Affiance Financial, LLC Sells in Q4 2025

Affiance Financial, LLC

  • $575 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
CGUS
Capital Group Core Equity ETF
-55.8K
- 38.38%
$38.81 - $40.67 $2.16M - $2.27M
89.6K $3.55M
META
Meta Platforms, Inc.

Communication Services
-82
- 1.77%
$609.01 - $751.67 $49.9K - $61.6K
4.55K $2.78M
VXF
Vanguard Extended Market ETF

ETFs
-639
- 0.79%
$204.22 - $215.05 $130K - $137K
80.7K $16.5M
ORCL
Oracle Corp

Technology
-65
- 1.45%
$217.57 - $313.0 $14.1K - $20.3K
4.41K $969K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.55K
- 0.91%
$63.25 - $66.24 $98.1K - $103K
168K $10.8M
MSFT
Microsoft Corp

Technology
-279
- 2.45%
$496.82 - $542.07 $139K - $151K
11.1K $5.64M
WMT
Walmart Inc.

Consumer Defensive
-1.84K
- 9.01%
$101.18 - $109.03 $186K - $200K
18.5K $1.91M
UNH
Unitedhealth Group Inc

Healthcare
-132
- 2.19%
$320.52 - $369.92 $42.3K - $48.8K
5.89K $1.89M
JPM
Jpmorgan Chase & CO

Financial Services
-71
- 0.83%
$294.11 - $320.41 $20.9K - $22.7K
8.53K $2.56M
XEL
Xcel Energy Inc

Utilities
-1.4K
- 23.33%
$79.6 - $81.85 $111K - $114K
4.59K $370K
IYW
Ishares Dj Us Tech ETF

ETFs
-400
- 8.33%
$192.8 - $211.27 $77.1K - $84.5K
4.4K $876K
IVV
Ishares Core S&P 500 ETF

ETFs
-172
- 1.9%
$656.2 - $690.71 $113K - $119K
8.9K $6.01M
BA
Boeing CO

Industrials
-115
- 9.36%
$191.81 - $225.32 $22.1K - $25.9K
1.11K $213K
HON
Honeywell International Inc

Industrials
-52
- 1.81%
$194.07 - $220.67 $10.1K - $11.5K
2.82K $552K
PG
Procter & Gamble CO

Consumer Defensive
-136
- 4.85%
$145.5 - $153.18 $19.8K - $20.8K
2.67K $388K
XLP
Consumer Staples Sector Spdr

ETFs
-511
- 2.48%
N/A
20.1K $1.53M
ABT
Abbott Laboratories

Healthcare
-219
- 8.36%
$123.62 - $134.59 $27.1K - $29.5K
2.4K $312K
SPY
Spdr S&P 500 ETF Trust

ETFs
-29
- 0.47%
$653.02 - $687.39 $18.9K - $19.9K
6.08K $4.05M
MCD
Mcdonalds Corp

Consumer Cyclical
-81
- 1.76%
$293.81 - $310.11 $23.8K - $25.1K
4.52K $1.38M
CVX
Chevron Corp

Energy
-123
- 7.72%
$148.9 - $157.72 $18.3K - $19.4K
1.47K $227K
TGT
Target Corp

Consumer Defensive
-225
- 2.32%
$85.53 - $97.77 $19.2K - $22K
9.46K $850K
NVDA
Nvidia Corp

Technology
-78
- 0.54%
$179.83 - $207.04 $14K - $16.1K
14.4K $2.69M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-256
- 1.61%
$50.57 - $50.77 $12.9K - $13K
15.7K $792K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-46
- 0.91%
$106.97 - $112.08 $4.92K - $5.16K
4.98K $541K
ABBV
Abb Vie Inc.

Healthcare
-79
- 2.8%
$211.96 - $244.38 $16.7K - $19.3K
2.75K $642K
XLV
Select Sector Spdr Fund Health

ETFs
-613
- 9.47%
$141.95 - $152.82 $87K - $93.7K
5.86K $890K
IOO
Ishares Tr Global 100 ETF

ETFs
-115
- 5.56%
$118.15 - $126.87 $13.6K - $14.6K
1.95K $243K
MDT
Medtronic PLC

Healthcare
-53
- 1.75%
$90.06 - $98.43 $4.77K - $5.22K
2.98K $286K
EFG
Msci Eafe Growth ETF

ETFs
-45
- 0.17%
$112.91 - $117.61 $5.08K - $5.29K
26.3K $3.01M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-362
- 1.24%
$91.84 - $96.06 $33.2K - $34.8K
28.9K $2.74M
JNJ
Johnson & Johnson

Healthcare
-211
- 4.96%
$185.98 - $199.58 $39.2K - $42.1K
4.04K $806K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-615
- 1.21%
$42.19 - $45.31 $25.9K - $27.9K
50.2K $2.24M
VT
Vanguard Total World Stk Index

ETFs
-4
- 0.01%
$135.16 - $141.78 $541 - $567
33.2K $4.62M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.22K
- 0.57%
$52.54 - $55.77 $64.2K - $68.2K
213K $11.7M
MMM
3 M CO

Industrials
-39
- 0.41%
$148.75 - $171.6 $5.8K - $6.69K
9.46K $1.56M
AAPL
Apple Inc.

Technology
-1.66K
- 3.65%
$245.27 - $275.25 $408K - $458K
43.9K $11.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-69
- 0.55%
$213.04 - $254.0 $14.7K - $17.5K
12.5K $2.92M
GOOGL
Alphabet Inc.

Communication Services
-332
- 3.37%
$236.57 - $291.31 $78.5K - $96.7K
9.53K $2.63M
LLY
Eli Lilly & CO

Healthcare
-116
- 7.63%
$799.57 - $1025.28 $92.8K - $119K
1.41K $1.44M
VEA
Vanguard Ftse Developed Market

ETFs
-4.09K
- 0.75%
$59.18 - $62.09 $242K - $254K
541K $33.2M
GOOG
Alphabet Inc.

Communication Services
-330
- 2.28%
$237.49 - $291.74 $78.4K - $96.3K
14.1K $4.04M
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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