Affiance Financial, LLC Portfolio Holdings
Affiance Financial, LLC
- $414 Million
- Q4 2024
Affiance Financial, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $414 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 $84.7M, Ishares Core U.S. Aggregate Bo with a value of $55.9M, Vanguard Total Stock Market Et with a value of $48.3M, Vanguard Ftse Developed Market with a value of $23.2M, and Ishares Tr with a value of $16.6M.
Examining the 13F form we can see an increase of $7.36M in the current position value, from $406M to 414M.
Below you can find more details about Affiance Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$414 Million
ETFs: $353 Million
Technology: $22.3 Million
Healthcare: $9.47 Million
Communication Services: $8 Million
Consumer Cyclical: $6.62 Million
Financial Services: $4.89 Million
Consumer Defensive: $4.21 Million
Industrials: $4.04 Million
Other: $1.63 Million