Affinity Capital Advisors
Latest statistics and disclosures from Affinity Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VUG, IUSB, VTV, AAPL, and represent 41.67% of Affinity Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: IUSB (+$8.0M), EFG (+$6.5M), SGOV (+$5.9M), VOO, NVDA, EUSA, SNPS, SCHZ, EAGG, PWZ.
- Started 43 new stock positions in XLE, KR, FE, CTVA, ASML, MPT, COP, QCOM, TGT, AMAT.
- Reduced shares in these 10 stocks: TLH (-$5.2M), IVV, EFV, AAPL, VUG, SNDK, OEF, VTV, XLK, MU.
- Sold out of its positions in AXP, AROC, CMI, EA, ESPR, Exxon Mobil Corporation, FLO, GBTC, EMB, MNST. NOC, NVO, VWOB.
- Affinity Capital Advisors was a net buyer of stock by $33M.
- Affinity Capital Advisors has $856M in assets under management (AUM), dropping by 5.71%.
- Central Index Key (CIK): 0001810023
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Portfolio Holdings for Affinity Capital Advisors
Affinity Capital Advisors holds 233 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 9.4 | $81M | -4% | 103k | 781.97 |
|
| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 8.9 | $76M | 825k | 91.97 |
|
|
| Ishares Tr Core Univrsl Usd (IUSB) | 8.3 | $71M | +12% | 1.6M | 44.14 |
|
| Vanguard Index Fds Mrngstr Val Etf (VTV) | 7.8 | $66M | 301k | 220.59 |
|
|
| Apple (AAPL) | 7.3 | $62M | -4% | 185k | 336.64 |
|
| Ishares Core Msci Emkt (IEMG) | 3.9 | $34M | 411k | 81.40 |
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| Ishares Tr Eafe Value Etf (EFV) | 3.6 | $31M | -11% | 392k | 78.19 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 3.3 | $28M | +30% | 231k | 120.30 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 2.9 | $25M | 144k | 170.52 |
|
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 2.8 | $24M | +32% | 237k | 100.51 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 2.7 | $23M | -2% | 117k | 198.78 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 2.1 | $18M | 142k | 125.75 |
|
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| Ishares Tr Calif Mun Bd Etf (CMF) | 1.8 | $16M | 292k | 54.15 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.8 | $15M | +42% | 21k | 715.59 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.4 | $12M | +2% | 166k | 73.43 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 1.2 | $11M | +16% | 233k | 45.28 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.2 | $10M | 283k | 36.74 |
|
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.2 | $10M | +25% | 465k | 22.12 |
|
| NVIDIA Corporation (NVDA) | 1.1 | $9.8M | +72% | 43k | 229.28 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 1.1 | $9.2M | -36% | 100k | 92.19 |
|
| Microsoft Corporation (MSFT) | 1.0 | $8.3M | +7% | 16k | 535.07 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.9 | $7.3M | 76k | 96.52 |
|
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| Ishares Tr S&p 100 Etf (OEF) | 0.8 | $7.1M | -15% | 18k | 389.07 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $5.8M | 46k | 127.91 |
|
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| Meta Platforms Cl A (META) | 0.7 | $5.8M | +13% | 8.0k | 718.66 |
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| Unity Software (U) | 0.6 | $5.3M | -2% | 112k | 46.88 |
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| Eli Lilly & Co. (LLY) | 0.6 | $5.2M | 4.4k | 1179.27 |
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| Ishares Msci Equal Weite (EUSA) | 0.6 | $4.9M | +336% | 43k | 114.26 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.5 | $4.6M | 136k | 33.93 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $4.4M | -2% | 5.8k | 751.32 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.5 | $4.2M | +16% | 33k | 127.98 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $4.0M | -2% | 16k | 253.54 |
|
| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.5 | $4.0M | +46% | 181k | 22.26 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.8M | 11k | 347.87 |
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| Synopsys (SNPS) | 0.4 | $3.8M | +364% | 7.4k | 509.99 |
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| Amazon (AMZN) | 0.4 | $3.6M | +14% | 14k | 262.43 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.4 | $3.5M | -2% | 25k | 138.02 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $3.4M | +12% | 9.8k | 351.66 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $3.4M | 4.4k | 778.56 |
|
|
| Spdr Series Trust St Str P500val (SPYV) | 0.4 | $3.4M | +4% | 54k | 62.40 |
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| Ishares Msci Emrg Chn (EMXC) | 0.4 | $3.4M | -2% | 34k | 99.02 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.4 | $3.3M | -2% | 4.2k | 783.00 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $2.9M | -6% | 37k | 76.38 |
|
| Vanguard Index Fds Mrngstr Mid Cap (VO) | 0.3 | $2.8M | 35k | 81.14 |
