Affiance Financial, LLC Purchases in Q4 2024

Affiance Financial, LLC

  • $414 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
5.71K
+ 3.54%
$280.04 - $302.45 $1.6M - $1.73M
167K $48.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.03K
+ 0.66%
$521.84 - $558.82 $535K - $573K
157K $84.7M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
34.4K
New
$58.88 - $64.8 $2.03M - $2.23M
34.4K $2.03M
MUB
Ishares National Muni Bond ETF

ETFs
15.4K
New
$105.78 - $108.7 $1.62M - $1.67M
15.4K $1.64M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.32K
+ 4.6%
$370.24 - $418.94 $489K - $554K
30K $12.1M
AAPL
Apple Inc.

Technology
669
+ 1.31%
$221.69 - $259.02 $148K - $173K
51.6K $12.9M
AMZN
Amazon Com Inc

Consumer Cyclical
965
+ 9.05%
$180.88 - $232.93 $175K - $225K
11.6K $2.55M
VXF
Vanguard Extended Market ETF

ETFs
133
+ 0.2%
$179.17 - $207.15 $23.8K - $27.6K
67.3K $12.8M
VTV
Vanguard Value ETF

ETFs
4.25K
+ 7.55%
$168.32 - $181.87 $715K - $773K
60.5K $10.2M
JPM
Jpmorgan Chase & CO

Financial Services
725
+ 9.65%
$205.18 - $250.29 $149K - $181K
8.24K $1.98M
GOOGL
Alphabet Inc.

Communication Services
676
+ 7.19%
$161.86 - $196.66 $109K - $133K
10.1K $1.91M
BOND
Pimco Active Bond Exchange Tra

ETFs
4.94K
+ 15.8%
$90.42 - $94.5 $447K - $467K
36.2K $3.27M
BA
Boeing CO

Industrials
1.69K
New
$138.14 - $180.72 $234K - $306K
1.69K $299K
DVY
Ishares Tr

ETFs
2.28K
New
$129.55 - $143.41 $295K - $326K
2.28K $298K
MSTR
Microstrategy Inc

Technology
992
New
$162.69 - $473.83 $161K - $470K
992 $287K
NVDA
Nvidia Corp

Technology
838
+ 6.59%
$117.0 - $148.88 $98K - $125K
13.6K $1.82M
HD
Home Depot, Inc.

Consumer Cyclical
550
New
$385.02 - $431.37 $212K - $237K
550 $213K
CVX
Chevron Corp

Energy
1.41K
New
$141.15 - $162.53 $199K - $229K
1.41K $204K
META
Meta Platforms, Inc.

Communication Services
40
+ 0.9%
$554.08 - $632.68 $22.2K - $25.3K
4.49K $2.65M
SPY
Spdr S&P 500 ETF Trust

ETFs
32
+ 0.5%
$567.81 - $607.81 $18.2K - $19.4K
6.44K $3.77M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
10K
+ 100.0%
$10.39 - $11.25 $104K - $113K
20K $209K
CGDV
Capital Group Divid Value ETF

ETFs
5.59K
+ 6.44%
$35.16 - $37.12 $196K - $207K
92.4K $3.26M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.95K
+ 12.17%
$50.37 - $50.6 $98.2K - $98.6K
18K $904K
VT
Vanguard Total World Stk Index

ETFs
1.15K
+ 4.51%
$117.09 - $123.07 $134K - $141K
26.6K $3.12M
VO
Vanguard Mid Cap ETF

ETFs
184
+ 2.71%
$261.5 - $284.63 $48.1K - $52.4K
6.98K $1.84M
CGCP
Capital Group Core Plus Income

ETFs
7.28K
+ 5.87%
$22.13 - $23.17 $161K - $169K
131K $2.91M
ECL
Ecolab Inc.

Basic Materials
294
+ 16.49%
$234.32 - $261.43 $68.9K - $76.9K
2.08K $486K
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.2K
+ 301.4%
$25.93 - $105.3 $290K - $1.18M
14.9K $414K
NSPR
Inspire Md, Inc.

Healthcare
5.38K
+ 2.93%
$2.28 - $3.17 $12.3K - $17K
189K $518K
PG
Procter & Gamble CO

Consumer Defensive
235
+ 9.33%
$161.05 - $179.7 $37.8K - $42.2K
2.76K $461K
MDT
Medtronic PLC

Healthcare
700
+ 22.06%
$79.61 - $92.24 $55.7K - $64.6K
3.87K $309K
VIG
Vanguard Dividend Appreciation

ETFs
17
+ 0.13%
N/A
13.6K $2.48M
PRU
Prudential Financial Inc

Financial Services
6
+ 0.13%
$114.59 - $129.52 $688 - $777
4.69K $555K
ORCL
Oracle Corp

Technology
7
+ 0.14%
$165.41 - $192.43 $1.16K - $1.35K
5.1K $850K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
17
+ 0.42%
$442.29 - $483.08 $7.52K - $8.21K
4.09K $1.85M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.32K
+ 6.36%
$38.37 - $42.82 $358K - $399K
156K $5.99M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
23.5K
+ 4.25%
$96.64 - $101.23 $2.27M - $2.38M
577K $55.9M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
303
+ 0.61%
$33.39 - $37.66 $10.1K - $11.4K
50.2K $1.68M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
21
+ 0.08%
$75.65 - $83.47 $1.59K - $1.75K
25.3K $1.93M
TGT
Target Corp

Consumer Defensive
69
+ 0.6%
$121.59 - $160.69 $8.39K - $11.1K
11.5K $1.55M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.68K
+ 3.37%
$44.04 - $49.49 $250K - $281K
174K $7.67M
UNH
Unitedhealth Group Inc

Healthcare
16
+ 0.27%
$485.52 - $625.25 $7.77K - $10K
5.98K $3.02M
VEA
Vanguard Ftse Developed Market

ETFs
16.9K
+ 3.6%
$47.57 - $52.44 $804K - $886K
486K $23.2M
IEFA
Ishares Tr

ETFs
3.37K
+ 1.45%
$70.06 - $77.43 $236K - $261K
236K $16.6M
Activity Summary
Buys All Purchases 45 New Holdings 7 Increased Positions 38 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 1
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