Aquire Wealth Advisors, LLC Portfolio Holdings by Sector
Aquire Wealth Advisors, LLC
- $406 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAU DFAI SPTM DFAE AGG SPDW MUB SPEM 34 stocks |
$393,781
97.55% of portfolio
|
  10  
|
  19  
|
  2  
|
- |
1
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2,691
0.67% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$1,498
0.37% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,119
0.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$957
0.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$887
0.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$722
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$450
0.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$417
0.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$376
0.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$355
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$269
0.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
SBI 1 stocks |
$155
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|