Affiance Financial, LLC Incresed Positions in Q3 2024

Affiance Financial, LLC

  • $406 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
231
+ 0.15%
$475.2 - $527.7 $110K - $122K
156K $82.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
12.6K
+ 2.34%
$96.25 - $101.98 $1.22M - $1.29M
553K $56M
VTI
Vanguard Total Stock Market Et

ETFs
3.37K
+ 2.13%
$255.18 - $283.2 $859K - $953K
161K $45.6M
IEFA
Ishares Tr

ETFs
19.1K
+ 8.93%
$70.09 - $78.74 $1.34M - $1.5M
233K $18.2M
VEA
Vanguard Ftse Developed Market

ETFs
5.28K
+ 1.14%
$47.6 - $53.31 $251K - $281K
469K $24.8M
VTV
Vanguard Value ETF

ETFs
2.79K
+ 5.21%
$159.75 - $174.57 $446K - $487K
56.3K $9.82M
VXF
Vanguard Extended Market ETF

ETFs
1.19K
+ 1.81%
$163.98 - $182.92 $196K - $218K
67.2K $12.2M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.56K
+ 6.98%
$36.02 - $41.68 $344K - $399K
147K $6.05M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.25K
+ 1.97%
$41.9 - $48.26 $136K - $157K
169K $8.07M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.23K
+ 4.48%
$332.02 - $382.76 $409K - $471K
28.7K $10.8M
XLV
Select Sector Spdr Fund Health

ETFs
879
+ 2.39%
$143.3 - $157.24 $126K - $138K
37.6K $5.79M
CGCP
Capital Group Core Plus Income

ETFs
14.5K
+ 13.23%
$22.12 - $23.31 $320K - $337K
124K $2.86M
BOND
Pimco Active Bond Exchange Tra

ETFs
3.33K
+ 11.91%
$90.01 - $95.32 $300K - $317K
31.3K $2.96M
ORCL
Oracle Corp

Technology
1.29K
+ 33.99%
$125.9 - $170.35 $163K - $220K
5.1K $868K
VT
Vanguard Total World Stk Index

ETFs
154
+ 0.61%
$107.72 - $119.96 $16.6K - $18.5K
25.4K $3.04M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.35K
+ 2.79%
$32.04 - $37.11 $43.4K - $50.2K
49.9K $1.82M
GIS
General Mills Inc

Consumer Defensive
339
+ 2.37%
$62.5 - $75.15 $21.2K - $25.5K
14.7K $1.08M
VO
Vanguard Mid Cap ETF

ETFs
26
+ 0.38%
$237.84 - $263.83 $6.18K - $6.86K
6.8K $1.79M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
63
+ 0.25%
$75.63 - $84.89 $4.76K - $5.35K
25.3K $2.13M
NVDA
Nvidia Corp

Technology
956
+ 8.13%
$98.91 - $134.91 $94.6K - $129K
12.7K $1.54M
COST
Costco Wholesale Corp

Consumer Defensive
70
+ 12.05%
$801.83 - $917.05 $56.1K - $64.2K
651 $577K
XEL
Xcel Energy Inc

Utilities
43
+ 0.66%
$52.11 - $65.3 $2.24K - $2.81K
6.52K $425K
JPM
Jpmorgan Chase & CO

Financial Services
67
+ 0.9%
$194.9 - $224.8 $13.1K - $15.1K
7.52K $1.58M
QQQ
Invesco Qqq Trust, Series 1

ETFs
109
+ 3.93%
$434.77 - $502.96 $47.4K - $54.8K
2.88K $1.41M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
189
+ 0.89%
$38.71 - $42.43 $7.32K - $8.02K
21.5K $908K
VGT
Vanguard Information Technolog

ETFs
10
+ 0.37%
$514.43 - $606.85 $5.14K - $6.07K
2.69K $1.57M
V
Visa Inc.

Financial Services
49
+ 5.41%
$253.74 - $291.56 $12.4K - $14.3K
954 $262K
PRU
Prudential Financial Inc

Financial Services
7
+ 0.15%
$105.53 - $127.32 $739 - $891
4.68K $566K
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
5.97K
+ 3.71%
N/A
167K $0
MSFT
Microsoft Corp

Technology
56
+ 0.46%
$395.15 - $467.56 $22.1K - $26.2K
12.2K $5.27M
Activity Summary
Buys All Purchases 36 New Holdings 5 Increased Positions 31 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 2
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