Affiance Financial, LLC Portfolio Holdings

Affiance Financial, LLC

  • $492 Million
  • Q2 2025

Affiance Financial, LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $492 Million distributed in 104 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 $106M, Ishares Core U.S. Aggregate Bo with a value of $72.9M, Vanguard Total Stock Market Et with a value of $56.1M, Vanguard Ftse Developed Market with a value of $30.3M, and Ishares Tr with a value of $22.5M.

Examining the 13F form we can see an increase of $63.5M in the current position value, from $428M to 492M.

Below you can find more details about Affiance Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $492 Million
ETFs: $425 Million
Technology: $20 Million
Communication Services: $8.55 Million
Healthcare: $7.25 Million
Consumer Cyclical: $6.2 Million
Financial Services: $5.64 Million
Industrials: $3.99 Million
Consumer Defensive: $3.37 Million
Other: $1.69 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.36B
$799,000 0.16% of portfolio
34,742
Q2 2022 New
$2.06B
$763,000 0.16% of portfolio
14,839
Q2 2025 Reduced 11.18%
$2.49B
$242,000 0.05% of portfolio
56,321
Q4 2023 Reduced 1.59%

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $492 Million
  • Prior Value $428 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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