Aquire Wealth Advisors, LLC Purchases in Q1 2025

Aquire Wealth Advisors, LLC

  • $325 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
46.8K
+ 3.6%
$28.88 - $32.4 $1.35M - $1.52M
1.35M $42M
TFLO
Ishares Treasury Floating Rate

ETFs
57.1K
+ 611.98%
$50.48 - $50.68 $2.88M - $2.89M
66.4K $3.36M
DFAE
Dimensional ETF Tr

ETFs
64.2K
+ 5.39%
$24.64 - $26.86 $1.58M - $1.72M
1.26M $32.5M
CVX
Chevron Corp

Energy
1.3K
New
$146.71 - $167.97 $191K - $219K
1.3K $217K
DFAX
Dimensional ETF Tr
393
+ 0.57%
$24.45 - $27.2 $9.61K - $10.7K
69.9K $1.83M
NFLX
Netflix Inc

Communication Services
83
+ 36.4%
$828.4 - $1058.6 $68.8K - $87.9K
311 $290K
NVDA
Nvidia Corp

Technology
2.07K
+ 37.95%
$106.98 - $149.43 $222K - $310K
7.53K $816K
VO
Vanguard Mid Cap ETF

ETFs
316
+ 39.9%
$251.87 - $277.95 $79.6K - $87.8K
1.11K $286K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
51
+ 8.66%
$442.66 - $534.52 $22.6K - $27.3K
640 $340K
VGT
Vanguard Information Technolog

ETFs
175
+ 48.21%
$542.38 - $646.34 $94.9K - $113K
538 $291K
META
Meta Platforms, Inc.

Communication Services
50
+ 11.99%
$576.36 - $736.67 $28.8K - $36.8K
467 $269K
AOA
Ishares Tr Core Aggressive All

ETFs
192
+ 3.45%
$75.7 - $80.01 $14.5K - $15.4K
5.76K $440K
AOR
Ishares Tr Core Growth Allocat

ETFs
154
+ 3.3%
$56.63 - $59.39 $8.72K - $9.15K
4.83K $277K
RWO
Spdr Dow Jones Global Real Est

ETFs
35
+ 0.33%
$41.41 - $45.24 $1.45K - $1.58K
10.8K $470K
LQD
Ishares Iboxx $ Investment Gra

ETFs
10
+ 0.44%
$105.1 - $109.61 $1.05K - $1.1K
2.29K $249K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.19%
$551.42 - $612.93 $551 - $613
535 $299K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
5
+ 1.13%
$522.96 - $601.18 $2.61K - $3.01K
449 $239K
MSFT
Microsoft Corp

Technology
18
+ 2.54%
$375.39 - $447.2 $6.76K - $8.05K
726 $272K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.08%
$507.05 - $563.67 $507 - $564
1.2K $614K
GOOGL
Alphabet Inc.

Communication Services
75
+ 3.56%
$154.33 - $206.19 $11.6K - $15.5K
2.18K $337K
VTI
Vanguard Total Stock Market Et

ETFs
54
+ 0.66%
$271.18 - $303.12 $14.6K - $16.4K
8.18K $2.25M
IWV
Ishares Russell 3000 ETF

ETFs
19
+ 0.14%
$313.1 - $349.83 $5.95K - $6.65K
13.9K $4.41M
DFAU
Dimensional ETF Tr

ETFs
141K
+ 3.9%
$37.84 - $42.29 $5.33M - $5.96M
3.76M $144M
Activity Summary
Buys All Purchases 24 New Holdings 1 Increased Positions 23 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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