SP Asset Management LLC Diversified Active

Location: Cupertino, CA

CIK: 0001962086 · Show all filings

Period: Q4 2022 (Next →)

Filing Date: Feb 1, 2023

Total Value: $747M (100.0% shares, 0.0% debt)

Holdings (110)

META META PLATFORMS INC 9.6%
Value $71.66M Shares 595,475 Est. Cost $116.61 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 5.7%
Value $42.55M Shares 80,253 Est. Cost $500.41 Unrealized 0.0%
PFF ISHARES TR 5.1%
Value $38.17M Shares 1,250,329 Est. Cost $30.53 Unrealized
ABBV ABBVIE INC 4.1%
Value $30.28M Shares 187,389 Est. Cost $137.22 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 3.6%
Value $27.08M Shares 87,659 Est. Cost $296.98 Unrealized 0.0%
ICSH ISHARES TR 3.5%
Value $26.25M Shares 524,524 Est. Cost $50.04 Unrealized
AAPL APPLE INC 3.4%
Value $25.6M Shares 197,005 Est. Cost $140.70 Unrealized 0.0%
XLV SELECT SECTOR SPDR TR 3.2%
Value $23.85M Shares 175,552 Est. Cost $135.85 Unrealized
IGV ISHARES TR 2.9%
Value $21.69M Shares 84,765 Est. Cost $255.85 Unrealized
MSFT MICROSOFT CORP 2.7%
Value $20.46M Shares 85,325 Est. Cost $234.05 Unrealized 0.0%
VUG VANGUARD INDEX FDS 2.7%
Value $20.12M Shares 94,429 Est. Cost $213.11 Unrealized
VB VANGUARD INDEX FDS 2.4%
Value $18.23M Shares 99,336 Est. Cost $183.54 Unrealized
BAC BANK AMERICA CORP 2.2%
Value $16.67M Shares 503,417 Est. Cost $31.71 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 2.2%
Value $16.39M Shares 92,762 Est. Cost $157.06 Unrealized 0.0%
QCOM QUALCOMM INC 2.2%
Value $16.25M Shares 147,806 Est. Cost $108.85 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 2.1%
Value $15.55M Shares 177,721 Est. Cost $87.47 Unrealized
VO VANGUARD INDEX FDS 2.0%
Value $15.02M Shares 73,687 Est. Cost $203.81 Unrealized
ABT ABBOTT LABS 1.9%
Value $14.51M Shares 132,156 Est. Cost $97.62 Unrealized 0.0%
WFC WELLS FARGO CO NEW 1.8%
Value $13.74M Shares 332,807 Est. Cost $40.83 Unrealized 0.0%
GOOGL ALPHABET INC 1.7%
Value $12.56M Shares 142,375 Est. Cost $94.32 Unrealized 0.0%
HD HOME DEPOT INC 1.7%
Value $12.36M Shares 39,118 Est. Cost $281.19 Unrealized 0.0%
ADI ANALOG DEVICES INC 1.6%
Value $12.17M Shares 74,224 Est. Cost $147.75 Unrealized 0.0%
NTNX NUTANIX INC 1.5%
Value $11.53M Shares 442,522 Est. Cost $27.30 Unrealized 0.0%
MRK MERCK & CO INC 1.5%
Value $11.5M Shares 103,618 Est. Cost $92.80 Unrealized 0.0%
AMZN AMAZON COM INC 1.3%
Value $9.861M Shares 117,398 Est. Cost $98.78 Unrealized 0.0%
ORCL ORACLE CORP 1.2%
Value $9.064M Shares 110,888 Est. Cost $73.20 Unrealized 0.0%
SSO PROSHARES TR 1.2%
Value $9.05M Shares 203,607 Est. Cost $44.45 Unrealized
OGN ORGANON & CO 1.1%
Value $8.572M Shares 306,906 Est. Cost $21.97 Unrealized 0.0%
XOM EXXON MOBIL CORP 1.1%
Value $8.195M Shares 74,300 Est. Cost $96.28 Unrealized 0.0%
IBB ISHARES TR 1.1%
Value $8.077M Shares 61,520 Est. Cost $131.29 Unrealized
VUSB VANGUARD BD INDEX FDS 1.1%
Value $7.893M Shares 161,090 Est. Cost $49.00 Unrealized
PM PHILIP MORRIS INTL INC 1.0%
Value $7.274M Shares 71,867 Est. Cost $81.30 Unrealized 0.0%
SBUX STARBUCKS CORP 0.9%
Value $6.978M Shares 70,339 Est. Cost $87.55 Unrealized 0.0%
FRSH FRESHWORKS INC 0.9%
Value $6.737M Shares 457,981 Est. Cost $13.85 Unrealized 0.0%
IYH ISHARES TR 0.8%
Value $6.173M Shares 21,760 Est. Cost $283.71 Unrealized
