Aquire Wealth Advisors, LLC Portfolio Holdings by Sector
Aquire Wealth Advisors, LLC
- $286 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAU DFAI DFAE SPTM AGG MUB SPDW SPIB 31 stocks |
$275,845
97.0% of portfolio
|
  13  
|
  14  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
UTG CHY NAC ERC MUI SBI 6 stocks |
$3,147
1.11% of portfolio
|
  4  
|
- |
  4  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2,101
0.74% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$928
0.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$638
0.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$502
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$453
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$291
0.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$256
0.09% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$205
0.07% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|