AFFINITY WEALTH MANAGEMENT LLC - Q1 2010 holdings

$158 Billion is the total value of AFFINITY WEALTH MANAGEMENT LLC's 44 reported holdings in Q1 2010. The portfolio turnover from Q4 2009 to Q1 2010 was - .

 Value Shares↓ Weighting
No holdings reported for quarter Q1 2010
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2010-04-30
Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VERIZON COMMUNICATIONS INC38Q2 20241.2%
AT&T INC COM37Q2 20240.5%
ISHARES TRUST CORE S&P MCP ETF37Q2 20240.3%
ISHARES TRUST CORE S&P500 ETF36Q2 20240.5%
ISHARES TRUST S&P 500 GRWT ETF34Q2 202417.9%
JP MORGAN CHASE & CO COM33Q2 20242.1%
MICROSOFT CORP COM32Q2 20247.6%
JOHNSON & JOHNSON COM32Q1 20231.2%
APPLE INC COM31Q2 20243.0%
PUBLIC SVC ENTERPRISE GRP IN31Q2 20230.7%

View AFFINITY WEALTH MANAGEMENT LLC's complete holdings history.

Latest filings
TypeFiled
N-PX2024-08-20
13F-HR2024-07-31
13F-HR2024-04-18
13F-HR2024-01-11
13F-HR2023-10-24
13F-HR2023-08-14
13F-HR2023-05-01
13F-HR2023-02-09
13F-HR2022-11-14
13F-HR2022-08-15

View AFFINITY WEALTH MANAGEMENT LLC's complete filings history.

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Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (157727044100.0 != 0.0)
  • The reported number of holdings is incorrect (44 != 0)
  • The reported has been restated
  • The reported has been amended

Export AFFINITY WEALTH MANAGEMENT LLC's holdings