$236 Million is the total value of Affiance Financial, LLC's 159 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 3.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $28,563,000 | +6.9% | 347,655 | +6.9% | 12.11% | +1.6% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $26,399,000 | +1.4% | 98,238 | -1.8% | 11.19% | -3.5% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $15,986,000 | +5.5% | 71,746 | -2.2% | 6.78% | +0.3% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $11,893,000 | +16.1% | 74,980 | +11.0% | 5.04% | +10.4% |
| PTON | PELOTON INTERACTIVE INC | $10,332,000 | +10.3% | 83,311 | 0.0% | 4.38% | +4.9% | |
| VOO | Sell | VANGUARD INDEX FDS | $8,999,000 | +5.7% | 22,869 | -2.1% | 3.82% | +0.5% |
| AAPL | Sell | APPLE INC | $7,650,000 | +8.6% | 55,855 | -3.2% | 3.24% | +3.3% |
| RHS | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $7,098,000 | -1.4% | 44,051 | -3.4% | 3.01% | -6.3% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $6,577,000 | +2.2% | 58,213 | -1.8% | 2.79% | -2.8% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $6,548,000 | +1.1% | 64,324 | -8.8% | 2.78% | -3.8% |
| MSFT | Sell | MICROSOFT CORP | $6,192,000 | +12.5% | 22,857 | -2.0% | 2.62% | +7.0% |
| RXI | Buy | ISHARES TRglb cns disc etf | $5,301,000 | +18.4% | 30,921 | +12.6% | 2.25% | +12.7% |
| IXC | Sell | ISHARES TRglobal energ etf | $4,505,000 | +6.9% | 169,428 | -0.9% | 1.91% | +1.7% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $4,222,000 | +13.1% | 49,156 | +11.5% | 1.79% | +7.5% |
| TECH | Sell | BIO-TECHNE CORP | $3,040,000 | +17.2% | 6,751 | -0.5% | 1.29% | +11.5% |
| JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $2,979,000 | -41.4% | 58,714 | -41.4% | 1.26% | -44.3% |
| TGT | Buy | TARGET CORP | $2,844,000 | +22.1% | 11,766 | +0.1% | 1.21% | +16.2% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $2,774,000 | +7.5% | 6,452 | -0.6% | 1.18% | +2.2% |
| MMM | Buy | 3M CO | $2,739,000 | +3.2% | 13,791 | +0.1% | 1.16% | -1.9% |
| FB | FACEBOOK INCcl a | $2,330,000 | +18.1% | 6,700 | 0.0% | 0.99% | +12.3% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $2,291,000 | +5.2% | 14,801 | 0.0% | 0.97% | 0.0% | |
| GOOG | Sell | ALPHABET INCcap stk cl c | $2,080,000 | +19.7% | 830 | -1.2% | 0.88% | +13.8% |
| MYD | Buy | BLACKROCK MUNIYIELD FD INC | $2,033,000 | +8.1% | 134,644 | +2.7% | 0.86% | +2.7% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $2,027,000 | +8.0% | 19,561 | +1.4% | 0.86% | +2.6% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $2,006,000 | +1.5% | 28,671 | -0.9% | 0.85% | -3.4% |
| MMU | Buy | WESTERN ASSET MANAGED MUNS F | $1,880,000 | +9.4% | 138,759 | +4.9% | 0.80% | +4.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,877,000 | +7.7% | 4,688 | +0.1% | 0.80% | +2.4% |
| EFA | Buy | ISHARES TRmsci eafe etf | $1,871,000 | +12.0% | 23,718 | +7.7% | 0.79% | +6.4% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,701,000 | -2.5% | 10,325 | -2.7% | 0.72% | -7.3% |
| MCD | Buy | MCDONALDS CORP | $1,651,000 | +14.6% | 7,148 | +11.2% | 0.70% | +9.0% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $1,572,000 | +2.4% | 10,890 | -3.9% | 0.67% | -2.5% |
