Affinity Capital Advisors, LLC Purchases in Q4 2025

Affinity Capital Advisors, LLC

  • $720 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
68.2K
+ 43.63%
$245.27 - $275.25 $16.7M - $18.8M
225K $60.1M
XLK
Technology Sector Spdr

ETFs
65.2K
+ 108.63%
$278.39 - $304.13 $18.2M - $19.8M
125K $36.1M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
76.9K
+ 90.95%
$100.37 - $100.72 $7.72M - $7.75M
161K $16.2M
IVV
Ishares Core S&P 500 ETF

ETFs
6.5K
+ 6.73%
$656.2 - $690.71 $4.27M - $4.49M
103K $69.6M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
83.4K
+ 6.4%
$46.57 - $47.16 $3.88M - $3.93M
1.39M $64.6M
VUG
Vanguard Growth ETF

ETFs
6.17K
+ 4.78%
$470.44 - $504.26 $2.9M - $3.11M
135K $65.4M
VTV
Vanguard Value ETF

ETFs
16.7K
+ 5.84%
$182.87 - $189.72 $3.06M - $3.17M
303K $56.8M
EFV
Msci Eafe Value ETF

ETFs
21.5K
+ 5.47%
$66.73 - $70.99 $1.44M - $1.53M
415K $29.2M
MSFT
Microsoft Corp

Technology
4.81K
+ 44.57%
$496.82 - $542.07 $2.39M - $2.61M
15.6K $7.92M
IEMG
Ishares Inc

ETFs
40.2K
+ 11.78%
N/A
382K $20.5M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
12.6K
+ 8.71%
$102.37 - $105.36 $1.29M - $1.33M
157K $16.1M
LLY
Eli Lilly & CO

Healthcare
1
+ 0.02%
$799.57 - $1025.28 $800 - $1.03K
4.65K $4.75M
CMF
Ishares California Muni Bond E

ETFs
14.2K
+ 5.56%
$56.96 - $57.62 $809K - $819K
270K $15.5M
EFG
Msci Eafe Growth ETF

ETFs
6.18K
+ 4.51%
$112.91 - $117.61 $698K - $727K
143K $16.5M
GOOGL
Alphabet Inc.

Communication Services
2.22K
+ 37.44%
$236.57 - $291.31 $525K - $646K
8.15K $2.25M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
14K
+ 9.59%
$63.25 - $66.24 $888K - $930K
160K $10.3M
TLT
Ishares Barclays 20+ Year Trea

ETFs
7.82K
+ 49.06%
$88.67 - $92.06 $693K - $720K
23.7K $2.11M
EXPE
Expedia Group, Inc.

Consumer Cyclical
2.41K
New
$210.33 - $273.65 $506K - $659K
2.41K $637K
OEF
Ishares S&P 100 ETF

ETFs
1.79K
+ 3.78%
N/A
49.1K $13.1M
AVGO
Broadcom Inc.

Technology
1.07K
+ 164.46%
$324.63 - $385.98 $347K - $413K
1.72K $589K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.03K
+ 67.5%
$52.54 - $55.77 $317K - $336K
15K $820K
CL
Colgate Palmolive CO

Consumer Defensive
3.97K
New
$74.98 - $79.86 $298K - $317K
3.97K $312K
TXN
Texas Instruments Inc

Technology
1.51K
New
N/A
1.51K $293K
AEP
American Electric Power CO Inc

Utilities
2.37K
New
$112.75 - $122.73 $267K - $291K
2.37K $287K
OMC
Omnicom Group Inc.

Communication Services
3.98K
New
$72.23 - $81.23 $288K - $324K
3.98K $287K
RTX
Raytheon Technologies Corp

Industrials
1.59K
New
$157.0 - $179.44 $249K - $285K
1.59K $278K
AMZN
Amazon Com Inc

Consumer Cyclical
464
+ 4.21%
$213.04 - $254.0 $98.9K - $118K
11.5K $2.7M
AFL
Aflac Inc

Financial Services
2.25K
New
$105.7 - $115.01 $238K - $259K
2.25K $257K
ADBE
Adobe Inc.

Technology
762
New
$325.07 - $359.91 $248K - $274K
762 $247K
PM
Philip Morris International Inc.

Consumer Defensive
1.59K
New
$144.33 - $160.86 $229K - $256K
1.59K $242K
EA
Electronic Arts Inc.

Communication Services
1.18K
New
$199.89 - $202.0 $236K - $239K
1.18K $237K
QCOM
Qualcomm Inc

Technology
1.41K
New
$153.59 - $187.68 $217K - $265K
1.41K $235K
ETR
Entergy Corp

Utilities
2.38K
New
$93.4 - $97.65 $222K - $233K
2.38K $226K
UNH
Unitedhealth Group Inc

Healthcare
691
New
$320.52 - $369.92 $221K - $256K
691 $221K
FIX
Comfort Systems Usa Inc

Industrials
239
New
$790.72 - $1010.64 $189K - $242K
239 $217K
ED
Consolidated Edison Inc

Utilities
2.11K
New
$96.11 - $102.39 $203K - $216K
2.11K $214K
NJR
New Jersey Resources Corp

Utilities
4.51K
New
$44.13 - $47.67 $199K - $215K
4.51K $210K
CAT
Caterpillar Inc

Industrials
176
+ 12.16%
$480.82 - $585.49 $84.6K - $103K
1.62K $895K
DIS
Walt Disney CO

Communication Services
1.95K
New
$105.69 - $116.65 $206K - $227K
1.95K $205K
MS
Morgan Stanley

Financial Services
1.28K
New
$151.86 - $169.92 $194K - $217K
1.28K $203K
IWM
Ishares Russell 2000 ETF

ETFs
847
New
$236.79 - $250.33 $201K - $212K
847 $201K
FNDX
Schwab Fundamental U S Large C

ETFs
7.55K
New
$25.68 - $26.95 $194K - $203K
7.55K $200K
INTU
Intuit Inc

Technology
311
New
$641.79 - $683.39 $200K - $213K
311 $200K
VO
Vanguard Mid Cap ETF

ETFs
824
+ 11.48%
$286.27 - $296.23 $236K - $244K
8K $2.3M
STX
Seagate Technology Holdings PLC

Technology
164
+ 2.55%
$211.63 - $293.99 $34.7K - $48.2K
6.58K $1.7M
VEA
Vanguard Ftse Developed Market

ETFs
2.29K
+ 7.93%
$59.18 - $62.09 $135K - $142K
31.1K $1.91M
XLE
Energy Sector Spdr

ETFs
1.76K
+ 51.33%
$85.22 - $92.02 $150K - $162K
5.2K $478K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
303
+ 11.74%
$475.68 - $513.11 $144K - $155K
2.88K $1.47M
JNJ
Johnson & Johnson

Healthcare
724
+ 42.17%
$185.98 - $199.58 $135K - $144K
2.44K $487K
Activity Summary
Buys All Purchases 107 New Holdings 21 Increased Positions 86 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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