Fund HoldingsAFFINITY WEALTH MANAGEMENT LLC

Total Portfolio Value
$564.30M
Total Bought
$31.95M
Total Sold
$32.59M
Net Transaction
-$640.8K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
APPLIED OPTOELECTRONICS INC(AAOI)0216,091+216,09107,9651.41%+7,965
PALANTIR TECHNOLOGIES INC(PLTR)123,278124,443+1,1654,5869,4121.67%+4,826
SELECT SECTOR SPDR TR
ST STR FINL ETF
632,573639,101+6,52828,66830,8885.47%+2,220
SENTINELONE INC(S)075,959+75,95901,6860.30%+1,686
AMAZON COM INC(AMZN)48,13148,511+3808,96810,6431.89%+1,675
INVESCO QQQ TR72,50172,222-27935,38636,9226.54%+1,536
NVIDIA CORPORATION(NVDA)134,604132,225-2,37916,34617,7563.15%+1,410
ALPHABET INC(GOOG)047,876+47,87609,0631.61%+9,063
GRAB HOLDINGS LIMITED
CLASS A ORD
999,4761,040,009+40,5333,7984,9090.87%+1,111
ISHARES TR
U S EQUITY FACTR
516,437516,882+44530,35131,1945.53%+843
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
253,773253,179-59430,53731,2755.54%+739
INTUITIVE SURGICAL INC7,0137,952+9393,4454,1510.74%+705
MASTERCARD INCORPORATED(MA)15,67016,026+3567,7388,4391.50%+701
JPMORGAN CHASE & CO.(JPM)17,97418,702+7283,7904,4830.79%+693
APPLE INC(AAPL)26,16026,830+6706,0956,7191.19%+624
TARGA RES CORP(TRGP)2,4575,341+2,8843649530.17%+590
DISCOVER FINL SVCS02,915+2,91505050.09%+505
VANGUARD INDEX FDS1,9303,329+1,3995469650.17%+418
FIRST TR EXCH TRADED FD III1,328,5541,375,206+46,65224,04724,3414.31%+294
VANGUARD INDEX FDS0464+46402500.04%+250
LAM RESEARCH CORP(LRCX)03,370+3,37002430.04%+243
NRG ENERGY INC(NRG)39,66442,748+3,0843,6133,8570.68%+243
BROADCOM INC(AVGO)4,1724,057-1157209410.17%+221
EATON CORP PLC(ETN)12,95213,600+6484,2934,5130.80%+221
FLOWSERVE CORP(FLS)03,509+3,50902020.04%+202
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
01,863+1,86302000.04%+200
TESLA INC(TSLA)2,5362,128-4086638590.15%+196
FIRST CTZNS BANCSHARES INC N(FCNCA)448478+308251,0100.18%+185
DBX ETF TR0143,810+143,810010,8841.93%+10,884
BOOKING HOLDINGS INC(BKNG)22722709561,1280.20%+172
ACCENTURE PLC IRELAND
SHS CLASS A
14,01714,562+5454,9555,1230.91%+168
ARES MANAGEMENT CORPORATION(ARES)9,2328,962-2701,4391,5870.28%+148
ENERGY TRANSFER L P(ET)21,00020,997-33374110.07%+74
SPDR SER TR
ST STR SP SEMI
8,0458,000-451,9331,9880.35%+55
SPDR S&P 500 ETF TR(SPY)3,8253,826+12,1952,2420.40%+47
GRAHAM HLDGS CO(GHC)84084006907320.13%+42
BLUE OWL CAPITAL INC(OBDC)13,34712,903-4442583000.05%+42
ALPHABET INC(GOOG)1,4701,47002462800.05%+34
PNC FINL SVCS GROUP INC(PNC)3,7423,74206927220.13%+30
ISHARES TR1,9221,92201,1091,1310.20%+23
ILLINOIS TOOL WKS INC(ITW)9081,018+1102382580.05%+20
ISHARES TR69069002592770.05%+18
DUPONT DE NEMOURS INC(DD)2,9993,717+7182672830.05%+16
WALMART INC(WMT)9,2358,416-8197467600.13%+15
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
1,3311,333+22672810.05%+13
META PLATFORMS INC(META)959960+15495620.10%+13
