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 Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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