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Affinity Wealth Management Llc Buys Fidelity Total Bond ETF, First Trust Dorsey Wright Focus 5 ... | Deepscope News
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 February 8, 2022 09:38 PM  finance.yahoo.com Positive

Affinity Wealth Management Llc Buys Fidelity Total Bond ETF, First Trust Dorsey Wright Focus 5 ...

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Investment company Affinity Wealth Management Llc (Current Portfolio) buys Fidelity Total Bond ETF, First Trust Dorsey Wright Focus 5 ETF, Abbott Laboratories, Marvell Technology Inc, Micron Technology Inc, sells iShares Intermediate Credit Bond ETF, First Trust TCW Opportunistic Fixed Income ETF, iShares J.P. Morgan USD Emerging Markets Bond ETF, Invesco Optimum Yield Diversified Commodity, SPDR Retail ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Affinity Wealth Management Llc. As of 2021Q4, Affinity Wealth Management Llc owns 104 stocks with a total value of $441 million. These are the details of the buys and sells.

New Purchases: FBND, MRVL, MU, MPC, EOG, BAL, FCNCA, SZNE, THC, JRS, LNC, NTAP, IYT, Added Positions: FV, ABT, RSP, SPGP, RNP, IAI, XME, SOXX, XHB, TPX, BLDR, CCJ, CG, JBL, UNP, MUR, JPM, AAPL, ACN, MOS, FITB, DVOL, AMZN, HD, PFE, GOOGL, GPRE, FB, ADBE, MDLZ, COST, TFC, IWF, NEE, BRK.B, T, Reduced Positions: QQQ, WMT, QQEW, PFF, LSCC, FCX, TER, SPY, DD, VZ, DOW, CDNS, IVW, IVV, IJH, ARES, SBLK, JNJ, CB, Sold Out: IGIB, FIXD, EMB, PDBC, XRT, PDP, DOCU, SQ, IWO, MELI, DVAX, BBWI, OILK, CLF, AGG, WSM, CIT, PDI, OMF, QCOM, CTVA, MCO, KAIR,

Warning! GuruFocus has detected 6 Warning Sign with MS. Click here to check it out. FV 15-Year Financial Data The intrinsic value of FV Peter Lynch Chart of FV

For the details of AFFINITY WEALTH MANAGEMENT LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/affinity+wealth+management+llc/current-portfolio/portfolio

These are the top 5 holdings of AFFINITY WEALTH MANAGEMENT LLC

Invesco S&P 500 High Beta ETF (SPHB) - 374,580 shares, 6.52% of the total portfolio. Shares added by 0.09% First Trust NASDAQ Rising Dividend Achievers ETF (RDVY) - 548,177 shares, 6.35% of the total portfolio. Shares added by 0.20% iShares PHLX SOX Semiconductor Sector Index Fund (SOXX) - 51,736 shares, 5.90% of the total portfolio. Shares added by 2.07% SPDR Metals & Mining ETF (XME) - 541,530 shares, 5.69% of the total portfolio. Shares added by 2.57% Fidelity Total Bond ETF (FBND) - 475,527 shares, 5.61% of the total portfolio. New Position

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New Purchase: Fidelity Total Bond ETF (FBND)

Affinity Wealth Management Llc initiated holding in Fidelity Total Bond ETF. The purchase prices were between $52.49 and $53.27, with an estimated average price of $52.84. The stock is now traded at around $51.400000. The impact to a portfolio due to this purchase was 5.61%. The holding were 475,527 shares as of 2021-12-31.

New Purchase: Marvell Technology Inc (MRVL)

Affinity Wealth Management Llc initiated holding in Marvell Technology Inc. The purchase prices were between $57.59 and $91.51, with an estimated average price of $75.11. The stock is now traded at around $71.570000. The impact to a portfolio due to this purchase was 0.57%. The holding were 32,609 shares as of 2021-12-31.

New Purchase: Micron Technology Inc (MU)

Affinity Wealth Management Llc initiated holding in Micron Technology Inc. The purchase prices were between $66.38 and $96.17, with an estimated average price of $78.57. The stock is now traded at around $80.870000. The impact to a portfolio due to this purchase was 0.51%. The holding were 24,637 shares as of 2021-12-31.

New Purchase: Marathon Petroleum Corp (MPC)

Affinity Wealth Management Llc initiated holding in Marathon Petroleum Corp. The purchase prices were between $60.28 and $68.47, with an estimated average price of $64.26. The stock is now traded at around $79.830000. The impact to a portfolio due to this purchase was 0.48%. The holding were 28,925 shares as of 2021-12-31.

New Purchase: EOG Resources Inc (EOG)

Affinity Wealth Management Llc initiated holding in EOG Resources Inc. The purchase prices were between $83.58 and $97.11, with an estimated average price of $89.9. The stock is now traded at around $114.690000. The impact to a portfolio due to this purchase was 0.46%. The holding were 19,196 shares as of 2021-12-31.

