0000810672-20-000002.txt : 20200515 0000810672-20-000002.hdr.sgml : 20200515 20200515081853 ACCESSION NUMBER: 0000810672-20-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200515 DATE AS OF CHANGE: 20200515 EFFECTIVENESS DATE: 20200515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: AFFINITY WEALTH MANAGEMENT LLC CENTRAL INDEX KEY: 0000810672 IRS NUMBER: 823504606 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-01902 FILM NUMBER: 20880722 BUSINESS ADDRESS: STREET 1: 2961 CENTERVILLE ROAD STREET 2: SUITE 310 CITY: WILMINGTON STATE: DE ZIP: 19808 BUSINESS PHONE: 302-652-6767 MAIL ADDRESS: STREET 1: 2961 CENTERVILLE ROAD STREET 2: SUITE 310 CITY: WILMINGTON STATE: DE ZIP: 19808 FORMER COMPANY: FORMER CONFORMED NAME: AFFINITY WEALTH MANAGEMENT DATE OF NAME CHANGE: 20010515 FORMER COMPANY: FORMER CONFORMED NAME: COMPU VAL INVESTMENTS INC DATE OF NAME CHANGE: 19990317 FORMER COMPANY: FORMER CONFORMED NAME: COMPU VAL MANAGEMENT ASSOCIATES INC DATE OF NAME CHANGE: 19870602 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0000810672 XXXXXXXX 03-31-2020 03-31-2020 AFFINITY WEALTH MANAGEMENT LLC

2961 CENTERVILLE ROAD SUITE 310 WILMINGTON DE 19808

13F HOLDINGS REPORT 028-01902 N Victoria Alexitch (302) 254-6105 Victoria Alexitch Wilmington DE 05-15-2020 0 51 166888 false INFORMATION TABLE 2 13FAffinity2020Q1.xml ACCENTURE PLC COM Equity G1151C101 1267 7035 SH SOLE 0 0 7035 ADOBE INC COM Equity 00724F101 1656 4817 SH SOLE 0 0 4817 ADVANCED MICRO DEVICES INC COM Equity 007903107 246 4936 SH SOLE 0 0 4936 ALPHABET INC COM CL A Equity 02079K305 2153 1634 SH SOLE 0 0 1634 AMAZON COM INC COM Equity 023135106 4437 1941 SH SOLE 0 0 1941 AMGEN INC COM Equity 031162100 251 1086 SH SOLE 0 0 1086 APPLE INC COM Equity 037833100 1602 5541 SH SOLE 0 0 5541 ASTRAZENECA ADR SPONSORED Equity 046353108 311 6000 SH SOLE 0 0 6000 AT&T INC COM Equity 00206R102 388 12989 SH SOLE 0 0 12989 BERKSHIRE HATHAWAY INC COM CL B Equity 084670702 280 1535 SH SOLE 0 0 1535 BLACKSTONE GROUP INC COM CL A Equity 09257W100 1271 25212 SH SOLE 0 0 25212 BOOKING HOLDINGS INC COM Equity 09857L108 362 250 SH SOLE 0 0 250 CHESAPEAKE UTILITIES CORP COM Equity 165303108 1818 20978 SH SOLE 0 0 20978 CITRIX SYSTEMS INC COM Equity 177376100 1653 11591 SH SOLE 0 0 11591 CONSOLIDATED EDISON INC COM Equity 209115104 208 2697 SH SOLE 0 0 2697 COSTCO WHOLESALE CORP COM Equity 22160K105 243 806 SH SOLE 0 0 806 FIDELITY NATIONAL INFORMATION COM Equity 31620M106 1675 12955 SH SOLE 0 0 12955 FIRST TR EXCHANGE TRADED FD VI DORSEY WRT 5 ETF Equity 33733E880 1046 36475 SH SOLE 0 0 36475 FIRST TR EXCHANGE TRADED FD VI DORSY WR MOMNT ETF Equity 33738R696 766 40179 SH SOLE 0 0 40179 HOME DEPOT INC COM Equity 437076102 2368 10832 SH SOLE 0 0 10832 INVESCO EXCHANGE TRADED FD T DWA MOMENTUM Equity 46137V837 2208 35933 SH SOLE 0 0 35933 INVESCO QQQ TRUST UNIT SER 1 ETF Equity 46090E103 7333 34469 SH SOLE 0 0 34469 ISHARES TRUST 20 YR TR BD ETF Equity 464287432 51962 309387 SH SOLE 0 0 309387 ISHARES TRUST BARCLAYS 7 10 YR ETF Equity 464287440 574 4717 SH SOLE 0 0 4717 ISHARES TRUST CORE S&P MCP ETF Equity 464287507 206 1296 SH SOLE 0 0 1296 ISHARES TRUST CORE S&P500 ETF Equity 464287150 236 834 SH SOLE 0 0 834 ISHARES TRUST PFD AND INCM SEC ETF Equity 464288687 45735 1346722 SH SOLE 0 0 1346722 ISHARES TRUST S&P 500 GRWT ETF Equity 464287309 383 2086 SH SOLE 0 0 2086 ISHARES TRUST SELECT DIVID ETF Equity 464287168 248 3186 SH SOLE 0 0 3186 JOHNSON & JOHNSON COM Equity 478160104 949 6401 SH SOLE 0 0 6401 JP MORGAN CHASE & CO COM Equity 46625H100 1634 17523 SH SOLE 0 0 17523 LATTICE SEMICONDUCTOR COM Equity 518415104 1300 62497 SH SOLE 0 0 62497 LULULEMON ATHLETICA INC COM Equity 550021109 1750 8004 SH SOLE 0 0 8004 MASTERCARD INCORPORATED COM CL A Equity 57636Q104 3495 13004 SH SOLE 0 0 13004 MICROSOFT CORP COM Equity 594918104 4954 28377 SH SOLE 0 0 28377 NETFLIX INC COM Equity 64110L106 1247 3003 SH SOLE 0 0 3003 NEXTERA ENERGY INC COM Equity 65339F101 222 979 SH SOLE 0 0 979 NVIDIA CORP COM Equity 67066G104 1187 4199 SH SOLE 0 0 4199 PIMCO DYNAMIC INCOME FD SHS Equity 72201Y101 208 9000 SH SOLE 0 0 9000 PUBLIC SERVICE ENTERPRISE GRP COM Equity 744573106 519 10506 SH SOLE 0 0 10506 SELECT SECTOR SPDR TRUST TECHNOLOGY ETF Equity 81369Y803 6126 68913 SH SOLE 0 0 68913 SPDR S&P500 ETF TRUST TR UNIT ETF Equity 78464A854 1865 6596 SH SOLE 0 0 6596 SPDR SERIES TRUST PORTFOLIO AGRGTE ETF Equity 78464A649 251 8219 SH SOLE 0 0 8219 SPDR SERIES TRUST PORTFOLIO LN TSR ETF Equity 78464A664 458 9544 SH SOLE 0 0 9544 TELADOC HEALTH INC COM Equity 87918A105 2312 13644 SH SOLE 0 0 13644 TERADYNE INC COM Equity 880770102 1269 21928 SH SOLE 0 0 21928 THERMO FISHER SCIENTIFIC INC COM Equity 883556102 281 851 SH SOLE 0 0 851 VERISIGN COM Equity 92343E102 1277 6231 SH SOLE 0 0 6231 VERIZON COMMUNICATIONS COM Equity 92343V104 973 17129 SH SOLE 0 0 17129 WALMART INC COM Equity 931142103 712 5790 SH SOLE 0 0 5790 ZOETIS INC COM CL A Equity 98978V103 1013 7946 SH SOLE 0 0 7946