test

Daniel McLaughlin

@Aafmaa Wealth Management & Trust Llc

Latest period2024 - Q4ReportedManaged Assets$228.158MTotal holdings67
Assets growth rate0.62%Assets growth rate (2-Q avg)6.09%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Aafmaa Wealth Management & Trust Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 67 positions.

Assets under management

The assets under management (AUM) of Aafmaa Wealth Management & Trust Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 228.158M in assets, with a quarterly growth rate of 0.62% and a 2-quarter average growth rate of 6.09%. The portfolio is managed by Daniel McLaughlin, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft Corp
Recent Activity
Decreased -0.32%
2.3%
$5.235M
12,419 shares@ $421.51 avg price
NVDANvidia Corporation
Recent Activity
Decreased -8.05%
1.87%
$4.263M
31,748 shares@ $134.3 avg price
AAPLApple Inc
Recent Activity
Decreased -12.95%
1.8%
$4.102M
16,379 shares@ $250.43 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.19%
1.73%
$3.926M
20,614 shares@ $190.44 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -12.79%
1.57%
$3.58M
16,317 shares@ $219.4 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -5.34%
1.26%
$2.872M
12,386 shares@ $231.85 avg price
BSXBoston Scientific Corp
Recent Activity
Decreased -9.45%
1.17%
$2.647M
29,638 shares@ $89.32 avg price
VVisa Inc
Recent Activity
Decreased -9.87%
1.14%
$2.592M
8,203 shares@ $316.04 avg price
CATCaterpillar Inc
Recent Activity
Decreased -7.84%
1.08%
$2.443M
6,735 shares@ $362.77 avg price
SYKStryker Corporation
Recent Activity
Decreased -9.61%
1.06%
$2.413M
6,701 shares@ $360.05 avg price