| EFG | Sell | ISHARES TReafe grwth etf | $1,546,000 | -8.5% | 14,412 | -14.3% | 0.66% | -13.0% |
| AMZN | Sell | AMAZON COM INC | $1,545,000 | -18.8% | 449 | -27.0% | 0.66% | -22.8% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $1,466,000 | -13.5% | 3,677 | -22.2% | 0.62% | -17.6% |
| BNDX | Sell | VANGUARD CHARLOTTE FDSintl bd idx etf | $1,412,000 | -2.4% | 24,734 | -2.3% | 0.60% | -7.1% |
| TSLA | Buy | TESLA INC | $1,170,000 | +3.3% | 1,722 | +1.5% | 0.50% | -1.8% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,157,000 | +4.1% | 21,302 | -0.2% | 0.49% | -0.8% |
| INTC | Buy | INTEL CORP | $1,103,000 | -10.3% | 19,645 | +2.3% | 0.47% | -14.6% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,087,000 | +2.4% | 6,991 | +0.2% | 0.46% | -2.5% |
| GIS | Sell | GENERAL MLS INC | $1,080,000 | -7.5% | 17,723 | -7.0% | 0.46% | -12.1% |
| PML | Buy | PIMCO MUN INCOME FD II | $1,024,000 | +1.5% | 67,879 | +0.1% | 0.43% | -3.6% |
| MDT | MEDTRONIC PLC | $1,014,000 | +5.1% | 8,166 | 0.0% | 0.43% | 0.0% | |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $960,000 | +20.0% | 393 | +1.3% | 0.41% | +14.0% |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $945,000 | +7.9% | 7,504 | 0.0% | 0.40% | +2.6% | |
| BOND | Sell | PIMCO ETF TRactive bd etf | $897,000 | -3.9% | 8,082 | -5.2% | 0.38% | -8.7% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $882,000 | +6.3% | 3,173 | -2.4% | 0.37% | +1.1% |
| DIS | Buy | DISNEY WALT CO | $834,000 | +17.8% | 4,744 | +23.7% | 0.35% | +12.0% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $807,000 | +37.9% | 5,869 | +31.9% | 0.34% | +31.0% |
| PRU | PRUDENTIAL FINL INC | $719,000 | +12.5% | 7,018 | 0.0% | 0.30% | +7.0% | |
| DEO | DIAGEO PLCspon adr new | $710,000 | +16.8% | 3,703 | 0.0% | 0.30% | +11.1% | |
| ESGE | Buy | ISHARES INCesg awr msci em | $704,000 | +9.1% | 15,587 | +4.7% | 0.30% | +3.5% |
| CAT | CATERPILLAR INC | $677,000 | -6.1% | 3,110 | 0.0% | 0.29% | -10.6% | |
| DAL | Buy | DELTA AIR LINES INC DEL | $666,000 | -10.2% | 15,387 | +0.1% | 0.28% | -14.8% |
| IYW | Sell | ISHARES TRu.s. tech etf | $644,000 | -3.2% | 6,480 | -14.5% | 0.27% | -7.8% |
| T | Sell | AT&T INC | $641,000 | -6.7% | 22,287 | -1.7% | 0.27% | -11.1% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $634,000 | -20.2% | 11,471 | -21.1% | 0.27% | -24.0% |
| VGLT | VANGUARD SCOTTSDALE FDSlong term treas | $593,000 | +6.1% | 6,757 | 0.0% | 0.25% | +0.8% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $586,000 | +5.2% | 2,603 | 0.0% | 0.25% | 0.0% | |
| IVOO | Sell | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $580,000 | -0.9% | 3,188 | -3.8% | 0.25% | -5.7% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $570,000 | -3.6% | 10,168 | +0.1% | 0.24% | -8.0% |
| PMX | PIMCO MUN INCOME FD III | $565,000 | +6.0% | 43,193 | 0.0% | 0.24% | +0.8% | |
| C | CITIGROUP INC | $550,000 | -2.7% | 7,773 | 0.0% | 0.23% | -7.5% | |
| AOA | Buy | ISHARES TRaggres alloc etf | $549,000 | +6.8% | 7,773 | +1.1% | 0.23% | +1.7% |
