Affinity Wealth Management LLC Portfolio Holdings

Affinity Wealth Management LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $483 Million distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $41.1M, First Trust Rising Dividend Ac with a value of $38.4M, Ishares Tr with a value of $37.6M, Invesco Exchange Traded Fd Tr with a value of $36.2M, and Financial Sector Spdr with a value of $32.1M.

Examining the 13F form we can see an decrease of $28.5M in the current position value, from $511M to 483M.

Affinity Wealth Management LLC is based out at Wilmington, DE

Below you can find more details about Affinity Wealth Management LLC portfolio as well as his latest detailed transactions.