Affinity Wealth Management LLC Incresed Positions in Q2 2025

Affinity Wealth Management LLC

  • $568 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
268
+ 0.8%
$354.56 - $497.45 $95K - $133K
33.8K $16.8M
NRG
Nrg Energy, Inc.

Utilities
327
+ 0.76%
$83.61 - $162.67 $27.3K - $53.2K
43.5K $6.99M
AMZN
Amazon Com Inc

Consumer Cyclical
15
+ 0.03%
$167.32 - $223.3 $2.51K - $3.35K
48.8K $10.7M
ETN
Eaton Corp PLC

Industrials
150
+ 1.09%
$246.52 - $356.99 $37K - $53.5K
13.9K $4.95M
GOOGL
Alphabet Inc.

Communication Services
702
+ 1.47%
$144.7 - $178.6 $102K - $125K
48.5K $8.54M
GRAB
Grab Holdings LTD

Technology
5.74K
+ 0.55%
$3.48 - $5.25 $20K - $30.1K
1.04M $5.25M
ISRG
Intuitive Surgical Inc

Healthcare
162
+ 1.99%
$451.58 - $565.94 $73.2K - $91.7K
8.3K $4.51M
TER
Teradyne, Inc

Technology
1.32K
+ 3.21%
$67.96 - $91.05 $89.7K - $120K
42.4K $3.82M
DBJP
Xtrackers Msci Japan Hedged Eq

ETFs
1.12K
+ 0.76%
$64.97 - $78.38 $73K - $88.1K
148K $11.4M
MA
Mastercard Inc

Financial Services
104
+ 0.65%
$479.92 - $590.74 $49.9K - $61.4K
16.1K $9.07M
MFC
Manulife Financial Corp

Financial Services
1.46K
+ 1.16%
$26.93 - $32.44 $39.3K - $47.4K
128K $4.08M
FYBR
Frontier Communications Parent, Inc.

Communication Services
2.12K
+ 1.84%
$35.51 - $36.83 $75.4K - $78.2K
117K $4.27M
DELL
Dell Technologies Inc.

Technology
38
+ 1.07%
$71.63 - $125.98 $2.72K - $4.79K
3.6K $440K
GE
General Electric CO

Industrials
69
+ 5.24%
$166.81 - $257.39 $11.5K - $17.8K
1.39K $356K
HD
Home Depot, Inc.

Consumer Cyclical
224
+ 1.21%
$335.24 - $380.78 $75.1K - $85.3K
18.8K $6.9M
S
Sentinel One, Inc.

Technology
4.06K
+ 4.85%
$16.17 - $20.34 $65.7K - $82.6K
87.8K $1.61M
GOOG
Alphabet Inc.

Communication Services
200
+ 12.35%
$146.58 - $180.01 $29.3K - $36K
1.82K $322K
CTVA
Corteva, Inc.

Basic Materials
48
+ 0.92%
$55.52 - $74.53 $2.66K - $3.58K
5.28K $393K
XLK
Technology Sector Spdr

ETFs
51
+ 4.67%
$179.73 - $253.23 $9.17K - $12.9K
1.14K $289K
VTI
Vanguard Total Stock Market Et

ETFs
10
+ 0.52%
$243.75 - $303.93 $2.44K - $3.04K
1.94K $589K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.07%
$171.4 - $227.1 $171 - $227
1.34K $303K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.11%
$908.13 - $1056.85 $908 - $1.06K
942 $932K
RDN
Radian Group Inc

Financial Services
158
+ 1.4%
$30.48 - $36.53 $4.82K - $5.77K
11.4K $411K
HRB
H&R Block Inc

Consumer Cyclical
312
+ 2.53%
$54.32 - $63.04 $16.9K - $19.7K
12.6K $694K
SO
Southern CO

Utilities
63
+ 0.68%
$84.91 - $92.56 $5.35K - $5.83K
9.34K $857K
ITW
Illinois Tool Works Inc

Industrials
17
+ 1.61%
$218.41 - $252.43 $3.71K - $4.29K
1.07K $265K
Linde PLC
166
+ 1.5%
N/A
11.2K $0
ET
Energy Transfer LP

Energy
320
+ 1.49%
$15.65 - $18.93 $5.01K - $6.06K
21.7K $394K
OWL
Blue Owl Capital Inc.

Financial Services
229
+ 1.73%
$15.9 - $21.16 $3.64K - $4.85K
13.4K $257K
SPG
Simon Property Group Inc

Real Estate
26
+ 1.12%
$140.37 - $171.44 $3.65K - $4.46K
2.34K $376K
PG
Procter & Gamble CO

Consumer Defensive
55
+ 3.1%
$157.66 - $172.39 $8.67K - $9.48K
1.83K $291K
AFL
Aflac Inc

Financial Services
38
+ 1.22%
$99.77 - $112.45 $3.79K - $4.27K
3.14K $331K
UNP
Union Pacific Corp

Industrials
357
+ 2.09%
$208.27 - $238.46 $74.4K - $85.1K
17.4K $4.01M
XOM
Exxon Mobil Corp

Energy
154
+ 3.93%
$99.93 - $119.04 $15.4K - $18.3K
4.07K $438K
MCD
Mcdonalds Corp

Consumer Cyclical
10
+ 0.58%
$285.55 - $321.23 $2.86K - $3.21K
1.74K $508K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1
+ 0.12%
$390.26 - $489.06 $390 - $489
852 $345K
ACN
Accenture PLC

Technology
215
+ 1.46%
$279.23 - $323.21 $60K - $69.5K
14.9K $4.46M
TRGP
Targa Resources Corp.

Energy
113
+ 2.0%
$157.32 - $205.72 $17.8K - $23.2K
5.77K $1M
EOG
Eog Resources Inc

Energy
500
+ 1.8%
$104.61 - $129.97 $52.3K - $65K
28.3K $3.38M
LLY
Eli Lilly & CO

Healthcare
206
+ 1.61%
$713.71 - $898.95 $147K - $185K
13K $10.2M
XLE
Energy Sector Spdr

ETFs
3.18K
+ 0.94%
$76.44 - $94.13 $243K - $299K
340K $28.9M
Activity Summary
Buys All Purchases 51 New Holdings 9 Increased Positions 42 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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