AA FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GE | 5K | $1.62M |
 | HON | 5K | $1.07M |
 | CORT | 5K | $415.55K |
 | SHOP | 5K | $725.81K |
 | WFC | 5K | $408.45K |
 | SRE | 5K | $412.65K |
 | CFG | 4K | $238.32K |
 | RTX | 4K | $736.77K |
 | TRV | 4K | $1.22M |
 | CARR | 4K | $250.02K |
 | GILD | 4K | $454.77K |
 | CSCO | 4K | $278.38K |
 | LLY | 4K | $3.09M |
 | MS | 4K | $637.91K |
 | JNJ | 4K | $725.71K |
 | MCD | 4K | $1.18M |
 | V | 4K | $1.30M |
 | SO | 4K | $355.67K |
 | WELL | 4K | $632.22K |
 | TSM | 3K | $941.22K |
GE Aerospace
GE
Shares Held
5K
Value
$1.62M
Honeywell International Inc.
HON
Shares Held
5K
Value
$1.07M
Corcept Therapeutics Incorporated
CORT
Shares Held
5K
Value
$415.55K
Shopify Inc.
SHOP
Shares Held
5K
Value
$725.81K
Wells Fargo & Company
WFC
Shares Held
5K
Value
$408.45K
Sempra
SRE
Shares Held
5K
Value
$412.65K
Citizens Financial Group, Inc.
CFG
Shares Held
4K
Value
$238.32K
RTX Corporation
RTX
Shares Held
4K
Value
$736.77K
The Travelers Companies, Inc.
TRV
Shares Held
4K
Value
$1.22M
Carrier Global Corporation
CARR
Shares Held
4K
Value
$250.02K
Gilead Sciences, Inc.
GILD
Shares Held
4K
Value
$454.77K
Cisco Systems, Inc.
CSCO
Shares Held
4K
Value
$278.38K
Eli Lilly and Company
LLY
Shares Held
4K
Value
$3.09M
Morgan Stanley
MS
Shares Held
4K
Value
$637.91K
Johnson & Johnson
JNJ
Shares Held
4K
Value
$725.71K
McDonald's Corporation
MCD
Shares Held
4K
Value
$1.18M
Visa Inc.
V
Shares Held
4K
Value
$1.30M
The Southern Company
SO
Shares Held
4K
Value
$355.67K
Welltower Inc.
WELL
Shares Held
4K
Value
$632.22K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
3K
Value
$941.22K