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
XOM
Exxon Mobil Corp

Energy
395
+ 1.88%
$110.64 - $119.78 $43.7K - $47.3K
21.4K $2.51M
ABBV
Abb Vie Inc.

Healthcare
564
+ 16.39%
$211.96 - $244.38 $120K - $138K
4.01K $937K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
143
+ 1.53%
$600.51 - $631.95 $85.9K - $90.4K
9.48K $5.86M
IBM
International Business Machines Corp

Technology
323
+ 15.26%
$275.97 - $314.98 $89.1K - $102K
2.44K $725K
WMT
Walmart Inc.

Consumer Defensive
1.18K
+ 23.35%
$101.18 - $109.03 $120K - $129K
6.25K $642K
MRK
Merck & Co., Inc.

Healthcare
824
+ 21.1%
$82.49 - $92.93 $68K - $76.6K
4.73K $439K
AMGN
Amgen Inc

Healthcare
179
+ 20.96%
$290.13 - $341.71 $51.9K - $61.2K
1.03K $352K
T
At&T Inc.

Communication Services
5.02K
+ 57.39%
$24.44 - $27.55 $123K - $138K
13.8K $350K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
5.59K
+ 1.41%
$23.37 - $23.7 $131K - $133K
402K $9.4M
NEE
Nextera Energy Inc

Utilities
801
+ 24.85%
$78.18 - $86.03 $62.6K - $68.9K
4.02K $345K
TWLO
Twilio Inc

Communication Services
169
+ 6.52%
$102.7 - $136.1 $17.4K - $23K
2.76K $345K
KLAC
Kla Corp

Technology
56
+ 14.93%
$982.75 - $1235.28 $55K - $69.2K
431 $488K
MCD
Mcdonalds Corp

Consumer Cyclical
214
+ 2.2%
$293.81 - $310.11 $62.9K - $66.4K
9.95K $3.03M
AXP
American Express CO

Financial Services
177
+ 28.05%
$316.26 - $372.77 $56K - $66K
808 $275K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
855
+ 2.07%
$78.65 - $79.19 $67.2K - $67.7K
42.2K $3.32M
CRM
Salesforce, Inc.

Technology
252
+ 16.03%
$235.69 - $263.41 $59.4K - $66.4K
1.82K $432K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
16
+ 0.02%
$23.02 - $24.23 $368 - $388
87.3K $2.09M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
535
+ 15.27%
$102.72 - $103.6 $55K - $55.4K
4.04K $415K
BAC
Bank Of America Corp

Financial Services
1.06K
+ 10.63%
$48.65 - $54.11 $51.6K - $57.4K
11K $567K
IVW
Ishares S&P 500 Growth ETF

ETFs
408
+ 6.45%
$118.29 - $126.28 $48.3K - $51.5K
6.73K $814K
PLTR
Palantir Technologies Inc.

Technology
480
+ 10.25%
$172.14 - $207.18 $82.6K - $99.4K
5.16K $898K
CEG
Constellation Energy Corp

Utilities
95
+ 8.45%
$335.74 - $401.43 $31.9K - $38.1K
1.22K $412K
MMM
3 M CO

Industrials
127
+ 6.34%
$148.75 - $171.6 $18.9K - $21.8K
2.13K $352K
DE
Deere & CO

Industrials
2
+ 0.09%
$439.11 - $480.78 $878 - $962
2.13K $1.01M
WFC
Wells Fargo & Company

Financial Services
463
+ 16.51%
$77.62 - $87.3 $35.9K - $40.4K
3.27K $272K
PEP
Pepsico Inc

Consumer Defensive
122
+ 7.67%
$138.84 - $153.71 $16.9K - $18.8K
1.71K $253K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
100
+ 11.92%
$280.66 - $305.09 $28.1K - $30.5K
939 $264K
COST
Costco Wholesale Corp

Consumer Defensive
38
+ 5.12%
$910.94 - $954.99 $34.6K - $36.3K
780 $711K
SPGI
S&P Global Inc.

Financial Services
40
+ 6.98%
$472.05 - $502.96 $18.9K - $20.1K
613 $299K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
901
+ 0.48%
$47.89 - $48.53 $43.1K - $43.7K
189K $9.05M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
143
+ 2.6%
$88.45 - $91.41 $12.6K - $13.1K
5.65K $510K
SCHW
Schwab Charles Corp

Financial Services
324
+ 7.78%
$91.91 - $97.71 $29.8K - $31.7K
4.49K $412K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
10
+ 0.17%
$91.84 - $96.06 $918 - $961
6.04K $572K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
2
+ 0.01%
$53.81 - $56.64 $108 - $113
19.8K $1.09M
CVX
Chevron Corp

Energy
65
+ 2.25%
$148.9 - $157.72 $9.68K - $10.3K
2.96K $457K
VTI
Vanguard Total Stock Market Et

ETFs
18
+ 2.12%
$321.8 - $337.95 $5.79K - $6.08K
867 $285K
Lam Research Corp
498
+ 23.08%
N/A
2.66K $0
Arista Networks Inc
95
+ 3.2%
N/A
3.06K $0
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
19
+ 0.18%
$25.18 - $25.37 $478 - $482
10.5K $264K
JPM
Jpmorgan Chase & CO

Financial Services
173
+ 4.38%
$294.11 - $320.41 $50.9K - $55.4K
4.12K $1.24M
SYK
Stryker Corp

Healthcare
1
+ 0.12%
$353.81 - $388.35 $354 - $388
802 $288K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2
+ 0.02%
$43.95 - $46.24 $87.9 - $92.5
12.5K $553K
ETN
Eaton Corp PLC

Industrials
10
+ 1.27%
$352.39 - $387.75 $3.52K - $3.88K
796 $280K
IWS
Ishares Russell Midcap Value E

ETFs
5
+ 0.05%
$135.66 - $140.93 $678 - $705
11.1K $1.53M
MO
Altria Group, Inc.

Consumer Defensive
682
+ 9.01%
$56.38 - $66.65 $38.5K - $45.5K
8.25K $479K
BA
Boeing CO

Industrials
31
+ 2.25%
$191.81 - $225.32 $5.95K - $6.98K
1.41K $270K
VB
Vanguard Small Cap ETF

ETFs
8
+ 0.1%
$248.1 - $260.08 $1.98K - $2.08K
7.91K $1.98M
V
Visa Inc.

Financial Services
10
+ 0.29%
$325.75 - $352.42 $3.26K - $3.52K
3.51K $1.14M
BX
Blackstone Inc.

Financial Services
208
+ 8.0%
$138.42 - $168.45 $28.8K - $35K
2.81K $388K
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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