Affiance Financial, LLC Incresed Positions in Q4 2025

Affiance Financial, LLC

  • $575 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
73.1K
+ 8.86%
$99.87 - $101.27 $7.3M - $7.4M
898K $89.8M
VTI
Vanguard Total Stock Market Et

ETFs
14K
+ 7.25%
$321.8 - $337.95 $4.51M - $4.74M
207K $68.4M
NOW
Service Now, Inc.

Technology
4.08K
+ 450.17%
$835.79 - $946.29 $3.41M - $3.86M
4.99K $4.17M
IWF
Ishares Russell 1000 Gr ETF

ETFs
5.86K
+ 13.49%
$459.47 - $491.71 $2.69M - $2.88M
49.3K $23.2M
IEFA
Ishares Tr

ETFs
26.5K
+ 9.26%
$86.09 - $89.88 $2.28M - $2.38M
312K $27.7M
VTV
Vanguard Value ETF

ETFs
9.93K
+ 12.53%
$182.87 - $189.72 $1.81M - $1.88M
89.2K $16.7M
BOND
Pimco Active Bond Exchange Tra

ETFs
18K
+ 33.56%
$93.0 - $94.55 $1.68M - $1.71M
71.8K $6.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
403
+ 0.2%
$600.51 - $631.95 $242K - $255K
198K $122M
CGCP
Capital Group Core Plus Income

ETFs
53.1K
+ 27.63%
$22.64 - $22.98 $1.2M - $1.22M
245K $5.56M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
16.6K
+ 8.44%
$45.45 - $48.31 $752K - $800K
213K $10.1M
XLK
Technology Sector Spdr

ETFs
1.83K
+ 100.0%
$278.39 - $304.13 $508K - $555K
3.65K $1.05M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.09K
+ 9.03%
$114.27 - $121.15 $353K - $374K
37.3K $4.36M
VO
Vanguard Mid Cap ETF

ETFs
1.17K
+ 13.48%
$286.27 - $296.23 $335K - $347K
9.85K $2.83M
QQQ
Invesco Qqq Trust, Series 1

ETFs
267
+ 8.12%
$589.5 - $635.77 $157K - $170K
3.55K $2.15M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.3K
+ 5.24%
$72.17 - $75.74 $93.8K - $98.5K
26.1K $1.95M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
169
+ 4.17%
$475.68 - $513.11 $80.4K - $86.7K
4.22K $2.15M
IXC
Ishares Tr Global Energy ETF

ETFs
19
+ 0.08%
$40.23 - $43.56 $764 - $828
24.8K $1.08M
PRU
Prudential Financial Inc

Financial Services
8
+ 0.17%
$99.13 - $107.85 $793 - $863
4.72K $505K
V
Visa Inc.

Financial Services
86
+ 11.45%
$325.75 - $352.42 $28K - $30.3K
837 $272K
SCHG
Schwab Strategic Tr Us Large C

ETFs
31
+ 0.2%
$31.41 - $33.69 $974 - $1.04K
15.6K $503K
MUB
Ishares National Muni Bond ETF

ETFs
4
+ 0.04%
$106.36 - $107.61 $425 - $430
10.7K $1.15M
NFLX
Netflix Inc

Communication Services
3.62K
+ 993.41%
$110.29 - $1241.35 $399K - $4.49M
3.98K $438K
COST
Costco Wholesale Corp

Consumer Defensive
8
+ 1.82%
$910.94 - $954.99 $7.29K - $7.64K
448 $408K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
66
+ 0.21%
$42.41 - $44.49 $2.8K - $2.94K
31K $1.34M
GIS
General Mills Inc

Consumer Defensive
187
+ 1.67%
$45.98 - $50.93 $8.6K - $9.52K
11.4K $541K
Activity Summary
Buys All Purchases 29 New Holdings 3 Increased Positions 26 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 1
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