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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
+2.39%
+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)

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Spahn Wealth & Retirement LLC's Asset Allocation

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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 %

Spahn Wealth & Retirement LLC's Holdings Heat Map

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Spahn Wealth & Retirement LLC's Holdings Bubble Chart

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