Affinity Capital Advisors, LLC Reduced Holdings in Q3 2025

Affinity Capital Advisors, LLC

  • $637 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-1.04K
- 3.37%
$32.53 - $35.69 $33.9K - $37.2K
29.9K $1.06M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-52
- 0.41%
$41.34 - $45.65 $2.15K - $2.37K
12.5K $563K
IWN
Ishares Russell2000 Val ETF

ETFs
-240
- 4.2%
$157.1 - $178.94 $37.7K - $42.9K
5.48K $968K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-77
- 0.39%
$50.79 - $54.95 $3.91K - $4.23K
19.8K $1.08M
INTC
Intel Corp

Technology
-1.94K
- 14.93%
$19.31 - $35.5 $37.5K - $69K
11.1K $371K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-540
- 0.61%
$21.69 - $23.34 $11.7K - $12.6K
87.3K $2.03M
CAT
Caterpillar Inc

Industrials
-93
- 6.04%
$390.92 - $477.15 $36.4K - $44.4K
1.45K $690K
VO
Vanguard Mid Cap ETF

ETFs
-7
- 0.1%
$279.83 - $293.74 $1.96K - $2.06K
7.18K $2.11M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.07K
- 0.27%
$22.9 - $23.58 $24.6K - $25.3K
396K $9.3M
IWD
Ishares Russell 1000 Val ETF

ETFs
-195
- 1.16%
$192.76 - $203.86 $37.6K - $39.8K
16.6K $3.37M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-125
- 2.5%
$284.45 - $324.95 $35.6K - $40.6K
4.87K $1.56M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-240
- 0.47%
$42.26 - $47.16 $10.1K - $11.3K
50.5K $2.34M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.2K
- 0.8%
$27.61 - $29.15 $33K - $34.9K
149K $4.33M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-545
- 1.93%
$109.47 - $119.06 $59.7K - $64.9K
27.6K $3.27M
SPY
Spdr S&P 500 ETF Trust

ETFs
-7
- 0.15%
$617.65 - $666.84 $4.32K - $4.67K
4.54K $3.03M
ORCL
Oracle Corp

Technology
-9
- 0.22%
$218.96 - $328.33 $1.97K - $2.95K
4.04K $1.14M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.09K
- 14.89%
$293.94 - $444.72 $320K - $484K
6.22K $2.77M
STX
Seagate Technology Holdings PLC

Technology
-200
- 3.02%
$142.01 - $236.06 $28.4K - $47.2K
6.42K $1.52M
GOOG
Alphabet Inc.

Communication Services
-1.24K
- 9.02%
$175.16 - $255.24 $217K - $316K
12.5K $3.05M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.07K
- 0.35%
$28.92 - $32.19 $30.9K - $34.4K
304K $9.69M
SPYG
Spdr Portfolio

ETFs
-938
- 0.86%
$94.33 - $105.31 $88.5K - $98.8K
109K $11.3M
U
Unity Software Inc.

Technology
-22.4K
- 16.36%
$24.01 - $46.53 $537K - $1.04M
114K $4.58M
Activity Summary
Buys All Purchases 45 New Holdings 7 Increased Positions 38 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Affinity Capital Advisors, LLC Portfolio

Follow Affinity Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Affinity Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Affinity Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email