Affinia Financial Group, LLC Portfolio Holdings
Affinia Financial Group, LLC
- $142 Million
- Q2 2023
Affinia Financial Group, LLC has filed its 13F form on August 08, 2023 for Q2 2023 where it was disclosed a total value porftolio of $142 Million distributed in 35 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vaneck Morningstar Wide Moat E with a value of $29.3M, Spdr Portfolio S&P 500 ETF (Ma with a value of $24.9M, Ishares Tr with a value of $23.1M, T Rowe Price Exchange Traded F with a value of $21.1M, and Spdr S&P 500 ETF Trust with a value of $19.5M.
Examining the 13F form we can see an increase of $7.75M in the current position value, from $134M to 142M.
Affinia Financial Group, LLC is based out at Burlington, MA
Below you can find more details about Affinia Financial Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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