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Portfolio (Quarterly) Guide ↗

AFFINITY WEALTH MANAGEMENT LLC

· CIK 0000810672
13F Portfolio $703M AUM Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 107 New
Page 5 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 COPX GLOBAL X FDS 4,000.0 $287K 0.04% NEW $71.79 +15.7%
82 DAN DANA INC Consumer Cyclical 11,938.0 $284K 0.04% NEW $23.76 +45.5%
83 SUSA ISHARES TR 2,026.0 $282K 0.04% NEW $139.35 +7.4%
84 T AT&T INC Communication Services 11,255.0 $280K 0.04% NEW $24.84 -0.7%
85 VOO VANGUARD INDEX FDS 443.0 $278K 0.04% NEW $626.70 +8.4%
86 A AGILENT TECHNOLOGIES INC Healthcare 1,987.0 $270K 0.04% NEW $136.07 -17.9%
87 ITW ILLINOIS TOOL WKS INC Industrials 1,092.0 $269K 0.04% NEW $246.30 +1.8%
88 KSS KOHLS CORP Consumer Cyclical 12,905.0 $263K 0.04% NEW $20.41 -41.5%
89 FHN FIRST HORIZON CORPORATION Financial Services 10,979.0 $262K 0.04% NEW $23.90 -0.8%
90 FLS FLOWSERVE CORP Industrials 3,712.0 $258K 0.04% NEW $69.38 -2.0%
91 BLK BLACKROCK INC Financial Services 234.0 $250K 0.04% NEW $1070.34 +1.1%
92 NXPI NXP SEMICONDUCTORS N V Technology 1,153.0 $250K 0.04% NEW $217.06 +35.5%
93 IWB ISHARES TR 665.0 $248K 0.04% NEW $373.44 +7.8%
94 WSFS WSFS FINL CORP Financial Services 4,460.0 $246K 0.04% NEW $55.24 +27.7%
95 FTEC FIDELITY COVINGTON TRUST 1,084.0 $244K 0.04% NEW $224.73 +20.4%
96 PDP INVESCO EXCHANGE TRADED FD T 2,057.0 $239K 0.03% NEW $116.40 +20.1%
97 HWM HOWMET AEROSPACE INC Industrials 1,141.0 $234K 0.03% NEW $205.02 +32.9%
98 GEV GE VERNOVA INC Utilities 356.0 $233K 0.03% NEW $653.90 +66.8%
99 IBM INTERNATIONAL BUSINESS MACHS Technology 765.0 $227K 0.03% NEW $296.21 -26.3%
100 DSI ISHARES TR 1,711.0 $220K 0.03% NEW $128.83 +9.3%
Page 5 of 6  ·  107 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.4%
Financial Services 28.9%
Healthcare 7.6%
Consumer Cyclical 7.5%
Communication Services 6.0%
Basic Materials 4.5%
Utilities 3.4%
Industrials 2.1%
Energy 1.5%
Consumer Defensive 0.9%