StockDriftsStockDriftsTop 35 Affinia Financial Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MOAT | VANECK ETF TRUST | 20.81% | 367.1K | $30.0M | — | — | — | 2023-06-30 |
| SPLG | SPDR SER TR | 17.52% | 477.5K | $25.3M | — | — | — | 2023-06-30 |
| SHV | ISHARES TR | 15.95% | 209.3K | $23.0M | — | — | — | 2023-06-30 |
| TDVG | T ROWE PRICE ETF INC | 14.88% | 632.9K | $21.5M | — | — | — | 2023-06-30 |
| SPY | SPDR S&P 500 ETF TR | 13.75% | 44.1K | $19.8M | — | — | — | 2023-06-30 |
| SPSM | SPDR SER TR | 2.36% | 84.1K | $3.4M | — | — | — | 2023-06-30 |
| IJH | ISHARES TR | 2.23% | 12.0K | $3.2M | — | — | — | 2023-06-30 |
| AAPL | APPLE INC | 1.52% | 11.4K | $2.2M | — | — | — | 2023-06-30 |
| SPTM | SPDR SER TR | 1.38% | 36.0K | $2.0M | — | — | — | 2023-06-30 |
| DSI | ISHARES TR | 1.09% | 18.4K | $1.6M | — | — | — | 2023-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Affinia Financial Group, Llc reports $144.29M in US-listed equity holdings across 35 positions in its most recent 13F filing. Its largest disclosed positions are MOAT (20.8%), SPLG (17.5%) and SHV (15.9%). Figures reflect the Q2 2023 filing.
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Holdings on this page are parsed from Affinia Financial Group, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802862). View Affinia Financial Group, Llc’s 13F filings on SEC