AA Financial Advisors, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 16, 2024
Value $
$284M
Signature - Title
Ralph Antolino, Jr. - Chief Compliance Officer
Location
150 E Broad St., Suite 100, Columbus, OH
Holdings Value

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

Name Holdings Value Location File Number
Capital World Investors $613B Los Angeles, CA 028-12786
Capital International Investors $486B Los Angeles, CA 028-15076
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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