Affinity Capital Advisors, LLC Incresed Positions 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
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
AMZN
Amazon Com Inc

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

Industrials
176
+ 12.16%
$480.82 - $585.49 $84.6K - $103K
1.62K $895K
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
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
VGT
Vanguard Information Technolog

ETFs
81
+ 3.06%
$736.33 - $801.52 $59.6K - $64.9K
2.73K $2.07M
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
BAC
Bank Of America Corp

Financial Services
1.06K
+ 10.63%
$48.65 - $54.11 $51.6K - $57.4K
11K $567K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
535
+ 15.27%
$102.72 - $103.6 $55K - $55.4K
4.04K $415K
IVW
Ishares S&P 500 Growth ETF

ETFs
408
+ 6.45%
$118.29 - $126.28 $48.3K - $51.5K
6.73K $814K
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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