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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

AFFINITY WEALTH MANAGEMENT LLC

Quarter ended Q2 2023 · Filed May 1, 2023 · Accession 0001951757-23-000213

Total Value
$425.7M
Positions
110
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (110)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287432234,819$25.0M5.87%
2SELECT SECTOR SPDR TR81369Y506226,346$18.7M4.40%
3PACER FDS TR69374H881388,910$18.3M4.29%
4INVESCO EXCHANGE TRADED FD TIVZ209,717$18.2M4.29%
5SPDR SER TR78464A755341,356$18.1M4.26%
6ISHARES TR46428752339,373$17.5M4.11%
7INVESCO EXCHANGE TRADED FD TIVZ193,324$14.7M3.45%
8ISHARES TR464288794152,363$14.0M3.28%
9DBX ETF TR233051697351,277$13.9M3.28%
10DBX ETF TR233051200370,823$13.1M3.07%
11INVESCO EXCHANGE TRADED FD TIVZ88,169$12.8M3.00%
12INVESCO EXCHANGE TRADED FD TIVZ143,545$12.2M2.88%
13SPDR INDEX SHS FDS78463X756236,202$12.0M2.81%
14INVESCO EXCHANGE TRADED FD TIVZ61,579$11.6M2.71%
15GLOBAL X FDS37954Y343273,947$11.4M2.68%
16CAMBRIA ETF TR132061300441,278$11.0M2.59%
17ISHARES SILVER TRSLV465,876$10.3M2.42%
18BARCLAYS BANK PLCVXZ156,059$9.8M2.29%
19MICROSOFT CORPMSFT31,532$9.1M2.14%
20LATTICE SEMICONDUCTOR CORPLSCC89,817$8.6M2.01%
21INVESCO QQQ TRIVZ25,419$8.2M1.92%
22FIRST TR EXCHANGE-TRADED FD33738R605164,906$7.4M1.75%
23NVIDIA CORPORATIONNVDA22,053$6.1M1.44%
24ISHARES INC464286822102,597$6.1M1.43%
25MASTERCARD INCORPORATEDMA15,119$5.5M1.29%
26ISHARES INC464286400199,343$5.5M1.28%
27ISHARES INC464286715164,187$5.4M1.26%
28FREEPORT-MCMORAN INCFCX122,293$5.0M1.18%
29HOME DEPOT INCHD16,532$4.9M1.15%
30MARATHON PETE CORPMARA35,788$4.8M1.13%
31ALPHABET INCGOOG43,020$4.5M1.05%
32LILLY ELI & COLLY12,591$4.3M1.02%
33AMAZON COM INCAMZN39,368$4.1M0.96%
34APPLE INCAAPL24,421$4.0M0.95%
35TECK RESOURCES LTDTCKRF107,983$3.9M0.93%
36HECLA MNG CO422704106594,278$3.8M0.88%
37MOSAIC CO NEWMOS75,646$3.5M0.82%
38TERADYNE INCTER32,209$3.5M0.81%
39ACCENTURE PLC IRELANDACN12,053$3.4M0.81%
40EOG RES INCEOG27,590$3.2M0.74%
41MATADOR RES COMTDR65,286$3.1M0.73%
42PERMIAN RESOURCES CORPPR268,885$2.8M0.66%
43PEABODY ENERGY CORPBTU107,675$2.8M0.65%
44UNION PAC CORPUNP12,419$2.5M0.59%
45JPMORGAN CHASE & COVYLD19,014$2.5M0.58%
46FIFTH THIRD BANCORPFITBM91,159$2.4M0.57%
47TEXTRON INCTXT28,929$2.0M0.48%
48SPDR S&P 500 ETF TRSPY4,399$1.8M0.42%
49SPDR SER TR78464A8628,051$1.7M0.39%
50YAMANA GOLD INC98462Y100279,318$1.6M0.38%
51UNITED PARCEL SERVICE INCUPS6,953$1.3M0.32%
52FIRST TR EXCHANGE-TRADED FD33741L10848,148$1.2M0.29%
