Fund HoldingsAFFINITY WEALTH MANAGEMENT LLC

Total Portfolio Value
$548.06M
Total Bought
$105.51M
Total Sold
$93.97M
Net Transaction
+$11.54M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
2,067249,963+247,89623728,4935.20%+28,256
FIRST TR EXCH TRADED FD III01,350,801+1,350,801023,4504.28%+23,450
INVESCO QQQ TR62,03071,945+9,91527,54234,4696.29%+6,927
ISHARES TR127,928142,466+14,53828,90135,1366.41%+6,235
NVIDIA CORPORATION(NVDA)13,777135,305+121,52812,44816,7163.05%+4,268
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
437,256519,010+81,75424,56128,4165.18%+3,855
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
234,447279,354+44,90724,96628,7125.24%+3,746
SPDR SER TR
ST STR SP METAL
437,092505,187+68,09526,34829,9735.47%+3,625
SELECT SECTOR SPDR TR
ST STR ENERG ETF
269,413316,202+46,78925,43528,8225.26%+3,386
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
532,116626,207+94,09125,38728,4365.19%+3,049
PACER FDS TR
US CASH COWS 100
464,621547,235+82,61426,99929,8195.44%+2,820
HELIX ENERGY SOLUTIONS GRP I(HLX)0199,270+199,27002,3790.43%+2,379
ALPHABET INC(GOOG)46,07246,527+4556,9548,4751.55%+1,521
TERADYNE INC(TER)39,32440,167+8434,4375,9561.09%+1,520
ELI LILLY & CO(LLY)13,13012,798-33210,21511,5872.11%+1,372
APPLE INC(AAPL)026,420+26,42005,5651.02%+5,565
MICROSOFT CORP(MSFT)33,03533,135+10013,89914,8102.70%+911
CAMECO CORP(CCJ)131,355132,908+1,5535,6906,5391.19%+849
SPDR SER TR
ST STR SP HOME
267,557303,646+36,08929,85730,6935.60%+836
AMAZON COM INC(AMZN)46,67347,579+9068,4199,1951.68%+776
GRAHAM HLDGS CO(GHC)0840+84005880.11%+588
CABLE ONE INC0840+84002970.05%+297
FREEPORT-MCMORAN INC(FCX)122,642123,528+8865,7676,0031.10%+237
GENERAL DYNAMICS CORP(GD)0725+72502100.04%+210
TECK RESOURCES LTD(TECK)104,629104,263-3664,7904,9940.91%+204
EATON CORP PLC(ETN)12,40912,866+4573,8804,0340.74%+154
SPDR SER TR
ST STR SP SEMI
8,0238,063+401,8621,9950.36%+133
COSTCO WHSL CORP NEW(COST)9921,003+117278520.16%+126
BROADCOM INC(AVGO)440436-45837000.13%+117
ASTRAZENECA PLC(AZN)10,09710,09706847870.14%+103
FAIR ISAAC CORP(FICO)38838804855780.11%+93
ARES MANAGEMENT CORPORATION(ARES)8,8109,427+6171,1721,2560.23%+85
DELL TECHNOLOGIES INC(DELL)3,4683,473+53964790.09%+83
BOOKING HOLDINGS INC(BKNG)22722708248990.16%+76
TESLA INC(TSLA)2,4862,536+504375020.09%+65
JPMORGAN CHASE & CO.(JPM)17,66017,804+1443,5373,6010.66%+64
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
5,6705,67005285860.11%+58
ALPHABET INC(GOOG)1,4681,470+22242700.05%+46
SOUTHERN CO(SO)9,4339,290-1436777210.13%+44
TARGA RES CORP(TRGP)2,5362,53602843270.06%+43
WALMART INC(WMT)9,7519,289-4625876290.11%+42
ISHARES TR1,9591,95901,0301,0720.20%+42
LAM RESEARCH CORP(LRCX)43643604244640.08%+41
EXXON MOBIL CORP3,5463,918+3724124510.08%+39
CHUBB LIMITED
COM
9151,050+1352372680.05%+31
AFLAC INC(AFL)2,7853,012+2272392690.05%+30