AT&T INC(T)11,15911,238+792452560.05%+10
CABLE ONE INC84084002943040.05%+10
WSFS FINL CORP(WSFS)4,4924,49202292390.04%+10
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,0801,087+72442530.04%+9
SIMON PPTY GROUP INC NEW(SPG)2,2612,26103823890.07%+7
ISHARES TR66566502092140.04%+5
ISHARES TR3,1333,13303413450.06%+5
ISHARES TR3,6293,465-1643473520.06%+4
ISHARES TR3,4063,40604104140.07%+4
CARDINAL HEALTH INC(CAH)4,2894,019-2704744750.08%+1
ISHARES TR4,4504,45002772770.05%-0
NXP SEMICONDUCTORS N V
COM
9671,103+1362322290.04%-3
FIRST TR EXCHANGE TRADED FD
INDLS PROD DUR
4,5574,559+23453410.06%-4
BERKSHIRE HATHAWAY INC DEL98598504534460.08%-7
PROCTER AND GAMBLE CO(PG)1,7191,71902982880.05%-10
CHUBB LIMITED
COM
1,0541,057+33042920.05%-12
DELL TECHNOLOGIES INC(DELL)3,5603,538-224224080.07%-14
DTE ENERGY CO(DTB)2,4592,45903162970.05%-19
GE AEROSPACE(GE)1,2171,262+452302100.04%-19
COSTCO WHSL CORP NEW(COST)960907-538518310.15%-20
CHESAPEAKE UTILS CORP(CPK)8,2398,23901,0231,0000.18%-23
MCDONALDS CORP(MCD)1,6991,69905174930.09%-25
AFLAC INC(AFL)3,0513,043-83413150.06%-26
AGILENT TECHNOLOGIES INC(A)1,9871,98702952670.05%-28
RADIAN GROUP INC(RDN)11,00511,00503823490.06%-33
GENERAL DYNAMICS CORP(GD)856846-102592230.04%-36
EXXON MOBIL CORP3,9183,91804594210.07%-38
VERIZON COMMUNICATIONS INC(VZ)8,4988,578+803823430.06%-39
CORTEVA INC(CTVA)5,7825,281-5013403010.05%-39
CONSOLIDATED EDISON INC(ED)2,9812,98103102660.05%-44
ASTRAZENECA PLC(AZN)4,0974,09703192680.05%-51
SOUTHERN CO(SO)9,3099,30908397660.14%-73
THERMO FISHER SCIENTIFIC INC(TMO)850856+65264460.08%-80
EOG RES INC(EOG)28,00427,358-6463,4423,3540.59%-89
FRONTIER COMMUNICATIONS PARE114,278114,224-544,0603,9640.70%-97
FIRST TR EXCHANGE-TRADED FD
DORSEY WRT 5 ETF
134,139130,650-3,4897,8167,7161.37%-100
HOME DEPOT INC(HD)18,00918,467+4587,2977,1841.27%-114
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
525,929524,540-1,38931,14031,0215.50%-119
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
5,4165,41605934670.08%-126
FIRST TR NAS100 EQ WEIGHTED1,9660-1,9662470-247
BLOCK H & R INC12,69110,338-2,3538075460.10%-260
MICROSOFT CORP(MSFT)33,24233,288+4614,30414,0312.49%-273
DOW INC(DOW)5,3830-5,3832940-294
MIDDLESEX WTR CO(MSEX)5,0000-5,0003260-326
LAM RESEARCH CORP(LRCX)4360-4363560-356
LINDE PLC(LIN)10,34910,913+5644,9354,5690.81%-366
UNION PAC CORP(UNP)16,93716,683-2544,1753,8040.67%-370
TERADYNE INC(TER)40,87040,467-4035,4745,0960.90%-378
MONDELEZ INTL INC(MDLZ)5,2820-5,2823890-389
PERMIAN RESOURCES CORP(PR)000000
SELECT SECTOR SPDR TR
ST STR ENERG ETF
324,615326,418+1,80328,50127,9614.95%-540
MURPHY OIL CORP(MUR)18,0200-18,0206080-608
PACER FDS TR
US CASH COWS 100
552,421552,156-26531,94731,1865.53%-761
UNITED PARCEL SERVICE INC(UPS)6,0460-6,0468240-824
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