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 Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|