AFFINITY WEALTH MANAGEMENT LLC

PrivateCIK: 810672
Location

WILMINGTON, DE

103
Positions
$660.63M
Total AUM (reported)
8.24M
Total Shares

Allocation by class

TOTAL AUM$660.63M103 positions
COM$129.68M19.6%
UNIT SER 1$50.24M7.6%
S&P MDCP MOMNTUM$46.79M7.1%
RISNG DIVD ACHIV$45.30M6.9%
STATE STREET ENE$43.47M6.6%
DORSEY WRGT DVLP$41.83M6.3%
STATE STREET SPD$39.99M6.1%

Portfolio Concentration

Top 321.5%4–1038.5%11–2528.1%Rest11.8%TOP 1060.1%0%100%
Top 3$142.32M21.5%
4–10$254.47M38.5%
11–25$185.70M28.1%
Rest$78.13M11.8%

Top 3 weight

21.5%

Top 10 weight

60.1%

Voting Authority Distribution

Total shares with voting rights: 8.24M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

8.24M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole103
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings103
Rows:

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares87.04K
TypeSH
Market value$50.24M
7.60%
Sole
0.00
Shared
0.00
None
87.04K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P MDCP MOMNTUM
Shares322.63K
TypeSH
Market value$46.79M
7.08%
Sole
0.00
Shared
0.00
None
322.63K

FIRST TR EXCHANGE TRADED FD

SOLE
RISNG DIVD ACHIV
Shares663.45K
TypeSH
Market value$45.30M
6.86%
Sole
0.00
Shared
0.00
None
663.45K

SELECT SECTOR SPDR TR

SOLE
STATE STREET ENE
Shares709.52K
TypeSH
Market value$43.47M
6.58%
Sole
0.00
Shared
0.00
None
709.52K

INVESCO EXCH TRADED FD TR II

SOLE
DORSEY WRGT DVLP
Shares844.68K
TypeSH
Market value$41.83M
6.33%
Sole
0.00
Shared
0.00
None
844.68K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares157.45K
TypeSH
Market value$39.99M
6.05%
Sole
0.00
Shared
0.00
None
157.45K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL IND
Shares630.07K
TypeSH
Market value$36.28M
5.49%
Sole
0.00
Shared
0.00
None
630.07K

SELECT SECTOR SPDR TR

SOLE
STATE STREET COM
Shares301.61K
TypeSH
Market value$33.44M
5.06%
Sole
0.00
Shared
0.00
None
301.61K

SELECT SECTOR SPDR TR

SOLE
STATE STREET FIN
Shares669.64K
TypeSH
Market value$33.06M
5.00%
Sole
0.00
Shared
0.00
None
669.64K

FIRST TR EXCH TRADED FD III

SOLE
PFD SECS INC ETF
Shares1.49M
TypeSH
Market value$26.41M
4.00%
Sole
0.00
Shared
0.00
None
1.49M

NVIDIA CORPORATION

SOLE
COM
Shares128.89K
TypeSH
Market value$22.48M
3.40%
Sole
0.00
Shared
0.00
None
128.89K

DBX ETF TR

SOLE
XTRACK MSCI EURO
Shares375.86K
TypeSH
Market value$20.68M
3.13%
Sole
0.00
Shared
0.00
None
375.86K

PALANTIR TECHNOLOGIES INC

SOLE
CL A
Shares120.10K
TypeSH
Market value$17.57M
2.66%
Sole
0.00
Shared
0.00
None
120.10K

DBX ETF TR

SOLE
XTRACK MSCI JAPN
Shares146.91K
TypeSH
Market value$14.84M
2.25%
Sole
0.00
Shared
0.00
None
146.91K

ALPHABET INC

SOLE
CAP STK CL A
Shares48.50K
TypeSH
Market value$13.95M
2.11%
Sole
0.00
Shared
0.00
None
48.50K

TERADYNE INC

SOLE
COM
Shares44.55K
TypeSH
Market value$13.21M
2.00%
Sole
0.00
Shared
0.00
None
44.55K

MICROSOFT CORP

SOLE
COM
Shares34.42K
TypeSH
Market value$12.74M
1.93%
Sole
0.00
Shared
0.00
None
34.42K

SEAGATE TECHNOLOGY HLDNGS PL

SOLE
ORD SHS
Shares32.05K
TypeSH
Market value$12.56M
1.90%
Sole
0.00
Shared
0.00
None
32.05K

ELI LILLY & CO

SOLE
COM
Shares13.42K
TypeSH
Market value$12.34M
1.87%
Sole
0.00
Shared
0.00
None
13.42K

AMAZON COM INC

SOLE
COM
Shares50.31K
TypeSH
Market value$10.48M
1.59%
Sole
0.00
Shared
0.00
None
50.31K

MASTERCARD INCORPORATED

SOLE
CL A
Shares16.51K
TypeSH
Market value$8.25M
1.25%
Sole
0.00
Shared
0.00
None
16.51K

FLEXTRONICS INTL LTD

SOLE
ORD
Shares105.33K
TypeSH
Market value$6.90M
1.04%
Sole
0.00
Shared
0.00
None
105.33K

APPLE INC

SOLE
COM
Shares26.55K
TypeSH
Market value$6.74M
1.02%
Sole
0.00
Shared
0.00
None
26.55K

NRG ENERGY INC

SOLE
COM NEW
Shares44.89K
TypeSH
Market value$6.56M
0.99%
Sole
0.00
Shared
0.00
None
44.89K

HOME DEPOT INC

SOLE
COM
Shares19.50K
TypeSH
Market value$6.41M
0.97%
Sole
0.00
Shared
0.00
None
19.50K
Page 1 of 5