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