Affinity Investment Advisors, LLC Sells in Q2 2025

Affinity Investment Advisors, LLC

  • $131 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-2.65K
- 60.22%
$274.35 - $599.47 $726K - $1.59M
1.75K $545K
META
Meta Platforms, Inc.

Communication Services
-2.24K
- 44.56%
$484.66 - $738.09 $1.09M - $1.66M
2.79K $2.06M
AMAT
Applied Materials Inc

Technology
-5.85K
- 71.79%
$126.95 - $183.52 $742K - $1.07M
2.3K $420K
NTAP
Net App, Inc.

Technology
-8.79K
- 69.95%
$76.1 - $106.55 $669K - $936K
3.77K $402K
AAPL
Apple Inc.

Technology
-1.74K
- 11.22%
$172.42 - $223.89 $299K - $389K
13.7K $2.82M
DELL
Dell Technologies Inc.

Technology
-8.91K
- 58.55%
$71.63 - $125.98 $638K - $1.12M
6.31K $773K
BKR
Baker Hughes CO

Energy
-8.74K
- 56.2%
$35.0 - $44.92 $306K - $393K
6.81K $261K
KR
Kroger CO

Consumer Defensive
-7.12K
- 21.38%
$64.62 - $74.0 $460K - $527K
26.2K $1.88M
XOM
Exxon Mobil Corp

Energy
-832
- 3.33%
$99.93 - $119.04 $83.1K - $99K
24.1K $2.6M
ABBV
Abb Vie Inc.

Healthcare
-293
- 3.1%
$170.16 - $206.27 $49.9K - $60.4K
9.15K $1.7M
MO
Altria Group, Inc.

Consumer Defensive
-3.73K
- 11.72%
$55.56 - $60.91 $207K - $227K
28.1K $1.65M
PPL
Ppl Corp

Utilities
-5.21K
- 16.47%
$33.45 - $36.5 $174K - $190K
26.4K $895K
APP
App Lovin Corp

Technology
-1.8K
- 39.56%
$219.37 - $417.89 $394K - $751K
2.74K $960K
BMY
Bristol Myers Squibb CO

Healthcare
-470
- 3.24%
$44.12 - $59.6 $20.7K - $28K
14K $649K
AMGN
Amgen Inc

Healthcare
-277
- 6.35%
$262.28 - $309.85 $72.7K - $85.8K
4.09K $1.14M
MRK
Merck & Co., Inc.

Healthcare
-260
- 1.57%
$73.47 - $87.12 $19.1K - $22.7K
16.3K $1.29M
ACGL
Arch Capital Group Ltd.

Financial Services
-1.37K
- 15.79%
$84.99 - $96.82 $116K - $133K
7.31K $665K
PM
Philip Morris International Inc.

Consumer Defensive
-2.15K
- 21.79%
$149.23 - $184.95 $321K - $398K
7.72K $1.41M
TAP
Molson Coors Beverage CO

Consumer Defensive
-541
- 7.62%
$47.24 - $62.46 $25.6K - $33.8K
6.56K $315K
PKG
Packaging Corp Of America

Consumer Cyclical
-310
- 5.7%
$175.97 - $201.36 $54.6K - $62.4K
5.13K $966K
LOW
Lowes Companies Inc

Consumer Cyclical
-280
- 9.46%
$210.83 - $235.28 $59K - $65.9K
2.68K $594K
WMB
Williams Companies, Inc.

Energy
-1.68K
- 24.89%
$54.33 - $62.87 $91.5K - $106K
5.08K $319K
KHC
Kraft Heinz CO

Consumer Defensive
-966
- 8.54%
$25.61 - $30.81 $24.7K - $29.8K
10.3K $267K
ELV
Elevance Health, Inc.

Healthcare
-3
- 0.24%
$372.27 - $452.69 $1.12K - $1.36K
1.26K $490K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-164
- 3.01%
$167.22 - $212.42 $27.4K - $34.8K
5.29K $1.05M
ABC
Amerisourcebergen Corp

Healthcare
-282
- 28.43%
N/A
710 $131K
MMM
3 M CO

Industrials
-433
- 16.15%
$126.09 - $154.15 $54.6K - $66.7K
2.25K $342K
SSNC
Ss&C Technologies Holdings Inc

Technology
-482
- 5.46%
$71.96 - $83.42 $34.7K - $40.2K
8.34K $690K
DOX
Amdocs LTD

Technology
-267
- 3.48%
$80.46 - $94.08 $21.5K - $25.1K
7.42K $676K
F
Ford Motor CO

Consumer Cyclical
-2.1K
- 14.92%
$8.69 - $10.85 $18.2K - $22.8K
12K $129K
UNM
Unum Group

Financial Services
-22
- 0.18%
$70.48 - $82.91 $1.55K - $1.82K
12.1K $975K
DRI
Darden Restaurants Inc

Consumer Cyclical
-383
- 5.1%
$186.58 - $225.78 $71.5K - $86.5K
7.13K $1.55M
GPS
Gap Inc

Consumer Cyclical
-5
- 0.03%
N/A
15.9K $321K
STLD
Steel Dynamics Inc

Basic Materials
-2
- 0.11%
N/A
1.82K $178K
Lam Research Corp
-730
- 9.37%
N/A
7.06K $0
CCL
Carnival Corp

Consumer Cyclical
-3.51K
- 30.14%
$16.43 - $28.12 $57.7K - $98.7K
8.13K $228K
MCK
Mckesson Corp

Healthcare
-33
- 7.62%
$652.83 - $732.78 $21.5K - $24.2K
400 $293K
AMP
Ameriprise Financial Inc

Financial Services
-312
- 9.04%
$422.19 - $533.73 $132K - $167K
3.14K $1.68M
QCOM
Qualcomm Inc

Technology
-269
- 3.11%
$124.66 - $159.48 $33.5K - $42.9K
8.39K $1.34M
CAH
Cardinal Health Inc

Healthcare
-328
- 14.94%
$125.0 - $168.0 $41K - $55.1K
1.87K $313K
BK
Bank Of New York Mellon Corp

Financial Services
-848
- 6.94%
$73.31 - $91.62 $62.2K - $77.7K
11.4K $1.04M
LNG
Cheniere Energy, Inc.

Energy
-1
- 0.06%
$197.25 - $244.33 $197 - $244
1.56K $379K
HCA
Hca Healthcare, Inc.

Healthcare
-8
- 1.16%
$317.61 - $387.52 $2.54K - $3.1K
684 $262K
EPR
Epr Properties

Real Estate
-17
- 0.38%
$43.53 - $59.11 $740 - $1K
4.4K $256K
WFC
Wells Fargo & Company

Financial Services
-1.37K
- 7.22%
$60.98 - $80.12 $83.8K - $110K
17.6K $1.41M
GOOGL
Alphabet Inc.

Communication Services
-1.03K
- 9.59%
$144.7 - $178.6 $148K - $183K
9.67K $1.7M
EBAY
Ebay Inc

Consumer Cyclical
-239
- 2.32%
$59.52 - $79.36 $14.2K - $19K
10.1K $748K
CAT
Caterpillar Inc

Industrials
-387
- 10.25%
$273.94 - $388.21 $106K - $150K
3.39K $1.32M
STT
State Street Corp

Financial Services
-1
- 0.02%
$75.33 - $106.34 $75.3 - $106
4.27K $454K
Activity Summary
Buys All Purchases 51 New Holdings 23 Increased Positions 28 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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