SP Asset Management LLC Diversified Active

CIK: 0001962086 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 3, 2023

Total Value ($000): $889,940 (100.0% shares, 0.0% debt)

Holdings (114)

META META PLATFORMS INC 17.7%
Value ($000) $157,900 Shares 525,965 Est. Cost $116.61 Unrealized +156.6%
UNH UNITEDHEALTH GROUP INC 5.7%
Value ($000) $50,975 Shares 101,103 Est. Cost $492.97 Unrealized -4.7%
ABBV ABBVIE INC 3.7%
Value ($000) $33,226 Shares 222,905 Est. Cost $136.82 Unrealized -1.1%
AAPL APPLE INC 3.6%
Value ($000) $32,389 Shares 189,179 Est. Cost $140.70 Unrealized +28.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 3.5%
Value ($000) $31,094 Shares 88,765 Est. Cost $297.14 Unrealized +19.4%
PFF ISHARES TR 3.4%
Value ($000) $30,249 Shares 1,003,299 Est. Cost $30.53 Unrealized
VUG VANGUARD INDEX FDS 3.1%
Value ($000) $27,840 Shares 102,238 Est. Cost $217.09 Unrealized
IGV ISHARES TR 3.0%
Value ($000) $26,823 Shares 78,600 Est. Cost $255.85 Unrealized
MSFT MICROSOFT CORP 2.9%
Value ($000) $26,191 Shares 82,950 Est. Cost $234.05 Unrealized +38.7%
VB VANGUARD INDEX FDS 2.7%
Value ($000) $24,094 Shares 127,433 Est. Cost $184.98 Unrealized
XLV SELECT SECTOR SPDR TR 2.5%
Value ($000) $21,932 Shares 170,357 Est. Cost $135.82 Unrealized
ICSH ISHARES TR 2.4%
Value ($000) $21,732 Shares 431,370 Est. Cost $50.04 Unrealized
GOOGL ALPHABET INC 2.2%
Value ($000) $19,378 Shares 148,080 Est. Cost $94.81 Unrealized +35.4%
VO VANGUARD INDEX FDS 2.1%
Value ($000) $19,111 Shares 91,776 Est. Cost $205.34 Unrealized
QCOM QUALCOMM INC 2.0%
Value ($000) $18,195 Shares 163,829 Est. Cost $108.97 Unrealized +1.0%
AMZN AMAZON COM INC 1.8%
Value ($000) $16,423 Shares 129,196 Est. Cost $99.03 Unrealized +35.3%
XLE SELECT SECTOR SPDR TR 1.8%
Value ($000) $16,315 Shares 180,493 Est. Cost $87.47 Unrealized
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $14,363 Shares 92,216 Est. Cost $156.95 Unrealized -2.3%
HD HOME DEPOT INC 1.6%
Value ($000) $13,892 Shares 45,974 Est. Cost $281.44 Unrealized +7.6%
BAC BANK AMERICA CORP 1.5%
Value ($000) $13,184 Shares 481,527 Est. Cost $31.71 Unrealized -12.3%
WFC WELLS FARGO CO NEW 1.5%
Value ($000) $13,110 Shares 320,840 Est. Cost $40.83 Unrealized -0.3%
ADI ANALOG DEVICES INC 1.5%
Value ($000) $12,952 Shares 73,974 Est. Cost $147.75 Unrealized +19.8%
NTNX NUTANIX INC 1.4%
Value ($000) $12,798 Shares 366,906 Est. Cost $27.30 Unrealized +15.0%
ABT ABBOTT LABS 1.4%
Value ($000) $12,446 Shares 128,511 Est. Cost $97.62 Unrealized +2.9%
ORCL ORACLE CORP 1.3%
Value ($000) $11,611 Shares 109,623 Est. Cost $73.20 Unrealized +54.1%
MRK MERCK & CO INC 1.2%
Value ($000) $10,723 Shares 104,155 Est. Cost $92.80 Unrealized +7.6%
SSO PROSHARES TR 1.2%
Value ($000) $10,484 Shares 196,404 Est. Cost $44.45 Unrealized
XOM EXXON MOBIL CORP 1.0%
Value ($000) $8,720 Shares 74,160 Est. Cost $96.31 Unrealized +4.9%
GOOG ALPHABET INC 0.8%
Value ($000) $7,560 Shares 57,340 Est. Cost $94.78 Unrealized +36.2%
PM PHILIP MORRIS INTL INC 0.8%
Value ($000) $6,699 Shares 72,362 Est. Cost $81.34 Unrealized +5.9%
SBUX STARBUCKS CORP 0.7%
Value ($000) $6,372 Shares 69,811 Est. Cost $87.61 Unrealized +5.5%
JPST J P MORGAN EXCHANGE TRADED F 0.7%
Value ($000) $6,328 Shares 126,104 Est. Cost $50.15 Unrealized
IBB ISHARES TR 0.7%
Value ($000) $6,241 Shares 51,036 Est. Cost $131.29 Unrealized
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $5,862 Shares 40,190 Est. Cost $129.79 Unrealized +11.0%
OGN ORGANON & CO 0.6%
Value ($000) $5,626 Shares 324,074 Est. Cost $21.77 Unrealized -14.8%
VTEB VANGUARD MUN BD FDS 0.6%
