AC

Affinity Capital Advisors, LLC

13F
Affinity Capital Advisors, LLC
Last update 2025-07-10 159 Stocks (10 new)
Value $581.00 Mil Turnover 5 %
Countries:
Top Holdings: IVV(9.78%)IUSB(9.56%)VUG(9.55%)VTV(8.03%)AAPL(5.45%)
Summary Stock Picks Current Portfolio
Affinity Capital Advisors, LLC... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
91,550
56,843.4
+1.10%
9.780
+0.11%
0.010
+19.67%
+7.80%
634,518.9
 
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
1,202,066
55,571.5
+5.21%
9.560
+0.47%
0.170
+1.58%
+3.40%
32,719.8
 
VUG
Vanguard Growth ETF
126,664
55,529.6
-0.50%
9.550
-0.05%
0.030
+27.48%
+9.52%
167,127.0
 
VTV
Vanguard Value ETF
264,247
46,703.1
+2.20%
8.030
+0.17%
0.040
+10.43%
+6.13%
132,881.1
 
AAPL
Apple Inc
154,453
31,689.2
-6.48%
5.450
-0.42%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
EFV
iShares MSCI EAFE Value ETF
361,243
22,931.7
+3.59%
3.940
+0.14%
0.090
+10.12%
+22.88%
25,947.4
 
ESGU
iShares MSCI USA ESG Optimized ETF
151,619
20,514.0
-0.56%
3.530
-0.02%
0.150
+19.81%
+6.94%
13,911.1
 
XLK
Technology Select Sector SPDR ETF
59,100
14,965.9
-0.99%
2.570
-0.02%
0.020
+35.50%
+12.58%
82,351.5
 
EFG
iShares MSCI EAFE Growth ETF
127,743
14,307.2
+0.16%
2.460
0%
0.110
+11.96%
+14.73%
12,936.8
 
CMF
iShares California Muni Bond ETF
246,258
13,726.4
+66.03%
2.360
+0.94%
0.380
+0.68%
-2.25%
3,472.6
 

Affinity Capital Advisors, LLC's Historical Top Holdings Breakdowns

Affinity Capital Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CMF
iShares California Muni Bond ETF
2025-06-30
Add
Add
+0.94%
●
54.52 ($55.53) 56.7
$55.16
-0.67%
Add 66.03%
246,258
97,933
PWZ
Invesco California AMT-Free Municipal Bond ETF
Invesco California AMT-Free Municipal Bond ETF
2025-06-30
Reduce
Reduce
-0.62%
●
22.71 ($23.34) 24.18
$22.80
-2.31%
Reduce -71.99%
53,170
-136,637
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
2025-06-30
Add
Add
+0.47%
●
45.12 ($45.64) 46.23
$45.77
0.28%
Add 5.21%
1,202,066
59,529
AAPL
Apple Inc
2025-06-30
Reduce
Reduce
-0.42%
●
172.42 ($202.27) 223.89
$211.18
4.41%
Reduce -6.48%
154,453
-10,707
VOO
Vanguard S&P 500 ETF
2025-06-30
Add
Add
+0.36%
●
456.74 ($525.37) 568.03
$576.92
9.81%
Add 66.31%
9,297
3,707
SGOV
iShares 0-3 Month Treasury Bond ETF
2025-06-30
New Buy
New Buy
+0.25%
●
100.35 ($100.53) 100.71
$100.59
0.06%
New holding
14,655
14,655
SPYV
SPDR Portfolio S&P 500 Value ETF
2025-06-30
Add
Add
+0.20%
●
45.11 ($49.99) 52.34
$52.87
5.76%
Add 174.43%
36,093
22,941
TLH
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
2025-06-30
Add
Add
+0.19%
●
97.29 ($100.41) 105.63
$98.94
-1.46%
Add 10.89%
108,387
10,642
SPYG
SPDR Portfolio S&P 500 Growth ETF
2025-06-30
Add
Add
+0.19%
●
71.83 ($85.64) 95.32
$97.27
13.58%
Add 11.66%
109,489
11,429
META
Meta Platforms Inc
2025-06-30
Add
Add
+0.17%
●
484.66 ($617.26) 738.09
$704.28
14.10%
Add 21.93%
7,228
1,300

Affinity Capital Advisors, LLC Total Holding History ($B)

To

Affinity Capital Advisors, LLC's Asset Allocation

To

Affinity Capital Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Affinity Capital Advisors, LLC's Hypothetical Growth since 2025-06-30

Affinity Capital Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Affinity Capital Advisors, LLC's Holdings Heat Map

Size field:

Affinity Capital Advisors, LLC's Holdings Bubble Chart

Affinity Capital Advisors, LLC News

  • 1

Discussions on Affinity Capital Advisors, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.