Affiance Financial, LLC Incresed Positions in Q1 2025

Affiance Financial, LLC

  • $428 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
75.7K
+ 13.13%
$95.85 - $99.25 $7.26M - $7.52M
653K $64.4M
IEFA
Ishares Tr

ETFs
11K
+ 4.66%
$69.57 - $78.65 $766K - $866K
247K $18.9M
VEA
Vanguard Ftse Developed Market

ETFs
7.09K
+ 1.46%
$47.4 - $52.99 $336K - $376K
493K $25.3M
VTV
Vanguard Value ETF

ETFs
4.7K
+ 7.77%
$167.73 - $179.21 $788K - $842K
65.2K $11.1M
BOND
Pimco Active Bond Exchange Tra

ETFs
8.71K
+ 24.04%
$89.27 - $92.9 $777K - $809K
44.9K $4.15M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9.96K
+ 5.72%
$42.5 - $46.71 $423K - $465K
184K $8.35M
CGCP
Capital Group Core Plus Income

ETFs
28.2K
+ 21.51%
$21.94 - $22.64 $619K - $639K
159K $3.57M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3.49K
+ 13.78%
$75.32 - $84.77 $262K - $295K
28.8K $2.37M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.58K
+ 3.58%
$37.07 - $40.63 $207K - $227K
162K $6.37M
VT
Vanguard Total World Stk Index

ETFs
3.01K
+ 11.32%
$115.08 - $123.97 $346K - $373K
29.6K $3.42M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.06K
+ 13.52%
$360.07 - $417.26 $1.46M - $1.69M
34.1K $12.3M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.14K
+ 4.27%
$32.74 - $36.2 $70.2K - $77.6K
52.3K $1.83M
CGDV
Capital Group Divid Value ETF

ETFs
3.52K
+ 3.81%
$34.95 - $37.36 $123K - $132K
95.9K $3.4M
VO
Vanguard Mid Cap ETF

ETFs
586
+ 8.39%
$251.87 - $277.95 $148K - $163K
7.57K $1.95M
META
Meta Platforms, Inc.

Communication Services
130
+ 2.89%
$576.36 - $736.67 $74.9K - $95.8K
4.62K $2.67M
HD
Home Depot, Inc.

Consumer Cyclical
40
+ 7.27%
$347.25 - $424.87 $13.9K - $17K
590 $216K
DHR
Danaher Corp

Healthcare
1
+ 0.09%
$201.62 - $250.59 $202 - $251
1.14K $232K
PRU
Prudential Financial Inc

Financial Services
8
+ 0.17%
$105.04 - $122.33 $840 - $979
4.7K $524K
QQQ
Invesco Qqq Trust, Series 1

ETFs
92
+ 2.65%
$468.34 - $539.52 $43.1K - $49.6K
3.57K $1.67M
ORCL
Oracle Corp

Technology
106
+ 2.08%
$139.81 - $186.47 $14.8K - $19.8K
5.21K $728K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8.04K
+ 5.11%
$507.05 - $563.67 $4.08M - $4.53M
165K $84.5M
NVDA
Nvidia Corp

Technology
97
+ 0.72%
$106.98 - $149.43 $10.4K - $14.5K
13.7K $1.48M
GOOG
Alphabet Inc.

Communication Services
201
+ 1.41%
$156.06 - $207.71 $31.4K - $41.7K
14.5K $2.26M
VXF
Vanguard Extended Market ETF

ETFs
2.73K
+ 4.05%
$170.36 - $201.04 $464K - $548K
70K $12.1M
Activity Summary
Buys All Purchases 28 New Holdings 3 Increased Positions 25 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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