Affinity Wealth Management LLC Purchases in Q4 2024

Affinity Wealth Management LLC

  • $511 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAOI
Applied Optoelectronics, Inc.

Technology
216K
New
$13.68 - $44.03 $2.96M - $9.51M
216K $7.94M
PLTR
Palantir Technologies Inc.

Technology
1.17K
+ 0.95%
$36.46 - $82.38 $42.5K - $96K
124K $9.41M
XLF
Financial Sector Spdr

ETFs
6.53K
+ 1.03%
$44.89 - $51.34 $293K - $335K
639K $30.9M
S
Sentinel One, Inc.

Technology
76K
New
$22.05 - $28.68 $1.67M - $2.18M
76K $1.69M
AMZN
Amazon Com Inc

Consumer Cyclical
380
+ 0.79%
$180.88 - $232.93 $68.7K - $88.5K
48.5K $10.6M
GOOGL
Alphabet Inc.

Communication Services
1.02K
+ 2.17%
$161.86 - $196.66 $164K - $200K
47.9K $9.06M
GRAB
Grab Holdings LTD

Technology
40.5K
+ 4.06%
$3.6 - $5.67 $146K - $230K
1.04M $4.91M
LRGF
Ishares Tr

ETFs
445
+ 0.09%
$58.25 - $63.26 $25.9K - $28.2K
517K $31.2M
ISRG
Intuitive Surgical Inc

Healthcare
939
+ 13.39%
$471.27 - $550.62 $443K - $517K
7.95K $4.15M
MA
Mastercard Inc

Financial Services
356
+ 2.27%
$491.3 - $536.15 $175K - $191K
16K $8.44M
AAPL
Apple Inc.

Technology
670
+ 2.56%
$221.69 - $259.02 $149K - $174K
26.8K $6.72M
TRGP
Targa Resources Corp.

Energy
2.88K
+ 117.38%
$150.58 - $207.69 $434K - $599K
5.34K $953K
DFS
Discover Financial Services

Financial Services
2.92K
New
$136.3 - $182.67 $397K - $532K
2.92K $504K
VTI
Vanguard Total Stock Market Et

ETFs
1.4K
+ 72.49%
$280.04 - $302.45 $392K - $423K
3.33K $964K
FPE
First Tr Pfd Secs & Income ETF

ETFs
46.7K
+ 3.51%
$17.65 - $18.18 $823K - $848K
1.38M $24.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
464
New
$521.84 - $558.82 $242K - $259K
464 $250K
NRG
Nrg Energy, Inc.

Utilities
3.08K
+ 7.78%
$85.3 - $101.61 $263K - $313K
42.7K $3.86M
ETN
Eaton Corp PLC

Industrials
648
+ 5.0%
$326.96 - $377.52 $212K - $245K
13.6K $4.51M
FLS
Flowserve Corp

Industrials
3.51K
New
$51.87 - $62.0 $182K - $218K
3.51K $201K
PDP
Invesco Exchange Traded Fd Tr

ETFs
1.86K
New
$102.88 - $117.55 $192K - $219K
1.86K $200K
FCNCA
First Citizens Bancshares Inc

Financial Services
30
+ 6.7%
$1818.92 - $2353.08 $54.6K - $70.6K
478 $1.01M
ACN
Accenture PLC

Technology
545
+ 3.89%
$343.9 - $376.86 $187K - $205K
14.6K $5.12M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.03%
$567.81 - $607.81 $568 - $608
3.83K $2.24M
ITW
Illinois Tool Works Inc

Industrials
110
+ 12.11%
$253.56 - $278.5 $27.9K - $30.6K
1.02K $258K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.1%
$554.08 - $632.68 $554 - $633
960 $566K
DD
Du Pont De Nemours, Inc.

Basic Materials
718
+ 23.94%
$75.95 - $88.05 $54.5K - $63.2K
3.72K $283K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.15%
$198.04 - $221.51 $396 - $443
1.33K $280K
T
At&T Inc.

Communication Services
79
+ 0.71%
$21.22 - $23.88 $1.68K - $1.89K
11.2K $255K
XLK
Technology Sector Spdr

ETFs
7
+ 0.65%
$220.26 - $241.44 $1.54K - $1.69K
1.09K $252K
Linde PLC
564
+ 5.45%
N/A
10.9K $0
Lam Research Corp
3.37K
New
N/A
3.37K $0
NXPI
Nxp Semiconductors N.V.

Technology
136
+ 14.06%
$207.27 - $255.58 $28.2K - $34.8K
1.1K $229K
FXR
First Trust Industrials/Produc

ETFs
2
+ 0.04%
$74.81 - $83.27 $150 - $167
4.56K $341K
CB
Chubb LTD

Financial Services
3
+ 0.28%
$271.57 - $301.89 $815 - $906
1.06K $292K
GE
General Electric CO

Industrials
45
+ 3.7%
$159.95 - $194.23 $7.2K - $8.74K
1.26K $210K
VZ
Verizon Communications Inc

Communication Services
80
+ 0.94%
$39.6 - $45.21 $3.17K - $3.62K
8.58K $343K
TMO
Thermo Fisher Scientific Inc.

Healthcare
6
+ 0.71%
$501.29 - $612.85 $3.01K - $3.68K
856 $445K
HD
Home Depot, Inc.

Consumer Cyclical
458
+ 2.54%
$385.02 - $431.37 $176K - $198K
18.5K $7.18M
MSFT
Microsoft Corp

Technology
46
+ 0.14%
$406.35 - $454.46 $18.7K - $20.9K
33.3K $14M
XLE
Energy Sector Spdr

ETFs
1.8K
+ 0.56%
$83.32 - $97.27 $150K - $175K
326K $28M
TECK
Teck Resources LTD

Basic Materials
2.24K
+ 2.14%
$39.99 - $52.38 $89.6K - $117K
107K $4.34M
LLY
Eli Lilly & CO

Healthcare
95
+ 0.75%
$727.2 - $932.06 $69.1K - $88.5K
12.8K $9.86M
Activity Summary
Buys All Purchases 43 New Holdings 7 Increased Positions 36 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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