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 |
---|---|---|---|---|---|
PowerShares QQQ Trust, Series 1 | 13.9 | $22M | 159k | 137.64 | |
iShares S&P 500 Growth Index (IVW) | 12.8 | $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 (JETS) | 8.4 | $13M | 420k | 31.52 | |
First Trust Cloud Computing Et (SKYY) | 8.1 | $13M | 323k | 39.50 | |
Health Care SPDR (XLV) | 7.8 | $12M | 155k | 79.24 | |
Doubleline Total Etf etf (TOTL) | 1.7 | $2.7M | 54k | 49.21 | |
Johnson & Johnson (JNJ) | 0.8 | $1.2M | 9.1k | 132.30 | |
Apple (AAPL) | 0.7 | $1.0M | 7.1k | 143.98 | |
priceline.com Incorporated | 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 | |
General Electric Company | 0.4 | $593k | 22k | 27.03 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.4 | $598k | 4.0k | 148.46 | |
Chemours (CC) | 0.4 | $592k | 16k | 37.94 | |
SYSCO Corporation (SYY) | 0.4 | $562k | 11k | 50.29 | |
Exxon Mobil Corporation (XOM) | 0.3 | $557k | 6.9k | 80.69 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $519k | 5.7k | 91.39 | |
iShares S&P 500 Index (IVV) | 0.3 | $524k | 2.2k | 243.27 | |
MKS Instruments (MKSI) | 0.3 | $506k | 7.5k | 67.23 | |
Dave & Buster's Entertainmnt (PLAY) | 0.3 | $488k | 7.3k | 66.51 | |
iShares S&P 500 Value Index (IVE) | 0.3 | $479k | 4.5k | 105.83 | |
Public Service Enterprise (PEG) | 0.3 | $452k | 11k | 43.02 | |
Visteon Corporation (VC) | 0.3 | $445k | 4.4k | 102.02 | |
Coherent | 0.3 | $404k | 1.8k | 224.94 | |
iShares S&P MidCap 400 Growth (IJK) | 0.3 | $406k | 2.1k | 196.71 | |
Pulte (PHM) | 0.2 | $386k | 16k | 24.53 | |
Texas Instruments Incorporated (TXN) | 0.2 | $373k | 4.8k | 77.02 | |
One Gas (OGS) | 0.2 | $360k | 5.2k | 69.78 | |
Dxc Technology (DXC) | 0.2 | $365k | 4.8k | 76.75 | |
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 | |
Kennametal (KMT) | 0.2 | $328k | 8.8k | 37.36 | |
Hawaiian Holdings | 0.2 | $325k | 6.9k | 46.98 | |
iShares Dow Jones Select Dividend (DVY) | 0.2 | $337k | 3.7k | 92.05 | |
Facebook Inc cl a (META) | 0.2 | $330k | 2.2k | 151.10 | |
Financial Select Sector SPDR (XLF) | 0.2 | $311k | 13k | 24.70 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.2 | $321k | 2.1k | 155.67 | |
Arista Networks (ANET) | 0.2 | $323k | 2.2k | 149.68 | |
Home Depot (HD) | 0.2 | $267k | 1.7k | 153.18 | |
Maxim Integrated Products | 0.2 | $262k | 5.8k | 44.90 | |
Applied Materials (AMAT) | 0.2 | $264k | 6.4k | 41.33 | |
Seagate Technology Com Stk | 0.2 | $265k | 6.8k | 38.69 | |
Steel Dynamics (STLD) | 0.2 | $273k | 7.6k | 35.80 | |
Hologic (HOLX) | 0.2 | $245k | 5.4k | 45.43 | |
Berkshire Hathaway (BRK.A) | 0.2 | $255k | 1.00 | 255000.00 | |
Magellan Health Services | 0.2 | $253k | 3.5k | 72.85 | |
KLA-Tencor Corporation (KLAC) | 0.2 | $248k | 2.7k | 91.61 | |
NewMarket Corporation (NEU) | 0.1 | $230k | 500.00 | 460.00 | |
Louisiana-Pacific Corporation (LPX) | 0.1 | $233k | 9.7k | 24.14 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $233k | 1.3k | 174.14 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.1 | $240k | 2.3k | 102.30 | |
Workplace Equality Portfolio etf | 0.1 | $240k | 7.2k | 33.52 | |
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 | |
Berkshire Hathaway (BRK.B) | 0.1 | $205k | 1.2k | 169.42 | |
Pfizer (PFE) | 0.1 | $213k | 6.4k | 33.52 | |
Chevron Corporation (CVX) | 0.1 | $205k | 2.0k | 104.11 | |
AstraZeneca (AZN) | 0.1 | $204k | 6.0k | 34.00 | |
Cadence Design Systems (CDNS) | 0.1 | $212k | 6.3k | 33.41 | |
International Business Machines (IBM) | 0.1 | $205k | 1.3k | 153.44 | |
iShares FTSE KLD 400 Social Idx (DSI) | 0.1 | $211k | 2.4k | 89.14 | |
Applied Optoelectronics (AAOI) | 0.1 | $213k | 3.5k | 61.74 | |
Huntington Bancshares Incorporated (HBAN) | 0.1 | $143k | 11k | 13.53 | |
Ford Motor Company (F) | 0.1 | $121k | 108k | 1.12 |