Portfolio (Quarterly)
Guide ↗
Aquire Wealth Advisors, LLC
· CIK 0001745945| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | VONG | VANGUARD SCOTTSDALE FDS | — | 13,965.0 | $1.7M | 0.44% | NEW | — | $121.75 | +6.0% |
| 22 | NVDA | NVIDIA CORPORATION | Technology | 7,973.0 | $1.5M | 0.39% | NEW | — | $186.50 | +14.2% |
| 23 | AAPL | APPLE INC | Technology | 3,945.0 | $1.1M | 0.28% | NEW | — | $271.86 | +13.5% |
| 24 | VOO | VANGUARD INDEX FDS | — | 1,557.0 | $976K | 0.25% | NEW | — | $627.15 | +9.8% |
| 25 | VWO | VANGUARD INTL EQUITY INDEX F | — | 17,127.0 | $921K | 0.24% | NEW | — | $53.76 | +11.9% |
| 26 | ITM | VANECK ETF TRUST | — | 19,291.0 | $910K | 0.24% | NEW | — | $47.16 | -1.0% |
| 27 | TSLA | TESLA INC | Consumer Cyclical | 1,843.0 | $829K | 0.22% | NEW | — | $449.72 | -4.1% |
| 28 | AMZN | AMAZON COM INC | Consumer Cyclical | 2,892.0 | $668K | 0.17% | NEW | — | $230.82 | +13.9% |
| 29 | GOOGL | ALPHABET INC | Communication Services | 2,040.0 | $639K | 0.17% | NEW | — | $313.03 | +23.4% |
| 30 | SCHB | SCHWAB STRATEGIC TR | — | 22,903.0 | $601K | 0.16% | NEW | — | $26.23 | +10.1% |
| 31 | GLD | SPDR GOLD TR | Financial Services | 1,505.0 | $596K | 0.15% | NEW | — | $396.31 | +4.2% |
| 32 | AOA | ISHARES TR | — | 5,192.0 | $465K | 0.12% | NEW | — | $89.56 | +9.0% |
| 33 | RWO | SPDR INDEX SHS FDS | — | 9,400.0 | $423K | 0.11% | NEW | — | $45.02 | +10.5% |
| 34 | APH | AMPHENOL CORP NEW | Technology | 2,790.0 | $377K | 0.10% | NEW | — | $135.14 | +4.2% |
| 35 | SPY | SPDR S&P 500 ETF TR | Financial Services | 548.0 | $374K | 0.10% | NEW | — | $682.14 | +9.8% |
| 36 | MSFT | MICROSOFT CORP | Technology | 763.0 | $369K | 0.10% | NEW | — | $483.60 | -14.2% |
| 37 | SPY CALL | SPDR S&P 500 ETF TR | Financial Services | 500.0 | $341K | 0.09% | NEW | — | $681.92 | +9.9% |
| 38 | VO | VANGUARD INDEX FDS | — | 1,130.0 | $328K | 0.09% | NEW | — | $290.28 | -72.9% |
| 39 | AOR | ISHARES TR | — | 4,707.0 | $306K | 0.08% | NEW | — | $65.01 | +6.6% |
| 40 | META | META PLATFORMS INC | Communication Services | 462.0 | $305K | 0.08% | NEW | — | $660.15 | -7.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
43.2%
Consumer Cyclical
19.6%
Communication Services
17.9%
Financial Services
16.2%
Real Estate
3.2%