Affinity Capital Advisors, LLC Sells in Q1 2025

Affinity Capital Advisors, LLC

  • $526 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-158K
- 52.49%
$54.25 - $57.64 $8.59M - $9.13M
143K $7.91M
VUG
Vanguard Growth ETF

ETFs
-8.38K
- 6.18%
$369.1 - $427.61 $3.09M - $3.59M
127K $47.2M
XLE
Energy Sector Spdr

ETFs
-45K
- 82.89%
$85.7 - $93.96 $3.86M - $4.23M
9.29K $858K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-21.9K
- 43.09%
$96.93 - $109.51 $2.12M - $2.39M
28.9K $2.81M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-32.2K
- 46.54%
$76.94 - $78.24 $2.47M - $2.52M
36.9K $2.89M
EFG
Msci Eafe Growth ETF

ETFs
-28.5K
- 18.24%
$96.1 - $106.37 $2.73M - $3.03M
128K $12.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-15K
- 4.57%
$24.91 - $29.02 $374K - $435K
313K $7.84M
U
Unity Software Inc.

Technology
-16.6K
- 10.85%
$19.44 - $28.34 $324K - $472K
137K $2.68M
GOOG
Alphabet Inc.

Communication Services
-1.31K
- 9.59%
$156.06 - $207.71 $205K - $272K
12.4K $1.93M
PWZ
Invesco California Amt Free Mu

ETFs
-19.9K
- 9.48%
$23.68 - $24.72 $471K - $491K
190K $4.53M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-6.51K
- 51.63%
$75.32 - $84.77 $491K - $552K
6.1K $498K
IWN
Ishares Russell2000 Val ETF

ETFs
-1.92K
- 25.01%
$149.27 - $169.4 $287K - $326K
5.77K $871K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.73K
- 4.81%
$40.03 - $46.81 $109K - $128K
54K $2.19M
VB
Vanguard Small Cap ETF

ETFs
-789
- 8.95%
$217.89 - $252.64 $172K - $199K
8.03K $1.78M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-4.42K
- 4.62%
$25.58 - $29.24 $113K - $129K
91.3K $2.39M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-4.91K
- 27.82%
$37.84 - $44.02 $186K - $216K
12.8K $489K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-359
- 1.91%
$102.49 - $119.96 $36.8K - $43.1K
18.4K $1.93M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-10.9K
- 25.85%
$26.71 - $31.58 $291K - $344K
31.2K $946K
VEA
Vanguard Ftse Developed Market

ETFs
-5.24K
- 15.32%
$47.4 - $52.99 $248K - $277K
28.9K $1.48M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.45K
- 30.35%
$95.85 - $99.25 $139K - $144K
3.34K $329K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-5.43K
- 33.35%
$24.6 - $24.99 $134K - $136K
10.8K $271K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-1.85K
- 29.16%
N/A
4.5K $280K
HD
Home Depot, Inc.

Consumer Cyclical
-142
- 5.03%
$347.25 - $424.87 $49.3K - $60.3K
2.68K $983K
IWS
Ishares Russell Midcap Value E

ETFs
-572
- 4.91%
$122.59 - $135.24 $70.1K - $77.4K
11.1K $1.39M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-1.25K
- 16.36%
$78.97 - $85.82 $99K - $108K
6.41K $533K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-528
- 2.92%
$37.33 - $45.03 $19.7K - $23.8K
17.6K $669K
EMB
Ishares Tr

ETFs
-876
- 18.32%
$88.64 - $92.03 $77.6K - $80.6K
3.91K $352K
VNQ
Vanguard Specialized Funds Van

ETFs
-692
- 12.48%
$85.55 - $94.34 $59.2K - $65.3K
4.85K $435K
IWV
Ishares Russell 3000 ETF

ETFs
-25
- 0.96%
$313.1 - $349.83 $7.83K - $8.75K
2.59K $818K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-29
- 0.14%
$45.21 - $50.33 $1.31K - $1.46K
20K $911K
WMT
Walmart Inc.

Consumer Defensive
-422
- 8.14%
$84.5 - $105.05 $35.7K - $44.3K
4.77K $418K
MRK
Merck & Co., Inc.

Healthcare
-50
- 1.26%
$83.01 - $101.02 $4.15K - $5.05K
3.93K $352K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-591
- 9.87%
$77.7 - $78.94 $45.9K - $46.7K
5.4K $426K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-903
- 11.98%
$47.59 - $48.33 $43K - $43.6K
6.63K $320K
IWR
Ishares Russell Mid Cap ETF

ETFs
-257
- 5.57%
$82.81 - $92.93 $21.3K - $23.9K
4.36K $370K
VTI
Vanguard Total Stock Market Et

ETFs
-33
- 3.38%
$271.18 - $303.12 $8.95K - $10K
942 $257K
BNDX
Vanguard Total International B

ETFs
-411
- 8.14%
$48.33 - $49.5 $19.9K - $20.3K
4.64K $226K
INTC
Intel Corp

Technology
-1.83K
- 12.94%
$19.1 - $27.39 $35K - $50.2K
12.3K $279K
EEM
Ishares Msci Emerging Markets

ETFs
-467
- 4.97%
$40.81 - $45.34 $19.1K - $21.2K
8.93K $390K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.44K
- 0.94%
$25.77 - $27.6 $37K - $39.7K
152K $3.99M
XLV
Select Sector Spdr Fund Health

ETFs
-73
- 3.9%
$137.61 - $149.68 $10K - $10.9K
1.8K $259K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-137
- 2.94%
$55.47 - $61.45 $7.6K - $8.42K
4.52K $267K
HRB
H&R Block Inc

Consumer Cyclical
-55
- 0.99%
$49.96 - $55.97 $2.75K - $3.08K
5.5K $302K
IWD
Ishares Russell 1000 Val ETF

ETFs
-38
- 0.22%
$182.82 - $196.21 $6.95K - $7.46K
16.9K $3.14M
IBM
International Business Machines Corp

Technology
-28
- 1.36%
$217.4 - $264.74 $6.09K - $7.41K
2.03K $504K
KO
Coca Cola CO

Consumer Defensive
-182
- 2.16%
$60.81 - $72.32 $11.1K - $13.2K
8.23K $589K
NFLX
Netflix Inc

Communication Services
-1
- 0.06%
$828.4 - $1058.6 $828 - $1.06K
1.77K $1.65M
DE
Deere & CO

Industrials
-57
- 2.61%
$408.57 - $509.27 $23.3K - $29K
2.13K $997K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.69K
- 2.95%
$18.36 - $20.51 $49.4K - $55.1K
88.4K $1.76M
Activity Summary
Buys All Purchases 77 New Holdings 10 Increased Positions 67 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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