Affinity Wealth Management as of Dec. 31, 2016
Portfolio Holdings for Affinity Wealth Management
Affinity Wealth Management holds 64 positions in its portfolio as reported in the December 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Proshares Tr S&p 500 Aristo (NOBL) | 9.7 | $17M | 317k | 53.91 | |
Health Care SPDR (XLV) | 9.6 | $17M | 245k | 68.94 | |
Financial Select Sector SPDR (XLF) | 9.4 | $17M | 717k | 23.25 | |
Powershares Etf Tr Ii s^p smcp it po | 9.1 | $16M | 230k | 69.65 | |
Claymore Exchange Trd Fd Tr gugg bulsh 2021 | 8.8 | $16M | 745k | 20.99 | |
PowerShares QQQ Trust, Series 1 | 8.4 | $15M | 126k | 118.48 | |
Claymore Exchange Trd Fd Tr 2023 corp bond | 8.2 | $14M | 704k | 20.47 | |
iShares Dow Jones Transport. Avg. (IYT) | 6.2 | $11M | 68k | 162.83 | |
First Trust Cloud Computing Et (SKYY) | 6.2 | $11M | 317k | 34.48 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 5.8 | $10M | 73k | 140.02 | |
Doubleline Total Etf etf (TOTL) | 2.9 | $5.1M | 106k | 48.39 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 2.1 | $3.7M | 19k | 197.53 | |
iShares S&P 500 Growth Index (IVW) | 2.0 | $3.6M | 29k | 121.80 | |
Johnson & Johnson (JNJ) | 0.6 | $1.1M | 9.4k | 115.21 | |
Exxon Mobil Corporation (XOM) | 0.4 | $746k | 8.3k | 90.25 | |
At&t (T) | 0.4 | $736k | 17k | 42.54 | |
Apple (AAPL) | 0.4 | $740k | 6.4k | 115.81 | |
iShares S&P 500 Index (IVV) | 0.4 | $737k | 3.3k | 225.11 | |
General Electric Company | 0.4 | $702k | 22k | 31.61 | |
Verizon Communications (VZ) | 0.4 | $715k | 13k | 53.38 | |
priceline.com Incorporated | 0.4 | $705k | 480.00 | 1468.75 | |
iShares S&P 500 Value Index (IVE) | 0.4 | $681k | 6.7k | 101.35 | |
Amazon (AMZN) | 0.4 | $655k | 874.00 | 749.43 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.4 | $634k | 4.4k | 145.28 | |
SYSCO Corporation (SYY) | 0.3 | $578k | 10k | 55.36 | |
E.I. du Pont de Nemours & Company | 0.3 | $571k | 7.8k | 73.38 | |
iShares S&P MidCap 400 Growth (IJK) | 0.3 | $489k | 2.7k | 182.19 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $472k | 5.5k | 86.27 | |
Public Service Enterprise (PEG) | 0.3 | $461k | 11k | 43.88 | |
Thor Industries (THO) | 0.2 | $448k | 4.5k | 99.98 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.2 | $407k | 2.7k | 149.85 | |
Hawaiian Holdings | 0.2 | $385k | 6.8k | 56.98 | |
Headwaters Incorporated | 0.2 | $383k | 16k | 23.50 | |
iShares Lehman Aggregate Bond (AGG) | 0.2 | $395k | 3.7k | 107.95 | |
Dave & Buster's Entertainmnt (PLAY) | 0.2 | $395k | 7.0k | 56.25 | |
iShares Dow Jones Select Dividend (DVY) | 0.2 | $364k | 4.1k | 88.63 | |
Abiomed | 0.2 | $358k | 3.2k | 112.72 | |
Visteon Corporation (VC) | 0.2 | $335k | 4.2k | 80.30 | |
Post Holdings Inc Common (POST) | 0.2 | $337k | 4.2k | 80.47 | |
iShares S&P MidCap 400 Index (IJH) | 0.2 | $319k | 1.9k | 165.46 | |
One Gas (OGS) | 0.2 | $314k | 4.9k | 63.94 | |
Texas Instruments Incorporated (TXN) | 0.2 | $287k | 3.9k | 72.82 | |
Microsoft Corporation (MSFT) | 0.1 | $263k | 4.2k | 62.16 | |
Global Payments (GPN) | 0.1 | $268k | 3.9k | 69.43 | |
International Business Machines (IBM) | 0.1 | $258k | 1.6k | 166.13 | |
Magellan Health Services | 0.1 | $261k | 3.5k | 75.15 | |
ON Semiconductor (ON) | 0.1 | $268k | 21k | 12.74 | |
AMN Healthcare Services (AMN) | 0.1 | $273k | 7.1k | 38.43 | |
Fabrinet (FN) | 0.1 | $261k | 6.5k | 40.35 | |
Home Depot (HD) | 0.1 | $255k | 1.9k | 134.07 | |
Berkshire Hathaway (BRK.A) | 0.1 | $244k | 1.00 | 244000.00 | |
Facebook Inc cl a (META) | 0.1 | $246k | 2.1k | 115.06 | |
Chevron Corporation (CVX) | 0.1 | $235k | 2.0k | 117.56 | |
Altria (MO) | 0.1 | $223k | 3.3k | 67.66 | |
CoreLogic | 0.1 | $237k | 6.4k | 36.86 | |
Pulte (PHM) | 0.1 | $218k | 12k | 18.35 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $213k | 3.7k | 57.82 | |
NewMarket Corporation (NEU) | 0.1 | $212k | 499.00 | 424.85 | |
MKS Instruments (MKSI) | 0.1 | $207k | 3.5k | 59.35 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.1 | $216k | 2.3k | 92.07 | |
Workplace Equality Portfolio etf | 0.1 | $216k | 7.2k | 30.17 | |
Claymore Exchange Trd Fd Tr 2022 hg yld cb | 0.1 | $213k | 8.5k | 25.01 | |
Vaneck Vectors Etf Tr Retail E (RTH) | 0.1 | $206k | 2.7k | 75.62 | |
Southern Company (SO) | 0.1 | $200k | 4.1k | 49.15 |