53CHESAPEAKE UTILS CORP1653031088,239$1.1M0.25%
54MURPHY OIL CORPMUR27,643$1.0M0.24%
55ALBERTSONS COS INC01309110346,222$960,4930.23%
56ISHARES TR4642872002,140$879,7110.21%
57COMMERCIAL METALS COCMC17,960$878,2220.21%
58ASTRAZENECA PLCAZN10,097$700,8330.16%
59ARES MANAGEMENT CORPORATIONARES-PB8,392$700,2600.16%
60MIDDLESEX WTR CO5966801088,000$624,9600.15%
61BOOKING HOLDINGS INCBKNG226$599,4450.14%
62WALMART INCWMT3,696$545,0480.13%
63TESLA INCTSLA2,486$515,7460.12%
64COSTCO WHSL CORP NEW22160K105985$489,3200.11%
65THERMO FISHER SCIENTIFIC INCTMO846$487,8590.11%
66PNC FINL SVCS GROUP INC6934751053,798$482,7260.11%
67PACER FDS TR69374H69112,637$469,0230.11%
68PEPSICO INCPEP2,542$463,4070.11%
69MCDONALDS CORPMCD1,614$451,2910.11%
70EXXON MOBIL CORPXOM3,695$405,1940.10%
71SELECT SECTOR SPDR TR81369Y60512,250$393,8270.09%
72SELECT SECTOR SPDR TR81369Y2092,994$387,5670.09%
73VANGUARD INDEX FDS9229087691,816$370,5660.09%
74SOUTHERN COSOMN5,287$367,8700.09%
75MONDELEZ INTL INC6092071055,110$356,2850.08%
76VERIZON COMMUNICATIONS INCVZ8,993$349,7500.08%
77PUBLIC SVC ENTERPRISE GRP IN7445731065,493$343,0380.08%
78CARDINAL HEALTH INCCAH4,503$339,9770.08%
79DUPONT DE NEMOURS INCDD4,628$332,1760.08%
80SOUTHERN COPPER CORPSCCO4,335$330,5440.08%
81CORTEVA INCCTVA5,304$319,8640.08%
82KEURIG DR PEPPER INCKDP8,983$316,9060.07%
83PROSHARES TR74348A4673,314$302,3280.07%
84ISHARES TR4642888023,406$298,9450.07%
85BROADCOM INCAVGO451$289,3350.07%
86BERKSHIRE HATHAWAY INC DELBRK-A930$287,1560.07%
87CONSOLIDATED EDISON INCED2,981$285,1730.07%
88AGILENT TECHNOLOGIES INCA1,987$274,8820.06%
89FAIR ISAAC CORPFICO388$272,6440.06%
90DTE ENERGY CODTK2,459$269,3590.06%
91SELECT SECTOR SPDR TR81369Y7042,590$262,1070.06%
92FIRST TR EXCHANGE-TRADED FD33738R8787,912$260,9380.06%
93SPDR SER TR78464A8393,936$260,1080.06%
94DOW INCDOW4,744$260,0480.06%
95ENERGY TRANSFER L PET-PI20,646$257,4560.06%
96ISHARES TR46429B6632,519$256,0820.06%
97AT&T INCT-PC12,905$248,4160.06%
98ISHARES TR4642885703,133$244,3430.06%
99PRINCIPAL FINANCIAL GROUP INPFG3,259$242,2090.06%
100HP INCHPQ7,706$226,1710.05%
101PROCTER AND GAMBLE CO7427181091,512$224,8520.05%
102LAM RESEARCH CORPLRCX423$224,2410.05%
103FIRST TR EXCHANGE TRADED FD33734X1504,011$222,7890.05%
104ISHARES TR464287507890$222,6420.05%
105SIMON PPTY GROUP INC NEW8288061091,985$222,2600.05%
106JOHNSON & JOHNSONJNJ1,399$216,8450.05%
107ABRDN ETFS0032612036,119$202,7780.05%
108ISHARES TR46434V8603,973$200,9880.05%
109META PLATFORMS INCMETA947$200,7070.05%
110NUVEEN REAL ESTATE INCOME FDNU10,095$75,4100.02%