Affiance Financial, LLC Portfolio Holdings
Affiance Financial, LLC
- $428 Million
- Q1 2025
Affiance Financial, LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $428 Million distributed in 102 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $84.5M, Ishares Core U.S. Aggregate Bo with a value of $64.4M, Vanguard Total Stock Market Et with a value of $45.5M, Vanguard Ftse Developed Market with a value of $25.3M, and Ishares Tr with a value of $18.9M.
Examining the 13F form we can see an increase of $14.5M in the current position value, from $414M to 428M.
Below you can find more details about Affiance Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$428 Million
ETFs: $357 Million
Technology: $17.7 Million
Healthcare: $9.35 Million
Communication Services: $7.06 Million
Consumer Cyclical: $5.65 Million
Financial Services: $5.37 Million
Industrials: $3.99 Million
Consumer Defensive: $3.8 Million
Other: $1.82 Million