AA Financial Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 18, 2024
Value $
$345M
Signature - Title
Ralph Antolino, Jr. - Chief Compliance Officer
Location
Columbus, OH
Summary
This page shows a list of all the recent 13F filings made by AA Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. AA Financial Advisors, LLC reported 170 stock holdings with total value $345M as of Q3 2024. Top holdings included VB, VTI, SPYV, CGCP, and CGUS.
Holdings Value

List of Other Managers Reporting for AA Financial Advisors, LLC:

Name Holdings Value Location File Number
Capital World Investors $645B Los Angeles, CA 028-12786
Capital International Investors $521B Los Angeles, CA 028-15076
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 170 $345M +$59M -$13.8M +$45.2M VB, VTI, SPYV, CGCP, CGUS 13F-HR 10/18/2024, 04:22 PM
Q2 2024 160 $284M +$44M -$7.46M +$36.5M VB, VTI, CGCP, SPYV, SCHX 13F-HR 7/16/2024, 09:40 AM
Q1 2024 153 $248M +$99.9M -$6.77M +$93.2M VB, VTI, SCHX, CGCP, CGDV 13F-HR 5/3/2024, 03:19 PM
Q4 2023 63 $150M $0 $0 VB, VTI, CGCP, SCHX, SDY 13F-HR 4/2/2024, 03:38 PM