SP Asset Management LLC Diversified Active

CIK: 0001962086 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 5, 2023

Total Value ($000): $815,436 (100.0% shares, 0.0% debt)

Holdings (114)

META META PLATFORMS INC 15.5%
Value ($000) $126,580 Shares 597,246 Est. Cost $116.61 Unrealized +45.0%
UNH UNITEDHEALTH GROUP INC 5.0%
Value ($000) $40,474 Shares 85,644 Est. Cost $497.70 Unrealized -8.1%
PFF ISHARES TR 4.3%
Value ($000) $34,972 Shares 1,120,186 Est. Cost $30.53 Unrealized
AAPL APPLE INC 3.8%
Value ($000) $31,332 Shares 190,003 Est. Cost $140.70 Unrealized +3.4%
ABBV ABBVIE INC 3.7%
Value ($000) $29,935 Shares 187,832 Est. Cost $137.22 Unrealized +0.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 3.4%
Value ($000) $27,456 Shares 88,921 Est. Cost $297.14 Unrealized +3.7%
ICSH ISHARES TR 3.1%
Value ($000) $25,561 Shares 508,679 Est. Cost $50.04 Unrealized
MSFT MICROSOFT CORP 3.0%
Value ($000) $24,298 Shares 84,281 Est. Cost $234.05 Unrealized +6.6%
IGV ISHARES TR 3.0%
Value ($000) $24,158 Shares 79,286 Est. Cost $255.85 Unrealized
VUG VANGUARD INDEX FDS 2.9%
Value ($000) $23,623 Shares 94,702 Est. Cost $213.11 Unrealized
XLV SELECT SECTOR SPDR TR 2.7%
Value ($000) $21,620 Shares 167,005 Est. Cost $135.85 Unrealized
QCOM QUALCOMM INC 2.3%
Value ($000) $19,126 Shares 149,916 Est. Cost $108.96 Unrealized +6.8%
VB VANGUARD INDEX FDS 2.3%
Value ($000) $18,987 Shares 100,164 Est. Cost $183.54 Unrealized
VO VANGUARD INDEX FDS 1.9%
Value ($000) $15,406 Shares 73,043 Est. Cost $203.81 Unrealized
GOOGL ALPHABET INC 1.8%
Value ($000) $15,048 Shares 145,065 Est. Cost $94.34 Unrealized +0.9%
XLE SELECT SECTOR SPDR TR 1.8%
Value ($000) $14,824 Shares 178,964 Est. Cost $87.47 Unrealized
ADI ANALOG DEVICES INC 1.8%
Value ($000) $14,385 Shares 72,941 Est. Cost $147.75 Unrealized +15.4%
BAC BANK AMERICA CORP 1.7%
Value ($000) $14,111 Shares 493,386 Est. Cost $31.71 Unrealized -3.6%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $14,037 Shares 90,561 Est. Cost $157.06 Unrealized -5.8%
HD HOME DEPOT INC 1.6%
Value ($000) $13,083 Shares 44,330 Est. Cost $281.59 Unrealized +1.1%
AMZN AMAZON COM INC 1.6%
Value ($000) $13,017 Shares 126,023 Est. Cost $98.63 Unrealized -2.0%
ABT ABBOTT LABS 1.6%
Value ($000) $12,917 Shares 127,562 Est. Cost $97.62 Unrealized +2.4%
WFC WELLS FARGO CO NEW 1.5%
Value ($000) $12,350 Shares 330,387 Est. Cost $40.83 Unrealized -0.9%
NTNX NUTANIX INC 1.4%
Value ($000) $11,452 Shares 440,623 Est. Cost $27.30 Unrealized -0.8%
MRK MERCK & CO INC 1.3%
Value ($000) $10,982 Shares 103,225 Est. Cost $92.80 Unrealized +6.3%
ORCL ORACLE CORP 1.3%
Value ($000) $10,305 Shares 110,906 Est. Cost $73.20 Unrealized +15.8%
SSO PROSHARES TR 1.2%
Value ($000) $10,018 Shares 199,560 Est. Cost $44.45 Unrealized
XOM EXXON MOBIL CORP 1.0%
Value ($000) $7,994 Shares 72,894 Est. Cost $96.28 Unrealized +4.1%
OGN ORGANON & CO 0.9%
Value ($000) $7,182 Shares 305,373 Est. Cost $21.97 Unrealized +5.9%
SBUX STARBUCKS CORP 0.9%
Value ($000) $7,150 Shares 68,667 Est. Cost $87.55 Unrealized +10.9%
PM PHILIP MORRIS INTL INC 0.8%
Value ($000) $6,912 Shares 71,075 Est. Cost $81.30 Unrealized +7.0%
IBB ISHARES TR 0.8%
Value ($000) $6,621 Shares 51,260 Est. Cost $131.29 Unrealized
FRSH FRESHWORKS INC 0.8%
Value ($000) $6,405 Shares 416,981 Est. Cost $13.85 Unrealized +9.4%
VUSB VANGUARD BD INDEX FDS 0.8%
Value ($000) $6,119 Shares 124,273 Est. Cost $49.00 Unrealized
VTEB VANGUARD MUN BD FDS 0.7%
Value ($000) $6,078 Shares 119,977 Est. Cost $49.49 Unrealized
GOOG ALPHABET INC 0.7%
Value ($000) $5,949 Shares 57,200 Est. Cost $94.78 Unrealized +1.1%