| ESGD | Buy | ISHARES TResg aw msci eafe | $535,000 | +10.8% | 6,765 | +6.4% | 0.23% | +5.6% |
| NZF | NUVEEN MUNICIPAL CREDIT INC | $530,000 | +6.4% | 30,812 | 0.0% | 0.22% | +1.4% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $522,000 | +3.6% | 4,981 | 0.0% | 0.22% | -1.8% | |
| DFS | Buy | DISCOVER FINL SVCS | $511,000 | +24.6% | 4,321 | +0.0% | 0.22% | +18.6% |
| NOW | SERVICENOW INC | $510,000 | +9.9% | 928 | 0.0% | 0.22% | +4.3% | |
| IJT | ISHARES TRs&p sml 600 gwt | $495,000 | +3.3% | 3,734 | 0.0% | 0.21% | -1.9% | |
| ACWI | Buy | ISHARES TRmsci acwi etf | $493,000 | +6.7% | 4,876 | +0.4% | 0.21% | +1.5% |
| BA | BOEING CO | $494,000 | -5.9% | 2,063 | 0.0% | 0.21% | -10.7% | |
| ABT | ABBOTT LABS | $493,000 | -3.1% | 4,250 | 0.0% | 0.21% | -7.9% | |
| HON | HONEYWELL INTL INC | $485,000 | +1.0% | 2,213 | 0.0% | 0.21% | -3.7% | |
| VIOO | Sell | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $474,000 | -1.2% | 2,287 | -5.3% | 0.20% | -6.1% |
| MAR | MARRIOTT INTL INC NEWcl a | $463,000 | -7.8% | 3,388 | 0.0% | 0.20% | -12.5% | |
| XEL | XCEL ENERGY INC | $461,000 | -1.1% | 7,005 | 0.0% | 0.20% | -6.2% | |
| PG | Sell | PROCTER AND GAMBLE CO | $459,000 | -2.5% | 3,402 | -2.1% | 0.20% | -7.1% |
| ABBV | ABBVIE INC | $438,000 | +4.3% | 3,885 | 0.0% | 0.19% | -0.5% | |
| AIRC | APARTMENT INCOME REIT CORP | $425,000 | +11.0% | 8,960 | 0.0% | 0.18% | +5.3% | |
| ORCL | ORACLE CORP | $424,000 | +11.0% | 5,443 | 0.0% | 0.18% | +5.9% | |
| LLY | Buy | LILLY ELI & CO | $414,000 | +23.2% | 1,805 | +0.3% | 0.18% | +17.3% |
| UNP | UNION PAC CORP | $381,000 | -0.3% | 1,733 | 0.0% | 0.16% | -4.7% | |
| LMT | Buy | LOCKHEED MARTIN CORP | $378,000 | +42.6% | 1,000 | +39.3% | 0.16% | +35.6% |
| G | Buy | GENPACT LIMITED | $371,000 | +6.0% | 8,173 | +0.0% | 0.16% | +0.6% |
| XOM | EXXON MOBIL CORP | $359,000 | +12.9% | 5,690 | 0.0% | 0.15% | +7.0% | |
| IWP | ISHARES TRrus md cp gr etf | $359,000 | +10.8% | 3,174 | 0.0% | 0.15% | +5.6% | |
| WTRG | ESSENTIAL UTILS INC | $356,000 | +2.3% | 7,784 | 0.0% | 0.15% | -2.6% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $349,000 | +8.0% | 816 | 0.0% | 0.15% | +2.8% | |
| ECL | Sell | ECOLAB INC | $327,000 | -11.6% | 1,589 | -8.1% | 0.14% | -15.8% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $311,000 | +14.8% | 877 | +3.4% | 0.13% | +9.1% |
| KXI | ISHARES TRglb cnsm stp etf | $309,000 | +5.1% | 5,060 | 0.0% | 0.13% | 0.0% | |
| PYPL | PAYPAL HLDGS INC | $277,000 | +19.9% | 950 | 0.0% | 0.12% | +13.6% | |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $272,000 | +68.9% | 3,029 | +67.4% | 0.12% | +59.7% |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $270,000 | +12.5% | 5,526 | 0.0% | 0.11% | +6.5% | |
| FFC | FLAHERTY & CRUMRINE PFD SECS | $267,000 | -2.9% | 11,733 | 0.0% | 0.11% | -8.1% | |
| NEAR | ISHARES U S ETF TRblackrock st mat | $265,000 | 0.0% | 5,289 | 0.0% | 0.11% | -5.1% | |
| PII | Sell | POLARIS INC | $250,000 | -1.2% | 1,825 | -3.5% | 0.11% | -6.2% |
| USB | Buy | US BANCORP DEL | $243,000 | +4.7% | 4,259 | +1.5% | 0.10% | 0.0% |
