Aquire Wealth Advisors, LLC Portfolio Holdings

Aquire Wealth Advisors, LLC

  • $323 Million
  • Q4 2024

Aquire Wealth Advisors, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $323 Million distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $146M, Dimensional ETF Tr with a value of $37.9M, Dimensional ETF Tr with a value of $30.2M, Spdr Portfolio S&P 1500 Compos with a value of $22M, and Ishares Core U.S. Aggregate Bo with a value of $12.1M.

Examining the 13F form we can see an increase of $4.57M in the current position value, from $318M to 323M.

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

Portfolio value $323 Million
ETFs: $315 Million
Technology: $2.67 Million
Consumer Cyclical: $1.67 Million
Communication Services: $846,000
Financial Services: $598,000
Healthcare: $451,000
Consumer Defensive: $204,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$146 Million 45.35% of portfolio
3,616,414
Q4 2024 Added 3.47%
$0
$37.9 Million 11.75% of portfolio
1,299,227
Q4 2024 Added 8.08%
$0
$30.2 Million 9.36% of portfolio
1,191,617
Q4 2024 Added 5.48%
$0
$22 Million 6.82% of portfolio
308,440
Q4 2024 Reduced 4.85%
$0
$12.1 Million 3.74% of portfolio
124,729
Q4 2024 Added 9.22%
$0
$8.89 Million 2.75% of portfolio
83,437
Q4 2024 Added 6.38%
$0
$5.84 Million 1.81% of portfolio
178,128
Q4 2024 Added 5.9%
$0
$5.77 Million 1.79% of portfolio
169,019
Q4 2024 Reduced 4.01%
$0
$5.45 Million 1.69% of portfolio
215,418
Q4 2024 Added 5.95%
$0
$4.64 Million 1.44% of portfolio
13,871
Q4 2024 Reduced 4.36%
$0
$4.37 Million 1.35% of portfolio
95,706
Q4 2024 Added 4.79%
$0
$4.01 Million 1.24% of portfolio
84,592
Q4 2024 Reduced 5.57%
$0
$3.75 Million 1.16% of portfolio
97,754
Q4 2024 Reduced 4.06%
$0
$3.33 Million 1.03% of portfolio
133,142
Q4 2024 Reduced 4.15%
$0
$3 Million 0.93% of portfolio
38,781
Q4 2024 Reduced 7.65%
$0
$2.36 Million 0.73% of portfolio
8,127
Q4 2024 Reduced 1.73%
$0
$1.98 Million 0.61% of portfolio
57,169
Q3 2024 Added 2.0%
$0
$1.98 Million 0.61% of portfolio
41,434
Q4 2024 Reduced 4.28%
$0
$1.73 Million 0.53% of portfolio
69,501
Q4 2024 Added 1.07%
$3.84T
$1.43 Million 0.44% of portfolio
5,720
Q4 2024 Added 1.06%
$0
$1.15 Million 0.36% of portfolio
24,907
Q4 2024 Reduced 39.18%
$0
$1.11 Million 0.34% of portfolio
10,993
Q4 2024 Reduced 8.92%
$0
$1.11 Million 0.34% of portfolio
11,917
Q4 2024 Reduced 8.94%
$829B
$898,000 0.28% of portfolio
2,224
Q4 2024 Added 0.09%
$0
$794,000 0.25% of portfolio
18,034
Q4 2024 Reduced 1.08%
$2.03T
$776,000 0.24% of portfolio
3,538
Q4 2024 Reduced 9.03%
$281B
$733,000 0.23% of portfolio
5,460
Q4 2024 Added 2.02%
$0
$643,000 0.2% of portfolio
1,195
Q4 2024 Reduced 0.58%
$0
$573,000 0.18% of portfolio
25,261
Q4 2024 Added 181.27%
$0
$470,000 0.15% of portfolio
9,324
Q4 2024 Reduced 9.33%
$0
$460,000 0.14% of portfolio
10,737
Q4 2024 Reduced 10.26%
$826B
$451,000 0.14% of portfolio
585
Q3 2024 New
$0
$426,000 0.13% of portfolio
5,564
Q4 2024 Added 5.04%
$1.04T
$398,000 0.12% of portfolio
2,106
Q4 2024 Added 5.51%
$92.6B
$380,000 0.12% of portfolio
1,571
Q4 2024 Added 4.73%
$0
$312,000 0.1% of portfolio
534
Q4 2024 Added 5.74%
$2.93T
$298,000 0.09% of portfolio
708
Q4 2024 Reduced 1.12%
$641B
$266,000 0.08% of portfolio
589
Q4 2024 New
$0
$267,000 0.08% of portfolio
4,671
Q4 2024 Added 5.61%
$0
$252,000 0.08% of portfolio
444
Q1 2023 New
$1.41T
$245,000 0.08% of portfolio
417
Q3 2024 New
$0
$243,000 0.08% of portfolio
2,281
Q4 2024 Reduced 25.14%
$0
$225,000 0.07% of portfolio
363
Q4 2024 Added 4.31%
$0
$209,000 0.06% of portfolio
792
Q4 2024 New
$0
$180,000 0.06% of portfolio
14,871
Q2 2022 New
$397B
$203,000 0.06% of portfolio
228
Q4 2024 New
$37.4B
$204,000 0.06% of portfolio
2,938
Q4 2024 New
$427B
$204,000 0.06% of portfolio
223
Q4 2024 New
$0
$152,000 0.05% of portfolio
19,660
Q2 2023 Reduced 50.0%

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $323 Million
  • Prior Value $318 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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