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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Affinity Wealth LLC
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| CRD # | 285169 |
| SEC # | 801-131529 |
| CIK # | 0000810672 |
| AUM | $167.0 M (2025-03-18) |
| Employees | 6 (17% Investors, 0% Brokers) |
| Phone | 330-526-8412 |
| Address | 4481 Munson St NW Canton, OH 44718 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 20.5 | ||
| Microsoft Corp | 16.8 | ||
| Palantir Technologies Inc | 16.7 | ||
| Amazon Com Inc | 10.7 | ||
| Lilly Eli & Co | 10.2 | ||
| Mastercard Inc | 9.1 | ||
| Alphabet Inc | 8.5 | ||
| NRG Energy Inc | 7.0 | ||
| Home Depot Inc | 6.9 | ||
| Apple Inc | 5.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 406 | 69.6 |
| (b) Individuals (high net worth individuals) | 61 | 83.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 14.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,516 | 167.0 |
| By Discretionary | ||
| Discretionary | 1,500 | 153.0 |
| Non-Discretionary | 16 | 14.0 |
| Total | 1,516 | 167.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 167.0 | |
| Total | 1,516 | 167.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000810672] |
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0.2 | |
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