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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
FIFiserv Inc
Recent Activity
Decreased -17.23%
0.6%
$1.364M
6,641 shares@ $205.42 avg price
AMATApplied Matls Inc
Recent Activity
Decreased -20.38%
0.59%
$1.326M
8,153 shares@ $162.63 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -10.81%
0.58%
$1.307M
5,295 shares@ $246.8 avg price
DEDeere & Co
Recent Activity
Decreased -6.05%
0.54%
$1.23M
2,903 shares@ $423.7 avg price
CTRACoterra Energy Inc
Recent Activity
Decreased -3.59%
0.51%
$1.146M
44,878 shares@ $25.55 avg price
EXEChesapeake Energy Corp
Recent Activity
Decreased -20.11%
0.47%
$1.051M
10,555 shares@ $99.55 avg price
NDAQNasdaq Inc
Recent Activity
Decreased -12.94%
0.42%
$950,449
12,294 shares@ $77.31 avg price
MRVLMarvell Technology Inc
Recent Activity
Decreased -29.15%
0.4%
$890,669
8,064 shares@ $110.46 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -7.51%
0.16%
$356,565
1,230 shares@ $289.9 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Decreased -27.72%
0.13%
$276,465
808 shares@ $342.16 avg price