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  Name: AFFINITY WEALTH MANAGEMENT
  City: WILMINGTON
  State: DE
  Zip: 19806
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $539,797,000
  Total Value Change : $52,702,000
  Securities Held Change : 2
   
All Securities Held : 102
  New Positions : 4
  Closed Positions : 2
  Increased Positions : 43
  Unchanged Positions : 25
  Decreased Positions : 30

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SXC)1 Year Chart         SXC Suncoke Energy, Inc. 42 New $10.31 $2,308,000 204,813 0.43% 2,308,000 204,813 0.247    Steel & Iron
   (PXMG)1 Year Chart         PXMG Invesco Russell Midcap Pure... 94 New $115.55 $237,000 2,067 0.04% 237,000 2,067 0.007    Closed - End Fund - Debt
   (GE)1 Year Chart         GE General Electric Co 98 New $163.38 $214,000 1,217 0.04% 214,000 1,217 0    Conglomerates
   (NXPI)1 Year Chart         NXPI NXP Semiconductors NV 99 New $261.73 $210,000 849 0.04% 210,000 849 0    Semiconductor- Broad...

      4 Records Found
  1    
Page 1 of 1
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