Affinity Wealth Management as of Sept. 30, 2017
Portfolio Holdings for Affinity Wealth Management
Affinity Wealth Management holds 71 positions in its portfolio as reported in the September 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares S&P 500 Growth Index (IVW) | 20.3 | $33M | 154k | 214.88 | |
PowerShares QQQ Trust, Series 1 | 14.1 | $23M | 158k | 145.45 | |
Powershares Etf Tr Ii s^p smcp it po | 11.5 | $19M | 237k | 79.04 | |
Ishares Tr ibnd dec25 etf (IBDQ) | 10.1 | $17M | 655k | 25.14 | |
Claymore Exchange Trd Fd Tr 2023 corp bond | 9.7 | $16M | 749k | 21.10 | |
First Trust Cloud Computing Et (SKYY) | 8.2 | $14M | 321k | 41.90 | |
Health Care SPDR (XLV) | 7.8 | $13M | 156k | 81.72 | |
Doubleline Total Etf etf (TOTL) | 1.6 | $2.7M | 54k | 49.26 | |
Johnson & Johnson (JNJ) | 0.7 | $1.2M | 9.1k | 129.97 | |
Apple (AAPL) | 0.7 | $1.1M | 7.1k | 154.17 | |
Dowdupont | 0.6 | $986k | 14k | 69.21 | |
priceline.com Incorporated | 0.5 | $880k | 480.00 | 1833.33 | |
Etf Ser Solutions (JETS) | 0.5 | $850k | 29k | 29.62 | |
Amazon (AMZN) | 0.5 | $812k | 845.00 | 960.95 | |
Chemours (CC) | 0.5 | $797k | 16k | 50.59 | |
Verizon Communications (VZ) | 0.4 | $704k | 14k | 49.46 | |
MKS Instruments (MKSI) | 0.4 | $706k | 7.5k | 94.47 | |
At&t (T) | 0.4 | $688k | 18k | 39.19 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.4 | $615k | 4.0k | 152.68 | |
Coherent | 0.4 | $589k | 2.5k | 235.13 | |
iShares S&P 500 Index (IVV) | 0.4 | $590k | 2.3k | 253.11 | |
SYSCO Corporation (SYY) | 0.3 | $569k | 11k | 53.90 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $561k | 5.9k | 95.49 | |
Exxon Mobil Corporation (XOM) | 0.3 | $549k | 6.7k | 81.94 | |
General Electric Company | 0.3 | $519k | 22k | 24.18 | |
Visteon Corporation (VC) | 0.3 | $527k | 4.3k | 123.65 | |
Arista Networks (ANET) | 0.3 | $518k | 2.7k | 189.47 | |
Public Service Enterprise (PEG) | 0.3 | $486k | 11k | 46.26 | |
Universal Display Corporation (OLED) | 0.3 | $495k | 3.8k | 128.94 | |
iShares S&P 500 Value Index (IVE) | 0.3 | $483k | 4.5k | 108.01 | |
iShares Lehman Aggregate Bond (AGG) | 0.3 | $459k | 4.2k | 109.68 | |
H&R Block (HRB) | 0.3 | $437k | 17k | 26.46 | |
Facebook Inc cl a (META) | 0.3 | $437k | 2.6k | 170.84 | |
Select Medical Holdings Corporation (SEM) | 0.3 | $429k | 22k | 19.20 | |
Texas Instruments Incorporated (TXN) | 0.2 | $407k | 4.5k | 89.71 | |
SYNNEX Corporation (SNX) | 0.2 | $408k | 3.2k | 126.63 | |
iShares S&P MidCap 400 Growth (IJK) | 0.2 | $409k | 2.0k | 202.27 | |
Micron Technology (MU) | 0.2 | $385k | 9.8k | 39.32 | |
Louisiana-Pacific Corporation (LPX) | 0.2 | $385k | 14k | 27.05 | |
Applied Materials (AMAT) | 0.2 | $372k | 7.1k | 52.04 | |
Microsoft Corporation (MSFT) | 0.2 | $365k | 4.9k | 74.46 | |
Global Payments (GPN) | 0.2 | $367k | 3.9k | 95.08 | |
One Gas (OGS) | 0.2 | $361k | 4.9k | 73.55 | |
iShares Dow Jones Select Dividend (DVY) | 0.2 | $343k | 3.7k | 93.69 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.2 | $339k | 2.1k | 164.40 | |
Kennametal (KMT) | 0.2 | $324k | 8.0k | 40.31 | |
Dave & Buster's Entertainmnt (PLAY) | 0.2 | $328k | 6.3k | 52.42 | |
Home Depot (HD) | 0.2 | $286k | 1.7k | 163.71 | |
Magellan Health Services | 0.2 | $300k | 3.5k | 86.38 | |
KLA-Tencor Corporation (KLAC) | 0.2 | $287k | 2.7k | 106.02 | |
Energizer Holdings (ENR) | 0.2 | $295k | 6.4k | 46.09 | |
Berkshire Hathaway (BRK.A) | 0.2 | $275k | 1.00 | 275000.00 | |
Hawaiian Holdings | 0.2 | $260k | 6.9k | 37.58 | |
Applied Optoelectronics (AAOI) | 0.2 | $268k | 4.1k | 64.61 | |
Cadence Design Systems (CDNS) | 0.1 | $250k | 6.3k | 39.40 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $240k | 1.3k | 179.37 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.1 | $245k | 2.3k | 104.43 | |
Claymore Exchange Trd Fd Tr gugg bulsh 2021 | 0.1 | $251k | 12k | 21.39 | |
Workplace Equality Portfolio etf | 0.1 | $247k | 7.2k | 34.50 | |
Berkshire Hathaway (BRK.B) | 0.1 | $222k | 1.2k | 183.47 | |
Pfizer (PFE) | 0.1 | $226k | 6.3k | 35.74 | |
Chevron Corporation (CVX) | 0.1 | $231k | 2.0k | 117.32 | |
Southern Company (SO) | 0.1 | $230k | 4.7k | 49.13 | |
Wal-Mart Stores (WMT) | 0.1 | $212k | 2.7k | 78.11 | |
NewMarket Corporation (NEU) | 0.1 | $213k | 499.00 | 426.85 | |
iShares FTSE KLD 400 Social Idx (DSI) | 0.1 | $220k | 2.4k | 92.94 | |
Post Holdings Inc Common (POST) | 0.1 | $205k | 2.3k | 88.32 | |
AstraZeneca (AZN) | 0.1 | $203k | 6.0k | 33.83 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.1 | $204k | 1.4k | 148.15 | |
Ford Motor Company (F) | 0.1 | $129k | 11k | 11.99 | |
Synthetic Biologics | 0.0 | $30k | 32k | 0.95 |