|
|
| Tesla Motors (TSLA) | 0.3 | $2.8M | +15% | 7.4k | 382.70 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $2.6M | +2% | 19k | 137.55 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $2.5M | -3% | 73k | 34.65 |
|
| Vanguard Index Fds Mrngstr Sml Cap (VB) | 0.3 | $2.4M | 8.3k | 289.49 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $2.4M | 88k | 27.27 |
|
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| McDonald's Corporation (MCD) | 0.3 | $2.3M | 9.9k | 235.23 |
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| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.3 | $2.3M | 43k | 53.45 |
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| Visa Com Cl A (V) | 0.3 | $2.2M | +53% | 5.7k | 385.45 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $2.1M | 30k | 70.35 |
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| Ametek (AME) | 0.2 | $2.0M | 7.9k | 248.58 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.8M | 3.0k | 589.19 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $1.6M | -3% | 10k | 164.89 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $1.6M | -2% | 4.6k | 356.80 |
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| Arteris (AIP) | 0.2 | $1.6M | 71k | 22.44 |
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| Advanced Micro Devices (AMD) | 0.2 | $1.6M | +205% | 2.6k | 608.10 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.5M | 3.0k | 515.62 |
|
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| Ishares Tr Esg Msci Leadr (SUSL) | 0.2 | $1.5M | 11k | 138.92 |
|
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| Ishares Tr Europe Etf (IEV) | 0.2 | $1.4M | 20k | 70.51 |
|
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| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.2 | $1.4M | +69% | 64k | 21.98 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.4M | +10% | 4.2k | 332.96 |
|
| Deere & Company (DE) | 0.2 | $1.4M | +2% | 2.2k | 621.06 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $1.3M | +74% | 17k | 77.98 |
|
| Spdr Series Trust ST STR SP500FF (SPYX) | 0.1 | $1.3M | 20k | 63.78 |
|
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| Caterpillar (CAT) | 0.1 | $1.3M | -6% | 1.6k | 800.60 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $1.2M | 11k | 115.10 |
|
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.1 | $1.2M | 29k | 42.32 |
|
|
| Rbc Cad (RY) | 0.1 | $1.2M | 6.4k | 191.91 |
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|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.2M | +37% | 21k | 59.76 |
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| Dimensional Etf Trust Us Cor Equ 2 Etf | 0.1 | $1.2M | 26k | 45.33 |
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| Abbvie (ABBV) | 0.1 | $1.2M | +10% | 4.2k | 276.44 |
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| Netflix (NFLX) | 0.1 | $1.1M | -4% | 16k | 70.30 |
|
| Micron Technology (MU) | 0.1 | $1.1M | -31% | 1.1k | 1029.02 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $1.1M | -2% | 5.3k | 210.88 |
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| Procter & Gamble Company (PG) | 0.1 | $1.1M | +3% | 7.1k | 151.22 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $973k | 6.7k | 145.24 |
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| Cibc Cad (CM) | 0.1 | $929k | 8.5k | 109.20 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $919k | +64% | 2.0k | 453.31 |
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| Broadcom (AVGO) | 0.1 | $882k | +13% | 2.4k | 361.54 |
|
| Merck & Co (MRK) | 0.1 | $857k | +18% | 5.9k | 145.60 |
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| Kla Corp Com New (KLAC) | 0.1 | $834k | +6% | 4.3k | 195.57 |
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| Cisco Systems (CSCO) | 0.1 | $830k | +10% | 7.0k | 118.39 |
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| Twilio Cl A (TWLO) | 0.1 | $828k | 2.9k | 289.47 |
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| Arista Networks Com Shs (ANET) | 0.1 | $817k | 3.8k | 216.74 |
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| Intel Corporation (INTC) | 0.1 | $795k | -11% | 7.6k | 104.69 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $774k | +22% | 3.7k | 209.05 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $763k | +295% | 16k | 47.32 |
|
| Wal-Mart Stores (WMT) | 0.1 | $758k | +9% | 6.8k | 111.34 |
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| Chevron Corporation (CVX) | 0.1 | $736k | -3% | 3.5k | 212.00 |
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| Costco Wholesale Corporation (COST) | 0.1 | $729k | 769.00 | 947.46 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $722k | 1.6k | 441.02 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $722k | +15% | 2.3k | 318.85 |
