13F

Investor

AFFINITY WEALTH MANAGEMENT LLC

CIK 0000810672 · filed 2026-01-15 · SEC filing

13F book

$703.4M

Positions

107

Largest name

7.6%

Invesco Qqq Tr

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Invesco Qqq Tr87.1K$53.5M7.6%Held
First Tr Exchange Traded Fd664.8K$46.2M6.6%Held
Ishares Tr655.3K$45.5M6.5%Held
Invesco Exchange Traded Fd T322.4K$44.6M6.3%Held
Spdr Series Trust160.5K$38.7M5.5%Held
Select Sector Spdr Tr663.8K$36.4M5.2%Held
Invesco Exchange Traded Fd T633.2K$35.9M5.1%Held
Select Sector Spdr Tr299.2K$35.2M5.0%Held
Select Sector Spdr Tr710.9K$31.8M4.5%Held
First Tr Exch Traded Fd Iii1.47M$26.8M3.8%Held
Ishares Tr289.9K$25.3M3.6%Held
Nvidia CorpNVDA129.5K$24.2M3.4%Held
Palantir Technologies Inc.PLTR120.8K$21.5M3.1%Held
Dbx Etf Tr375.1K$20.7M2.9%Held
Microsoft CorpMSFT34.2K$16.6M2.4%Held
Alphabet Inc48.3K$15.1M2.2%Held
Eli Lilly & CoLLY13.4K$14.4M2.0%Held
Dbx Etf Tr148.4K$14M2.0%Held
Amazon Com IncAMZN50.2K$11.6M1.6%Held
Mastercard IncMA16.4K$9.37M1.3%Held
Seagate Technology Hldngs Pl32K$8.82M1.3%Held
Teradyne, IncTER44.4K$8.6M1.2%Held
Apple Inc.AAPL26.6K$7.22M1.0%Held
Nrg Energy, Inc.NRG44.5K$7.09M1.0%Held
First Tr Exchange Traded Fd108.6K$6.83M1.0%Held
Home Depot, Inc.HD19.3K$6.63M0.9%Held
Flex Ltd.FLEX104K$6.28M0.9%Held
Jpmorgan Chase & Co.17.1K$5.51M0.8%Held
Grab Holdings Limited1.07M$5.33M0.8%Held
Adaptive Biotechnologies Cor314.4K$5.11M0.7%Held
Linde PlcLIN11.9K$5.07M0.7%Held
Manulife Finl Corp134.1K$4.86M0.7%Held
Frontier Communications Pare124.9K$4.76M0.7%Held
Eaton Corp PlcETN14.2K$4.53M0.6%Held
Cloudflare, Inc.NET20.8K$4.09M0.6%Held
Hudbay Minerals Inc.HBM194.3K$3.86M0.5%Held
Southern Copper Corp/SCCO23.6K$3.38M0.5%Held
Warrior Met Coal, Inc.HCC36.1K$3.19M0.5%Held
Spdr S&P 500 Etf Tr3.63K$2.48M0.4%Held
Broadcom Inc.AVGO5.27K$1.82M0.3%Held
Ares Management Corporation9.4K$1.52M0.2%Held
Ishares Tr1.9K$1.3M0.2%Held
First Ctzns Bancshares Inc D535$1.15M0.2%Held
Chesapeake Utils Corp8.24K$1.03M0.1%Held
Booking Holdings Inc.BKNG187$1M0.1%Held
Walmart Inc.WMT8.45K$941.2K0.1%Held
Graham Hldgs Co840$922.8K0.1%Held
Tesla, Inc.TSLA2.05K$920.6K0.1%Held
Costco Whsl Corp New932$803.5K0.1%Held
Southern Co9.15K$798K0.1%Held
Cardinal Health IncCAH3.83K$786.9K0.1%Held
Pnc Finl Svcs Group Inc3.72K$775.8K0.1%Held
Capital One Finl Corp3.05K$739.4K0.1%Held
Vanguard Index Fds2.09K$700K0.1%Held
Meta Platforms, Inc.META897$592.1K0.1%Held
Lam Research CorpLRCX3.37K$576.9K0.1%Held
Alphabet Inc1.82K$569.9K0.1%Held
Exxon Mobil Corp4.54K$545.9K0.1%Held
Mcdonalds CorpMCD1.74K$531.5K0.1%Held
Berkshire Hathaway Inc Del1.01K$507.7K0.1%Held
Thermo Fisher Scientific Inc.TMO857$496.8K0.1%Held
Dell Technologies Inc.DELL3.55K$446.7K0.1%Held
Jazz Pharmaceuticals PlcJAZZ2.63K$446.6K0.1%Held
Simon Ppty Group Inc New2.37K$439.1K0.1%Held
Ge Aerospace1.39K$427.6K0.1%Held
Ally Finl Inc9.18K$415.5K0.1%Held
Radian Group IncRDN11.4K$410.7K0.1%Held
Ishares Tr3.31K$408.6K0.1%Held
AstraZeneca PLCAZN4.2K$386K0.1%Held
Energy Transfer L P21.5K$354.2K0.1%Held
Corteva, Inc.CTVA5.28K$353.8K0.1%Held
Verizon Communications IncVZ8.62K$351.3K0.1%Held
Aflac IncAFL3.12K$344.4K0.0%Held
Global X Fds4.12K$343.7K0.0%Held
Invesco Exch Traded Fd Tr Ii1.36K$343.7K0.0%Held
Ishares Tr690$326.6K0.0%Held
Dte Energy Co2.46K$317.2K0.0%Held
Consolidated Edison IncED2.98K$296.1K0.0%Held
Ishares Tr4.45K$293.7K0.0%Held
Select Sector Spdr Tr2.02K$291.4K0.0%Held
Global X Fds4K$287.2K0.0%Held
Dana IncDAN11.9K$283.6K0.0%Held
Ishares Tr2.03K$282.3K0.0%Held
At&T Inc11.3K$279.6K0.0%Held
Vanguard Index Fds443$277.6K0.0%Held
Agilent Technologies, Inc.A1.99K$270.4K0.0%Held
Illinois Tool Wks Inc1.09K$269K0.0%Held
Kohls CorpKSS12.9K$263.4K0.0%Held
First Horizon Corporation11K$262.4K0.0%Held
Flowserve CorpFLS3.71K$257.5K0.0%Held
BlackRock, Inc.BLK234$250.5K0.0%Held
NXP Semiconductors N.V.NXPI1.15K$250.3K0.0%Held
Ishares Tr665$248.3K0.0%Held
Wsfs Finl Corp4.46K$246.4K0.0%Held
Fidelity Covington Trust1.08K$243.6K0.0%Held
Invesco Exchange Traded Fd T2.06K$239.4K0.0%Held
Howmet Aerospace Inc.HWM1.14K$233.9K0.0%Held
GE Vernova Inc.GEV356$232.8K0.0%Held
International Business Machs765$226.6K0.0%Held
Ishares Tr1.71K$220.4K0.0%Held
Ishares Tr726$218.6K0.0%Held
Hewlett Packard Enterprise C8.98K$215.7K0.0%Held
Vanguard Growth Etf440$214.7K0.0%Held
Bp Plc5.94K$206.4K0.0%Held
Sprott Fds Tr3.69K$202.5K0.0%Held
Chubb Limited645$201.4K0.0%Held
Zim Integrated Shipping Serv9.46K$200.9K0.0%Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.