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $5,905 Shares 39,712 Est. Cost $129.79 Unrealized +2.6%
PEP PEPSICO INC 0.7%
Value ($000) $5,852 Shares 32,100 Est. Cost $160.89 Unrealized -1.4%
AXP AMERICAN EXPRESS CO 0.7%
Value ($000) $5,640 Shares 34,190 Est. Cost $142.37 Unrealized +12.4%
IYH ISHARES TR 0.7%
Value ($000) $5,568 Shares 20,391 Est. Cost $283.71 Unrealized
CRM SALESFORCE INC 0.6%
Value ($000) $5,083 Shares 25,444 Est. Cost $144.17 Unrealized +15.8%
IGSB ISHARES TR 0.6%
Value ($000) $5,062 Shares 100,160 Est. Cost $49.82 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.6%
Value ($000) $4,514 Shares 46,060 Est. Cost $66.01 Unrealized +23.3%
V VISA INC 0.5%
Value ($000) $4,342 Shares 19,259 Est. Cost $196.98 Unrealized +10.6%
MDLZ MONDELEZ INTL INC 0.5%
Value ($000) $4,291 Shares 61,550 Est. Cost $58.01 Unrealized +5.4%
XYZ BLOCK INC 0.5%
Value ($000) $4,031 Shares 58,722 Est. Cost $61.70 Unrealized +21.3%
HON HONEYWELL INTL INC 0.5%
Value ($000) $3,874 Shares 20,270 Est. Cost $178.15 Unrealized -0.8%
EEM ISHARES TR 0.5%
Value ($000) $3,863 Shares 97,901 Est. Cost $37.90 Unrealized
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $3,857 Shares 50,792 Est. Cost $79.85 Unrealized -3.8%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $3,417 Shares 12,301 Est. Cost $15.02 Unrealized +44.0%
LABORATORY CORP AMER HLDGS 0.4%
Value ($000) $3,407 Shares 14,851 Est. Cost $235.48 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $2,917 Shares 57,974 Est. Cost $50.18 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.3%
Value ($000) $2,802 Shares 45,992 Est. Cost $55.69 Unrealized +7.2%
KHC KRAFT HEINZ CO 0.3%
Value ($000) $2,768 Shares 71,576 Est. Cost $32.51 Unrealized +5.2%
SNOW SNOWFLAKE INC 0.3%
Value ($000) $2,732 Shares 17,707 Est. Cost $152.57 Unrealized -3.9%
AMAT APPLIED MATLS INC 0.3%
Value ($000) $2,730 Shares 22,224 Est. Cost $93.28 Unrealized +20.0%
TNA DIREXION SHS ETF TR 0.3%
Value ($000) $2,617 Shares 81,262 Est. Cost $31.71 Unrealized
IXN ISHARES TR 0.3%
Value ($000) $2,415 Shares 44,417 Est. Cost $44.83 Unrealized
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $2,320 Shares 6,169 Est. Cost $351.35 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $2,011 Shares 49,781 Est. Cost $38.98 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $1,852 Shares 17,550 Est. Cost $107.93 Unrealized
EMQQ EXCHANGE TRADED CONCEPTS TR 0.2%
Value ($000) $1,707 Shares 53,180 Est. Cost $29.73 Unrealized
IAK ISHARES TR 0.2%
Value ($000) $1,702 Shares 19,878 Est. Cost $91.40 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $1,502 Shares 3,669 Est. Cost $382.41 Unrealized
VHT VANGUARD WORLD FDS 0.2%
Value ($000) $1,321 Shares 5,539 Est. Cost $238.47 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,196 Shares 3,727 Est. Cost $269.97 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $1,176 Shares 5,668 Est. Cost $188.75 Unrealized -7.6%
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $1,163 Shares 3,019 Est. Cost $319.83 Unrealized +11.1%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,057 Shares 32,886 Est. Cost $34.20 Unrealized
NOBL PROSHARES TR 0.1%
Value ($000) $1,045 Shares 11,459 Est. Cost $89.99 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $995 Shares 13,605 Est. Cost $75.54 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $941 Shares 2,723 Est. Cost $28.19 Unrealized +17.4%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $940 Shares 4,606 Est. Cost $191.18 Unrealized
TQQQ PROSHARES TR 0.1%
Value ($000) $915 Shares 32,377 Est. Cost $17.30 Unrealized
RBLX ROBLOX CORP 0.1%
