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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
TSLATesla Inc
Recent Activity
New Position
0.22%
$496,723
1,230 shares@ $403.84 avg price