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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
MAMastercard Incorporated
Recent Activity
Decreased -5.28%
1.01%
$2.303M
4,374 shares@ $526.57 avg price
NFLXNetflix Inc
Recent Activity
Decreased -20.47%
1%
$2.278M
2,556 shares@ $891.33 avg price
CRMSalesforce Inc
Recent Activity
Decreased -17.93%
0.98%
$2.228M
6,663 shares@ $334.33 avg price
NOWServicenow Inc
Recent Activity
Decreased -14.02%
0.96%
$2.177M
2,054 shares@ $1060.13 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -5%
0.9%
$2.052M
2,240 shares@ $916.28 avg price
CVXChevron Corp New
Recent Activity
Decreased -1.9%
0.81%
$1.836M
12,676 shares@ $144.85 avg price
EQIXEquinix Inc
Recent Activity
Decreased -4.64%
0.79%
$1.802M
1,911 shares@ $942.9 avg price
HDHome Depot Inc
Recent Activity
Decreased -13.29%
0.76%
$1.727M
4,440 shares@ $389.0 avg price
SBUXStarbucks Corp
Recent Activity
Decreased -19.63%
0.64%
$1.437M
15,753 shares@ $91.25 avg price
ORLYOreilly Automotive Inc
Recent Activity
Decreased -7.14%
0.63%
$1.434M
1,209 shares@ $1185.8 avg price