Affinity Wealth Management LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $616 Million distributed in 108 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $52.4M, Ishares Tr with a value of $45.1M, First Trust Rising Dividend Ac with a value of $44.6M, Invesco Exchange Traded Fd Tr with a value of $43.2M, and Spdr S&P Aerospace & Defense E with a value of $37.9M.
Examining the 13F form we can see an increase of $48.1M in the current position value, from $568M to 616M.
Affinity Wealth Management LLC is based out at Wilmington, DE
Below you can find more details about Affinity Wealth Management LLC portfolio as well as his latest detailed transactions.
