Affiance Financial, LLC Purchases and Sells in Q2 2025

Affiance Financial, LLC

$492 Million
Q2 2025

Top Buys

Incresed Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	21.5K + 13.0%	$456.74 - $568.03 $9.82M - $12.2M	187K $106M
VTI	18K + 10.82%	$243.75 - $303.93 $4.39M - $5.48M	185K $56.1M
AGG	82.2K + 12.59%	$96.84 - $99.46 $7.96M - $8.17M	735K $72.9M
VEA	38.1K + 7.73%	$45.65 - $57.01 $1.74M - $2.17M	531K $30.3M
IWF	6K + 17.61%	$320.42 - $421.7 $1.92M - $2.53M	40.1K $16.9M
IEFA	22.2K + 8.97%	$67.83 - $84.09 $1.5M - $1.87M	270K $22.5M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLK	1.73K New	$179.73 - $253.23 $311K - $438K	1.73K $438K
VONV	3.4K New	$73.19 - $85.21 $248K - $289K	3.4K $289K
IBM	889 New	$221.03 - $294.78 $196K - $262K	889 $262K
WFC	2.55K New	$60.98 - $80.12 $155K - $204K	2.55K $204K
CRM	734 New	$236.26 - $291.15 $173K - $214K	734 $200K

Top Sells

Reduced Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGUS	-228K - 46.54%	$29.93 - $36.93 $6.84M - $8.44M	262K $9.69M
AAPL	-1.22K - 2.59%	$172.42 - $223.89 $210K - $273K	45.8K $9.41M
BRK-B	-313 - 7.81%	$483.48 - $539.8 $151K - $169K	3.7K $1.8M
MCD	-416 - 7.33%	$285.55 - $321.23 $119K - $134K	5.26K $1.54M
TECH	-1.87K - 11.18%	$46.66 - $58.38 $87.1K - $109K	14.8K $763K
JNJ	-562 - 11.27%	$146.36 - $159.82 $82.3K - $89.8K	4.43K $676K

Options

Puts

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MMM	-1.1K - 57.89%	$126.09 - $154.15 $139K - $170K	800 $121K

Activity Summary All Purchases 46 New Holdings 5 Increased Positions 41 All Sells 28 Reductions 28 Sold out 0 Calls 0 Puts 1

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