Affinity Wealth Management as of Sept. 30, 2016
Portfolio Holdings for Affinity Wealth Management
Affinity Wealth Management holds 60 positions in its portfolio as reported in the September 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Health Care SPDR (XLV) | 11.8 | $18M | 253k | 72.11 | |
Proshares Tr S&p 500 Aristo (NOBL) | 11.2 | $17M | 318k | 54.33 | |
Claymore Exchange Trd Fd Tr gugg bulsh 2021 | 9.8 | $15M | 698k | 21.60 | |
Claymore Exchange Trd Fd Tr 2023 corp bond | 9.5 | $15M | 682k | 21.38 | |
Powershares Etf Tr Ii s^p smcp it po | 8.9 | $14M | 216k | 63.45 | |
Vaneck Vectors Etf Tr Retail E (RTH) | 8.8 | $14M | 173k | 77.97 | |
SPDR S&P Oil & Gas Explore & Prod. | 7.2 | $11M | 286k | 38.46 | |
SPDR S&P Homebuilders (XHB) | 6.0 | $9.3M | 273k | 33.94 | |
Cohen & Steers Glbl Relt (RDOG) | 5.2 | $8.0M | 177k | 45.02 | |
Doubleline Total Etf etf (TOTL) | 4.9 | $7.5M | 150k | 50.19 | |
iShares Dow Jones US Consumer Goods (IYK) | 2.4 | $3.7M | 32k | 113.89 | |
iShares S&P 500 Growth Index (IVW) | 1.6 | $2.5M | 21k | 121.64 | |
iShares S&P 500 Value Index (IVE) | 0.8 | $1.2M | 13k | 95.20 | |
Johnson & Johnson (JNJ) | 0.7 | $1.1M | 9.4k | 118.08 | |
Apple (AAPL) | 0.5 | $822k | 7.3k | 112.99 | |
iShares S&P MidCap 400 Growth (IJK) | 0.5 | $801k | 4.6k | 174.81 | |
At&t (T) | 0.5 | $703k | 17k | 40.64 | |
priceline.com Incorporated | 0.5 | $708k | 481.00 | 1471.93 | |
Exxon Mobil Corporation (XOM) | 0.4 | $675k | 7.7k | 87.22 | |
Verizon Communications (VZ) | 0.4 | $677k | 13k | 51.96 | |
General Electric Company | 0.4 | $660k | 22k | 29.61 | |
iShares S&P 500 Index (IVV) | 0.4 | $664k | 3.1k | 217.63 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.4 | $623k | 4.7k | 133.03 | |
E.I. du Pont de Nemours & Company | 0.3 | $514k | 7.7k | 66.96 | |
Amazon (AMZN) | 0.3 | $484k | 578.00 | 837.37 | |
Public Service Enterprise (PEG) | 0.3 | $440k | 11k | 41.88 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.3 | $444k | 3.2k | 137.21 | |
Abiomed | 0.3 | $408k | 3.2k | 128.46 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.3 | $399k | 3.2k | 124.80 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $364k | 5.5k | 66.54 | |
Acuity Brands (AYI) | 0.2 | $354k | 1.3k | 264.18 | |
iShares Dow Jones Select Dividend (DVY) | 0.2 | $352k | 4.1k | 85.71 | |
Hawaiian Holdings | 0.2 | $328k | 6.8k | 48.54 | |
iShares S&P MidCap 400 Index (IJH) | 0.2 | $317k | 2.1k | 154.63 | |
Post Holdings Inc Common (POST) | 0.2 | $317k | 4.1k | 77.04 | |
One Gas (OGS) | 0.2 | $304k | 4.9k | 61.90 | |
Global Payments (GPN) | 0.2 | $296k | 3.9k | 76.68 | |
iShares MSCI EAFE Index Fund (EFA) | 0.2 | $288k | 4.9k | 59.11 | |
Fabrinet (FN) | 0.2 | $288k | 6.5k | 44.52 | |
Visteon Corporation (VC) | 0.2 | $299k | 4.2k | 71.67 | |
Pulte (PHM) | 0.2 | $281k | 14k | 20.05 | |
Texas Instruments Incorporated (TXN) | 0.2 | $277k | 3.9k | 70.29 | |
Headwaters Incorporated | 0.2 | $276k | 16k | 16.93 | |
Facebook Inc cl a (META) | 0.2 | $274k | 2.1k | 128.16 | |
Dave & Buster's Entertainmnt (PLAY) | 0.2 | $275k | 7.0k | 39.16 | |
Microsoft Corporation (MSFT) | 0.2 | $244k | 4.2k | 57.67 | |
Home Depot (HD) | 0.2 | $253k | 2.0k | 128.69 | |
International Business Machines (IBM) | 0.2 | $247k | 1.6k | 159.05 | |
CoreLogic | 0.2 | $252k | 6.4k | 39.19 | |
Ishares Trust Barclays (GNMA) | 0.2 | $251k | 4.9k | 50.99 | |
Altria (MO) | 0.1 | $225k | 3.6k | 63.11 | |
AMN Healthcare Services (AMN) | 0.1 | $226k | 7.1k | 31.82 | |
Omega Healthcare Investors (OHI) | 0.1 | $235k | 6.6k | 35.49 | |
Himax Technologies (HIMX) | 0.1 | $213k | 25k | 8.58 | |
Berkshire Hathaway (BRK.A) | 0.1 | $216k | 1.00 | 216000.00 | |
Southern Company (SO) | 0.1 | $209k | 4.1k | 51.40 | |
NewMarket Corporation (NEU) | 0.1 | $215k | 500.00 | 430.00 | |
Chevron Corporation (CVX) | 0.1 | $206k | 2.0k | 103.05 | |
Workplace Equality Portfolio etf | 0.1 | $207k | 7.2k | 28.91 | |
Arena Pharmaceuticals | 0.0 | $43k | 25k | 1.75 |