Affinity Capital Advisors, LLC Sells in Q4 2025

Affinity Capital Advisors, LLC

  • $720 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-10.2K
- 19.71%
$67.07 - $73.01 $685K - $745K
41.6K $2.98M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-13.9K
- 4.57%
$31.41 - $33.69 $436K - $467K
290K $9.35M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-5.76K
- 11.42%
$44.53 - $47.25 $257K - $272K
44.7K $2.04M
IEFA
Ishares Tr

ETFs
-4.63K
- 5.53%
$86.09 - $89.88 $399K - $416K
79.1K $7.02M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-6.73K
- 23.67%
$46.45 - $49.01 $313K - $330K
21.7K $1.05M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-6.12K
- 7.43%
$28.9 - $30.17 $177K - $184K
76.2K $2.22M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-5.64K
- 3.79%
$28.46 - $29.45 $160K - $166K
143K $4.15M
AME
Ametek Inc

Industrials
-923
- 10.44%
$179.28 - $202.11 $165K - $187K
7.92K $1.53M
PG
Procter & Gamble CO

Consumer Defensive
-458
- 6.89%
$145.5 - $153.18 $66.6K - $70.2K
6.19K $903K
HD
Home Depot, Inc.

Consumer Cyclical
-69
- 3.48%
$358.03 - $397.02 $24.7K - $27.4K
1.92K $685K
SPY
Spdr S&P 500 ETF Trust

ETFs
-147
- 3.24%
$653.02 - $687.39 $96K - $101K
4.4K $2.93M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.15K
- 24.69%
$79.55 - $80.13 $91.2K - $91.9K
3.5K $278K
IWV
Ishares Russell 3000 ETF

ETFs
-248
- 13.14%
$371.33 - $389.89 $92.1K - $96.7K
1.64K $623K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-5
- 0.1%
$73.78 - $98.43 $369 - $492
5.13K $378K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-760
- 26.99%
$99.87 - $101.27 $75.9K - $77K
2.06K $205K
VNQ
Vanguard Specialized Funds Van

ETFs
-604
- 14.48%
$88.13 - $92.69 $53.2K - $56K
3.57K $319K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-134
- 2.18%
$589.5 - $635.77 $79K - $85.2K
6.01K $3.63M
EMGF
Ishares Msci Emerging Markets

ETFs
-1.22K
- 10.84%
$55.07 - $59.37 $67.1K - $72.4K
10K $583K
SPYG
Spdr Portfolio

ETFs
-741
- 0.68%
$102.4 - $109.39 $75.9K - $81.1K
108K $11.3M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-693
- 16.61%
$68.22 - $71.43 $47.3K - $49.5K
3.48K $245K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-437
- 1.58%
$116.0 - $122.39 $50.7K - $53.5K
27.2K $3.23M
GIS
General Mills Inc

Consumer Defensive
-247
- 5.24%
$45.98 - $50.93 $11.4K - $12.6K
4.46K $211K
IWD
Ishares Russell 1000 Val ETF

ETFs
-198
- 1.19%
$199.44 - $208.01 $39.5K - $41.2K
16.4K $3.35M
INTC
Intel Corp

Technology
-791
- 7.14%
$34.71 - $41.53 $27.5K - $32.9K
10.3K $357K
IWN
Ishares Russell2000 Val ETF

ETFs
-4
- 0.07%
$172.34 - $181.51 $689 - $726
5.47K $955K
HEFA
Ishares Currency Hedged Msci E

ETFs
-589
- 6.62%
$39.63 - $41.86 $23.3K - $24.7K
8.31K $341K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-171
- 3.41%
$48.64 - $48.99 $8.32K - $8.38K
4.84K $235K
ICF
Ishares Tr

ETFs
-20
- 0.22%
$59.89 - $62.73 $1.2K - $1.25K
8.9K $540K
IWR
Ishares Russell Mid Cap ETF

ETFs
-8
- 0.21%
$94.02 - $97.61 $752 - $781
3.86K $364K
IEV
Ishares Tr Europe ETF

ETFs
-438
- 2.18%
$65.02 - $67.89 $28.5K - $29.7K
19.6K $1.31M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-11
- 0.31%
N/A
3.48K $217K
Vanguard Instl Index Fd
-1.05K
- 16.03%
N/A
5.5K $0
EMB
Ishares Tr

ETFs
-8
- 0.31%
$94.63 - $97.03 $757 - $776
2.56K $245K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-11
- 0.12%
$25.85 - $27.19 $284 - $299
9.38K $248K
PWZ
Invesco California Amt Free Mu

ETFs
-184
- 0.44%
$23.96 - $24.35 $4.41K - $4.48K
41.5K $1.01M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-185
- 0.51%
$54.27 - $56.85 $10K - $10.5K
36.2K $2.03M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.13K
- 0.74%
$142.82 - $150.36 $161K - $170K
151K $22.1M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-104
- 0.35%
$34.7 - $37.35 $3.61K - $3.88K
29.8K $1.1M
CSCO
Cisco Systems, Inc.

Technology
-98
- 1.18%
$67.46 - $78.0 $6.61K - $7.64K
8.2K $637K
GOOG
Alphabet Inc.

Communication Services
-164
- 1.31%
$237.49 - $291.74 $38.9K - $47.8K
12.3K $3.52M
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
Track This Portfolio

Track Affinity Capital Advisors, LLC Portfolio

Follow Affinity Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Affinity Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Affinity Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email