Affinity Wealth Management LLC Incresed Positions in Q3 2025

Affinity Wealth Management LLC

  • $616 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
STX
Seagate Technology Holdings PLC

Technology
23.7K
+ 428.98%
$142.01 - $236.06 $3.37M - $5.6M
29.2K $6.9M
PLTR
Palantir Technologies Inc.

Technology
272
+ 0.22%
$130.68 - $186.97 $35.5K - $50.9K
123K $22.3M
XAR
Spdr S&P Aerospace & Defense E

ETFs
188
+ 0.12%
$205.52 - $234.96 $38.6K - $44.2K
161K $37.9M
NVDA
Nvidia Corp

Technology
299
+ 0.23%
$153.3 - $186.58 $45.8K - $55.8K
130K $24.3M
LRGF
Ishares Tr

ETFs
2.86K
+ 0.44%
$64.13 - $69.24 $183K - $198K
653K $45.1M
RDVY
First Trust Rising Dividend Ac

ETFs
4.5K
+ 0.68%
$62.38 - $67.29 $281K - $303K
663K $44.6M
XLC
Select Sector Spdr Tr Communic

ETFs
3.5K
+ 1.2%
$105.99 - $119.41 $371K - $418K
294K $34.8M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.04K
+ 0.64%
$128.6 - $136.01 $263K - $278K
320K $43.2M
XLE
Energy Sector Spdr

ETFs
8.22K
+ 2.41%
$84.25 - $91.99 $692K - $756K
349K $31.1M
TER
Teradyne, Inc

Technology
1.2K
+ 2.83%
$90.15 - $137.64 $108K - $165K
43.6K $6.01M
DBJP
Xtrackers Msci Japan Hedged Eq

ETFs
1.04K
+ 0.7%
$75.44 - $86.33 $78.3K - $89.6K
149K $12.7M
XLF
Financial Sector Spdr

ETFs
4.95K
+ 0.76%
$51.37 - $54.25 $254K - $269K
655K $35.3M
GRAB
Grab Holdings LTD

Technology
20K
+ 1.92%
$4.77 - $6.45 $95.5K - $129K
1.06M $6.41M
FLEX
Flex Ltd.

Technology
2.06K
+ 2.04%
$48.49 - $59.33 $99.8K - $122K
103K $5.96M
MSFT
Microsoft Corp

Technology
307
+ 0.91%
$491.09 - $535.64 $151K - $164K
34.1K $17.6M
FPE
First Tr Pfd Secs & Income ETF

ETFs
11.8K
+ 0.84%
$17.81 - $18.39 $211K - $217K
1.43M $26M
HD
Home Depot, Inc.

Consumer Cyclical
180
+ 0.96%
$357.4 - $423.42 $64.3K - $76.2K
19K $7.7M
AVGO
Broadcom Inc.

Technology
1.32K
+ 32.88%
$264.74 - $369.57 $349K - $487K
5.33K $1.76M
TLT
Ishares Barclays 20+ Year Trea

ETFs
454
+ 0.16%
$85.01 - $90.35 $38.6K - $41K
283K $25.3M
ETN
Eaton Corp PLC

Industrials
240
+ 1.73%
$342.99 - $392.76 $82.3K - $94.3K
14.1K $5.28M
FYBR
Frontier Communications Parent, Inc.

Communication Services
4.33K
+ 3.69%
$36.44 - $37.53 $158K - $163K
122K $4.54M
MA
Mastercard Inc

Financial Services
110
+ 0.68%
$550.18 - $598.96 $60.5K - $65.9K
16.3K $9.25M
AMZN
Amazon Com Inc

Consumer Cyclical
687
+ 1.41%
$211.65 - $238.24 $145K - $164K
49.5K $10.9M
NRG
Nrg Energy, Inc.

Utilities
415
+ 0.95%
$144.77 - $173.91 $60.1K - $72.2K
43.9K $7.12M
IVW
Ishares S&P 500 Growth ETF

ETFs
333
+ 10.98%
$108.97 - $121.65 $36.3K - $40.5K
3.37K $406K
SPG
Simon Property Group Inc

Real Estate
28
+ 1.19%
$159.93 - $187.67 $4.48K - $5.25K
2.37K $445K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1
+ 0.12%
$404.94 - $499.99 $405 - $500
853 $413K
GE
General Electric CO

Industrials
1
+ 0.07%
$244.75 - $305.63 $245 - $306
1.39K $417K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
35
+ 9.33%
$567.77 - $614.76 $19.9K - $21.5K
410 $251K
AZN
Astrazeneca PLC

Healthcare
102
+ 2.49%
$68.72 - $82.11 $7.01K - $8.38K
4.2K $322K
XLK
Technology Sector Spdr

ETFs
6
+ 0.52%
$250.97 - $282.66 $1.51K - $1.7K
1.15K $324K
TRGP
Targa Resources Corp.

Energy
414
+ 7.17%
$160.52 - $174.4 $66.5K - $72.2K
6.19K $1.04M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
8
+ 0.75%
$195.29 - $223.85 $1.56K - $1.79K
1.08K $239K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.15%
$225.11 - $247.9 $450 - $496
1.34K $330K
ITW
Illinois Tool Works Inc

Industrials
7
+ 0.65%
$252.31 - $269.41 $1.77K - $1.89K
1.08K $281K
NXPI
Nxp Semiconductors N.V.

Technology
8
+ 0.7%
$205.16 - $239.07 $1.64K - $1.91K
1.15K $262K
Linde PLC
339
+ 3.02%
N/A
11.6K $0
DBEZ
Xtrackers Msci Eurozone Hedged
2.21K
+ 0.59%
N/A
374K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
409
+ 0.07%
N/A
629K $0
MFC
Manulife Financial Corp

Financial Services
3.19K
+ 2.5%
$29.9 - $32.34 $95.5K - $103K
131K $4.08M
FCNCA
First Citizens Bancshares Inc

Financial Services
32
+ 6.34%
$1789.16 - $2158.23 $57.3K - $69.1K
537 $960K
LLY
Eli Lilly & CO

Healthcare
214
+ 1.64%
$625.65 - $812.69 $134K - $174K
13.2K $10.1M
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 0.53%
$915.95 - $994.57 $4.58K - $4.97K
947 $876K
ARES
Ares Management Corp

Financial Services
374
+ 4.03%
$159.89 - $192.76 $59.8K - $72.1K
9.66K $1.54M
EOG
Eog Resources Inc

Energy
875
+ 3.09%
$112.12 - $126.1 $98.1K - $110K
29.2K $3.27M
Activity Summary
Buys All Purchases 63 New Holdings 17 Increased Positions 46 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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