Spahn Wealth & Retirement LLC Portfolio Holdings

Spahn Wealth & Retirement LLC

  • $152 Billion
  • Q4 2024

Spahn Wealth & Retirement LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $152 Billion distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Iboxx $ Investment Gra with a value of $26.7B, Ishares Russell 2000 ETF with a value of $15.1B, Nvidia Corp with a value of $13.1B, Axon Enterprise, Inc. with a value of $8.18B, and Tesla, Inc. with a value of $7.81B.

Examining the 13F form we can see an increase of $152B in the current position value.

Spahn Wealth & Retirement LLC is based out at Scottsdale, AZ

Below you can find more details about Spahn Wealth & Retirement LLC portfolio as well as his latest detailed transactions.

Portfolio value $152 Billion
ETFs: $45.8 Billion
Technology: $41 Billion
Consumer Cyclical: $20 Billion
Communication Services: $12.5 Billion
Industrials: $8.18 Billion
Financial Services: $5.88 Billion
Energy: $5.68 Billion
Healthcare: $4.34 Billion
Other: $370 Million

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 31
  • Current Value $152 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 31 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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