Spahn Wealth & Retirement LLC New Holdings in Q4 2024

Spahn Wealth & Retirement LLC

  • $152 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
250K
New
$106.56 - $113.11 $26.7M - $28.3M
250K $26.7B
IWM
Ishares Russell 2000 ETF

ETFs
68.4K
New
$216.13 - $242.4 $14.8M - $16.6M
68.4K $15.1B
NVDA
Nvidia Corp

Technology
97.6K
New
$117.0 - $148.88 $11.4M - $14.5M
97.6K $13.1B
AXON
Axon Enterprise, Inc.

Industrials
13.8K
New
$399.22 - $689.78 $5.49M - $9.49M
13.8K $8.18B
TSLA
Tesla, Inc.

Consumer Cyclical
19.4K
New
$213.65 - $479.86 $4.13M - $9.29M
19.4K $7.81B
PLTR
Palantir Technologies Inc.

Technology
97.7K
New
$36.46 - $82.38 $3.56M - $8.05M
97.7K $7.39B
GOOG
Alphabet Inc.

Communication Services
35.5K
New
$163.08 - $198.16 $5.79M - $7.04M
35.5K $6.77B
AAPL
Apple Inc.

Technology
25.6K
New
$221.69 - $259.02 $5.67M - $6.63M
25.6K $6.41B
AMZN
Amazon Com Inc

Consumer Cyclical
27.8K
New
$180.88 - $232.93 $5.03M - $6.48M
27.8K $6.11B
META
Meta Platforms, Inc.

Communication Services
9.81K
New
$554.08 - $632.68 $5.44M - $6.21M
9.81K $5.75B
CCJ
Cameco Corp

Energy
111K
New
$48.64 - $61.14 $5.38M - $6.76M
111K $5.68B
Arista Networks Inc
48.5K
New
N/A
48.5K $5.36B
MSFT
Microsoft Corp

Technology
11.1K
New
$406.35 - $454.46 $4.52M - $5.05M
11.1K $4.69B
ISRG
Intuitive Surgical Inc

Healthcare
8.32K
New
$471.27 - $550.62 $3.92M - $4.58M
8.32K $4.34B
C
Citigroup Inc

Financial Services
56.4K
New
$61.31 - $72.5 $3.46M - $4.09M
56.4K $3.97B
Ishares Bitcoin Trust ETF
64.1K
New
N/A
64.1K $3.4B
TLT
Ishares Barclays 20+ Year Trea

ETFs
36.9K
New
$87.1 - $98.49 $3.21M - $3.63M
36.9K $3.22B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
53.4K
New
$55.73 - $66.16 $2.98M - $3.53M
53.4K $3.22B
CDNS
Cadence Design Systems Inc

Technology
9.9K
New
$249.1 - $324.54 $2.47M - $3.21M
9.9K $2.98B
HD
Home Depot, Inc.

Consumer Cyclical
5.06K
New
$385.02 - $431.37 $1.95M - $2.18M
5.06K $1.97B
SHOP
Shopify Inc.

Technology
7.01K
New
$78.14 - $119.49 $548K - $838K
7.01K $746M
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.8K
New
$57.53 - $60.83 $679K - $718K
11.8K $679M
BKNG
Booking Holdings Inc.

Consumer Cyclical
119
New
$4100.99 - $5300.34 $488K - $631K
119 $591M
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.4K
New
$229.85 - $335.91 $322K - $470K
1.4K $457M
AXP
American Express CO

Financial Services
1.5K
New
$267.35 - $305.57 $401K - $458K
1.5K $445M
AMP
Ameriprise Financial Inc

Financial Services
795
New
$473.15 - $574.01 $376K - $456K
795 $423M
WMT
Walmart Inc.

Consumer Defensive
4.1K
New
$79.1 - $95.7 $324K - $392K
4.1K $370M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
664
New
$442.29 - $483.08 $294K - $321K
664 $301M
APO
Apollo Global Management, Inc.

Financial Services
1.7K
New
$131.36 - $178.61 $223K - $304K
1.7K $281M
LEN
Lennar Corp

Consumer Cyclical
1.9K
New
$136.2 - $188.96 $259K - $359K
1.9K $259M
Activity Summary
Buys All Purchases 31 New Holdings 31 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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