Affiance Financial, LLC Sells in Q2 2025

Affiance Financial, LLC

  • $492 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CGUS
Capital Group Core Equity ETF
-228K
- 46.54%
$29.93 - $36.93 $6.84M - $8.44M
262K $9.69M
AAPL
Apple Inc.

Technology
-1.22K
- 2.59%
$172.42 - $223.89 $210K - $273K
45.8K $9.41M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-313
- 7.81%
$483.48 - $539.8 $151K - $169K
3.7K $1.8M
MCD
Mcdonalds Corp

Consumer Cyclical
-416
- 7.33%
$285.55 - $321.23 $119K - $134K
5.26K $1.54M
TECH
Bio Techne Corp

Healthcare
-1.87K
- 11.18%
$46.66 - $58.38 $87.1K - $109K
14.8K $763K
JNJ
Johnson & Johnson

Healthcare
-562
- 11.27%
$146.36 - $159.82 $82.3K - $89.8K
4.43K $676K
XLV
Select Sector Spdr Fund Health

ETFs
-551
- 7.84%
$128.77 - $144.3 $71K - $79.5K
6.48K $872K
GIS
General Mills Inc

Consumer Defensive
-715
- 5.42%
$50.37 - $60.97 $36K - $43.6K
12.5K $646K
TGT
Target Corp

Consumer Defensive
-722
- 6.44%
$88.76 - $105.77 $64.1K - $76.4K
10.5K $1.04M
COST
Costco Wholesale Corp

Consumer Defensive
-142
- 24.83%
$908.13 - $1056.85 $129K - $150K
430 $425K
ABT
Abbott Laboratories

Healthcare
-371
- 11.54%
$123.95 - $138.08 $46K - $51.2K
2.84K $386K
V
Visa Inc.

Financial Services
-120
- 13.78%
$308.27 - $373.31 $37K - $44.8K
751 $266K
KO
Coca Cola CO

Consumer Defensive
-155
- 5.18%
$68.37 - $73.9 $10.6K - $11.5K
2.84K $200K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-224
- 1.36%
$50.36 - $50.68 $11.3K - $11.4K
16.2K $821K
XLP
Consumer Staples Sector Spdr

ETFs
-71
- 0.34%
N/A
20.8K $1.58M
MMM
3 M CO

Industrials
-319
- 3.22%
$126.09 - $154.15 $40.2K - $49.2K
9.59K $1.46M
WMT
Walmart Inc.

Consumer Defensive
-180
- 6.39%
$81.79 - $99.98 $14.7K - $18K
2.64K $257K
IOO
Ishares Tr Global 100 ETF

ETFs
-101
- 4.58%
$84.95 - $107.81 $8.58K - $10.9K
2.1K $226K
DIS
Walt Disney CO

Communication Services
-367
- 12.58%
$81.72 - $124.01 $30K - $45.5K
2.55K $316K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-250
- 1.64%
$72.96 - $90.39 $18.2K - $22.6K
15K $1.34M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-373
- 10.46%
$416.06 - $551.64 $155K - $206K
3.19K $1.76M
IWP
Ishares Russell Mid Cap Growth

ETFs
-36
- 0.5%
$104.34 - $138.68 $3.76K - $4.99K
7.19K $996K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-231
- 0.91%
$55.54 - $69.09 $12.8K - $16K
25.2K $1.74M
EFG
Msci Eafe Growth ETF

ETFs
-142
- 0.49%
$89.8 - $112.0 $12.8K - $15.9K
28.5K $3.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.77K
- 2.72%
$51.16 - $62.02 $244K - $296K
171K $10.6M
IVV
Ishares Core S&P 500 ETF

ETFs
-1
- 0.01%
$498.8 - $620.9 $499 - $621
9.1K $5.65M
MSFT
Microsoft Corp

Technology
-65
- 0.56%
$354.56 - $497.45 $23K - $32.3K
11.6K $5.75M
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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