Affinity Capital Advisors, LLC Incresed Positions in Q2 2025

Affinity Capital Advisors, LLC

  • $576 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
996
+ 1.1%
$498.8 - $620.9 $497K - $618K
91.6K $56.8M
CMF
Ishares California Muni Bond E

ETFs
97.9K
+ 66.03%
$54.52 - $56.7 $5.34M - $5.55M
246K $13.7M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
59.5K
+ 5.21%
$45.12 - $46.23 $2.69M - $2.75M
1.2M $55.6M
SPYG
Spdr Portfolio

ETFs
11.4K
+ 11.66%
$71.83 - $95.32 $821K - $1.09M
109K $10.4M
VTV
Vanguard Value ETF

ETFs
5.69K
+ 2.2%
$153.67 - $176.74 $874K - $1.01M
264K $46.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.71K
+ 66.31%
$456.74 - $568.03 $1.69M - $2.11M
9.3K $5.28M
EFV
Msci Eafe Value ETF

ETFs
12.5K
+ 3.59%
$52.4 - $64.65 $655K - $809K
361K $22.9M
META
Meta Platforms, Inc.

Communication Services
1.3K
+ 21.93%
$484.66 - $738.09 $630K - $960K
7.23K $5.33M
EFG
Msci Eafe Growth ETF

ETFs
202
+ 0.16%
$89.8 - $112.0 $18.1K - $22.6K
128K $14.3M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
22.9K
+ 174.43%
$45.11 - $52.34 $1.03M - $1.2M
36.1K $1.89M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
10.6K
+ 10.89%
$97.29 - $105.63 $1.04M - $1.12M
108K $11M
OEF
Ishares S&P 100 ETF

ETFs
2.96K
+ 7.17%
N/A
44.2K $11.8M
RPG
Invesco Exchange Traded Fd Tr

ETFs
13.9K
+ 79.37%
$33.86 - $45.77 $472K - $638K
31.5K $1.44M
VGT
Vanguard Information Technolog

ETFs
665
+ 33.84%
$470.37 - $663.28 $313K - $441K
2.63K $1.74M
ORCL
Oracle Corp

Technology
1.97K
+ 94.3%
$122.82 - $218.63 $242K - $430K
4.05K $886K
TSLA
Tesla, Inc.

Consumer Cyclical
393
+ 5.68%
$221.86 - $362.89 $87.2K - $143K
7.31K $2.32M
CRM
Salesforce, Inc.

Technology
1.93K
+ 230.38%
$236.26 - $291.15 $455K - $561K
2.76K $753K
GOOG
Alphabet Inc.

Communication Services
1.39K
+ 11.24%
$146.58 - $180.01 $204K - $250K
13.7K $2.44M
IEMG
Ishares Inc

ETFs
8.96K
+ 5.58%
N/A
169K $9.09M
VO
Vanguard Mid Cap ETF

ETFs
1.01K
+ 16.44%
$228.54 - $279.83 $232K - $284K
7.18K $2.01M
SPY
Spdr S&P 500 ETF Trust

ETFs
107
+ 2.41%
$496.48 - $617.85 $53.1K - $66.1K
4.55K $2.81M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.33K
+ 53.46%
$74.88 - $91.97 $174K - $214K
6.69K $615K
PLTR
Palantir Technologies Inc.

Technology
66
+ 1.5%
$74.01 - $144.25 $4.88K - $9.52K
4.46K $607K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
3.84K
+ 2.04%
$46.41 - $47.7 $178K - $183K
193K $9.15M
IBM
International Business Machines Corp

Technology
204
+ 10.06%
$221.03 - $294.78 $45.1K - $60.1K
2.23K $657K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
2.85K
+ 2.46%
$38.18 - $45.52 $109K - $130K
118K $5.18M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.27K
+ 34.13%
$39.89 - $49.46 $90.7K - $112K
8.93K $441K
COST
Costco Wholesale Corp

Consumer Defensive
102
+ 15.91%
$908.13 - $1056.85 $92.6K - $108K
743 $735K
CAT
Caterpillar Inc

Industrials
4
+ 0.26%
$273.94 - $388.21 $1.1K - $1.55K
1.54K $597K
DE
Deere & CO

Industrials
2
+ 0.09%
$412.99 - $531.48 $826 - $1.06K
2.13K $1.08M
WMT
Walmart Inc.

Consumer Defensive
301
+ 6.32%
$81.79 - $99.98 $24.6K - $30.1K
5.07K $495K
HEFA
Ishares Currency Hedged Msci E

ETFs
1.59K
+ 21.84%
$32.11 - $38.21 $51.2K - $60.9K
8.89K $337K
BAC
Bank Of America Corp

Financial Services
400
+ 4.22%
$34.39 - $47.46 $13.8K - $19K
9.87K $467K
BA
Boeing CO

Industrials
10
+ 0.57%
$136.59 - $217.51 $1.37K - $2.18K
1.75K $366K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
130
+ 2.13%
$73.02 - $90.22 $9.49K - $11.7K
6.23K $556K
MA
Mastercard Inc

Financial Services
2
+ 0.07%
$479.92 - $590.74 $960 - $1.18K
2.92K $1.64M
SYK
Stryker Corp

Healthcare
1
+ 0.13%
$337.37 - $395.63 $337 - $396
801 $316K
INTC
Intel Corp

Technology
692
+ 5.61%
$18.13 - $22.69 $12.5K - $15.7K
13K $291K
IWX
Ishares Tr Russell 200 Value E

ETFs
24
+ 0.52%
$73.26 - $84.19 $1.76K - $2.02K
4.63K $389K
T
At&T Inc.

Communication Services
1
+ 0.01%
$26.33 - $28.94 $26.3 - $28.9
8.74K $253K
ADBE
Adobe Inc.

Technology
7
+ 0.8%
$340.0 - $420.68 $2.38K - $2.94K
886 $342K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
46
+ 1.61%
$102.02 - $103.5 $4.69K - $4.76K
2.91K $299K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
12
+ 0.11%
$24.66 - $25.17 $296 - $302
10.9K $273K
MO
Altria Group, Inc.

Consumer Defensive
129
+ 1.67%
$55.56 - $60.91 $7.17K - $7.86K
7.84K $459K
ABBV
Abb Vie Inc.

Healthcare
10
+ 0.29%
$170.16 - $206.27 $1.7K - $2.06K
3.43K $637K
Activity Summary
Buys All Purchases 56 New Holdings 10 Increased Positions 46 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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