Value ($000) $5,596 Shares 116,336 Est. Cost $49.49 Unrealized
PEP PEPSICO INC 0.6%
Value ($000) $5,528 Shares 32,625 Est. Cost $160.89 Unrealized +3.9%
IYH ISHARES TR 0.6%
Value ($000) $5,510 Shares 20,403 Est. Cost $283.71 Unrealized
VUSB VANGUARD BD INDEX FDS 0.6%
Value ($000) $5,294 Shares 107,619 Est. Cost $49.00 Unrealized
VHT VANGUARD WORLD FDS 0.6%
Value ($000) $5,179 Shares 22,028 Est. Cost $236.89 Unrealized
AXP AMERICAN EXPRESS CO 0.6%
Value ($000) $5,152 Shares 34,531 Est. Cost $142.37 Unrealized +11.6%
FRSH FRESHWORKS INC 0.6%
Value ($000) $5,129 Shares 257,481 Est. Cost $13.85 Unrealized +43.5%
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $5,124 Shares 11,780 Est. Cost $16.04 Unrealized +179.1%
CRM SALESFORCE INC 0.6%
Value ($000) $5,102 Shares 25,158 Est. Cost $144.17 Unrealized +48.1%
AMD ADVANCED MICRO DEVICES INC 0.5%
Value ($000) $4,739 Shares 46,089 Est. Cost $66.01 Unrealized +64.5%
V VISA INC 0.5%
Value ($000) $4,478 Shares 19,467 Est. Cost $196.98 Unrealized +19.9%
HON HONEYWELL INTL INC 0.5%
Value ($000) $4,454 Shares 24,111 Est. Cost $177.50 Unrealized -2.1%
MDLZ MONDELEZ INTL INC 0.5%
Value ($000) $4,327 Shares 62,356 Est. Cost $58.01 Unrealized +15.9%
IGSB ISHARES TR 0.4%
Value ($000) $3,860 Shares 77,461 Est. Cost $49.82 Unrealized
EEM ISHARES TR 0.4%
Value ($000) $3,663 Shares 96,525 Est. Cost $37.90 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.4%
Value ($000) $3,163 Shares 46,692 Est. Cost $55.80 Unrealized +19.0%
AMAT APPLIED MATLS INC 0.3%
Value ($000) $3,052 Shares 22,043 Est. Cost $93.28 Unrealized +50.5%
LABORATORY CORP AMER HLDGS 0.3%
Value ($000) $3,005 Shares 14,946 Est. Cost $235.48 Unrealized
BIL SPDR SER TR 0.3%
Value ($000) $2,991 Shares 32,573 Est. Cost $91.82 Unrealized
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $2,898 Shares 49,565 Est. Cost $79.55 Unrealized -18.3%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $2,888 Shares 7,355 Est. Cost $358.03 Unrealized
SNOW SNOWFLAKE INC 0.3%
Value ($000) $2,706 Shares 17,716 Est. Cost $152.57 Unrealized +6.7%
XYZ BLOCK INC 0.3%
Value ($000) $2,640 Shares 59,642 Est. Cost $61.71 Unrealized +0.3%
IXN ISHARES TR 0.3%
Value ($000) $2,572 Shares 44,473 Est. Cost $44.83 Unrealized
TNA DIREXION SHS ETF TR 0.3%
Value ($000) $2,348 Shares 81,687 Est. Cost $31.71 Unrealized
KHC KRAFT HEINZ CO 0.3%
Value ($000) $2,343 Shares 69,664 Est. Cost $32.51 Unrealized -6.2%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $2,197 Shares 56,032 Est. Cost $39.16 Unrealized
IAK ISHARES TR 0.2%
Value ($000) $1,817 Shares 19,825 Est. Cost $91.40 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $1,737 Shares 16,809 Est. Cost $107.87 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $1,580 Shares 3,695 Est. Cost $382.41 Unrealized
ADBE ADOBE INC 0.2%
Value ($000) $1,572 Shares 3,082 Est. Cost $326.74 Unrealized +60.6%
LLY ELI LILLY & CO 0.2%
Value ($000) $1,447 Shares 2,694 Est. Cost $363.96 Unrealized +39.2%
TSLA TESLA INC 0.2%
Value ($000) $1,354 Shares 5,411 Est. Cost $188.75 Unrealized +36.1%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,221 Shares 3,409 Est. Cost $269.97 Unrealized
TQQQ PROSHARES TR 0.1%
Value ($000) $1,162 Shares 32,610 Est. Cost $17.30 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,096 Shares 33,033 Est. Cost $34.20 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $1,032 Shares 2,734 Est. Cost $28.19 Unrealized +50.4%
NOBL PROSHARES TR 0.1%
