Top 50 Affinity Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 7.6% | 87.0K | $50.2M | -0.04%(-31) | $355.33(+91.83%) | 2026-03-31 | |
| XMMO | INVESCO EXCHANGE TRADED FD T | 7.08% | 322.6K | $46.8M | +0.07%(+233) | $115.57(+40.80%) | 2026-03-31 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 6.86% | 663.4K | $45.3M | -0.20%(-1.36K) | $50.97(+46.14%) | 2026-03-31 | |
| XLE | SELECT SECTOR SPDR TR | 6.58% | 709.5K | $43.5M | -0.19%(-1.36K) | $37.17(+59.95%) | 2026-03-31 | |
| PIZ | INVESCO EXCH TRADED FD TR II | 6.33% | 844.7K | $41.8M | new | $49.25(+16.77%) | 2026-03-31 | |
| XAR | SPDR SERIES TRUST | 6.05% | 157.4K | $40.0M | -1.91%(-3.07K) | $119.68(+113.24%) | 2026-03-31 | |
| RSPN | INVESCO EXCHANGE TRADED FD T | 5.49% | 630.1K | $36.3M | -0.50%(-3.17K) | $39.65(+52.54%) | 2026-03-31 | |
| XLC | SELECT SECTOR SPDR TR | 5.06% | 301.6K | $33.4M | +0.82%(+2.44K) | $102.62(+12.67%) | 2026-03-31 | |
| XLF | SELECT SECTOR SPDR TR | 5% | 669.6K | $33.1M | +0.88%(+5.84K) | $43.67(+18.13%) | 2026-03-31 | |
| FPE | FIRST TR EXCH TRADED FD III | 4% | 1.49M | $26.4M | +1.25%(+18.40K) | $17.41(+3.99%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.48% | +46.13% |
| Top 20 Holdings Unweighted | +16.02% | +56.16% |
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