Affinity Wealth Management LLC Purchases in Q4 2025

Affinity Wealth Management LLC

  • $658 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLE
Energy Sector Spdr

ETFs
362K
+ 103.9%
$85.22 - $92.02 $30.9M - $33.3M
711K $65.4M
LLY
Eli Lilly & CO

Healthcare
121
+ 0.91%
$799.57 - $1025.28 $96.7K - $124K
13.4K $13.7M
SCCO
Southern Copper Corp

Basic Materials
23.6K
New
$122.64 - $141.68 $2.89M - $3.34M
23.6K $3.08M
HBM
Hudbay Minerals Inc.

Basic Materials
194K
New
$14.85 - $17.57 $2.89M - $3.41M
194K $3.06M
TER
Teradyne, Inc

Technology
800
+ 1.83%
$132.08 - $187.59 $106K - $150K
44.4K $7.55M
STX
Seagate Technology Holdings PLC

Technology
2.78K
+ 9.52%
$211.63 - $293.99 $589K - $818K
32K $8.27M
AMZN
Amazon Com Inc

Consumer Cyclical
705
+ 1.43%
$213.04 - $254.0 $150K - $179K
50.2K $11.8M
FPE
First Tr Pfd Secs & Income ETF

ETFs
44.3K
+ 3.11%
$18.14 - $18.51 $804K - $821K
1.47M $26.9M
HCC
Warrior Met Coal, Inc.

Basic Materials
2.1K
+ 6.16%
$62.37 - $84.05 $131K - $176K
36.2K $2.85M
MFC
Manulife Financial Corp

Financial Services
3.11K
+ 2.38%
$31.41 - $34.43 $97.8K - $107K
134K $4.61M
ALLY
Ally Financial Inc.

Financial Services
9.18K
New
$36.96 - $41.81 $339K - $384K
9.18K $360K
FLEX
Flex Ltd.

Technology
1.18K
+ 1.15%
$56.13 - $66.1 $66.5K - $78.3K
104K $6.24M
XLK
Technology Sector Spdr

ETFs
874
+ 76.0%
$278.39 - $304.13 $243K - $266K
2.02K $583K
FLS
Flowserve Corp

Industrials
3.71K
New
$49.09 - $71.85 $182K - $267K
3.71K $249K
NRG
Nrg Energy, Inc.

Utilities
552
+ 1.26%
$160.42 - $178.5 $88.6K - $98.5K
44.5K $7.35M
KSS
Kohls Corp

Consumer Cyclical
12.9K
New
$13.98 - $18.06 $180K - $233K
12.9K $216K
SOXX
Ishares Semiconductor ETF

ETFs
726
New
$271.99 - $309.6 $197K - $225K
726 $209K
FYBR
Frontier Communications Parent, Inc.

Communication Services
3.29K
+ 2.71%
$37.31 - $37.96 $123K - $125K
125K $4.72M
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
9.46K
New
$12.44 - $16.02 $118K - $152K
9.46K $151K
NET
Cloudflare, Inc.

Technology
832
+ 4.18%
$210.01 - $253.3 $175K - $211K
20.8K $4.37M
XOM
Exxon Mobil Corp

Energy
464
+ 11.39%
$110.64 - $119.78 $51.3K - $55.6K
4.54K $533K
TMO
Thermo Fisher Scientific Inc.

Healthcare
4
+ 0.47%
$524.58 - $588.02 $2.1K - $2.35K
857 $486K
VTI
Vanguard Total Stock Market Et

ETFs
148
+ 7.63%
$321.8 - $337.95 $47.6K - $50K
2.09K $688K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
33
+ 8.05%
$600.51 - $631.95 $19.8K - $20.9K
443 $273K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.77K
+ 0.87%
$132.67 - $138.39 $368K - $384K
322K $43.2M
HWM
Howmet Aerospace Inc.

Industrials
12
+ 1.06%
$184.09 - $209.74 $2.21K - $2.52K
1.14K $231K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
20
+ 1.49%
$242.67 - $261.79 $4.85K - $5.24K
1.36K $340K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
5
+ 0.46%
$219.27 - $238.71 $1.1K - $1.19K
1.08K $244K
CTVA
Corteva, Inc.

Basic Materials
189
+ 3.71%
$61.0 - $66.48 $11.5K - $12.6K
5.28K $348K
WMT
Walmart Inc.

Consumer Defensive
32
+ 0.38%
$101.18 - $109.03 $3.24K - $3.49K
8.45K $869K
DBEZ
Xtrackers Msci Eurozone Hedged
622
+ 0.17%
N/A
375K $0
Linde PLC
342
+ 2.96%
N/A
11.9K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
4.61K
+ 0.73%
N/A
633K $0
HPE
Hewlett Packard Enterprise CO

Technology
175
+ 1.99%
$22.5 - $26.25 $3.94K - $4.59K
8.98K $204K
ITW
Illinois Tool Works Inc

Industrials
12
+ 1.11%
$242.03 - $260.73 $2.9K - $3.13K
1.09K $266K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
110
+ 3.07%
$54.04 - $66.33 $5.94K - $7.3K
3.69K $199K
VZ
Verizon Communications Inc

Communication Services
46
+ 0.54%
$38.4 - $43.83 $1.77K - $2.02K
8.62K $353K
LRGF
Ishares Tr

ETFs
2.01K
+ 0.31%
$67.34 - $70.85 $135K - $142K
655K $45.1M
TSLA
Tesla, Inc.

Consumer Cyclical
39
+ 1.94%
$401.99 - $468.37 $15.7K - $18.3K
2.05K $837K
FV
First Trust Dorsey Wright Focu

ETFs
636
+ 0.59%
$60.63 - $62.78 $38.6K - $39.9K
109K $6.6M
RDVY
First Trust Rising Dividend Ac

ETFs
2.02K
+ 0.31%
$65.02 - $68.31 $132K - $138K
665K $44.5M
ADPT
Adaptive Biotechnologies Corp

Healthcare
10.8K
+ 3.56%
$14.1 - $17.83 $153K - $193K
314K $4.43M
META
Meta Platforms, Inc.

Communication Services
4
+ 0.45%
$609.01 - $751.67 $2.44K - $3.01K
897 $546K
ETN
Eaton Corp PLC

Industrials
94
+ 0.67%
$352.39 - $387.75 $33.1K - $36.4K
14.2K $5.01M
MSFT
Microsoft Corp

Technology
162
+ 0.48%
$496.82 - $542.07 $80.5K - $87.8K
34.2K $17.4M
MA
Mastercard Inc

Financial Services
161
+ 0.99%
$536.85 - $580.45 $86.4K - $93.5K
16.4K $8.81M
XLF
Financial Sector Spdr

ETFs
9.18K
+ 1.4%
$51.76 - $53.77 $475K - $494K
664K $34.8M
GRAB
Grab Holdings LTD

Technology
4.33K
+ 0.41%
$5.41 - $6.39 $23.4K - $27.6K
1.07M $5.78M
HD
Home Depot, Inc.

Consumer Cyclical
278
+ 1.46%
$358.03 - $397.02 $99.5K - $110K
19.3K $6.9M
Activity Summary
Buys All Purchases 51 New Holdings 7 Increased Positions 44 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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