Affinity Capital Advisors, LLC Incresed Positions in Q1 2025

Affinity Capital Advisors, LLC

  • $526 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
49.1K
+ 23.42%
$167.73 - $179.21 $8.23M - $8.79M
259K $44.2M
IEMG
Ishares Inc

ETFs
104K
+ 184.68%
N/A
160K $8.61M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
75.1K
+ 7.04%
$44.72 - $46.25 $3.36M - $3.48M
1.14M $52.6M
EFV
Msci Eafe Value ETF

ETFs
32.4K
+ 10.24%
$51.88 - $60.73 $1.68M - $1.97M
349K $20.6M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
126K
+ 45.15%
$22.46 - $23.26 $2.82M - $2.92M
404K $9.34M
XOM
Exxon Mobil Corp

Energy
19.5K
+ 885.36%
$105.44 - $118.93 $2.05M - $2.32M
21.7K $2.58M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
13.5K
+ 16.07%
$97.25 - $104.79 $1.32M - $1.42M
97.7K $10.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.47K
+ 164.18%
$507.05 - $563.67 $1.76M - $1.96M
5.59K $2.87M
OEF
Ishares S&P 100 ETF

ETFs
5.43K
+ 15.15%
N/A
41.3K $11M
CMF
Ishares California Muni Bond E

ETFs
21.6K
+ 17.05%
$55.93 - $57.47 $1.21M - $1.24M
148K $8.35M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
15.1K
+ 14.97%
$41.61 - $44.72 $627K - $673K
116K $5.04M
TLT
Ishares Barclays 20+ Year Trea

ETFs
7.54K
+ 53.72%
$85.29 - $92.57 $643K - $698K
21.6K $1.96M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
25.4K
+ 56.51%
$22.42 - $23.22 $570K - $590K
70.4K $1.62M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
5.06K
+ 2.76%
$45.92 - $47.58 $232K - $241K
189K $8.96M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
3.78K
+ 53.31%
$95.35 - $107.82 $360K - $408K
10.9K $1.04M
IEV
Ishares Tr Europe ETF

ETFs
1.78K
+ 6.78%
$51.89 - $60.68 $92.4K - $108K
28.1K $1.63M
VGT
Vanguard Information Technolog

ETFs
661
+ 50.69%
$542.38 - $646.34 $359K - $427K
1.97K $1.07M
MCD
Mcdonalds Corp

Consumer Cyclical
61
+ 0.63%
$279.74 - $321.29 $17.1K - $19.6K
9.77K $3.05M
QQQ
Invesco Qqq Trust, Series 1

ETFs
990
+ 18.55%
$468.34 - $539.52 $464K - $534K
6.33K $2.97M
CVX
Chevron Corp

Energy
904
+ 23.21%
$146.71 - $167.97 $133K - $152K
4.8K $802K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6
+ 0.23%
$442.66 - $534.52 $2.66K - $3.21K
2.58K $1.37M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.57K
+ 40.61%
$92.45 - $106.69 $237K - $274K
8.89K $825K
SCHW
Schwab Charles Corp

Financial Services
1.69K
+ 47.97%
$71.24 - $83.64 $120K - $141K
5.21K $407K
EMGF
Ishares Msci Emerging Markets

ETFs
2.54K
+ 18.44%
$44.18 - $48.23 $112K - $123K
16.3K $763K
VO
Vanguard Mid Cap ETF

ETFs
680
+ 12.39%
$251.87 - $277.95 $171K - $189K
6.17K $1.59M
MO
Altria Group, Inc.

Consumer Defensive
1.33K
+ 20.86%
$50.81 - $60.02 $67.6K - $79.9K
7.71K $462K
V
Visa Inc.

Financial Services
5
+ 0.14%
$306.92 - $362.71 $1.53K - $1.81K
3.68K $1.29M
IWX
Ishares Tr Russell 200 Value E

ETFs
1.29K
+ 38.93%
$78.54 - $84.86 $101K - $109K
4.6K $378K
ABBV
Abb Vie Inc.

Healthcare
4
+ 0.12%
$169.2 - $216.66 $677 - $867
3.42K $717K
GOOGL
Alphabet Inc.

Communication Services
1.64K
+ 38.37%
$154.33 - $206.19 $254K - $339K
5.93K $916K
MA
Mastercard Inc

Financial Services
47
+ 1.64%
$504.67 - $576.31 $23.7K - $27.1K
2.92K $1.6M
JPM
Jpmorgan Chase & CO

Financial Services
242
+ 5.98%
$225.19 - $279.95 $54.5K - $67.7K
4.29K $1.05M
COST
Costco Wholesale Corp

Consumer Defensive
43
+ 7.19%
$890.62 - $1076.86 $38.3K - $46.3K
641 $606K
UNH
Unitedhealth Group Inc

Healthcare
85
+ 17.35%
$461.52 - $548.18 $39.2K - $46.6K
575 $301K
AMGN
Amgen Inc

Healthcare
37
+ 4.49%
$258.59 - $327.36 $9.57K - $12.1K
861 $268K
MMM
3 M CO

Industrials
2
+ 0.1%
$129.7 - $155.12 $259 - $310
2K $294K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.79K
+ 7.29%
$57.21 - $65.8 $503K - $579K
129K $7.55M
PG
Procter & Gamble CO

Consumer Defensive
11
+ 0.16%
$158.56 - $176.26 $1.74K - $1.94K
7.05K $1.2M
CSCO
Cisco Systems, Inc.

Technology
1
+ 0.01%
$58.74 - $64.87 $58.7 - $64.9
8.39K $517K
WFC
Wells Fargo & Company

Financial Services
147
+ 3.53%
$66.78 - $81.42 $9.82K - $12K
4.31K $309K
AFL
Aflac Inc

Financial Services
4
+ 0.2%
$100.99 - $111.19 $404 - $445
1.98K $220K
CL
Colgate Palmolive CO

Consumer Defensive
74
+ 2.6%
$85.68 - $97.5 $6.34K - $7.22K
2.92K $273K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
96
+ 1.46%
$42.5 - $46.71 $4.08K - $4.48K
6.66K $301K
SYK
Stryker Corp

Healthcare
4
+ 0.5%
$355.18 - $399.9 $1.42K - $1.6K
800 $297K
CRM
Salesforce, Inc.

Technology
197
+ 30.83%
$268.36 - $359.95 $52.9K - $70.9K
836 $224K
BA
Boeing CO

Industrials
121
+ 7.47%
$148.15 - $186.25 $17.9K - $22.5K
1.74K $296K
PEP
Pepsico Inc

Consumer Defensive
10
+ 0.63%
$142.64 - $156.42 $1.43K - $1.56K
1.59K $238K
DIS
Walt Disney CO

Communication Services
49
+ 2.12%
$96.87 - $114.0 $4.75K - $5.59K
2.36K $232K
TWLO
Twilio Inc

Communication Services
3
+ 0.12%
$94.9 - $148.35 $285 - $445
2.59K $253K
Activity Summary
Buys All Purchases 77 New Holdings 10 Increased Positions 67 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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