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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
XLISelect Sector Spdr Tr
Recent Activity
Increased 2.03%
2.34%
$5.338M
40,511 shares@ $131.77 avg price
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
XLVSelect Sector Spdr Tr
Recent Activity
Increased 3.01%
1.67%
$3.79M
27,548 shares@ $137.57 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -12.79%
1.57%
$3.58M
16,317 shares@ $219.4 avg price
PPHVaneck Etf Trust
Recent Activity
Increased 3.12%
1.38%
$3.142M
36,419 shares@ $86.29 avg price
LLYEli Lilly & Co
Recent Activity
Increased 19.66%
1.33%
$3.018M
3,909 shares@ $772.0 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -5.34%
1.26%
$2.872M
12,386 shares@ $231.85 avg price