PG PROCTER AND GAMBLE CO 0.8%
Value $6.007M Shares 39,636 Est. Cost $129.79 Unrealized 0.0%
VTEB VANGUARD MUN BD FDS 0.8%
Value $5.916M Shares 119,534 Est. Cost $49.49 Unrealized
PEP PEPSICO INC 0.8%
Value $5.885M Shares 32,575 Est. Cost $160.89 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.7%
Value $5.038M Shares 34,100 Est. Cost $142.37 Unrealized 0.0%
IGSB ISHARES TR 0.7%
Value $4.972M Shares 99,792 Est. Cost $49.82 Unrealized
GOOG ALPHABET INC 0.6%
Value $4.818M Shares 54,300 Est. Cost $94.73 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX F 0.6%
Value $4.21M Shares 107,997 Est. Cost $38.98 Unrealized
MDLZ MONDELEZ INTL INC 0.6%
Value $4.181M Shares 62,724 Est. Cost $58.01 Unrealized 0.0%
V VISA INC 0.5%
Value $3.993M Shares 19,220 Est. Cost $196.98 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.5%
Value $3.922M Shares 10,255 Est. Cost $382.41 Unrealized
PYPL PAYPAL HLDGS INC 0.5%
Value $3.869M Shares 54,322 Est. Cost $79.85 Unrealized 0.0%
XYZ BLOCK INC 0.5%
Value $3.766M Shares 59,937 Est. Cost $61.70 Unrealized 0.0%
EEM ISHARES TR 0.5%
Value $3.755M Shares 99,077 Est. Cost $37.90 Unrealized
LABORATORY CORP AMER HLDGS 0.5%
Value $3.629M Shares 15,410 Est. Cost $235.48 Unrealized
CRM SALESFORCE INC 0.5%
Value $3.374M Shares 25,444 Est. Cost $144.17 Unrealized 0.0%
HON HONEYWELL INTL INC 0.4%
Value $3.082M Shares 14,380 Est. Cost $178.76 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.4%
Value $3.061M Shares 75,183 Est. Cost $32.51 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.4%
Value $2.983M Shares 46,060 Est. Cost $66.01 Unrealized 0.0%
VOO VANGUARD INDEX FDS 0.4%
Value $2.82M Shares 8,027 Est. Cost $351.35 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.4%
Value $2.692M Shares 47,071 Est. Cost $55.69 Unrealized 0.0%
SNOW SNOWFLAKE INC 0.3%
Value $2.542M Shares 17,707 Est. Cost $152.57 Unrealized 0.0%
TNA DIREXION SHS ETF TR 0.3%
Value $2.541M Shares 80,162 Est. Cost $31.70 Unrealized
AMAT APPLIED MATLS INC 0.3%
Value $2.219M Shares 22,784 Est. Cost $93.28 Unrealized 0.0%
JPST J P MORGAN EXCHANGE TRADED F 0.3%
Value $2.203M Shares 43,951 Est. Cost $50.13 Unrealized
EMQQ EXCHANGE TRADED CONCEPTS TR 0.3%
Value $2.022M Shares 68,002 Est. Cost $29.73 Unrealized
IXN ISHARES TR 0.3%
Value $1.991M Shares 44,417 Est. Cost $44.83 Unrealized
IAK ISHARES TR 0.3%
Value $1.871M Shares 20,470 Est. Cost $91.40 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value $1.703M Shares 15,742 Est. Cost $108.21 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value $1.702M Shares 11,650 Est. Cost $14.65 Unrealized 0.0%
MMM 3M CO 0.2%
Value $1.206M Shares 10,060 Est. Cost $90.68 Unrealized 0.0%
XLF SELECT SECTOR SPDR TR 0.1%
Value $1.119M Shares 32,729 Est. Cost $34.20 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value $1.1M Shares 3,269 Est. Cost $319.83 Unrealized 0.0%
NOBL PROSHARES TR 0.1%
Value $1.027M Shares 11,412 Est. Cost $89.99 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value $1.019M Shares 13,491 Est. Cost $75.54 Unrealized
VXF VANGUARD INDEX FDS 0.1%
Value $931K Shares 7,009 Est. Cost $132.86 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value $925K Shares 3,475 Est. Cost $266.28 Unrealized
ICF ISHARES TR 0.1%
