Affiance Financial, LLC Incresed Positions in Q3 2025

Affiance Financial, LLC

  • $549 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10.7K
+ 5.73%
$567.77 - $614.76 $6.08M - $6.58M
197K $121M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
89.9K
+ 12.24%
$97.75 - $100.75 $8.79M - $9.06M
825K $82.7M
VTI
Vanguard Total Stock Market Et

ETFs
8.79K
+ 4.76%
$303.93 - $329.86 $2.67M - $2.9M
193K $63.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.33K
+ 8.29%
$420.11 - $472.68 $1.4M - $1.57M
43.4K $20.3M
IEFA
Ishares Tr

ETFs
16.4K
+ 6.07%
$81.7 - $87.53 $1.34M - $1.43M
286K $25M
VEA
Vanguard Ftse Developed Market

ETFs
13.7K
+ 2.57%
$56.02 - $60.3 $766K - $825K
545K $32.7M
VXF
Vanguard Extended Market ETF

ETFs
3.92K
+ 5.06%
$193.58 - $213.07 $758K - $835K
81.3K $17M
WMT
Walmart Inc.

Consumer Defensive
17.7K
+ 671.98%
$94.4 - $104.27 $1.67M - $1.85M
20.4K $2.1M
VTV
Vanguard Value ETF

ETFs
5.98K
+ 8.17%
$175.51 - $186.57 $1.05M - $1.12M
79.2K $14.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.8K
+ 5.29%
$49.43 - $54.52 $533K - $588K
215K $11.6M
GOOGL
Alphabet Inc.

Communication Services
5
+ 0.05%
$174.36 - $254.72 $872 - $1.27K
9.86K $2.4M
BOND
Pimco Active Bond Exchange Tra

ETFs
6.44K
+ 13.61%
$90.83 - $93.81 $585K - $604K
53.7K $5.02M
VT
Vanguard Total World Stk Index

ETFs
1.83K
+ 5.83%
$128.41 - $138.03 $235K - $252K
33.2K $4.57M
CGCP
Capital Group Core Plus Income

ETFs
21.8K
+ 12.77%
$22.27 - $22.95 $485K - $499K
192K $4.37M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.8K
+ 5.56%
$108.46 - $120.63 $195K - $217K
34.2K $4.06M
CGDV
Capital Group Divid Value ETF

ETFs
5.93K
+ 5.85%
$39.59 - $42.21 $235K - $250K
107K $4.51M
NVDA
Nvidia Corp

Technology
131
+ 0.91%
$153.3 - $186.58 $20.1K - $24.4K
14.5K $2.7M
MUB
Ishares National Muni Bond ETF

ETFs
3.46K
+ 47.68%
$103.24 - $106.68 $357K - $369K
10.7K $1.14M
TSLA
Tesla, Inc.

Consumer Cyclical
99
+ 4.53%
$293.94 - $444.72 $29.1K - $44K
2.29K $1.02M
VO
Vanguard Mid Cap ETF

ETFs
669
+ 8.35%
$279.83 - $293.74 $187K - $197K
8.68K $2.55M
VGT
Vanguard Information Technolog

ETFs
65
+ 2.46%
$656.44 - $753.15 $42.7K - $49K
2.71K $2.02M
JPM
Jpmorgan Chase & CO

Financial Services
160
+ 1.89%
$282.78 - $316.06 $45.2K - $50.6K
8.61K $2.71M
UNH
Unitedhealth Group Inc

Healthcare
159
+ 2.71%
$237.77 - $353.61 $37.8K - $56.2K
6.02K $2.08M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
359
+ 9.71%
$459.11 - $506.91 $165K - $182K
4.06K $2.04M
QQQ
Invesco Qqq Trust, Series 1

ETFs
95
+ 2.98%
$546.99 - $602.2 $52K - $57.2K
3.29K $1.97M
NSPR
Inspire Md, Inc.

Healthcare
61.2K
+ 32.39%
$2.22 - $2.79 $136K - $171K
250K $603K
ABBV
Abb Vie Inc.

Healthcare
11
+ 0.39%
$184.85 - $231.54 $2.03K - $2.55K
2.83K $654K
IYW
Ishares Dj Us Tech ETF

ETFs
124
+ 2.65%
$171.38 - $197.01 $21.3K - $24.4K
4.8K $940K
XLK
Technology Sector Spdr

ETFs
96
+ 5.55%
$250.97 - $282.66 $24.1K - $27.1K
1.83K $514K
SCHG
Schwab Strategic Tr Us Large C

ETFs
699
+ 4.7%
$28.92 - $32.19 $20.2K - $22.5K
15.6K $496K
VIG
Vanguard Dividend Appreciation

ETFs
323
+ 2.37%
N/A
13.9K $2.54M
VONV
Vanguard Russell 1000 Value Et

ETFs
366
+ 10.78%
$84.55 - $89.54 $30.9K - $32.8K
3.76K $336K
AMZN
Amazon Com Inc

Consumer Cyclical
167
+ 1.35%
$211.65 - $238.24 $35.3K - $39.8K
12.5K $2.75M
CVX
Chevron Corp

Energy
123
+ 8.36%
$145.57 - $161.83 $17.9K - $19.9K
1.59K $247K
PG
Procter & Gamble CO

Consumer Defensive
69
+ 2.52%
$150.47 - $161.22 $10.4K - $11.1K
2.8K $430K
PRU
Prudential Financial Inc

Financial Services
7
+ 0.15%
$100.68 - $109.89 $705 - $769
4.71K $488K
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 2.33%
$915.95 - $994.57 $9.16K - $9.95K
440 $407K
Activity Summary
Buys All Purchases 42 New Holdings 4 Increased Positions 38 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Affiance Financial, LLC Portfolio

Follow Affiance Financial, 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 Affiance Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Affiance Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email