Affiance Financial, LLC Purchases in Q2 2025

Affiance Financial, LLC

  • $492 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
21.5K
+ 13.0%
$456.74 - $568.03 $9.82M - $12.2M
187K $106M
VTI
Vanguard Total Stock Market Et

ETFs
18K
+ 10.82%
$243.75 - $303.93 $4.39M - $5.48M
185K $56.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
82.2K
+ 12.59%
$96.84 - $99.46 $7.96M - $8.17M
735K $72.9M
VEA
Vanguard Ftse Developed Market

ETFs
38.1K
+ 7.73%
$45.65 - $57.01 $1.74M - $2.17M
531K $30.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
6K
+ 17.61%
$320.42 - $421.7 $1.92M - $2.53M
40.1K $16.9M
IEFA
Ishares Tr

ETFs
22.2K
+ 8.97%
$67.83 - $84.09 $1.5M - $1.87M
270K $22.5M
VXF
Vanguard Extended Market ETF

ETFs
7.38K
+ 10.54%
$150.43 - $192.71 $1.11M - $1.42M
77.4K $14.9M
VTV
Vanguard Value ETF

ETFs
8.02K
+ 12.29%
$153.67 - $176.74 $1.23M - $1.42M
73.2K $12.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
19.6K
+ 10.66%
$39.89 - $49.46 $783K - $971K
204K $10.1M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
23K
+ 14.25%
$34.72 - $42.74 $800K - $984K
185K $7.89M
META
Meta Platforms, Inc.

Communication Services
30
+ 0.65%
$484.66 - $738.09 $14.5K - $22.1K
4.65K $3.44M
VT
Vanguard Total World Stk Index

ETFs
1.8K
+ 6.07%
$103.16 - $128.52 $185K - $231K
31.4K $4.03M
CGDV
Capital Group Divid Value ETF

ETFs
5.46K
+ 5.7%
$31.93 - $39.49 $174K - $216K
101K $4M
AMZN
Amazon Com Inc

Consumer Cyclical
744
+ 6.4%
$167.32 - $223.3 $124K - $166K
12.4K $2.71M
XLK
Technology Sector Spdr

ETFs
1.73K
New
$179.73 - $253.23 $311K - $438K
1.73K $438K
JPM
Jpmorgan Chase & CO

Financial Services
205
+ 2.49%
$210.28 - $289.91 $43.1K - $59.4K
8.45K $2.45M
ORCL
Oracle Corp

Technology
33
+ 0.63%
$122.82 - $218.63 $4.05K - $7.21K
5.24K $1.15M
SPY
Spdr S&P 500 ETF Trust

ETFs
25
+ 0.4%
$496.48 - $617.85 $12.4K - $15.4K
6.23K $3.85M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.06K
+ 135.92%
$91.43 - $91.74 $371K - $372K
7.04K $645K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.75K
+ 5.72%
$90.56 - $109.49 $159K - $192K
32.4K $3.54M
VGT
Vanguard Information Technolog

ETFs
4
+ 0.15%
$470.37 - $663.28 $1.88K - $2.65K
2.64K $1.75M
VO
Vanguard Mid Cap ETF

ETFs
440
+ 5.81%
$228.54 - $279.83 $101K - $123K
8.01K $2.24M
VONV
Vanguard Russell 1000 Value Et

ETFs
3.4K
New
$73.19 - $85.21 $248K - $289K
3.4K $289K
CGCP
Capital Group Core Plus Income

ETFs
11.1K
+ 6.98%
$21.92 - $22.56 $244K - $251K
170K $3.84M
IBM
International Business Machines Corp

Technology
889
New
$221.03 - $294.78 $196K - $262K
889 $262K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
709
+ 2.46%
$73.02 - $90.22 $51.8K - $64K
29.5K $2.63M
GOOGL
Alphabet Inc.

Communication Services
100
+ 1.03%
$144.7 - $178.6 $14.5K - $17.9K
9.85K $1.74M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
252
+ 0.48%
$30.87 - $39.17 $7.78K - $9.87K
52.6K $2.06M
BOND
Pimco Active Bond Exchange Tra

ETFs
2.38K
+ 5.3%
$89.87 - $92.93 $214K - $221K
47.3K $4.36M
WFC
Wells Fargo & Company

Financial Services
2.55K
New
$60.98 - $80.12 $155K - $204K
2.55K $204K
CRM
Salesforce, Inc.

Technology
734
New
$236.26 - $291.15 $173K - $214K
734 $200K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
1.97K
+ 6.73%
$34.28 - $41.6 $67.4K - $81.8K
31.2K $1.3M
TSLA
Tesla, Inc.

Consumer Cyclical
58
+ 2.73%
$221.86 - $362.89 $12.9K - $21K
2.19K $694K
IWD
Ishares Russell 1000 Val ETF

ETFs
151
+ 1.5%
$166.82 - $194.23 $25.2K - $29.3K
10.2K $1.99M
MUB
Ishares National Muni Bond ETF

ETFs
489
+ 7.22%
$102.31 - $105.8 $50K - $51.7K
7.26K $758K
ECL
Ecolab Inc.

Basic Materials
1
+ 0.05%
$225.65 - $270.95 $226 - $271
2.08K $559K
LMT
Lockheed Martin Corp

Industrials
15
+ 1.5%
$430.82 - $486.45 $6.46K - $7.3K
1.02K $470K
HD
Home Depot, Inc.

Consumer Cyclical
24
+ 4.07%
$335.24 - $380.78 $8.05K - $9.14K
614 $225K
PRU
Prudential Financial Inc

Financial Services
8
+ 0.17%
$95.12 - $112.71 $761 - $902
4.7K $505K
PG
Procter & Gamble CO

Consumer Defensive
58
+ 2.17%
$157.66 - $172.39 $9.14K - $10K
2.73K $435K
XOM
Exxon Mobil Corp

Energy
42
+ 1.72%
$99.93 - $119.04 $4.2K - $5K
2.48K $267K
CVX
Chevron Corp

Energy
59
+ 4.18%
$133.73 - $168.51 $7.89K - $9.94K
1.47K $210K
IXC
Ishares Tr Global Energy ETF

ETFs
16
+ 0.06%
$34.69 - $42.32 $555 - $677
24.7K $971K
ABBV
Abb Vie Inc.

Healthcare
26
+ 0.93%
$170.16 - $206.27 $4.42K - $5.36K
2.81K $522K
UNH
Unitedhealth Group Inc

Healthcare
26
+ 0.45%
$274.35 - $599.47 $7.13K - $15.6K
5.86K $1.83M
Activity Summary
Buys All Purchases 46 New Holdings 5 Increased Positions 41 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 1
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