Affinity Wealth Management LLC Sells in Q2 2025

Affinity Wealth Management LLC

  • $568 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-55
- 0.21%
$172.42 - $223.89 $9.48K - $12.3K
26.5K $5.43M
CB
Chubb LTD

Financial Services
-123
- 11.67%
$274.32 - $302.46 $33.7K - $37.2K
931 $269K
DD
Du Pont De Nemours, Inc.

Basic Materials
-43
- 1.2%
$55.13 - $75.25 $2.37K - $3.24K
3.56K $243K
DBEZ
Xtrackers Msci Eurozone Hedged
-645
- 0.17%
N/A
372K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
-4.27K
- 0.68%
N/A
628K $0
WSFS
Wsfs Financial Corp

Financial Services
-32
- 0.71%
$45.9 - $55.54 $1.47K - $1.78K
4.46K $245K
NXPI
Nxp Semiconductors N.V.

Technology
-3
- 0.26%
$153.5 - $218.72 $461 - $656
1.15K $250K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-40
- 17.62%
$4164.15 - $5789.24 $167K - $232K
187 $1.08M
SOXX
Ishares Semiconductor ETF

ETFs
-74
- 5.87%
$154.86 - $239.07 $11.5K - $17.7K
1.19K $283K
FCNCA
First Citizens Bancshares Inc

Financial Services
-3
- 0.59%
$1561.69 - $1966.55 $4.69K - $5.9K
505 $988K
IVV
Ishares Core S&P 500 ETF

ETFs
-14
- 0.73%
$498.8 - $620.9 $6.98K - $8.69K
1.9K $1.18M
CAH
Cardinal Health Inc

Healthcare
-4
- 0.1%
$125.0 - $168.0 $500 - $672
4.08K $684K
FV
First Trust Dorsey Wright Focu

ETFs
-7.41K
- 5.66%
$48.43 - $59.26 $359K - $439K
123K $7.32M
META
Meta Platforms, Inc.

Communication Services
-4
- 0.42%
$484.66 - $738.09 $1.94K - $2.95K
941 $694K
FTNT
Fortinet, Inc.

Technology
-2.08K
- 4.71%
$84.71 - $108.69 $176K - $226K
42.1K $4.45M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1
- 0.03%
$496.48 - $617.85 $496 - $618
3.74K $2.31M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-1.47K
- 0.1%
$16.93 - $17.81 $24.9K - $26.2K
1.41M $25.2M
AVGO
Broadcom Inc.

Technology
-17
- 0.42%
$146.29 - $275.65 $2.49K - $4.69K
4.01K $1.11M
JPM
Jpmorgan Chase & CO

Financial Services
-11
- 0.06%
$210.28 - $289.91 $2.31K - $3.19K
17.9K $5.18M
FLEX
Flex Ltd.

Technology
-1K
- 0.98%
$26.68 - $50.09 $26.7K - $50.2K
101K $5.03M
XLF
Financial Sector Spdr

ETFs
-3.31K
- 0.51%
$43.92 - $52.37 $145K - $173K
650K $34M
RDVY
First Trust Rising Dividend Ac

ETFs
-3.87K
- 0.58%
$51.6 - $62.74 $200K - $243K
658K $41.3M
LRGF
Ishares Tr

ETFs
-3.27K
- 0.5%
$51.37 - $64.13 $168K - $210K
650K $41.7M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-2.03K
- 0.63%
$101.93 - $128.63 $207K - $261K
318K $40.9M
PLTR
Palantir Technologies Inc.

Technology
-1.44K
- 1.17%
$74.01 - $144.25 $107K - $208K
122K $16.7M
NVDA
Nvidia Corp

Technology
-1.08K
- 0.83%
$94.31 - $157.99 $102K - $171K
130K $20.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-249
- 0.28%
$416.06 - $551.64 $104K - $137K
87.4K $48.2M
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
Track This Portfolio

Track Affinity Wealth Management LLC Portfolio

Follow Affinity Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Affinity Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Affinity Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email