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| Altria (MO) | 0.1 | $721k | +18% | 10k | 71.68 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $714k | NEW | 8.6k | 82.99 |
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| Johnson & Johnson (JNJ) | 0.1 | $707k | +12% | 2.7k | 261.49 |
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| Canadian Natl Ry (CNI) | 0.1 | $707k | 6.0k | 117.78 |
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| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.1 | $678k | -13% | 12k | 54.90 |
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| Consolidated Edison (ED) | 0.1 | $673k | +25% | 6.3k | 106.10 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $666k | +14% | 7.0k | 94.61 |
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.1 | $665k | -9% | 31k | 21.31 |
|
| Expedia Group Com New (EXPE) | 0.1 | $658k | 2.4k | 274.22 |
|
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| Bank of America Corporation (BAC) | 0.1 | $657k | +16% | 12k | 54.32 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $654k | 12k | 52.74 |
|
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| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.1 | $621k | +96% | 1.6k | 381.94 |
|
| Canadian Pacific Kansas City (CP) | 0.1 | $586k | 6.9k | 84.46 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $574k | 2.6k | 225.00 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.1 | $573k | -9% | 9.6k | 59.69 |
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| Ishares Tr Select Us Reit (ICF) | 0.1 | $571k | 8.9k | 64.08 |
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| Oracle Corporation (ORCL) | 0.1 | $566k | -3% | 4.0k | 141.40 |
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| Cadence Design Systems (CDNS) | 0.1 | $562k | -2% | 1.6k | 352.84 |
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| Ishares Emng Mkts Eqt (EMGF) | 0.1 | $537k | -4% | 7.5k | 71.40 |
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| H&R Block (HRB) | 0.1 | $532k | 12k | 44.05 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 0.1 | $532k | NEW | 3.1k | 168.94 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $494k | 4.8k | 102.47 |
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| International Business Machines (IBM) | 0.1 | $483k | -5% | 2.1k | 227.09 |
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| Hewlett Packard Enterprise (HPE) | 0.1 | $481k | +15% | 6.5k | 73.46 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $474k | +104% | 4.1k | 116.65 |
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| Comfort Systems USA (FIX) | 0.1 | $460k | 268.00 | 1715.69 |
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| Pepsi (PEP) | 0.1 | $460k | +92% | 3.6k | 125.97 |
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| Cigna Corp (CI) | 0.1 | $453k | +18% | 1.6k | 282.43 |
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| Boston Scientific Corporation (BSX) | 0.1 | $450k | -3% | 11k | 42.73 |
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| Spdr Series Trust St Lon Treas Etf (SPTL) | 0.1 | $434k | NEW | 18k | 23.88 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $433k | -3% | 1.5k | 283.80 |
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| Ishares Tr Systematic Bd Et (SYSB) | 0.1 | $433k | +49% | 5.1k | 84.28 |
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| Colgate-Palmolive Company (CL) | 0.0 | $427k | +21% | 4.8k | 88.27 |
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| Amgen (AMGN) | 0.0 | $416k | +4% | 1.0k | 415.05 |
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| Life360 (LIF) | 0.0 | $411k | 9.4k | 43.72 |
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| Constellation Energy (CEG) | 0.0 | $408k | +4% | 1.4k | 298.07 |
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| Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) | 0.0 | $394k | +2% | 5.2k | 75.60 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $394k | +3% | 3.9k | 100.13 |
|
| Exelon Corporation (EXC) | 0.0 | $393k | +77% | 9.4k | 41.76 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $391k | -4% | 3.6k | 109.82 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $383k | 15k | 25.18 |
|
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| Charles Schwab Corporation (SCHW) | 0.0 | $382k | -10% | 3.9k | 96.71 |
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| Eaton Corp SHS (ETN) | 0.0 | $382k | +10% | 888.00 | 429.65 |
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| American Electric Power Company (AEP) | 0.0 | $376k | +21% | 3.1k | 122.81 |
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| At&t (T) | 0.0 | $374k | NEW | 17k | 22.18 |
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| Philip Morris International (PM) | 0.0 | $371k | +6% | 1.8k | 201.19 |
