Affinity Capital Advisors, LLC Reduced Holdings in Q2 2025

Affinity Capital Advisors, LLC

  • $576 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-10.7K
- 6.48%
$172.42 - $223.89 $1.85M - $2.4M
154K $31.7M
PWZ
Invesco California Amt Free Mu

ETFs
-137K
- 71.99%
$22.71 - $24.18 $3.1M - $3.3M
53.2K $1.24M
LLY
Eli Lilly & CO

Healthcare
-584
- 10.75%
$713.71 - $898.95 $417K - $525K
4.85K $3.78M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-7.18K
- 33.29%
$83.97 - $92.85 $603K - $667K
14.4K $1.27M
XLE
Energy Sector Spdr

ETFs
-5K
- 53.83%
$76.44 - $94.13 $382K - $471K
4.29K $363K
CVX
Chevron Corp

Energy
-1.93K
- 40.22%
$133.73 - $168.51 $258K - $325K
2.87K $410K
XOM
Exxon Mobil Corp

Energy
-702
- 3.24%
$99.93 - $119.04 $70.2K - $83.6K
21K $2.26M
KO
Coca Cola CO

Consumer Defensive
-3.62K
- 44.05%
$68.37 - $73.9 $248K - $268K
4.6K $325K
MCD
Mcdonalds Corp

Consumer Cyclical
-45
- 0.46%
$285.55 - $321.23 $12.8K - $14.5K
9.73K $2.84M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.86K
- 7.73%
$77.74 - $78.78 $222K - $225K
34.1K $2.68M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-6.59K
- 1.63%
$22.68 - $23.28 $149K - $153K
397K $9.2M
SNPS
Synopsys Inc

Technology
-775
- 24.41%
$380.9 - $517.66 $295K - $401K
2.4K $1.23M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-6.29K
- 8.93%
$22.43 - $23.23 $141K - $146K
64.1K $1.49M
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.57K
- 28.88%
$82.96 - $110.1 $213K - $283K
6.32K $695K
EMB
Ishares Tr

ETFs
-1.33K
- 34.16%
$86.54 - $92.62 $115K - $124K
2.57K $238K
JNJ
Johnson & Johnson

Healthcare
-428
- 16.85%
$146.36 - $159.82 $62.6K - $68.4K
2.11K $322K
WFC
Wells Fargo & Company

Financial Services
-1.57K
- 36.45%
$60.98 - $80.12 $95.7K - $126K
2.74K $219K
PG
Procter & Gamble CO

Consumer Defensive
-1
- 0.01%
$157.66 - $172.39 $158 - $172
7.05K $1.12M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-1.42K
- 21.4%
$47.89 - $48.65 $68K - $69.1K
5.21K $253K
MRK
Merck & Co., Inc.

Healthcare
-11
- 0.28%
$73.47 - $87.12 $808 - $958
3.92K $309K
VNQ
Vanguard Specialized Funds Van

ETFs
-407
- 8.39%
$79.79 - $91.42 $32.5K - $37.2K
4.44K $395K
AMGN
Amgen Inc

Healthcare
-32
- 3.72%
$262.28 - $309.85 $8.39K - $9.92K
829 $231K
ICF
Ishares Tr

ETFs
-543
- 5.74%
$54.56 - $62.47 $29.6K - $33.9K
8.92K $545K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-3.29K
- 6.09%
$35.35 - $42.68 $116K - $140K
50.7K $2.16M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-472
- 10.48%
N/A
4.03K $251K
PEP
Pepsico Inc

Consumer Defensive
-1
- 0.06%
$128.02 - $151.37 $128 - $151
1.59K $209K
SCHW
Schwab Charles Corp

Financial Services
-1.05K
- 20.08%
$69.06 - $91.24 $72.2K - $95.4K
4.16K $379K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-287
- 8.6%
$96.84 - $99.46 $27.8K - $28.5K
3.05K $302K
IWV
Ishares Russell 3000 ETF

ETFs
-329
- 12.7%
$281.67 - $351.0 $92.7K - $115K
2.26K $793K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-317
- 5.87%
$77.94 - $79.5 $24.7K - $25.2K
5.08K $403K
BNDX
Vanguard Total International B

ETFs
-296
- 6.38%
$48.77 - $49.55 $14.4K - $14.7K
4.34K $214K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-536
- 8.36%
$75.29 - $91.16 $40.4K - $48.9K
5.88K $529K
SPGI
S&P Global Inc.

Financial Services
-14
- 2.39%
$438.31 - $527.29 $6.14K - $7.38K
573 $302K
DIS
Walt Disney CO

Communication Services
-444
- 18.84%
$81.72 - $124.01 $36.3K - $55.1K
1.91K $237K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-704
- 3.82%
$90.56 - $109.49 $63.8K - $77.1K
17.7K $1.94M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-163
- 3.61%
$52.84 - $65.52 $8.61K - $10.7K
4.36K $285K
VTI
Vanguard Total Stock Market Et

ETFs
-18
- 1.91%
$243.75 - $303.93 $4.39K - $5.47K
924 $280K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-195
- 1.53%
$33.46 - $41.33 $6.52K - $8.06K
12.6K $518K
IWN
Ishares Russell2000 Val ETF

ETFs
-55
- 0.95%
$131.84 - $157.76 $7.25K - $8.68K
5.72K $901K
EEM
Ishares Msci Emerging Markets

ETFs
-44
- 0.49%
$38.52 - $48.28 $1.69K - $2.12K
8.88K $428K
VV
Vanguard Large Cap ETF

ETFs
-23
- 1.43%
$228.25 - $285.3 $5.25K - $6.56K
1.58K $451K
EMGF
Ishares Msci Emerging Markets

ETFs
-788
- 4.83%
$41.37 - $52.07 $32.6K - $41K
15.5K $808K
KLAC
Kla Corp

Technology
-88
- 13.44%
$576.53 - $902.94 $50.7K - $79.5K
567 $507K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-335
- 1.07%
$26.69 - $33.44 $8.94K - $11.2K
30.9K $1.02M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-204
- 1.02%
$40.79 - $50.93 $8.32K - $10.4K
19.8K $1.01M
IEV
Ishares Tr Europe ETF

ETFs
-676
- 2.41%
$51.8 - $64.59 $35K - $43.7K
27.4K $1.73M
VB
Vanguard Small Cap ETF

ETFs
-87
- 1.08%
$193.73 - $237.37 $16.9K - $20.7K
7.94K $1.88M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-289
- 2.66%
$86.12 - $108.35 $24.9K - $31.3K
10.6K $1.15M
IWD
Ishares Russell 1000 Val ETF

ETFs
-108
- 0.64%
$166.82 - $194.23 $18K - $21K
16.8K $3.26M
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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