Affiance Financial, LLC Portfolio Holdings
Affiance Financial, LLC
- $406 Million
- Q3 2024
Affiance Financial, LLC has filed its 13F form on October 11, 2024 for Q3 2024 where it was disclosed a total value porftolio of $406 Million distributed in 100 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $82.4M, Ishares Core U.S. Aggregate Bo with a value of $56M, Vanguard Total Stock Market Et with a value of $45.6M, Vanguard Ftse Developed Market with a value of $24.8M, and Ishares Tr with a value of $18.2M.
Examining the 13F form we can see an increase of $28M in the current position value, from $378M to 406M.
Below you can find more details about Affiance Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$406 Million
ETFs: $347 Million
Technology: $20.7 Million
Healthcare: $10.7 Million
Communication Services: $7.13 Million
Consumer Cyclical: $5.82 Million
Consumer Defensive: $4.87 Million
Financial Services: $4.6 Million
Industrials: $4.06 Million
Other: $1.54 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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