Affinity Capital Advisors, LLC Portfolio Holdings
Affinity Capital Advisors, LLC
- $529 Million
- Q4 2024
Affinity Capital Advisors, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $529 Million distributed in 150 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $55.7M, Ishares Core S&P 500 ETF with a value of $52.7M, Ishares Core Total Usd Bond Ma with a value of $48.2M, Apple Inc. with a value of $39.4M, and Vanguard Value ETF with a value of $35.5M.
Examining the 13F form we can see an increase of $13.8M in the current position value, from $515M to 529M.
Below you can find more details about Affinity Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$529 Million
ETFs: $430 Million
Technology: $54.1 Million
Consumer Cyclical: $9.99 Million
Communication Services: $9.23 Million
Financial Services: $8.64 Million
Healthcare: $6.39 Million
Industrials: $4.84 Million
Consumer Defensive: $3.77 Million
Other: $1.58 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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