Affiance Financial, LLC Purchases and Sells in Q3 2025

Affiance Financial, LLC

$549 Million
Q3 2025

Top Buys

Incresed Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	10.7K + 5.73%	$567.77 - $614.76 $6.08M - $6.58M	197K $121M
AGG	89.9K + 12.24%	$97.75 - $100.75 $8.79M - $9.06M	825K $82.7M
VTI	8.79K + 4.76%	$303.93 - $329.86 $2.67M - $2.9M	193K $63.5M
IWF	3.33K + 8.29%	$420.11 - $472.68 $1.4M - $1.57M	43.4K $20.3M
IEFA	16.4K + 6.07%	$81.7 - $87.53 $1.34M - $1.43M	286K $25M
VEA	13.7K + 2.57%	$56.02 - $60.3 $766K - $825K	545K $32.7M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DCI	7.33K New	$69.82 - $82.14 $512K - $602K	7.33K $599K
CAT	508 New	$390.92 - $477.15 $199K - $242K	508 $242K
NVT	2.35K New	$72.16 - $100.25 $170K - $236K	2.35K $231K
RTX	1.35K New	$144.19 - $167.33 $195K - $227K	1.35K $226K

Top Sells

Reduced Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGUS	-117K - 44.61%	$36.89 - $39.72 $4.32M - $4.65M	145K $5.75M
EFG	-2.23K - 7.81%	$106.99 - $114.46 $239K - $255K	26.3K $3M
TGT	-815 - 7.76%	$86.56 - $107.43 $70.5K - $87.6K	9.68K $868K
BIL	-1.62K - 23.01%	$91.44 - $91.77 $148K - $149K	5.42K $497K
MCD	-658 - 12.5%	$291.67 - $316.99 $192K - $209K	4.6K $1.4M
LLY	-115 - 7.03%	$625.65 - $812.69 $71.9K - $93.5K	1.52K $1.16M

Activity Summary All Purchases 42 New Holdings 4 Increased Positions 38 All Sells 32 Reductions 32 Sold out 0 Calls 0 Puts 0

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