Value ($000) $1,026 Shares 11,583 Est. Cost $89.99 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $986 Shares 4,640 Est. Cost $191.18 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $872 Shares 3,279 Est. Cost $214.27 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $835 Shares 23,501 Est. Cost $26.65 Unrealized +28.4%
SUB ISHARES TR 0.1%
Value ($000) $771 Shares 7,500 Est. Cost $104.27 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $660 Shares 1,668 Est. Cost $325.35 Unrealized +21.8%
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $599 Shares 9,132 Est. Cost $47.99 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $596 Shares 12,797 Est. Cost $41.61 Unrealized
MMM 3M CO 0.1%
Value ($000) $529 Shares 5,654 Est. Cost $90.68 Unrealized -12.3%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $514 Shares 7,261 Est. Cost $75.54 Unrealized
ABNB AIRBNB INC 0.1%
Value ($000) $507 Shares 3,697 Est. Cost $101.00 Unrealized +36.7%
IJR ISHARES TR 0.1%
Value ($000) $504 Shares 5,341 Est. Cost $96.69 Unrealized
RBLX ROBLOX CORP 0.1%
Value ($000) $491 Shares 16,965 Est. Cost $35.12 Unrealized -5.4%
IJH ISHARES TR 0.1%
Value ($000) $479 Shares 1,922 Est. Cost $241.94 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $473 Shares 5,842 Est. Cost $90.90 Unrealized -8.2%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $430 Shares 7,411 Est. Cost $65.23 Unrealized -16.7%
FTRE FORTREA HLDGS INC 0.0%
Value ($000) $405 Shares 14,159 Est. Cost $29.59 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $366 Shares 200 Est. Cost $29.88 Unrealized +30.5%
CSCO CISCO SYS INC 0.0%
Value ($000) $357 Shares 6,636 Est. Cost $42.55 Unrealized +18.2%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $348 Shares 2,399 Est. Cost $118.72 Unrealized +19.9%
IBN ICICI BANK LIMITED 0.0%
Value ($000) $338 Shares 14,603 Est. Cost $21.95 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $328 Shares 7,792 Est. Cost $35.11 Unrealized +3.8%
UWM PROSHARES TR 0.0%
Value ($000) $320 Shares 10,592 Est. Cost $31.14 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $311 Shares 4,450 Est. Cost $75.37 Unrealized -7.9%
KLAC KLA CORP 0.0%
Value ($000) $299 Shares 652 Est. Cost $337.92 Unrealized +38.9%
ICF ISHARES TR 0.0%
Value ($000) $296 Shares 5,906 Est. Cost $54.84 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $284 Shares 1,984 Est. Cost $132.86 Unrealized
IUSV ISHARES TR 0.0%
Value ($000) $264 Shares 3,535 Est. Cost $73.78 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $262 Shares 854 Est. Cost $304.36 Unrealized 0.0%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $252 Shares 608 Est. Cost $385.69 Unrealized
ARISTA NETWORKS INC 0.0%
Value ($000) $243 Shares 1,319 Est. Cost $183.93 Unrealized
PAG PENSKE AUTOMOTIVE GRP INC 0.0%
Value ($000) $238 Shares 1,427 Est. Cost $167.27 Unrealized 0.0%
IVV ISHARES TR 0.0%
Value ($000) $238 Shares 554 Est. Cost $384.16 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $234 Shares 2,887 Est. Cost $80.50 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $230 Shares 1,300 Est. Cost $174.30 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $225 Shares 1,415 Est. Cost $152.61 Unrealized +4.1%
MGK VANGUARD WORLD FD 0.0%
Value ($000) $217 Shares 956 Est. Cost $235.21 Unrealized
QCLN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $216 Shares 5,058 Est. Cost $42.63 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $212 Shares 5,000 Est. Cost $47.92 Unrealized +5.5%
NKE NIKE INC 0.0%
Value ($000) $208 Shares 2,179 Est. Cost $98.24 Unrealized 0.0%
PAYO PAYONEER GLOBAL INC 0.0%
Value ($000) $135 Shares 22,000 Est. Cost $6.27 Unrealized -10.2%
SAN BANCO SANTANDER S.A. 0.0%
Value ($000) $47 Shares 12,617 Est. Cost $2.96 Unrealized