Affinity Wealth Management LLC Reduced Holdings in Q4 2025

Affinity Wealth Management LLC

  • $658 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
-1.73K
- 1.41%
$172.14 - $207.18 $298K - $358K
121K $21M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-602
- 0.37%
$227.13 - $251.24 $137K - $151K
161K $36.6M
JPM
Jpmorgan Chase & CO

Financial Services
-485
- 2.76%
$294.11 - $320.41 $143K - $155K
17.1K $5.13M
ARES
Ares Management Corp

Financial Services
-257
- 2.66%
$140.88 - $155.5 $36.2K - $40K
9.4K $1.34M
NVDA
Nvidia Corp

Technology
-725
- 0.56%
$179.83 - $207.04 $130K - $150K
130K $24.2M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-25
- 0.67%
$178.37 - $198.46 $4.46K - $4.96K
3.72K $683K
COF
Capital One Financial Corp

Financial Services
-95
- 3.02%
$201.01 - $225.01 $19.1K - $21.4K
3.05K $613K
SO
Southern CO

Utilities
-152
- 1.63%
$90.58 - $99.72 $13.8K - $15.2K
9.15K $828K
DELL
Dell Technologies Inc.

Technology
-46
- 1.28%
$133.76 - $164.88 $6.15K - $7.58K
3.55K $474K
CB
Chubb LTD

Financial Services
-149
- 18.77%
$268.2 - $296.22 $40K - $44.1K
645 $190K
FHN
First Horizon Corp

Financial Services
-49
- 0.44%
$19.94 - $23.43 $977 - $1.15K
11K $226K
IVW
Ishares S&P 500 Growth ETF

ETFs
-51
- 1.52%
$118.29 - $126.28 $6.03K - $6.44K
3.32K $401K
FCNCA
First Citizens Bancshares Inc

Financial Services
-2
- 0.37%
$1638.68 - $1845.3 $3.28K - $3.69K
535 $957K
Blackrock Inc
-2
- 0.85%
N/A
234 $0
AFL
Aflac Inc

Financial Services
-18
- 0.57%
$105.7 - $115.01 $1.9K - $2.07K
3.12K $357K
AVGO
Broadcom Inc.

Technology
-64
- 1.2%
$324.63 - $385.98 $20.8K - $24.7K
5.27K $1.8M
GOOG
Alphabet Inc.

Communication Services
-4
- 0.22%
$237.49 - $291.74 $950 - $1.17K
1.82K $518K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-246
- 0.28%
$589.5 - $635.77 $145K - $156K
87.1K $52.6M
CAH
Cardinal Health Inc

Healthcare
-121
- 3.06%
$153.27 - $206.06 $18.5K - $24.9K
3.83K $786K
AAPL
Apple Inc.

Technology
-216
- 0.81%
$245.27 - $275.25 $53K - $59.5K
26.6K $7.1M
DBJP
Xtrackers Msci Japan Hedged Eq

ETFs
-726
- 0.49%
$84.49 - $93.55 $61.3K - $67.9K
148K $13.8M
GOOGL
Alphabet Inc.

Communication Services
-18
- 0.04%
$236.57 - $291.31 $4.26K - $5.24K
48.3K $13.4M
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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