Affinity Capital Advisors, LLC Sells in Q4 2024

Affinity Capital Advisors, LLC

  • $529 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
-10.1K
- 3.11%
$51.78 - $57.15 $525K - $580K
316K $16.6M
IEFA
Ishares Tr

ETFs
-2.18K
- 2.21%
$70.06 - $77.43 $153K - $169K
96.8K $6.8M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-21.5K
- 56.93%
$24.61 - $25.12 $530K - $541K
16.3K $402K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-6.04K
- 50.2%
$77.86 - $79.27 $470K - $479K
5.99K $467K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.5K
- 48.42%
$96.64 - $101.23 $435K - $455K
4.79K $464K
ICLN
Ishares

ETFs
-18.5K
- 25.89%
$11.35 - $14.51 $209K - $268K
52.8K $601K
PWZ
Invesco California Amt Free Mu

ETFs
-14.2K
- 6.33%
$24.49 - $25.25 $347K - $358K
210K $5.18M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-5.56K
- 9.87%
$100.18 - $109.1 $556K - $606K
50.7K $5.32M
SNPS
Synopsys Inc

Technology
-510
- 14.09%
$485.36 - $588.0 $248K - $300K
3.11K $1.51M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-1.41K
- 10.02%
$75.65 - $83.47 $106K - $117K
12.6K $960K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-3.58K
- 19.71%
$33.39 - $37.66 $120K - $135K
14.6K $487K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.28K
- 18.74%
$87.85 - $98.6 $112K - $126K
5.54K $493K
MCD
Mcdonalds Corp

Consumer Cyclical
-15
- 0.15%
$288.47 - $316.54 $4.33K - $4.75K
9.71K $2.81M
IEMG
Ishares Inc

ETFs
-2.51K
- 4.27%
N/A
56.4K $3.02M
BURL
Burlington Stores, Inc.

Consumer Cyclical
-655
- 25.0%
$242.7 - $295.49 $159K - $194K
1.97K $560K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.49K
- 2.57%
$44.33 - $49.55 $66.2K - $74K
56.7K $2.55M
IWD
Ishares Russell 1000 Val ETF

ETFs
-98
- 0.58%
$183.23 - $199.79 $18K - $19.6K
16.9K $3.13M
BNDX
Vanguard Total International B

ETFs
-1.73K
- 25.52%
$48.91 - $50.61 $84.6K - $87.6K
5.05K $247K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-1.05K
- 18.43%
$56.61 - $61.63 $59.6K - $64.8K
4.66K $264K
VTI
Vanguard Total Stock Market Et

ETFs
-283
- 22.5%
$280.04 - $302.45 $79.3K - $85.6K
975 $282K
EMGF
Ishares Msci Emerging Markets

ETFs
-184
- 1.32%
$45.23 - $51.49 $8.32K - $9.47K
13.8K $623K
JNJ
Johnson & Johnson

Healthcare
-171
- 6.31%
$143.34 - $165.86 $24.5K - $28.4K
2.54K $367K
MRK
Merck & Co., Inc.

Healthcare
-102
- 2.5%
$96.31 - $114.76 $9.82K - $11.7K
3.98K $395K
IWN
Ishares Russell2000 Val ETF

ETFs
-271
- 3.4%
$162.69 - $181.35 $44.1K - $49.1K
7.69K $1.26M
INTC
Intel Corp

Technology
-556
- 3.78%
$19.07 - $26.23 $10.6K - $14.6K
14.2K $283K
ICF
Ishares Tr

ETFs
-115
- 1.2%
$58.8 - $66.61 $6.76K - $7.66K
9.47K $570K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-722
- 9.91%
$44.04 - $49.49 $31.8K - $35.7K
6.56K $289K
CVX
Chevron Corp

Energy
-330
- 7.81%
$141.15 - $162.53 $46.6K - $53.6K
3.9K $564K
PEP
Pepsico Inc

Consumer Defensive
-125
- 7.33%
$151.29 - $176.1 $18.9K - $22K
1.58K $240K
XLV
Select Sector Spdr Fund Health

ETFs
-93
- 4.73%
$136.28 - $154.74 $12.7K - $14.4K
1.87K $257K
SPY
Spdr S&P 500 ETF Trust

ETFs
-167
- 3.64%
$567.81 - $607.81 $94.8K - $102K
4.42K $2.59M
EMB
Ishares Tr

ETFs
-208
- 4.17%
$88.94 - $93.46 $18.5K - $19.4K
4.78K $425K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-69
- 0.37%
$113.92 - $127.38 $7.86K - $8.79K
18.8K $2.16M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-594
- 8.55%
N/A
6.36K $396K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-1.72K
- 8.69%
$38.88 - $44.07 $67K - $75.9K
18.1K $746K
SCHW
Schwab Charles Corp

Financial Services
-975
- 21.69%
$63.31 - $82.85 $61.7K - $80.8K
3.52K $260K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-598
- 3.27%
$41.09 - $45.94 $24.6K - $27.5K
17.7K $742K
MO
Altria Group, Inc.

Consumer Defensive
-530
- 7.67%
$49.06 - $57.74 $26K - $30.6K
6.38K $333K
IBM
International Business Machines Corp

Technology
-49
- 2.33%
$204.9 - $238.04 $10K - $11.7K
2.06K $451K
BAC
Bank Of America Corp

Financial Services
-1.25K
- 11.64%
$39.22 - $47.77 $48.9K - $59.6K
9.47K $416K
CDNS
Cadence Design Systems Inc

Technology
-308
- 10.78%
$249.1 - $324.54 $76.7K - $100K
2.55K $765K
IWR
Ishares Russell Mid Cap ETF

ETFs
-24
- 0.52%
$87.25 - $95.52 $2.09K - $2.29K
4.62K $407K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-48
- 0.67%
$100.38 - $107.86 $4.82K - $5.18K
7.09K $730K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-116
- 0.57%
$46.53 - $49.91 $5.4K - $5.79K
20.1K $966K
VB
Vanguard Small Cap ETF

ETFs
-37
- 0.42%
$233.76 - $261.58 $8.65K - $9.68K
8.82K $2.12M
BA
Boeing CO

Industrials
-2
- 0.12%
$138.14 - $180.72 $276 - $361
1.62K $286K
WFC
Wells Fargo & Company

Financial Services
-273
- 6.16%
$54.98 - $77.35 $15K - $21.1K
4.16K $292K
GOOGL
Alphabet Inc.

Communication Services
-185
- 4.14%
$161.86 - $196.66 $29.9K - $36.4K
4.29K $811K
GOOG
Alphabet Inc.

Communication Services
-800
- 5.53%
$163.08 - $198.16 $130K - $159K
13.7K $2.6M
Activity Summary
Buys All Purchases 56 New Holdings 6 Increased Positions 50 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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