Value ($000) $819 Shares 18,215 Est. Cost $35.12 Unrealized +8.8%
LLY LILLY ELI & CO 0.1%
Value ($000) $813 Shares 2,367 Est. Cost $345.79 Unrealized -4.6%
IWF ISHARES TR 0.1%
Value ($000) $800 Shares 3,275 Est. Cost $214.27 Unrealized
SUB ISHARES TR 0.1%
Value ($000) $785 Shares 7,500 Est. Cost $104.27 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $778 Shares 23,829 Est. Cost $26.65 Unrealized +3.3%
MMM 3M CO 0.1%
Value ($000) $723 Shares 6,874 Est. Cost $90.68 Unrealized -6.4%
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $593 Shares 10,229 Est. Cost $47.99 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $580 Shares 1,595 Est. Cost $323.40 Unrealized +10.5%
DFUS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $565 Shares 12,710 Est. Cost $41.61 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $515 Shares 5,322 Est. Cost $96.69 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $505 Shares 7,280 Est. Cost $65.23 Unrealized -5.7%
IJH ISHARES TR 0.1%
Value ($000) $480 Shares 1,920 Est. Cost $241.94 Unrealized
ABNB AIRBNB INC 0.1%
Value ($000) $479 Shares 3,847 Est. Cost $101.00 Unrealized +13.0%
BIL SPDR SER TR 0.1%
Value ($000) $459 Shares 5,000 Est. Cost $91.82 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $410 Shares 4,096 Est. Cost $93.54 Unrealized +5.3%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $342 Shares 200 Est. Cost $29.88 Unrealized +5.2%
UWM PROSHARES TR 0.0%
Value ($000) $337 Shares 10,592 Est. Cost $31.14 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $335 Shares 7,499 Est. Cost $35.06 Unrealized +3.5%
ICF ISHARES TR 0.0%
Value ($000) $327 Shares 5,883 Est. Cost $54.84 Unrealized
IBN ICICI BANK LIMITED 0.0%
Value ($000) $313 Shares 14,488 Est. Cost $21.89 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $301 Shares 5,753 Est. Cost $41.47 Unrealized +8.2%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $299 Shares 4,050 Est. Cost $75.96 Unrealized -5.1%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $284 Shares 2,179 Est. Cost $117.65 Unrealized +8.9%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $277 Shares 1,978 Est. Cost $132.86 Unrealized
UI UBIQUITI INC 0.0%
Value ($000) $272 Shares 1,000 Est. Cost $297.67 Unrealized -7.1%
DOCN DIGITALOCEAN HLDGS INC 0.0%
Value ($000) $268 Shares 6,850 Est. Cost $31.47 Unrealized 0.0%
QCLN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $263 Shares 5,044 Est. Cost $47.19 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $260 Shares 652 Est. Cost $337.92 Unrealized +13.4%
IUSV ISHARES TR 0.0%
Value ($000) $260 Shares 3,523 Est. Cost $73.78 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $236 Shares 1,269 Est. Cost $151.91 Unrealized +6.2%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $234 Shares 607 Est. Cost $385.69 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $232 Shares 2,876 Est. Cost $80.50 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $231 Shares 1,296 Est. Cost $174.30 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $228 Shares 554 Est. Cost $384.16 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $221 Shares 5,000 Est. Cost $47.92 Unrealized 0.0%
NKE NIKE INC 0.0%
Value ($000) $214 Shares 1,747 Est. Cost $95.30 Unrealized +22.4%
PAYO PAYONEER GLOBAL INC 0.0%
Value ($000) $138 Shares 22,000 Est. Cost $6.27 Unrealized -5.2%
SBRA SABRA HEALTH CARE REIT INC 0.0%
Value ($000) $131 Shares 11,390 Est. Cost $12.43 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $86 Shares 10,150 Est. Cost $7.58 Unrealized +3.2%
SAN BANCO SANTANDER S.A. 0.0%
Value ($000) $46 Shares 12,489 Est. Cost $2.95 Unrealized