SW

Spahn Wealth & Retirement LLC

13F
Spahn Wealth & Retirement LLC
Last update 2025-02-13 31 Stocks (0 new)
Value $152.00 Mil Turnover 0 %
Countries:
Spahn Wealth & Retirement LLC Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
LQD
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
250,347
26,747.1
0%
17.540
0%
0.090
+2.29%
+3.07%
29,057.8
 
IWM
iShares Russell 2000 ETF
68,358
15,104.4
0%
9.910
0%
0.020
+17.49%
-0.47%
65,502.9
 
NVDA
NVIDIA Corp
97,645
13,112.8
0%
8.600
0%
0.000
+52.15%
+27.13%
4,162,956.0
Semiconductors
AXON
Axon Enterprise Inc
13,756
8,175.5
0%
5.360
0%
0.020
+28.95%
+25.50%
58,066.6
Aerospace & Defense
TSLA
Tesla Inc
19,351
7,814.7
0%
5.130
0%
0.000
+22.30%
-23.04%
1,001,008.8
Vehicles & Parts
PLTR
Palantir Technologies Inc
97,682
7,387.7
0%
4.840
0%
0.000
+51.00%
+96.46%
350,635.8
Software
GOOG
Alphabet Inc
35,523
6,765.0
0%
4.440
0%
0.000
+15.53%
-3.63%
2,214,529.6
Interactive Media
AAPL
Apple Inc
25,594
6,409.3
0%
4.200
0%
0.000
+3.58%
-16.29%
3,123,230.6
Hardware
AMZN
Amazon.com Inc
27,835
6,106.7
0%
4.000
0%
0.000
+26.04%
+3.17%
2,403,011.4
Retail - Cyclical
META
Meta Platforms Inc
9,814
5,746.2
0%
3.770
0%
0.000
+36.32%
+21.53%
1,786,152.9
Interactive Media

Spahn Wealth & Retirement LLC's Historical Top Holdings Breakdowns

Spahn Wealth & Retirement LLC Total Holding History ($B)

To

Spahn Wealth & Retirement LLC's Asset Allocation

To

Spahn Wealth & Retirement LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Spahn Wealth & Retirement LLC's Hypothetical Growth since 2024-12-31

Spahn Wealth & Retirement LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Spahn Wealth & Retirement LLC's Holdings Heat Map

Size field:

Spahn Wealth & Retirement LLC's Holdings Bubble Chart

Spahn Wealth & Retirement LLC News

  • 1

Discussions on Spahn Wealth & Retirement LLC

No discussions yet.