HoldingsChannel.com
Affinity Capital Advisors LLC Top Holdings
As of  06/30/2022, below is a summary of the Affinity Capital Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Affinity Capital Advisors LLC. In the Affinity Capital Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Affinity Capital Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Affinity Capital Advisors LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
APPLE INC 270,239 -1,557 $36,947
     AAPL270,239-1,557$36,947
VANGUARD INDEX FDS (VTV) 274,701 +8,334 $36,228
     VTV274,701+8,334$36,228
ISHARES TR (IEFA) 399,728 +13,920 $23,524
     IEFA399,728+13,920$23,524
VANGUARD INDEX FDS (VUG) 100,814 +8,574 $22,470
     VUG100,814+8,574$22,470
VANGUARD WORLD FD (ESGV) 165,860 +44,521 $11,013
     ESGV165,860+44,521$11,013
ISHARES TR (AGG) 105,172 -15,048 $10,694
     AGG105,172-15,048$10,694
VANGUARD BD INDEX FDS (BSV) 136,026 +96,493 $10,445
     BSV136,026+96,493$10,445
ISHARES INC (IEMG) 207,821 +48,142 $10,196
     IEMG207,821+48,142$10,196
ISHARES TR (IJR) 96,262 +7,194 $8,896
     IJR96,262+7,194$8,896
SCHWAB STRATEGIC TR 141,407 +5,682 $8,870
     SCHM141,407+5,682$8,870
SCHWAB STRATEGIC TR 110,816 +7,626 $6,426
     SCHG110,816+7,626$6,426
VANGUARD SCOTTSDALE FDS (VCSH) 78,786 +49,320 $6,008
     VCSH78,786+49,320$6,008
SPDR SER TR (SPYG) 108,236 +1,070 $5,659
     SPYG108,236+1,070$5,659
UNITY SOFTWARE INC 136,420 +82,670 $5,023
     U136,420+82,670$5,023
VANGUARD INDEX FDS (VNQ) 53,581 +6,342 $4,882
     VNQ53,581+6,342$4,882
ISHARES TR (SUSB) 201,770 +22,252 $4,861
     SUSB201,770+22,252$4,861
SCHWAB STRATEGIC TR 68,534 -427 $4,278
     SCHV68,534-427$4,278
ISHARES TR (ESGD) 56,812 +13,168 $3,566
     ESGD56,812+13,168$3,566
SPDR SER TR (SLY) 43,188 -2,425 $3,459
     SLY43,188-2,425$3,459
VANGUARD CHARLOTTE FDS (BNDX) 69,273 +11,592 $3,432
     BNDX69,273+11,592$3,432
ISHARES TR (IWF) 13,157 -15 $2,877
     IWF13,157-15$2,877
SYNOPSYS INC 9,208 UNCH $2,796
     SNPS9,208UNCH$2,796
SCHWAB STRATEGIC TR 79,853 +178 $2,511
     SCHF79,853+178$2,511
ISHARES TR (IWD) 17,304 -161 $2,509
     IWD17,304-161$2,509
MICROSOFT CORP 9,580 +97 $2,460
     MSFT9,580+97$2,460
VANGUARD INDEX FDS (VB) 13,434 +1,322 $2,366
     VB13,434+1,322$2,366
TESLA INC 3,088 -62 $2,080
     TSLA3,088-62$2,080
ISHARES INC (ESGE) 60,728 +10,922 $1,962
     ESGE60,728+10,922$1,962
LILLY ELI & CO 5,585 +100 $1,811
     LLY5,585+100$1,811
INVESCO QQQ TR 6,015 +65 $1,686
     QQQ6,015+65$1,686
ISHARES TR (ESML) 52,726 +9,232 $1,661
     ESML52,726+9,232$1,661
SPDR SER TR (SPYX) 15,637 -5,001 $1,442
     SPYX15,637-5,001$1,442
ISHARES TR (EAGG) 28,856 -2,263 $1,412
     EAGG28,856-2,263$1,412
ISHARES TR (IWN) 9,471 -63 $1,289
     IWN9,471-63$1,289
ISHARES TR (ICF) 21,099 +959 $1,282
     ICF21,099+959$1,282
VANGUARD INDEX FDS (VO) 6,468 +772 $1,274
     VO6,468+772$1,274
ISHARES TR (IWS) 12,246 UNCH $1,244
     IWS12,246UNCH$1,244
ISHARES TR (IWO) 5,922 +1 $1,222
     IWO5,922+1$1,222
AMAZON COM INC 11,363 +10,778 $1,207
     AMZN11,363+10,778$1,207
VANGUARD TAX MANAGED INTL FD (VEA) 28,485 +9,191 $1,162
     VEA28,485+9,191$1,162
PROCTER AND GAMBLE CO 7,412 -184 $1,066
     PG7,412-184$1,066
META PLATFORMS INC 5,964 +759 $962
     FB5,964+759$962
MASTERCARD INCORPORATED 2,986 +7 $942
     MA2,986+7$942
AMETEK INC 8,207 UNCH $902
     AME8,207UNCH$902
FIRST TR EXCHANGE TRADED FD (FTSM) 14,812 +12 $880
     FTSM14,812+12$880
JOHNSON & JOHNSON 4,820 -9 $856
     JNJ4,820-9$856
DIMENSIONAL ETF TRUST (DFSD) 17,888 +17,888 $839
     DFSD17,888+17,888$839
CADENCE DESIGN SYSTEM INC 5,252 UNCH $788
     CDNS5,252UNCH$788
MCDONALDS CORP 3,155 +2 $779
     MCD3,155+2$779
ALPHABET INC 355 +143 $777
     GOOG355+143$777

See Full List: All Stocks Held By Affinity Capital Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Affinity Capital Advisors LLC

Size ($ in 1000's)
At 06/30/2022: $293,681
At 03/31/2022: $319,803

Affinity Capital Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Affinity Capital Advisors LLC 13F filings. Link to 13F filings: SEC filings

Affinity Capital Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2022, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.