| IT | New | GARTNER INC | $241,000 | – | 996 | +100.0% | 0.10% | – |
| NOC | Buy | NORTHROP GRUMMAN CORP | $238,000 | +12.3% | 656 | +0.3% | 0.10% | +6.3% |
| NXPI | NXP SEMICONDUCTORS N V | $237,000 | +2.2% | 1,152 | 0.0% | 0.10% | -2.9% | |
| UAL | UNITED AIRLS HLDGS INC | $235,000 | -9.3% | 4,499 | 0.0% | 0.10% | -13.0% | |
| SMLV | Sell | SPDR SER TRssga us smal etf | $227,000 | -5.4% | 2,013 | -6.4% | 0.10% | -10.3% |
| IYK | ISHARES TRu.s. cnsm gd etf | $225,000 | +3.7% | 1,225 | 0.0% | 0.10% | -2.1% | |
| PGF | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $225,000 | +2.3% | 11,656 | 0.0% | 0.10% | -3.1% | |
| DHR | New | DANAHER CORPORATION | $221,000 | – | 823 | +100.0% | 0.09% | – |
| WMT | Buy | WALMART INC | $215,000 | +4.4% | 1,527 | +0.5% | 0.09% | -1.1% |
| VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $210,000 | +5.0% | 4,079 | 0.0% | 0.09% | 0.0% | |
| NSC | NORFOLK SOUTHN CORP | $206,000 | -1.0% | 775 | 0.0% | 0.09% | -6.5% | |
| PAYX | New | PAYCHEX INC | $205,000 | – | 1,912 | +100.0% | 0.09% | – |
| KMB | Sell | KIMBERLY-CLARK CORP | $201,000 | -13.7% | 1,499 | -10.5% | 0.08% | -18.3% |
| VXF | VANGUARD INDEX FDSextend mkt etf | $191,000 | +6.1% | 1,015 | 0.0% | 0.08% | +1.2% | |
| DSI | Sell | ISHARES TRmsci kld400 soc | $155,000 | +5.4% | 1,866 | -3.2% | 0.07% | 0.0% |
| VOX | VANGUARD WORLD FDS | $146,000 | +10.6% | 1,014 | 0.0% | 0.06% | +5.1% | |
| GAB | GABELLI EQUITY TR INC | $139,000 | +1.5% | 20,132 | 0.0% | 0.06% | -3.3% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $140,000 | -1.4% | 2,222 | 0.0% | 0.06% | -6.3% | |
| IYM | ISHARES TRu.s. bas mtl etf | $140,000 | +3.7% | 1,072 | 0.0% | 0.06% | -1.7% | |
| VDE | VANGUARD WORLD FDSenergy etf | $117,000 | +11.4% | 1,547 | 0.0% | 0.05% | +6.4% | |
| ARKW | ARK ETF TRnext gnrtn inter | $111,000 | +4.7% | 718 | 0.0% | 0.05% | 0.0% | |
| IWB | ISHARES TRrus 1000 etf | $106,000 | +8.2% | 438 | 0.0% | 0.04% | +2.3% | |
| IXJ | ISHARES TRglob hlthcre etf | $104,000 | +7.2% | 1,254 | 0.0% | 0.04% | +2.3% | |
| IOO | ISHARES TRglobal 100 etf | $96,000 | +7.9% | 1,348 | 0.0% | 0.04% | +2.5% | |
| VHT | VANGUARD WORLD FDShealth car etf | $94,000 | +8.0% | 382 | 0.0% | 0.04% | +2.6% | |
| IWF | ISHARES TRrus 1000 grw etf | $94,000 | +11.9% | 347 | 0.0% | 0.04% | +8.1% | |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $85,000 | +16.4% | 359 | +8.8% | 0.04% | +9.1% |
| IJK | ISHARES TRs&p mc 400gr etf | $84,000 | +3.7% | 1,038 | 0.0% | 0.04% | 0.0% | |
| PSI | New | INVESCO EXCHANGE TRADED FD Tdynmc semicndt | $79,000 | – | 615 | +100.0% | 0.03% | – |
| ARKK | ARK ETF TRinnovation etf | $78,000 | +9.9% | 594 | 0.0% | 0.03% | +3.1% | |
| XLG | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $73,000 | +9.0% | 225 | 0.0% | 0.03% | +3.3% | |
| PFF | ISHARES TRpfd and incm sec | $56,000 | +3.7% | 1,418 | 0.0% | 0.02% | 0.0% | |
| IXN | ISHARES TRglobal tech etf | $55,000 | +10.0% | 162 | 0.0% | 0.02% | +4.5% | |
| IWM | ISHARES TRrussell 2000 etf | $53,000 | +3.9% | 230 | 0.0% | 0.02% | -4.3% | |
