, BA, MRVL, CRM | 13F-HR | 04 Aug 2023, 08:17 |
| Q1 2023 | 52 | $124,696,168 | +$16,252,639 | -$13,289,492 | +$2,963,147 | JPM, V, TIP, BA, CRM | 13F-HR | 27 Apr 2023, 16:03 |
| Q4 2022 | 53 | $110,842,739 | +$7,546,683 | -$40,701,445 | -$33,154,762 | BA, NDAQ, V, ZTS, MRVL | 13F-HR | 27 Jan 2023, 16:46 |
| Q3 2022 | 64 | $135,856,000 | +$20,041,344 | -$18,603,570 | +$1,437,774 | HD, NDAQ, V, ZTS, TGT | 13F-HR | 08 Nov 2022, 09:13 |
| Q2 2022 | 46 | $148,316,000 | +$13,515,052 | -$45,215,694 | -$31,700,642 | AAPL, ZTS, HD, V, NDAQ | 13F-HR | 12 Aug 2022, 13:55 |
| Q1 2022 | 67 | $216,891,000 | +$37,609,180 | -$39,802,172 | -$2,192,992 | AAPL, MRVL, HD, ZTS, V | Restatement | 19 Jul 2022, 07:52 |
| Q4 2021 | 68 | $229,548,000 | +$49,461,773 | -$54,206,006 | -$4,744,233 | AAPL, MSFT, MRVL, OSK, CAT | 13F-HR | 20 Jan 2022, 16:25 |
| Q3 2021 | 66 | $210,696,000 | +$29,816,014 | -$32,758,497 | -$2,942,483 | PXD, ABBV, AAPL, AMAT, UNP | 13F-HR | 12 Oct 2021, 14:12 |
| Q2 2021 | 63 | $217,877,000 | +$55,677,881 | -$58,188,191 | -$2,510,310 | ABBV, OSK, AMAT, PXD, AMD | 13F-HR | 29 Jul 2021, 13:15 |
| Q1 2021 | 64 | $208,030,000 | +$60,011,605 | -$75,605,139 | -$15,593,534 | UNP, OSK, ABBV, AAPL, MSFT | 13F-HR | 29 Apr 2021, 16:54 |
| Q4 2020 | 62 | $206,835,000 | $0 | $0 | $0 | QCOM, AAPL, KMI, ABBV, BA | 13F-HR | 12 Feb 2021, 15:15 |