AFFINITY WEALTH MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JPM | 18K | $5.55M |
 | MA | 16K | $9.25M |
 | ETN | 14K | $5.28M |
 | OWL | 13K | $227.34K |
 | LLY | 13K | $10.10M |
 | DAN | 12K | $239.24K |
 | LIN | 12K | $5.49M |
 | RDN | 11K | $413.31K |
 | T | 11K | $317.83K |
 | FHN | 11K | $249.34K |
 | ARES | 10K | $1.54M |
 | SO | 9K | $881.65K |
 | HPE | 9K | $216.20K |
 | VZ | 9K | $377.00K |
 | WMT | 8K | $867.40K |
 | CPK | 8K | $1.11M |
 | IVT | 7K | $200.08K |
 | TRGP | 6K | $1.04M |
 | BP | 6K | $204.80K |
 | AVGO | 5K | $1.76M |
JPMorgan Chase & Co.
JPM
Shares Held
18K
Value
$5.55M
Mastercard Incorporated
MA
Shares Held
16K
Value
$9.25M
Eaton Corporation plc
ETN
Shares Held
14K
Value
$5.28M
Blue Owl Capital Inc.
OWL
Shares Held
13K
Value
$227.34K
Eli Lilly and Company
LLY
Shares Held
13K
Value
$10.10M
Dana Incorporated
DAN
Shares Held
12K
Value
$239.24K
Linde plc
LIN
Shares Held
12K
Value
$5.49M
Radian Group Inc.
RDN
Shares Held
11K
Value
$413.31K
AT&T Inc.
T
Shares Held
11K
Value
$317.83K
First Horizon Corporation
FHN
Shares Held
11K
Value
$249.34K
Ares Management Corporation
ARES
Shares Held
10K
Value
$1.54M
The Southern Company
SO
Shares Held
9K
Value
$881.65K
Hewlett Packard Enterprise Company
HPE
Shares Held
9K
Value
$216.20K
Verizon Communications Inc.
VZ
Shares Held
9K
Value
$377.00K
Walmart Inc.
WMT
Shares Held
8K
Value
$867.40K
Chesapeake Utilities Corporation
CPK
Shares Held
8K
Value
$1.11M
InvenTrust Properties Corp.
IVT
Shares Held
7K
Value
$200.08K
Targa Resources Corp.
TRGP
Shares Held
6K
Value
$1.04M
BP p.l.c.
BP
Shares Held
6K
Value
$204.80K
Broadcom Inc.
AVGO
Shares Held
5K
Value
$1.76M