Affinity Wealth Management LLC Portfolio Holdings
Affinity Wealth Management LLC
- $568 Million
- Q2 2025
Affinity Wealth Management LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $568 Million distributed in 99 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $48.2M, Ishares Tr with a value of $41.7M, First Trust Rising Dividend Ac with a value of $41.3M, Invesco Exchange Traded Fd Tr with a value of $40.9M, and Financial Sector Spdr with a value of $34M.
Examining the 13F form we can see an increase of $85M in the current position value, from $483M to 568M.
Affinity Wealth Management LLC is based out at Wilmington, DE
Below you can find more details about Affinity Wealth Management LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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