Affiance Financial, LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $428 Million distributed in 102 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $84.5M, Ishares Core U.S. Aggregate Bo with a value of $64.4M, Vanguard Total Stock Market Et with a value of $45.5M, Vanguard Ftse Developed Market with a value of $25.3M, and Ishares Tr with a value of $18.9M.

Examining the 13F form we can see an increase of $14.5M in the current position value, from $414M to 428M.

Below you can find more details about Affiance Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $428 Million
ETFs: $357 Million
Technology: $17.7 Million
Healthcare: $9.35 Million
Communication Services: $7.06 Million
Consumer Cyclical: $5.65 Million
Financial Services: $5.37 Million
Industrials: $3.99 Million
Consumer Defensive: $3.8 Million
Other: $1.82 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $428 Million
  • Prior Value $414 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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