Affinity Wealth Management as of March 31, 2017
Portfolio Holdings for Affinity Wealth Management
Affinity Wealth Management holds 71 positions in its portfolio as reported in the March 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
PowerShares QQQ Trust, Series 1 | 21.5 | $38M | 290k | 132.38 | |
iShares S&P 500 Growth Index (IVW) | 9.8 | $18M | 134k | 131.52 | |
Financial Select Sector SPDR (XLF) | 9.8 | $18M | 742k | 23.73 | |
Powershares Etf Tr Ii s^p smcp it po | 9.5 | $17M | 233k | 73.01 | |
Claymore Exchange Trd Fd Tr gugg bulsh 2021 | 9.0 | $16M | 761k | 21.15 | |
Claymore Exchange Trd Fd Tr 2023 corp bond | 8.3 | $15M | 722k | 20.69 | |
First Trust Cloud Computing Et (SKYY) | 6.9 | $12M | 318k | 38.69 | |
Health Care SPDR (XLV) | 6.2 | $11M | 151k | 74.36 | |
Doubleline Total Etf etf (TOTL) | 3.0 | $5.4M | 110k | 48.87 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 2.5 | $4.5M | 22k | 206.35 | |
Johnson & Johnson (JNJ) | 0.7 | $1.2M | 9.4k | 124.56 | |
Apple (AAPL) | 0.6 | $1.0M | 7.1k | 143.60 | |
E.I. du Pont de Nemours & Company | 0.5 | $882k | 11k | 80.31 | |
priceline.com Incorporated | 0.5 | $856k | 481.00 | 1779.63 | |
Amazon (AMZN) | 0.5 | $803k | 906.00 | 886.31 | |
At&t (T) | 0.4 | $725k | 17k | 41.56 | |
Verizon Communications (VZ) | 0.4 | $701k | 14k | 48.71 | |
General Electric Company | 0.4 | $683k | 23k | 29.77 | |
Exxon Mobil Corporation (XOM) | 0.4 | $664k | 8.1k | 81.93 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.3 | $605k | 4.1k | 148.47 | |
SYSCO Corporation (SYY) | 0.3 | $580k | 11k | 51.90 | |
MKS Instruments (MKSI) | 0.3 | $536k | 7.8k | 68.71 | |
iShares S&P 500 Index (IVV) | 0.3 | $515k | 2.2k | 237.33 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $510k | 5.8k | 87.89 | |
iShares S&P 500 Value Index (IVE) | 0.3 | $505k | 4.9k | 103.97 | |
Public Service Enterprise (PEG) | 0.3 | $466k | 11k | 44.36 | |
Marvell Technology Group | 0.3 | $470k | 31k | 15.26 | |
Dave & Buster's Entertainmnt (PLAY) | 0.2 | $456k | 7.5k | 61.09 | |
Visteon Corporation (VC) | 0.2 | $427k | 4.4k | 97.89 | |
iShares S&P MidCap 400 Growth (IJK) | 0.2 | $404k | 2.1k | 190.66 | |
Texas Instruments Incorporated (TXN) | 0.2 | $398k | 4.9k | 80.53 | |
Seagate Technology Com Stk | 0.2 | $393k | 8.6k | 45.96 | |
Pulte (PHM) | 0.2 | $371k | 16k | 23.57 | |
Coherent | 0.2 | $369k | 1.8k | 205.46 | |
iShares Dow Jones Select Dividend (DVY) | 0.2 | $374k | 4.1k | 91.06 | |
Kennametal (KMT) | 0.2 | $339k | 8.7k | 39.19 | |
One Gas (OGS) | 0.2 | $349k | 5.2k | 67.65 | |
Microsoft Corporation (MSFT) | 0.2 | $319k | 4.8k | 65.90 | |
NetApp (NTAP) | 0.2 | $318k | 7.6k | 41.78 | |
Hawaiian Holdings | 0.2 | $321k | 6.9k | 46.40 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.2 | $328k | 2.1k | 153.20 | |
Global Payments (GPN) | 0.2 | $311k | 3.9k | 80.57 | |
Facebook Inc cl a (META) | 0.2 | $302k | 2.1k | 141.78 | |
Proshares Tr S&p 500 Aristo (NOBL) | 0.2 | $310k | 5.5k | 56.12 | |
Home Depot (HD) | 0.2 | $280k | 1.9k | 146.90 | |
International Business Machines (IBM) | 0.1 | $270k | 1.6k | 173.86 | |
Maxim Integrated Products | 0.1 | $267k | 5.9k | 45.01 | |
Steel Dynamics (STLD) | 0.1 | $265k | 7.6k | 34.75 | |
Fabrinet (FN) | 0.1 | $272k | 6.5k | 42.05 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.1 | $260k | 1.9k | 138.52 | |
Berkshire Hathaway (BRK.A) | 0.1 | $250k | 1.00 | 250000.00 | |
Southern Company (SO) | 0.1 | $253k | 5.1k | 49.75 | |
Applied Materials (AMAT) | 0.1 | $247k | 6.3k | 38.97 | |
Arista Networks (ANET) | 0.1 | $256k | 1.9k | 132.37 | |
Hologic (HOLX) | 0.1 | $229k | 5.4k | 42.46 | |
Altria (MO) | 0.1 | $235k | 3.3k | 71.30 | |
NewMarket Corporation (NEU) | 0.1 | $226k | 500.00 | 452.00 | |
Magellan Health Services | 0.1 | $240k | 3.5k | 69.10 | |
Louisiana-Pacific Corporation (LPX) | 0.1 | $235k | 9.5k | 24.82 | |
KLA-Tencor Corporation (KLAC) | 0.1 | $233k | 2.5k | 94.99 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $233k | 1.4k | 170.95 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.1 | $230k | 2.3k | 98.04 | |
Workplace Equality Portfolio etf | 0.1 | $231k | 7.2k | 32.26 | |
Chevron Corporation (CVX) | 0.1 | $211k | 2.0k | 107.16 | |
Fortis (FTS) | 0.1 | $210k | 6.3k | 33.16 | |
Berkshire Hathaway (BRK.B) | 0.1 | $202k | 1.2k | 166.94 | |
SYNNEX Corporation (SNX) | 0.1 | $205k | 1.8k | 111.72 | |
iShares FTSE KLD 400 Social Idx (DSI) | 0.1 | $205k | 2.4k | 86.61 | |
Post Holdings Inc Common (POST) | 0.1 | $203k | 2.3k | 87.46 | |
Huntington Bancshares Incorporated (HBAN) | 0.1 | $141k | 11k | 13.34 | |
Ford Motor Company (F) | 0.1 | $126k | 11k | 11.62 |