Safir Wealth Advisors, LLC Portfolio Holdings

Safir Wealth Advisors, LLC

  • $129 Million
  • Q3 2024

Safir Wealth Advisors, LLC has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $129 Million distributed in 17 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $50.8M, Vanguard Growth ETF with a value of $13.7M, Vanguard Bd Index Fd Inc Short with a value of $13.6M, Vanguard Value ETF with a value of $9.85M, and Vanguard Dividend Appreciation with a value of $9.01M.

Examining the 13F form we can see an increase of $7.25M in the current position value, from $122M to 129M.

Below you can find more details about Safir Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $129 Million
ETFs: $128 Million
Technology: $571,000
Consumer Defensive: $239,000
Healthcare: $219,000
Consumer Cyclical: $217,000
Energy: $214,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 17
  • Current Value $129 Million
  • Prior Value $122 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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