Affinity Capital Advisors, LLC Portfolio Holdings
Affinity Capital Advisors, LLC
- $526 Million
- Q1 2025
Affinity Capital Advisors, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $526 Million distributed in 154 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Total Usd Bond Ma with a value of $52.6M, Ishares Core S&P 500 ETF with a value of $50.9M, Vanguard Growth ETF with a value of $47.2M, Vanguard Value ETF with a value of $44.2M, and Apple Inc. with a value of $36.7M.
Examining the 13F form we can see an decrease of $3.14M in the current position value, from $529M to 526M.
Below you can find more details about Affinity Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$526 Million
ETFs: $429 Million
Technology: $50.2 Million
Financial Services: $9.18 Million
Consumer Cyclical: $8.75 Million
Communication Services: $8.64 Million
Healthcare: $6.87 Million
Industrials: $4.79 Million
Consumer Defensive: $4.04 Million
Other: $4.1 Million