Aquire Wealth Advisors, LLC Portfolio Holdings
Aquire Wealth Advisors, LLC
- $318 Million
- Q3 2024
Aquire Wealth Advisors, LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $318 Million distributed in 46 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $139M, Dimensional ETF Tr with a value of $38.2M, Dimensional ETF Tr with a value of $31M, Spdr Portfolio S&P 1500 Compos with a value of $22.7M, and Ishares Core U.S. Aggregate Bo with a value of $11.6M.
Examining the 13F form we can see an increase of $20.8M in the current position value, from $297M to 318M.
Below you can find more details about Aquire Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$318 Million
ETFs: $311 Million
Technology: $2.28 Million
Consumer Cyclical: $1.31 Million
Communication Services: $569,000
Healthcare: $518,000
Financial Services: $347,000
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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