Affinity Capital Advisors, LLC has filed its 13F form on April 12, 2024 for Q1 2024 where it was disclosed a total value porftolio of $448 Million distributed in 150 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $40.6M, Ishares Core S&P 500 ETF with a value of $38.5M, Ishares Core Total Usd Bond Ma with a value of $36.5M, Apple Inc. with a value of $34.1M, and Vanguard Value ETF with a value of $31.9M.

Examining the 13F form we can see an increase of $38M in the current position value, from $410M to 448M.

Below you can find more details about Affinity Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $448 Million
ETFs: $356 Million
Technology: $50.3 Million
Consumer Cyclical: $8.03 Million
Communication Services: $7.79 Million
Financial Services: $7.64 Million
Healthcare: $7.13 Million
Industrials: $5.01 Million
Consumer Defensive: $3.72 Million
Other: $2.44 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 150
  • Current Value $448 Million
  • Prior Value $410 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 12, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 18 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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