AA Financial Advisors, LLC
Top Portfolio Positions
118 positions ·
$146,655,161 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
26,116 | $9,708,623 | 6.62% | |
| VISN |
Vistance Networks, Inc.
Technology
|
519,519 | $9,455,245 | 6.45% | |
| GLDM |
World Gold Trust
|
83,030 | $7,696,050 | 5.25% | |
| MSFT |
Microsoft Corp
Technology
|
16,793 | $6,216,264 | 4.24% | |
| AAPL |
Apple Inc.
Technology
|
22,391 | $5,682,611 | 3.87% | |
| NVDA |
Nvidia Corp
Technology
|
31,629 | $5,516,097 | 3.76% | |
| AVGO |
Broadcom Inc.
Technology
|
17,342 | $5,367,522 | 3.66% | |
| LLY |
ELI LILLY & Co
Healthcare
|
4,647 | $4,274,171 | 2.91% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
20,180 | $4,202,888 | 2.87% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
11,149 | $3,206,006 | 2.19% |
Portfolio Trend
10 quarters · across all stocks
Holdings in USAS
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $335,124 | 64,200 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $260,610 | 51,000 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $93,000 | 25,000 | Shares | Sole | 2025-10-14 | |
| No 13F history on record for this holder in this stock. | ||||||