| AOM | Buy | ISHARES TRmodert alloc etf | $47,000 | +51.6% | 1,042 | +47.8% | 0.02% | +42.9% |
| ARKQ | Buy | ARK ETF TRautnmus technlgy | $47,000 | +9.3% | 547 | +7.9% | 0.02% | +5.3% |
| RYT | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $36,000 | +5.9% | 125 | 0.0% | 0.02% | 0.0% | |
| SPHQ | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $36,000 | +9.1% | 740 | 0.0% | 0.02% | 0.0% | |
| TXMD | THERAPEUTICSMD INC | $30,000 | -11.8% | 25,050 | 0.0% | 0.01% | -13.3% | |
| VIS | VANGUARD WORLD FDSindustrial etf | $30,000 | +3.4% | 155 | 0.0% | 0.01% | 0.0% | |
| RYH | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $28,000 | +12.0% | 94 | 0.0% | 0.01% | +9.1% | |
| ITB | ISHARES TRus home cons etf | $25,000 | 0.0% | 363 | 0.0% | 0.01% | 0.0% | |
| DVY | Buy | ISHARES TRselect divid etf | $25,000 | +8.7% | 211 | +5.5% | 0.01% | +10.0% |
| IEMG | Buy | ISHARES INCcore msci emkt | $21,000 | +50.0% | 313 | +42.3% | 0.01% | +50.0% |
| MXI | ISHARES TRglobal mater etf | $18,000 | 0.0% | 203 | 0.0% | 0.01% | 0.0% | |
| IWN | ISHARES TRrus 2000 val etf | $18,000 | +5.9% | 107 | 0.0% | 0.01% | 0.0% | |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $17,000 | +112.5% | 123 | +112.1% | 0.01% | +75.0% |
| PRNT | ARK ETF TR3d printing etf | $16,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% | |
| IVW | ISHARES TRs&p 500 grwt etf | $14,000 | +7.7% | 196 | 0.0% | 0.01% | 0.0% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $13,000 | +8.3% | 45 | 0.0% | 0.01% | +20.0% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $14,000 | +7.7% | 78 | 0.0% | 0.01% | 0.0% | |
| ARKG | ARK ETF TRgenomic rev etf | $14,000 | +7.7% | 150 | 0.0% | 0.01% | 0.0% | |
| VV | New | VANGUARD INDEX FDSlarge cap etf | $12,000 | – | 62 | +100.0% | 0.01% | – |
| AOK | ISHARES TRconser alloc etf | $11,000 | 0.0% | 274 | 0.0% | 0.01% | 0.0% | |
| AOR | ISHARES TRgrwt allocat etf | $12,000 | 0.0% | 215 | 0.0% | 0.01% | 0.0% | |
| IWO | ISHARES TRrus 2000 grw etf | $12,000 | +9.1% | 37 | 0.0% | 0.01% | 0.0% | |
| HAIL | SPDR SER TRs&p kensho smart | $9,000 | 0.0% | 149 | 0.0% | 0.00% | 0.0% | |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $9,000 | – | 31 | +100.0% | 0.00% | – |
| VBR | VANGUARD INDEX FDSsm cp val etf | $8,000 | 0.0% | 48 | 0.0% | 0.00% | -25.0% | |
| ITA | Sell | ISHARES TRus aer def etf | $4,000 | -96.3% | 34 | -96.7% | 0.00% | -95.8% |
| FXI | ISHARES TRchina lg-cap etf | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SELECT SECTOR SPDR TR | 36 | Q3 2023 | 17.6% |
| VANGUARD INDEX FDS | 36 | Q3 2023 | 10.2% |
| VANGUARD INDEX FDS | 36 | Q3 2023 | 8.1% |
| APPLE INC | 36 | Q3 2023 | 4.8% |
| ISHARES TR | 36 | Q3 2023 | 6.7% |
| VANGUARD INDEX FDS | 36 | Q3 2023 | 4.4% |
| MICROSOFT CORP | 36 | Q3 2023 | 3.3% |
| 3M CO | 36 | Q3 2023 | 2.3% |
| VANGUARD SPECIALIZED PORTFOL | 36 | Q3 2023 | 2.6% |
| SELECT SECTOR SPDR TR | 36 | Q3 2023 | 6.8% |
View Affiance Financial, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-14 |
| 13F-HR/A | 2022-04-19 |
| 13F-HR | 2022-04-12 |
View Affiance Financial, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.