Affinity Wealth Management LLC Incresed Positions in Q3 2024

Affinity Wealth Management LLC

  • $509 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RDVY
First Trust Rising Dividend Ac

ETFs
6.92K
+ 1.33%
$53.68 - $59.24 $371K - $410K
526K $31.1M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
5.19K
+ 0.95%
$53.41 - $57.9 $277K - $300K
552K $31.9M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3.81K
+ 1.52%
$110.22 - $120.89 $420K - $461K
254K $30.5M
HD
Home Depot, Inc.

Consumer Cyclical
97
+ 0.54%
$333.64 - $405.2 $32.4K - $39.3K
18K $7.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
556
+ 0.77%
$434.77 - $502.96 $242K - $280K
72.5K $35.4M
ACI
Albertsons Companies, Inc.

Consumer Defensive
48K
+ 167.79%
$17.94 - $20.93 $861K - $1M
76.6K $1.42M
ACN
Accenture PLC

Technology
154
+ 1.11%
$295.44 - $355.81 $45.5K - $54.8K
14K $4.95M
TECK
Teck Resources LTD

Basic Materials
518
+ 0.5%
$43.48 - $53.4 $22.5K - $27.7K
105K $5.47M
FCNCA
First Citizens Bancshares Inc

Financial Services
241
+ 116.43%
$1685.92 - $2128.51 $406K - $513K
448 $823K
UNP
Union Pacific Corp

Industrials
269
+ 1.61%
$221.78 - $256.09 $59.7K - $68.9K
16.9K $4.17M
FCX
Freeport Mcmoran Inc

Basic Materials
1.64K
+ 1.33%
$39.52 - $51.92 $64.9K - $85.3K
125K $6.25M
JPM
Jpmorgan Chase & CO

Financial Services
170
+ 0.95%
$194.9 - $224.8 $33.1K - $38.2K
18K $3.79M
VTI
Vanguard Total Stock Market Et

ETFs
452
+ 30.58%
$255.18 - $283.2 $115K - $128K
1.93K $546K
SO
Southern CO

Utilities
19
+ 0.2%
$77.0 - $90.52 $1.46K - $1.72K
9.31K $839K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
155
+ 18.67%
$405.19 - $478.57 $62.8K - $74.2K
985 $453K
MCD
Mcdonalds Corp

Consumer Cyclical
44
+ 2.66%
$245.82 - $304.51 $10.8K - $13.4K
1.7K $517K
AFL
Aflac Inc

Financial Services
39
+ 1.29%
$88.52 - $111.8 $3.45K - $4.36K
3.05K $341K
CAH
Cardinal Health Inc

Healthcare
71
+ 1.68%
$93.74 - $114.66 $6.66K - $8.14K
4.29K $473K
SPG
Simon Property Group Inc

Real Estate
90
+ 4.15%
$146.09 - $170.11 $13.1K - $15.3K
2.26K $382K
MDLZ
Mondelez International, Inc.

Consumer Defensive
134
+ 2.6%
$64.35 - $75.71 $8.62K - $10.1K
5.28K $389K
GD
General Dynamics Corp

Industrials
131
+ 18.07%
$279.51 - $308.09 $36.6K - $40.4K
856 $258K
ITW
Illinois Tool Works Inc

Industrials
61
+ 7.2%
$233.14 - $263.97 $14.2K - $16.1K
908 $237K
CB
Chubb LTD

Financial Services
4
+ 0.38%
$252.51 - $292.2 $1.01K - $1.17K
1.05K $303K
FXR
First Trust Industrials/Produc

ETFs
1
+ 0.02%
$66.85 - $75.76 $66.9 - $75.8
4.56K $345K
OWL
Blue Owl Capital Inc.

Financial Services
675
+ 5.33%
$15.81 - $19.83 $10.7K - $13.4K
13.3K $258K
AVGO
Broadcom Inc.

Technology
3.74K
+ 856.88%
$136.27 - $1745.86 $509K - $6.52M
4.17K $719K
Linde PLC
94
+ 0.92%
N/A
10.3K $0
NXPI
Nxp Semiconductors N.V.

Technology
102
+ 11.79%
$225.14 - $290.78 $23K - $29.7K
967 $232K
RGI
Invesco S&P 500 Equal Weight I

ETFs
731
+ 0.12%
N/A
627K $0
DELL
Dell Technologies Inc.

Technology
87
+ 2.51%
$87.89 - $145.97 $7.65K - $12.7K
3.56K $422K
HLX
Helix Energy Solutions Group Inc

Energy
5.58K
+ 2.8%
$9.2 - $12.82 $51.4K - $71.6K
205K $2.27M
AMZN
Amazon Com Inc

Consumer Cyclical
552
+ 1.16%
$161.02 - $200.0 $88.9K - $110K
48.1K $8.97M
XLE
Energy Sector Spdr

ETFs
8.41K
+ 2.66%
$84.35 - $93.39 $710K - $786K
325K $28.5M
MPC
Marathon Petroleum Corp

Energy
13
+ 0.04%
$158.61 - $180.75 $2.06K - $2.35K
36.3K $5.91M
TER
Teradyne, Inc

Technology
703
+ 1.75%
$114.25 - $163.0 $80.3K - $115K
40.9K $5.47M
MSFT
Microsoft Corp

Technology
107
+ 0.32%
$395.15 - $467.56 $42.3K - $50K
33.2K $14.3M
GOOGL
Alphabet Inc.

Communication Services
333
+ 0.72%
$148.65 - $191.18 $49.5K - $63.7K
46.9K $7.77M
Activity Summary
Buys All Purchases 48 New Holdings 10 Increased Positions 38 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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