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| Chime Finl Com Shs Cl A (CHYM) | 0.0 | $365k | -20% | 12k | 30.08 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $355k | +14% | 1.9k | 185.97 |
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| UnitedHealth (UNH) | 0.0 | $348k | +19% | 918.00 | 379.13 |
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| British Amern Tob Sponsored Adr (BTI) | 0.0 | $346k | +26% | 6.2k | 55.50 |
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| Bhp Billiton Sponsored Ads (BHP) | 0.0 | $340k | +2% | 3.9k | 86.74 |
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| Canadian Natural Resources (CNQ) | 0.0 | $336k | NEW | 6.8k | 49.65 |
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| Verizon Communications (VZ) | 0.0 | $331k | +36% | 7.9k | 41.65 |
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| Ge Vernova (GEV) | 0.0 | $328k | +3% | 326.00 | 1004.90 |
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| Sandisk Corp (SNDK) | 0.0 | $326k | -81% | 206.00 | 1581.82 |
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| New Jersey Resources Corporation (NJR) | 0.0 | $323k | +29% | 6.3k | 51.21 |
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| Hp (HPQ) | 0.0 | $317k | -23% | 11k | 30.20 |
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| Wells Fargo & Company (WFC) | 0.0 | $317k | +12% | 3.8k | 83.55 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $316k | NEW | 564.00 | 559.40 |
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| Coca-Cola Company (KO) | 0.0 | $314k | +37% | 3.6k | 88.06 |
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| NewMarket Corporation (NEU) | 0.0 | $312k | +2% | 349.00 | 893.36 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $311k | +39% | 515.00 | 603.33 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $309k | 2.7k | 114.29 |
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| Valero Energy Corporation (VLO) | 0.0 | $306k | NEW | 705.00 | 433.75 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $303k | NEW | 666.00 | 455.03 |
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| Vici Pptys (VICI) | 0.0 | $298k | NEW | 13k | 22.88 |
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| Ge Aerospace Com New (GE) | 0.0 | $297k | +3% | 965.00 | 308.22 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $297k | +4% | 1.1k | 275.04 |
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| 3M Company (MMM) | 0.0 | $292k | -9% | 1.8k | 160.00 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $287k | 9.4k | 30.64 |
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| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $286k | +3% | 1.5k | 196.20 |
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| Burlington Stores (BURL) | 0.0 | $285k | 1.0k | 276.97 |
|
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| Home Depot (HD) | 0.0 | $283k | -47% | 972.00 | 290.82 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $282k | 3.5k | 80.88 |
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| T. Rowe Price (TROW) | 0.0 | $279k | NEW | 2.7k | 105.16 |
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| Bank Of Montreal Cadcom (BMO) | 0.0 | $278k | 1.7k | 162.59 |
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| Walt Disney Company (DIS) | 0.0 | $266k | 2.5k | 108.06 |
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| General Mills (GIS) | 0.0 | $263k | +25% | 8.1k | 32.29 |
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| Astera Labs (ALAB) | 0.0 | $262k | 766.00 | 342.21 |
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| Phillips 66 (PSX) | 0.0 | $262k | NEW | 942.00 | 278.18 |
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| Boeing Company (BA) | 0.0 | $262k | +3% | 1.4k | 190.37 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $261k | -10% | 2.9k | 90.64 |
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| Gaming & Leisure Pptys (GLPI) | 0.0 | $260k | NEW | 6.8k | 38.28 |
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| salesforce (CRM) | 0.0 | $256k | NEW | 1.1k | 229.08 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $256k | +20% | 5.4k | 47.23 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $255k | NEW | 501.00 | 509.59 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $255k | NEW | 1.1k | 242.27 |
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| Kroger (KR) | 0.0 | $250k | NEW | 4.1k | 61.64 |
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| S&p Global (SPGI) | 0.0 | $250k | 612.00 | 407.82 |
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| AFLAC Incorporated (AFL) | 0.0 | $250k | +4% | 2.2k | 114.54 |
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| Paypal Holdings (PYPL) | 0.0 | $250k | NEW | 4.5k | 55.53 |