Value $917K Shares 16,717 Est. Cost $54.84 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value $877K Shares 4,588 Est. Cost $191.18 Unrealized
LLY LILLY ELI & CO 0.1%
Value $863K Shares 2,358 Est. Cost $345.79 Unrealized 0.0%
INTC INTEL CORP 0.1%
Value $857K Shares 32,416 Est. Cost $26.65 Unrealized 0.0%
PFFD GLOBAL X FDS 0.1%
Value $821K Shares 42,394 Est. Cost $19.37 Unrealized
SUB ISHARES TR 0.1%
Value $782K Shares 7,500 Est. Cost $104.27 Unrealized
NFLX NETFLIX INC 0.1%
Value $781K Shares 2,648 Est. Cost $28.05 Unrealized 0.0%
IWF ISHARES TR 0.1%
Value $700K Shares 3,267 Est. Cost $214.27 Unrealized
TSLA TESLA INC 0.1%
Value $670K Shares 5,443 Est. Cost $189.34 Unrealized 0.0%
RBLX ROBLOX CORP 0.1%
Value $581K Shares 20,410 Est. Cost $35.12 Unrealized 0.0%
TQQQ PROSHARES TR 0.1%
Value $557K Shares 32,189 Est. Cost $17.30 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value $554K Shares 1,593 Est. Cost $323.40 Unrealized 0.0%
XLC SELECT SECTOR SPDR TR 0.1%
Value $534K Shares 11,124 Est. Cost $47.99 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.1%
Value $527K Shares 12,671 Est. Cost $41.61 Unrealized
IJH ISHARES TR 0.1%
Value $522K Shares 2,159 Est. Cost $241.94 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value $520K Shares 7,224 Est. Cost $65.23 Unrealized 0.0%
ARKG ARK ETF TR 0.1%
Value $442K Shares 15,667 Est. Cost $28.23 Unrealized
DIS DISNEY WALT CO 0.0%
Value $349K Shares 4,022 Est. Cost $93.45 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value $336K Shares 7,356 Est. Cost $35.03 Unrealized 0.0%
ABNB AIRBNB INC 0.0%
Value $333K Shares 3,897 Est. Cost $101.00 Unrealized 0.0%
UWM PROSHARES TR 0.0%
Value $330K Shares 10,592 Est. Cost $31.14 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value $319K Shares 2,382 Est. Cost $117.65 Unrealized 0.0%
IBN ICICI BANK LIMITED 0.0%
Value $317K Shares 14,488 Est. Cost $21.89 Unrealized
PSCH INVESCO EXCH TRADED FD TR II 0.0%
Value $300K Shares 2,271 Est. Cost $131.99 Unrealized
CSCO CISCO SYS INC 0.0%
Value $282K Shares 5,929 Est. Cost $41.47 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value $277K Shares 200 Est. Cost $29.88 Unrealized 0.0%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value $274K Shares 4,050 Est. Cost $75.96 Unrealized 0.0%
UI UBIQUITI INC 0.0%
Value $274K Shares 1,000 Est. Cost $297.67 Unrealized 0.0%
KLAC KLA CORP 0.0%
Value $246K Shares 652 Est. Cost $337.92 Unrealized 0.0%
QCLN FIRST TR EXCHANGE-TRADED FD 0.0%
Value $238K Shares 5,039 Est. Cost $47.19 Unrealized
IWM ISHARES TR 0.0%
Value $225K Shares 1,292 Est. Cost $174.30 Unrealized
VDC VANGUARD WORLD FDS 0.0%
Value $223K Shares 1,165 Est. Cost $191.64 Unrealized
IVV ISHARES TR 0.0%
Value $213K Shares 554 Est. Cost $384.16 Unrealized
SBRA SABRA HEALTH CARE REIT INC 0.0%
Value $212K Shares 17,038 Est. Cost $12.43 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value $209K Shares 1,262 Est. Cost $151.91 Unrealized 0.0%
NKE NIKE INC 0.0%
Value $204K Shares 1,747 Est. Cost $95.30 Unrealized 0.0%
PAYO PAYONEER GLOBAL INC 0.0%
Value $120K Shares 22,000 Est. Cost $6.27 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value $65,163 Shares 10,150 Est. Cost $7.58 Unrealized 0.0%
SAN BANCO SANTANDER S.A. 0.0%
Value $36,843 Shares 12,489 Est. Cost $2.95 Unrealized