New Purchase: iPathA Series B Bloomberg Cotton Subinde (BAL)

Affinity Wealth Management Llc initiated holding in iPathA Series B Bloomberg Cotton Subinde. The purchase prices were between $57.23 and $66.68, with an estimated average price of $62.09. The stock is now traded at around $71.300000. The impact to a portfolio due to this purchase was 0.32%. The holding were 20,390 shares as of 2021-12-31.

Added: First Trust Dorsey Wright Focus 5 ETF (FV)

Affinity Wealth Management Llc added to a holding in First Trust Dorsey Wright Focus 5 ETF by 376.47%. The purchase prices were between $45.57 and $51.48, with an estimated average price of $48.86. The stock is now traded at around $47.110000. The impact to a portfolio due to this purchase was 1.59%. The holding were 183,744 shares as of 2021-12-31.

Added: Abbott Laboratories (ABT)

Affinity Wealth Management Llc added to a holding in Abbott Laboratories by 547.63%. The purchase prices were between $115.53 and $141.46, with an estimated average price of $128.29. The stock is now traded at around $128.050000. The impact to a portfolio due to this purchase was 0.68%. The holding were 27,764 shares as of 2021-12-31.

Added: Tempur Sealy International Inc (TPX)

Affinity Wealth Management Llc added to a holding in Tempur Sealy International Inc by 22.09%. The purchase prices were between $42.23 and $47.97, with an estimated average price of $45.3. The stock is now traded at around $39.690000. The impact to a portfolio due to this purchase was 0.1%. The holding were 62,013 shares as of 2021-12-31.

Added: Cameco Corp (CCJ)

Affinity Wealth Management Llc added to a holding in Cameco Corp by 20.69%. The purchase prices were between $20.77 and $28.09, with an estimated average price of $24.21. The stock is now traded at around $19.940000. The impact to a portfolio due to this purchase was 0.08%. The holding were 90,156 shares as of 2021-12-31.

Added: The Carlyle Group Inc (CG)

Affinity Wealth Management Llc added to a holding in The Carlyle Group Inc by 90.91%. The purchase prices were between $46.55 and $60.14, with an estimated average price of $54.62. The stock is now traded at around $50.170000. The impact to a portfolio due to this purchase was 0.08%. The holding were 13,780 shares as of 2021-12-31.

Added: Murphy Oil Corp (MUR)

Affinity Wealth Management Llc added to a holding in Murphy Oil Corp by 40.21%. The purchase prices were between $24.23 and $30.59, with an estimated average price of $27.66. The stock is now traded at around $33.430000. The impact to a portfolio due to this purchase was 0.06%. The holding were 29,006 shares as of 2021-12-31.

Sold Out: iShares Intermediate Credit Bond ETF (IGIB)

Affinity Wealth Management Llc sold out a holding in iShares Intermediate Credit Bond ETF. The sale prices were between $58.44 and $59.64, with an estimated average price of $59.11.

Sold Out: First Trust TCW Opportunistic Fixed Income ETF (FIXD)

Affinity Wealth Management Llc sold out a holding in First Trust TCW Opportunistic Fixed Income ETF. The sale prices were between $52.81 and $53.52, with an estimated average price of $53.17.

Sold Out: iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)

Affinity Wealth Management Llc sold out a holding in iShares J.P. Morgan USD Emerging Markets Bond ETF. The sale prices were between $105.48 and $109.79, with an estimated average price of $108.05.

Sold Out: Invesco Optimum Yield Diversified Commodity (PDBC)

Affinity Wealth Management Llc sold out a holding in Invesco Optimum Yield Diversified Commodity. The sale prices were between $13.05 and $14.76, with an estimated average price of $14.1.

Sold Out: SPDR Retail ETF (XRT)

Affinity Wealth Management Llc sold out a holding in SPDR Retail ETF. The sale prices were between $85.15 and $103.06, with an estimated average price of $93.4.

Sold Out: Invesco DWA Momentum ETF (PDP)

Affinity Wealth Management Llc sold out a holding in Invesco DWA Momentum ETF. The sale prices were between $87.79 and $100.94, with an estimated average price of $94.92.

Here is the complete portfolio of AFFINITY WEALTH MANAGEMENT LLC. Also check out:

1. AFFINITY WEALTH MANAGEMENT LLC's Undervalued Stocks

2. AFFINITY WEALTH MANAGEMENT LLC's Top Growth Companies, and

3. AFFINITY WEALTH MANAGEMENT LLC's High Yield stocks

4. Stocks that AFFINITY WEALTH MANAGEMENT LLC keeps buyingThis article first appeared on GuruFocus.

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