Affinity Investment Advisors, LLC Portfolio Holdings
Affinity Investment Advisors, LLC
- $119 Million
- Q4 2024
Affinity Investment Advisors, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $119 Million distributed in 129 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $4.37M, Apple Inc. with a value of $4.04M, Microsoft Corp with a value of $3.88M, Meta Platforms, Inc. with a value of $2.92M, and Bank Of America Corp with a value of $2.81M.
Examining the 13F form we can see an decrease of $26.4M in the current position value, from $145M to 119M.
Below you can find more details about Affinity Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$119 Million
Technology: $28.3 Million
Financial Services: $21.7 Million
Healthcare: $15.2 Million
Consumer Cyclical: $12.1 Million
Industrials: $10.4 Million
Communication Services: $9.19 Million
Consumer Defensive: $6.16 Million
Energy: $5.86 Million
Other: $10 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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