Aquire Wealth Advisors, LLC Portfolio Holdings

Aquire Wealth Advisors, LLC

  • $325 Million
  • Q1 2025

Aquire Wealth Advisors, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $325 Million distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $144M, Dimensional ETF Tr with a value of $42M, Dimensional ETF Tr with a value of $32.5M, Spdr Portfolio S&P 1500 Compos with a value of $20.6M, and Ishares Core U.S. Aggregate Bo with a value of $12.2M.

Examining the 13F form we can see an increase of $1.99M in the current position value, from $323M to 325M.

Below you can find more details about Aquire Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $325 Million
ETFs: $318 Million
Technology: $2.13 Million
Consumer Cyclical: $1.11 Million
Communication Services: $896,000
Financial Services: $493,000
Healthcare: $483,000
Energy: $217,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$144 Million 44.46% of portfolio
3,757,283
Q1 2025 Added 3.9%
$0
$42 Million 12.94% of portfolio
1,346,026
Q1 2025 Added 3.6%
$0
$32.5 Million 10.01% of portfolio
1,255,794
Q1 2025 Added 5.39%
$0
$20.6 Million 6.35% of portfolio
303,299
Q1 2025 Reduced 1.67%
$0
$12.2 Million 3.75% of portfolio
123,235
Q1 2025 Reduced 1.2%
$0
$8.93 Million 2.75% of portfolio
84,667
Q1 2025 Added 1.47%
$0
$6.02 Million 1.85% of portfolio
165,456
Q1 2025 Reduced 2.11%
$0
$5.85 Million 1.8% of portfolio
175,851
Q1 2025 Reduced 1.28%
$0
$5.63 Million 1.73% of portfolio
213,563
Q1 2025 Reduced 0.86%
$0
$4.41 Million 1.36% of portfolio
13,890
Q1 2025 Added 0.14%
$0
$4.28 Million 1.32% of portfolio
95,054
Q1 2025 Reduced 0.68%
$0
$3.78 Million 1.16% of portfolio
95,944
Q1 2025 Reduced 1.85%
$0
$3.36 Million 1.04% of portfolio
66,385
Q1 2025 Added 611.98%
$0
$3.26 Million 1.0% of portfolio
127,647
Q1 2025 Reduced 4.13%
$0
$3.12 Million 0.96% of portfolio
65,495
Q1 2025 Reduced 22.58%
$0
$2.25 Million 0.69% of portfolio
8,181
Q1 2025 Added 0.66%
$0
$2.08 Million 0.64% of portfolio
22,959
Q1 2025 Reduced 0.97%
$0
$1.89 Million 0.58% of portfolio
57,169
Q3 2024 Added 2.0%
$0
$1.83 Million 0.56% of portfolio
69,894
Q1 2025 Added 0.57%
$0
$1.82 Million 0.56% of portfolio
23,309
Q1 2025 Reduced 39.9%
$3.26T
$1.04 Million 0.32% of portfolio
4,692
Q1 2025 Reduced 17.97%
$0
$874,000 0.27% of portfolio
19,211
Q1 2025 Reduced 22.87%
$359B
$816,000 0.25% of portfolio
7,532
Q1 2025 Added 37.95%
$0
$791,000 0.24% of portfolio
17,479
Q1 2025 Reduced 3.08%
$0
$680,000 0.21% of portfolio
6,579
Q1 2025 Reduced 40.15%
$0
$657,000 0.2% of portfolio
7,121
Q1 2025 Reduced 40.25%
$2.22T
$653,000 0.2% of portfolio
3,436
Q1 2025 Reduced 2.88%
$0
$614,000 0.19% of portfolio
1,196
Q1 2025 Added 0.08%
$0
$543,000 0.17% of portfolio
25,261
Q4 2024 Added 181.27%
$767B
$483,000 0.15% of portfolio
585
Q3 2024 New
$0
$440,000 0.14% of portfolio
5,756
Q1 2025 Added 3.45%
$1.03T
$453,000 0.14% of portfolio
1,749
Q1 2025 Reduced 21.36%
$0
$470,000 0.14% of portfolio
10,772
Q1 2025 Added 0.33%
$106B
$435,000 0.13% of portfolio
1,510
Q1 2025 Reduced 3.88%
$648B
$340,000 0.1% of portfolio
640
Q1 2025 Added 8.66%
$993B
$337,000 0.1% of portfolio
2,181
Q1 2025 Added 3.56%
$0
$277,000 0.09% of portfolio
4,825
Q1 2025 Added 3.3%
$0
$291,000 0.09% of portfolio
538
Q1 2025 Added 48.21%
$0
$286,000 0.09% of portfolio
1,108
Q1 2025 Added 39.9%
$536B
$290,000 0.09% of portfolio
311
Q1 2025 Added 36.4%
$0
$299,000 0.09% of portfolio
535
Q1 2025 Added 0.19%
$3.51T
$272,000 0.08% of portfolio
726
Q1 2025 Added 2.54%
$0
$249,000 0.08% of portfolio
2,291
Q1 2025 Added 0.44%
$1.5T
$269,000 0.08% of portfolio
467
Q1 2025 Added 11.99%
$281B
$217,000 0.07% of portfolio
1,302
Q1 2025 New
$0
$239,000 0.07% of portfolio
449
Q1 2025 Added 1.13%
$0
$153,000 0.05% of portfolio
19,660
Q2 2023 Reduced 50.0%

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $325 Million
  • Prior Value $323 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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