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Spahn Wealth & Retirement LLC13F | |
Spahn Wealth & Retirement LLC | |
Last update 2025-02-13 | 31 Stocks (0 new) |
Value $152.00 Mil | Turnover 0 % |
Spahn Wealth & Retirement LLC Top Holdings of 2024-12-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
LQD |
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
| 250,347 | 26,747.1 | 0% | 17.540 | 0% | 0.090 | +2.39% | +3.17% | 29,084.7 | ||
IWM | iShares Russell 2000 ETF | 68,358 | 15,104.4 | 0% | 9.910 | 0% | 0.020 | +19.03% | +0.83% | 66,359.1 | ||
NVDA | NVIDIA Corp | 97,645 | 13,112.8 | 0% | 8.600 | 0% | 0.000 | +53.10% | +27.93% | 4,188,921.4 | Semiconductors | |
AXON | Axon Enterprise Inc | 13,756 | 8,175.5 | 0% | 5.360 | 0% | 0.020 | +29.49% | +26.03% | 58,310.3 | Aerospace & Defense | |
TSLA | Tesla Inc | 19,351 | 7,814.7 | 0% | 5.130 | 0% | 0.000 | +24.57% | -21.61% | 1,019,609.8 | Vehicles & Parts | |
PLTR | Palantir Technologies Inc | 97,682 | 7,387.7 | 0% | 4.840 | 0% | 0.000 | +52.60% | +98.55% | 354,364.4 | Software | |
GOOG | Alphabet Inc | 35,523 | 6,765.0 | 0% | 4.440 | 0% | 0.000 | +16.37% | -2.92% | 2,229,714.4 | Interactive Media | |
AAPL | Apple Inc | 25,594 | 6,409.3 | 0% | 4.200 | 0% | 0.000 | +3.89% | -16.05% | 3,132,490.8 | Hardware | |
AMZN | Amazon.com Inc | 27,835 | 6,106.7 | 0% | 4.000 | 0% | 0.000 | +26.05% | +3.18% | 2,403,224.8 | Retail - Cyclical | |
META | Meta Platforms Inc | 9,814 | 5,746.2 | 0% | 3.770 | 0% | 0.000 | +37.44% | +22.53% | 1,800,883.1 | Interactive Media |
Spahn Wealth & Retirement LLC's Historical Top Holdings Breakdowns
Spahn Wealth & Retirement LLC Total Holding History ($B)
Spahn Wealth & Retirement LLC's Asset Allocation
Spahn Wealth & Retirement LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Spahn Wealth & Retirement LLC's Hypothetical Growth since 2024-12-31
Spahn Wealth & Retirement LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Spahn Wealth & Retirement LLC's Holdings Heat Map
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Spahn Wealth & Retirement LLC's Holdings Bubble Chart
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