Affiance Financial, LLC Reduced Holdings in Q1 2025

Affiance Financial, LLC

  • $428 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
-29K
- 80.49%
$137.61 - $149.68 $3.99M - $4.34M
7.03K $1.02M
VTI
Vanguard Total Stock Market Et

ETFs
-182
- 0.11%
$271.18 - $303.12 $49.4K - $55.2K
167K $45.5M
AAPL
Apple Inc.

Technology
-4.58K
- 8.87%
$209.68 - $247.1 $961K - $1.13M
47.1K $10.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-8.47K
- 4.61%
$57.21 - $65.8 $485K - $557K
175K $10.2M
MUB
Ishares National Muni Bond ETF

ETFs
-8.59K
- 55.93%
$104.71 - $107.69 $900K - $925K
6.77K $712K
MSFT
Microsoft Corp

Technology
-528
- 4.35%
$375.39 - $447.2 $198K - $236K
11.6K $4.36M
TSLA
Tesla, Inc.

Consumer Cyclical
-756
- 26.21%
$222.15 - $428.22 $168K - $324K
2.13K $551K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.38K
- 4.32%
$102.49 - $119.96 $142K - $166K
30.6K $3.19M
IVV
Ishares Core S&P 500 ETF

ETFs
-300
- 3.19%
$554.06 - $615.85 $166K - $185K
9.1K $5.08M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-9.03K
- 26.23%
$58.01 - $64.46 $524K - $582K
25.4K $1.59M
TGT
Target Corp

Consumer Defensive
-267
- 2.32%
$103.65 - $142.5 $27.7K - $38K
11.2K $1.17M
TECH
Bio Techne Corp

Healthcare
-1.66K
- 9.06%
$58.47 - $78.75 $97.3K - $131K
16.7K $979K
AMZN
Amazon Com Inc

Consumer Cyclical
-11
- 0.09%
$190.26 - $242.06 $2.09K - $2.66K
11.6K $2.21M
NOW
Service Now, Inc.

Technology
-62
- 6.35%
$783.83 - $1170.39 $48.6K - $72.6K
915 $728K
SPY
Spdr S&P 500 ETF Trust

ETFs
-231
- 3.59%
$551.42 - $612.93 $127K - $142K
6.21K $3.47M
VGT
Vanguard Information Technolog

ETFs
-29
- 1.09%
$542.38 - $646.34 $15.7K - $18.7K
2.64K $1.43M
EEM
Ishares Msci Emerging Markets

ETFs
-5.81K
- 20.61%
$40.81 - $45.34 $237K - $263K
22.4K $979K
GIS
General Mills Inc

Consumer Defensive
-1.46K
- 9.96%
$57.56 - $65.3 $84K - $95.3K
13.2K $788K
XLP
Consumer Staples Sector Spdr

ETFs
-1.48K
- 6.63%
N/A
20.8K $1.58M
IYW
Ishares Dj Us Tech ETF

ETFs
-91
- 1.91%
$140.44 - $166.79 $12.8K - $15.2K
4.68K $657K
BA
Boeing CO

Industrials
-465
- 27.45%
$148.15 - $186.25 $68.9K - $86.6K
1.23K $209K
HON
Honeywell International Inc

Industrials
-202
- 6.38%
$202.75 - $226.52 $41K - $45.8K
2.97K $627K
DIS
Walt Disney CO

Communication Services
-432
- 12.9%
$96.87 - $114.0 $41.8K - $49.2K
2.92K $287K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.54K
- 8.55%
$50.39 - $50.66 $77.3K - $77.8K
16.4K $831K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-797
- 21.08%
$91.45 - $91.75 $72.9K - $73.1K
2.98K $273K
IWD
Ishares Russell 1000 Val ETF

ETFs
-309
- 2.97%
$182.82 - $196.21 $56.5K - $60.6K
10.1K $1.88M
MDT
Medtronic PLC

Healthcare
-799
- 20.63%
$79.84 - $94.5 $63.8K - $75.5K
3.07K $276K
GILD
Gilead Sciences, Inc.

Healthcare
-757
- 21.44%
$89.14 - $117.41 $67.5K - $88.9K
2.77K $310K
XOM
Exxon Mobil Corp

Energy
-394
- 13.9%
$105.44 - $118.93 $41.5K - $46.9K
2.44K $290K
PG
Procter & Gamble CO

Consumer Defensive
-79
- 2.87%
$158.56 - $176.26 $12.5K - $13.9K
2.68K $456K
NFLX
Netflix Inc

Communication Services
-21
- 5.38%
$828.4 - $1058.6 $17.4K - $22.2K
369 $344K
COST
Costco Wholesale Corp

Consumer Defensive
-19
- 3.21%
$890.62 - $1076.86 $16.9K - $20.5K
572 $540K
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
-140K
- 93.15%
N/A
10.3K $0
UNP
Union Pacific Corp

Industrials
-35
- 1.88%
$225.21 - $254.42 $7.88K - $8.9K
1.83K $431K
V
Visa Inc.

Financial Services
-60
- 6.44%
$306.92 - $362.71 $18.4K - $21.8K
871 $305K
XEL
Xcel Energy Inc

Utilities
-100
- 1.62%
$63.37 - $72.1 $6.34K - $7.21K
6.07K $429K
KXI
Ishares Tr Global Consumer Sta

ETFs
-21
- 0.44%
$58.57 - $64.8 $1.23K - $1.36K
4.8K $304K
UNH
Unitedhealth Group Inc

Healthcare
-140
- 2.34%
$461.52 - $548.18 $64.6K - $76.7K
5.84K $3.06M
ABT
Abbott Laboratories

Healthcare
-254
- 7.32%
$111.1 - $140.22 $28.2K - $35.6K
3.21K $426K
ABBV
Abb Vie Inc.

Healthcare
-178
- 6.0%
$169.2 - $216.66 $30.1K - $38.6K
2.79K $584K
EFG
Msci Eafe Growth ETF

ETFs
-569
- 1.94%
$96.1 - $106.37 $54.7K - $60.5K
28.7K $2.89M
IXC
Ishares Tr Global Energy ETF

ETFs
-468
- 1.86%
$38.48 - $42.16 $18K - $19.7K
24.7K $1.03M
JNJ
Johnson & Johnson

Healthcare
-161
- 3.13%
$142.06 - $167.7 $22.9K - $27K
4.99K $827K
LLY
Eli Lilly & CO

Healthcare
-6
- 0.36%
$725.72 - $929.72 $4.35K - $5.58K
1.65K $1.36M
MMM
3 M CO

Industrials
-427
- 4.13%
$129.7 - $155.12 $55.4K - $66.2K
9.91K $1.46M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-77
- 1.88%
$442.66 - $534.52 $34.1K - $41.2K
4.01K $2.1M
Activity Summary
Buys All Purchases 28 New Holdings 3 Increased Positions 25 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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