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| Illinois Tool Works (ITW) | 0.0 | $248k | NEW | 937.00 | 264.21 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $247k | -13% | 6.7k | 37.08 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $243k | 871.00 | 279.08 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $243k | 7.5k | 32.16 |
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| Qualcomm (QCOM) | 0.0 | $242k | NEW | 1.4k | 175.52 |
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| J Global (ZD) | 0.0 | $242k | 4.3k | 56.52 |
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| Applied Materials (AMAT) | 0.0 | $240k | NEW | 474.00 | 507.03 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $239k | NEW | 1.4k | 170.85 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $235k | 4.2k | 55.82 |
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| Corning Incorporated (GLW) | 0.0 | $235k | 1.5k | 156.64 |
|
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| CenterPoint Energy (CNP) | 0.0 | $234k | NEW | 6.1k | 38.60 |
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| Evergy (EVRG) | 0.0 | $232k | NEW | 2.9k | 80.96 |
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| FirstEnergy (FE) | 0.0 | $231k | NEW | 5.1k | 45.00 |
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| State Street Corporation (STT) | 0.0 | $227k | NEW | 1.3k | 174.98 |
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| CNA Financial Corporation (CNA) | 0.0 | $227k | NEW | 4.9k | 46.17 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $227k | 2.2k | 101.08 |
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| Stryker Corporation (SYK) | 0.0 | $227k | 817.00 | 277.34 |
|
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $226k | -23% | 4.9k | 46.41 |
|
| Allstate Corporation (ALL) | 0.0 | $225k | 979.00 | 229.43 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $225k | NEW | 3.1k | 72.28 |
|
| Nextera Energy (NEE) | 0.0 | $223k | -22% | 2.9k | 77.39 |
|
| Target Corporation (TGT) | 0.0 | $221k | NEW | 1.4k | 153.64 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $220k | 1.3k | 169.66 |
|
|
| ConocoPhillips (COP) | 0.0 | $217k | NEW | 1.6k | 134.10 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $217k | 8.9k | 24.43 |
|
|
| Oge Energy Corp (OGE) | 0.0 | $217k | NEW | 4.7k | 46.50 |
|
| Entergy Corporation (ETR) | 0.0 | $216k | -2% | 2.1k | 102.80 |
|
| Linde SHS (LIN) | 0.0 | $216k | +9% | 447.00 | 483.73 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $215k | -11% | 2.8k | 77.30 |
|
| Morgan Stanley Com New (MS) | 0.0 | $213k | +11% | 1.1k | 190.02 |
|
| Howmet Aerospace (HWM) | 0.0 | $213k | -11% | 945.00 | 225.26 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $212k | NEW | 3.3k | 65.09 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $212k | NEW | 119.00 | 1780.34 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $210k | 493.00 | 425.33 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $206k | NEW | 4.4k | 46.25 |
|
| Pfizer (PFE) | 0.0 | $204k | NEW | 7.2k | 28.28 |
|
| Encana Corporation (OVV) | 0.0 | $204k | NEW | 3.2k | 63.88 |
|
| Apa Corporation (APA) | 0.0 | $201k | NEW | 4.4k | 45.88 |
|
| Corteva (CTVA) | 0.0 | $199k | NEW | 15k | 13.24 |
|
| ConAgra Foods (CAG) | 0.0 | $153k | NEW | 11k | 13.49 |
|
| Banco Santander Sa Adr (SAN) | 0.0 | $146k | NEW | 11k | 13.49 |
|
| Medical Properties Trust (MPT) | 0.0 | $126k | NEW | 40k | 3.14 |
|
| Aegon Amer Reg 1 Cert (AEG) | 0.0 | $86k | NEW | 11k | 8.24 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $41k | +92% | 24k | 1.70 |
|
| Uwm Holdings Corporation Com Cl A (UWMC) | 0.0 | $23k | NEW | 21k | 1.08 |
|
| Ballard Pwr Sys (BLDP) | 0.0 | $21k | NEW | 11k | 1.91 |
|
| Renovorx Com New (RNXT) | 0.0 | $17k | 13k | 1.28 |
|
Past Filings by Affinity Capital Advisors
SEC 13F filings are viewable for Affinity Capital Advisors going back to 2020
- Affinity Capital Advisors 2026 Q3 filed Oct. 13, 2026
- Affinity Capital Advisors 2026 Q2 filed July 8, 2026
- Affinity Capital Advisors 2026 Q1 filed April 13, 2026
- Affinity Capital Advisors 2025 Q4 filed Jan. 9, 2026
- Affinity Capital Advisors 2025 Q3 filed Oct. 9, 2025
- Affinity Capital Advisors 2025 Q2 filed July 9, 2025
- Affinity Capital Advisors 2025 Q1 filed April 17, 2025
- Affinity Capital Advisors 2024 Q4 filed Jan. 14, 2025
- Affinity Capital Advisors 2024 Q3 filed Oct. 7, 2024
- Affinity Capital Advisors 2024 Q1 filed April 12, 2024
- Affinity Capital Advisors 2023 Q4 filed Jan. 11, 2024
- Affinity Capital Advisors 2023 Q3 filed Oct. 11, 2023
- Affinity Capital Advisors 2023 Q2 filed July 14, 2023
- Affinity Capital Advisors 2023 Q1 filed April 11, 2023
- Affinity Capital Advisors 2022 Q4 filed Jan. 19, 2023
- Affinity Capital Advisors 2022 Q3 filed Oct. 12, 2022