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AA Financial Advisors, LLC

All holdings · as of Dec 31, 2025

208 positions

CompanyClassValueShares% of portfolio
AbbVie Inc.$826.5K3,6170.2%
ABBOTT LABORATORIES$814.0K6,4970.2%
ASML HOLDING N V$793.8K7420.1%
SHOPIFY INC$779.9K4,8450.1%
ROYAL CARIBBEAN CRUISES LTD$776.5K2,7840.1%
Morgan Stanley$716.9K4,0380.1%
Welltower, Inc.$712.4K3,8380.1%
INVESCO ACTIVELY MANAGED EXC$712.0K7,8810.1%
VANGUARD WORLD FD$693.9K1,6810.1%
INVESCO EXCH TRD SLF IDX FD$664.4K30,2000.1%
VANGUARD SCOTTSDALE FDS$647.7K13,7570.1%
INVESCO EXCH TRD SLF IDX FD$640.2K27,0510.1%
HEICO CORP$623.8K2,4710.1%
VANGUARD INDEX FDS$621.9K9920.1%
HOME DEPOT, INC.$582.8K1,6940.1%
DANAHER CORP /DE$575.7K2,5150.1%
ASTRAZENECA PLC$556.6K6,0550.1%
INVESCO EXCH TRD SLF IDX FD$552.3K23,3570.1%
CAPITAL ONE FINANCIAL CORP$547.7K2,2600.1%
Warren E. Buffett$546.4K1,0870.1%
INVESCO EXCH TRD SLF IDX FD$540.1K31,9180.1%
FIDELITY COVINGTON TRUST$522.6K21,0990.1%
VANGUARD TAX-MANAGED FDS$517.1K8,2780.1%
INVESCO EXCH TRADED FD TR II$514.6K24,5030.1%
CAPITAL GRP FIXED INCM ETF T$500.8K18,1300.1%
GE Vernova Inc.$498.0K7620.1%
SELECT SECTOR SPDR TR$494.1K3,1920.1%
BlackRock, Inc.$493.4K4610.1%
ISHARES TR$489.0K3,4560.1%
GILEAD SCIENCES, INC.$488.8K3,9820.1%
TransDigm Group Inc.$481.4K3620.1%
INTERNATIONAL BUSINESS MACHINES CORP$465.9K1,5730.1%
EXXON MOBIL CORP$462.5K3,8430.1%
INNOVATOR ETFS TRUST$450.3K10,4120.1%
TRUIST FINANCIAL CORP$440.0K8,9410.1%
Arthur J. Gallagher & Co.$436.1K1,6850.1%
Hilton Worldwide Holdings Inc.$434.9K1,5140.1%
VANGUARD SCOTTSDALE FDS$428.8K1,3870.1%
ISHARES TR$428.6K3,5660.1%
Sempra$423.9K4,8010.1%
ISHARES TR$419.9K1,9800.1%
WELLS FARGO & COMPANY/MN$417.5K4,4800.1%
ENTERPRISE PRODUCTS PARTNERS L.P.EPDMLP$409.5K12,7730.1%
Mondelez International, Inc.$407.9K7,5780.1%
BRITISH AMERN TOB PLC$407.0K7,1880.1%
SCHWAB STRATEGIC TR$387.7K14,1350.1%
VERTEX PHARMACEUTICALS INC / MA$383.5K8460.1%
KKR & Co. Inc.$383.1K3,0050.1%
Waste Connections Inc$374.0K2,1330.1%
PROGRESSIVE CORP/OH$366.4K1,6090.1%
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