Affinity Wealth Management

Latest statistics and disclosures from Affinity Wealth Management's latest quarterly 13F-HR filing:

Portfolio Holdings for Affinity Wealth Management

Companies in the Affinity Wealth Management portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares Barclays 20+ Yr Treas.Bond (TLT) 31.14 309.39k NEW 167.95
iShares S&P US Pref Stock Idx Fnd (PFF) 27.40 1.35M +7205% 33.96
Invesco Qqq Trust Series 1 (QQQ) 4.39 34.47k -78% 212.74
Technology SPDR (XLK) 3.67 68.91k NEW 88.89
Microsoft Corporation (MSFT) 2.97 28.38k +2% 174.58
Amazon (AMZN) 2.66 1.94k +2% 2285.94
MasterCard Incorporated (MA) 2.09 13.00k -4% 268.76
Home Depot (HD) 1.42 10.83k -9% 218.61
Teladoc (TDOC) 1.39 13.64k +31% 169.45
Powershares Dwa Technical Leaders Portfolio dwa momentum (PDP) 1.32 35.93k +7% 61.45
Alphabet Inc Class A cs (GOOGL) 1.29 1.63k +6% 1317.63
SPDR DJ Wilshire Large Cap (SPLG) 1.12 6.60k -83% 282.75
Chesapeake Utilities Corporation (CPK) 1.09 20.98k 86.66
Lululemon Athletica (LULU) 1.05 8.00k 218.64
Fidelity National Information Services (FIS) 1.00 12.96k -3% 129.29
Adobe Systems Incorporated (ADBE) 0.99 4.82k 343.78
Citrix Systems (CTXS) 0.99 11.59k NEW 142.61
JPMorgan Chase & Co. (JPM) 0.98 17.52k -25% 93.25
Apple (AAPL) 0.96 5.54k -11% 289.12
Lattice Semiconductor (LSCC) 0.78 62.50k +5% 20.80
Verisign (VRSN) 0.77 6.23k +3% 204.94
Blackstone Mtg Tr (BXMT) 0.76 25.21k NEW 50.41
Teradyne (TER) 0.76 21.93k -7% 57.87
Accenture (ACN) 0.76 7.04k -5% 180.10
Netflix (NFLX) 0.75 3.00k NEW 415.25
NVIDIA Corporation (NVDA) 0.71 4.20k NEW 282.69
First Tr Exchange Traded Fd dorsey wright pe (DWPP) 0.63 36.48k NEW 28.68
Zoetis Inc Cl A (ZTS) 0.61 7.95k NEW 127.49
Verizon Communications (VZ) 0.58 17.13k -9% 56.80
Johnson & Johnson (JNJ) 0.57 6.40k 148.26
First Trust Dorsey Wright Etf (DDIV) 0.46 40.18k NEW 19.06
Wal-Mart Stores (WMT) 0.43 5.79k -12% 122.97
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.34 4.72k NEW 121.69
Public Service Enterprise (PEG) 0.31 10.51k 49.40
SPDR Barclays Capital Long Term Tr (SPTL) 0.27 9.54k -16% 47.99
At&t (T) 0.23 12.99k 29.87
iShares S&P 500 Growth Index (IVW) 0.23 2.09k -61% 183.60
Booking Holdings (BKNG) 0.22 250 -34% 1448.00
AstraZeneca (AZN) 0.19 6.00k 51.83
Thermo Fisher Scientific (TMO) 0.17 851 -87% 330.20
Berkshire Hathaway (BRK.B) 0.17 1.53k 182.41
SPDR Barclays Capital Aggregate Bo (SPAB) 0.15 8.22k -73% 30.54
Amgen (AMGN) 0.15 1.09k 231.12
iShares Dow Jones Select Dividend (DVY) 0.15 3.19k -3% 77.84
Advanced Micro Devices (AMD) 0.15 4.94k 49.84
Costco Wholesale Corporation (COST) 0.15 806 NEW 301.49
iShares S&P 1500 Index Fund (ITOT) 0.14 834 NEW 282.97
Nextera Energy (NEE) 0.13 979 -11% 226.76
Consolidated Edison (ED) 0.12 2.70k 77.12
Pimco Dynamic Incm Fund (PDI) 0.12 9.00k +21% 23.11
iShares S&P MidCap 400 Index (IJH) 0.12 1.30k 158.95

Past Filings by Affinity Wealth Management

View past SEC 13F filings by Affinity Wealth Management

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