Affiance Financial, LLC Sells in Q3 2025

Affiance Financial, LLC

  • $549 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CGUS
Capital Group Core Equity ETF
-117K
- 44.61%
$36.89 - $39.72 $4.32M - $4.65M
145K $5.75M
EFG
Msci Eafe Growth ETF

ETFs
-2.23K
- 7.81%
$106.99 - $114.46 $239K - $255K
26.3K $3M
TGT
Target Corp

Consumer Defensive
-815
- 7.76%
$86.56 - $107.43 $70.5K - $87.6K
9.68K $868K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.62K
- 23.01%
$91.44 - $91.77 $148K - $149K
5.42K $497K
MCD
Mcdonalds Corp

Consumer Cyclical
-658
- 12.5%
$291.67 - $316.99 $192K - $209K
4.6K $1.4M
LLY
Eli Lilly & CO

Healthcare
-115
- 7.03%
$625.65 - $812.69 $71.9K - $93.5K
1.52K $1.16M
NOW
Service Now, Inc.

Technology
-8
- 0.87%
$850.86 - $1044.69 $6.81K - $8.36K
907 $834K
HON
Honeywell International Inc

Industrials
-94
- 3.17%
$207.7 - $240.4 $19.5K - $22.6K
2.87K $604K
GIS
General Mills Inc

Consumer Defensive
-1.24K
- 9.94%
$48.44 - $53.83 $60.1K - $66.7K
11.2K $566K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-5.9K
- 29.5%
$10.81 - $11.15 $63.8K - $65.8K
14.1K $155K
ABT
Abbott Laboratories

Healthcare
-223
- 7.84%
$120.51 - $136.62 $26.9K - $30.5K
2.62K $350K
META
Meta Platforms, Inc.

Communication Services
-18
- 0.39%
$695.21 - $791.73 $12.5K - $14.3K
4.64K $3.4M
XLP
Consumer Staples Sector Spdr

ETFs
-195
- 0.94%
N/A
20.6K $1.56M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-287
- 1.77%
$50.47 - $50.74 $14.5K - $14.6K
15.9K $807K
XOM
Exxon Mobil Corp

Energy
-223
- 8.98%
$105.83 - $117.22 $23.6K - $26.1K
2.26K $254K
HD
Home Depot, Inc.

Consumer Cyclical
-50
- 8.14%
$357.4 - $423.42 $17.9K - $21.2K
564 $228K
MMM
3 M CO

Industrials
-90
- 0.94%
$144.41 - $160.2 $13K - $14.4K
9.5K $1.47M
MDT
Medtronic PLC

Healthcare
-42
- 1.37%
$87.67 - $95.74 $3.68K - $4.02K
3.03K $288K
IOO
Ishares Tr Global 100 ETF

ETFs
-36
- 1.71%
$107.55 - $120.01 $3.87K - $4.32K
2.07K $248K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-242
- 0.78%
$41.58 - $44.7 $10.1K - $10.8K
31K $1.36M
XEL
Xcel Energy Inc

Utilities
-78
- 1.29%
$67.56 - $80.65 $5.27K - $6.29K
5.99K $483K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-397
- 1.58%
$68.24 - $73.73 $27.1K - $29.3K
24.8K $1.82M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-247
- 0.84%
$87.05 - $93.19 $21.5K - $23K
29.2K $2.72M
JNJ
Johnson & Johnson

Healthcare
-172
- 3.89%
$155.17 - $185.42 $26.7K - $31.9K
4.25K $788K
ORCL
Oracle Corp

Technology
-769
- 14.67%
$218.96 - $328.33 $168K - $252K
4.47K $1.26M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.79K
- 3.41%
$39.06 - $43.42 $70.1K - $77.9K
50.8K $2.2M
MSFT
Microsoft Corp

Technology
-164
- 1.42%
$491.09 - $535.64 $80.5K - $87.8K
11.4K $5.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
-126
- 2.02%
$617.65 - $666.84 $77.8K - $84K
6.11K $4.07M
IVV
Ishares Core S&P 500 ETF

ETFs
-29
- 0.32%
$620.67 - $670.08 $18K - $19.4K
9.07K $6.07M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-596
- 0.35%
$62.09 - $66.51 $37K - $39.6K
170K $11.1M
AAPL
Apple Inc.

Technology
-301
- 0.66%
$202.38 - $256.87 $60.9K - $77.3K
45.5K $11.6M
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
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