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,0821,127+452252550.05%+30
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
1,8121,815+33313580.07%+27
META PLATFORMS INC(META)947959+124604840.09%+24
NXP SEMICONDUCTORS N V
COM
849865+162102330.04%+22
AT&T INC(T)11,15911,15901962130.04%+17
PROCTER AND GAMBLE CO(PG)1,6651,740+752702870.05%+17
ISHARES TR3,8533,695-1583253420.06%+17
ENERGY TRANSFER L P(ET)22,33022,570+2403513660.07%+15
FIRST CTZNS BANCSHARES INC N(FCNCA)205207+23353490.06%+13
ISHARES TR708690-182392520.05%+13
VANGUARD INDEX FDS1,4781,47803843950.07%+11
ISHARES TR3,4063,40603723830.07%+11
ISHARES TR3,1333,13303163250.06%+10
WSFS FINL CORP(WSFS)4,6014,492-1092082110.04%+3
FIRST TR EXCHANGE TRADED FD
INDLS PROD DUR
4,2684,556+2883113100.06%-1
MIDDLESEX WTR CO(MSEX)7,0007,00003683660.07%-2
DTE ENERGY CO(DTB)2,4592,45902762730.05%-3
CONSOLIDATED EDISON INC(ED)2,9812,98102712670.05%-4
EOG RES INC(EOG)27,68428,081+3973,5393,5350.64%-5
ILLINOIS TOOL WKS INC(ITW)768847+792062010.04%-5
VERIZON COMMUNICATIONS INC(VZ)8,4988,49803573500.06%-6
CHESAPEAKE UTILS CORP(CPK)8,2398,23908848750.16%-9
ISHARES TR4,4504,45002702600.05%-10
SIMON PPTY GROUP INC NEW(SPG)2,1712,17103403300.06%-10
BERKSHIRE HATHAWAY INC DEL83083003493380.06%-11
BLUE OWL CAPITAL INC(OBDC)12,67212,67202392250.04%-14
MURPHY OIL CORP(MUR)27,38929,844+2,4551,2521,2310.22%-21
MONDELEZ INTL INC(MDLZ)5,1295,148+193593370.06%-22
PNC FINL SVCS GROUP INC(PNC)3,7423,74206055820.11%-23
THERMO FISHER SCIENTIFIC INC(TMO)85385304964720.09%-24
RADIAN GROUP INC(RDN)11,04411,077+333703440.06%-25
CORTEVA INC(CTVA)5,8895,782-1073403120.06%-28
AGILENT TECHNOLOGIES INC(A)1,9871,98702892580.05%-32
DOW INC(DOW)5,4985,391-1073182860.05%-33
MCDONALDS CORP(MCD)1,6221,655+334574220.08%-36
ALBERTSONS COS INC028,614+28,61405650.10%+565
CARDINAL HEALTH INC(CAH)4,2354,218-174744150.08%-59
UNITED PARCEL SERVICE INC(UPS)6,0466,04608998270.15%-71
FIRST TR EXCHANGE-TRADED FD
DORSEY WRT 5 ETF
140,650139,056-1,5948,0497,9631.45%-86
DUPONT DE NEMOURS INC(DD)4,4732,999-1,4743432410.04%-102
UNION PAC CORP(UNP)15,75016,668+9183,8733,7710.69%-102
LINDE PLC(LIN)10,01110,255+2444,6484,5000.82%-148
GENERAL ELECTRIC CO(GE)1,2170-1,2172140-214
NEXGEN ENERGY LTD(NXE)565,301597,862+32,5614,3924,1730.76%-219
PERMIAN RESOURCES CORP(PR)307,035321,448+14,4135,4225,1910.95%-231
SUNCOKE ENERGY INC204,813210,774+5,9612,3082,0660.38%-243
ALPHA METALLURGICAL RESOUR I1,0180-1,0183370-337
SPDR S&P 500 ETF TR(SPY)4,6413,825-8162,4282,0810.38%-346
DBX ETF TR164,094157,079-7,01512,28211,8602.16%-422
HOME DEPOT INC(HD)17,81017,912+1026,8326,1661.13%-666
ACCENTURE PLC IRELAND
SHS CLASS A
14,12613,863-2634,8964,2060.77%-690
MASTERCARD INCORPORATED(MA)15,85715,697-1607,6366,9251.26%-711
MARATHON PETE CORP(MPC)37,46036,272-1,1887,5486,2931.15%-1,256
DBX ETF TR431,385407,040-24,34519,91218,5703.39%-1,342
Page 1 of 1