Affinity Wealth Management as of June 30, 2017
Portfolio Holdings for Affinity Wealth Management
Affinity Wealth Management holds 71 positions in its portfolio as reported in the June 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Powershares Qqq Trust Unit Ser 1 | 13.9 | $22M | 159k | 137.64 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 12.9 | $20M | 148k | 136.85 | |
Powershares Etf Tr Ii S&p Smcp It Po | 11.1 | $17M | 236k | 73.98 | |
Claymore Exchange Trd Fd Tr Gugg Bulsh 2021 | 11.0 | $17M | 818k | 21.30 | |
Claymore Exchange Trd Fd Tr 2023 Corp Bond | 9.9 | $16M | 746k | 20.98 | |
Etf Ser Solutions Us Glb Jets (JETS) | 8.4 | $13M | 420k | 31.52 | |
First Tr Exchange Traded Cloud Computing (SKYY) | 8.1 | $13M | 323k | 39.50 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 7.8 | $12M | 155k | 79.24 | |
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 1.7 | $2.7M | 54k | 49.21 | |
Johnson & Johnson (JNJ) | 0.8 | $1.2M | 9.1k | 132.30 | |
Apple (AAPL) | 0.6 | $1.0M | 7.1k | 143.98 | |
Priceline Grp Com New | 0.6 | $900k | 480.00 | 1875.00 | |
E.I. du Pont de Nemours & Company | 0.6 | $874k | 11k | 80.75 | |
Amazon (AMZN) | 0.5 | $830k | 858.00 | 967.37 | |
At&t (T) | 0.4 | $664k | 18k | 37.71 | |
Verizon Communications (VZ) | 0.4 | $641k | 14k | 44.68 | |
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.4 | $598k | 4.0k | 148.46 | |
General Electric Company | 0.4 | $593k | 22k | 27.03 | |
Chemours (CC) | 0.4 | $592k | 16k | 37.94 | |
SYSCO Corporation (SYY) | 0.4 | $562k | 11k | 50.29 | |
Exxon Mobil Corporation (XOM) | 0.4 | $557k | 6.9k | 80.69 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $524k | 2.2k | 243.27 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $519k | 5.7k | 91.39 | |
MKS Instruments (MKSI) | 0.3 | $506k | 7.5k | 67.23 | |
Dave & Buster's Entertainmnt (PLAY) | 0.3 | $488k | 7.3k | 66.51 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $479k | 4.5k | 105.83 | |
Public Service Enterprise (PEG) | 0.3 | $452k | 11k | 43.02 | |
Visteon Corp Com New (VC) | 0.3 | $445k | 4.4k | 102.02 | |
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.3 | $406k | 2.1k | 196.71 | |
Coherent | 0.3 | $404k | 1.8k | 224.94 | |
Pulte (PHM) | 0.2 | $386k | 16k | 24.53 | |
Texas Instruments Incorporated (TXN) | 0.2 | $373k | 4.8k | 77.02 | |
Dxc Technology (DXC) | 0.2 | $365k | 4.8k | 76.75 | |
One Gas (OGS) | 0.2 | $360k | 5.2k | 69.78 | |
Global Payments (GPN) | 0.2 | $349k | 3.9k | 90.41 | |
Boise Cascade (BCC) | 0.2 | $342k | 11k | 30.36 | |
Microsoft Corporation (MSFT) | 0.2 | $338k | 4.9k | 68.95 | |
Ishares Tr Select Divid Etf (DVY) | 0.2 | $337k | 3.7k | 92.05 | |
Facebook Cl A (META) | 0.2 | $330k | 2.2k | 151.10 | |
Kennametal (KMT) | 0.2 | $328k | 8.8k | 37.36 | |
Hawaiian Holdings | 0.2 | $325k | 6.9k | 46.98 | |
Arista Networks (ANET) | 0.2 | $323k | 2.2k | 149.68 | |
Ishares Tr Sp Smcp600gr Etf (IJT) | 0.2 | $321k | 2.1k | 155.67 | |
Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.2 | $311k | 13k | 24.70 | |
Steel Dynamics (STLD) | 0.2 | $273k | 7.6k | 35.80 | |
Home Depot (HD) | 0.2 | $267k | 1.7k | 153.18 | |
Seagate Technology SHS | 0.2 | $265k | 6.8k | 38.69 | |
Applied Materials (AMAT) | 0.2 | $264k | 6.4k | 41.33 | |
Maxim Integrated Products | 0.2 | $262k | 5.8k | 44.90 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $255k | 1.00 | 255000.00 | |
Magellan Health Com New | 0.2 | $253k | 3.5k | 72.85 | |
KLA-Tencor Corporation (KLAC) | 0.2 | $248k | 2.7k | 91.61 | |
Hologic (HOLX) | 0.2 | $245k | 5.4k | 45.43 | |
Alps Etf Tr Wrkplc Eql Prt | 0.2 | $240k | 7.2k | 33.52 | |
Ishares Tr Usa Esg Slct Etf (SUSA) | 0.2 | $240k | 2.3k | 102.30 | |
Louisiana-Pacific Corporation (LPX) | 0.1 | $233k | 9.7k | 24.14 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $233k | 1.3k | 174.14 | |
NewMarket Corporation (NEU) | 0.1 | $230k | 500.00 | 460.00 | |
Altria (MO) | 0.1 | $226k | 3.0k | 74.39 | |
Southern Company (SO) | 0.1 | $224k | 4.7k | 47.87 | |
SYNNEX Corporation (SNX) | 0.1 | $224k | 1.9k | 119.85 | |
Pfizer (PFE) | 0.1 | $213k | 6.4k | 33.52 | |
Applied Optoelectronics (AAOI) | 0.1 | $213k | 3.5k | 61.74 | |
Cadence Design Systems (CDNS) | 0.1 | $212k | 6.3k | 33.41 | |
Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $211k | 2.4k | 89.14 | |
Chevron Corporation (CVX) | 0.1 | $205k | 2.0k | 104.11 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $205k | 1.2k | 169.42 | |
International Business Machines (IBM) | 0.1 | $205k | 1.3k | 153.44 | |
Astrazeneca Sponsored Adr (AZN) | 0.1 | $204k | 6.0k | 34.00 | |
Huntington Bancshares Incorporated (HBAN) | 0.1 | $143k | 11k | 13.53 | |
Ford Mtr Co Del Com Par $0.01 (F) | 0.1 | $120k | 108k | 1.12 |