AFFINITY WEALTH MANAGEMENT LLC - Portfolio overview

AFFINITY WEALTH MANAGEMENT LLC has 121 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. QQQ - INVESCO QQQ TR, 6.62%
2. XMMO - INVESCO EXCHANGE TRADED FD T, 6.17%
3. RDVY - FIRST TR EXCHANGE TRADED FD, 5.97%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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