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
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
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
100
+ 11.92%
$280.66 - $305.09 $28.1K - $30.5K
939 $264K
PEP
Pepsico Inc

Consumer Defensive
122
+ 7.67%
$138.84 - $153.71 $16.9K - $18.8K
1.71K $253K
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
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
Arista Networks Inc
95
+ 3.2%
N/A
3.06K $0
Lam Research Corp
498
+ 23.08%
N/A
2.66K $0
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
19
+ 0.18%
$25.18 - $25.37 $478 - $482
10.5K $264K
SYK
Stryker Corp

Healthcare
1
+ 0.12%
$353.81 - $388.35 $354 - $388
802 $288K
JPM
Jpmorgan Chase & CO

Financial Services
173
+ 4.38%
$294.11 - $320.41 $50.9K - $55.4K
4.12K $1.24M
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
MA
Mastercard Inc

Financial Services
19
+ 0.65%
$536.85 - $580.45 $10.2K - $11K
2.94K $1.58M
TSLA
Tesla, Inc.

Consumer Cyclical
324
+ 5.21%
$401.99 - $468.37 $130K - $152K
6.54K $2.68M
SNPS
Synopsys Inc

Technology
121
+ 7.14%
$389.83 - $489.36 $47.2K - $59.2K
1.82K $708K
NFLX
Netflix Inc

Communication Services
15.3K
+ 905.74%
$110.29 - $1241.35 $1.69M - $19M
17K $1.88M
ORCL
Oracle Corp

Technology
17
+ 0.42%
$217.57 - $313.0 $3.7K - $5.32K
4.06K $892K
U
Unity Software Inc.

Technology
36
+ 0.03%
$34.72 - $43.13 $1.25K - $1.55K
114K $4.2M
META
Meta Platforms, Inc.

Communication Services
156
+ 2.28%
$609.01 - $751.67 $95K - $117K
6.99K $4.26M
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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