SP Asset Management LLC Diversified Active

CIK: 0001962086 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 7, 2024

Total Value ($000): $975,707 (100.0% shares, 0.0% debt)

Holdings (117)

META META PLATFORMS INC 18.4%
Value ($000) $179,885 Shares 508,206 Est. Cost $116.61 Unrealized +177.3%
UNH UNITEDHEALTH GROUP INC 5.5%
Value ($000) $53,672 Shares 101,947 Est. Cost $492.97 Unrealized +3.7%
AAPL APPLE INC 3.8%
Value ($000) $37,083 Shares 192,607 Est. Cost $141.45 Unrealized +29.2%
ABBV ABBVIE INC 3.6%
Value ($000) $35,575 Shares 229,563 Est. Cost $136.79 Unrealized -0.8%
VUG VANGUARD INDEX FDS 3.4%
Value ($000) $33,139 Shares 106,597 Est. Cost $220.93 Unrealized
IGV ISHARES TR 3.3%
Value ($000) $31,953 Shares 78,771 Est. Cost $255.85 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 3.3%
Value ($000) $31,728 Shares 88,959 Est. Cost $297.14 Unrealized +18.1%
MSFT MICROSOFT CORP 3.2%
Value ($000) $31,260 Shares 83,130 Est. Cost $234.05 Unrealized +49.7%
VB VANGUARD INDEX FDS 2.9%
Value ($000) $28,055 Shares 131,508 Est. Cost $185.86 Unrealized
VO VANGUARD INDEX FDS 2.7%
Value ($000) $26,287 Shares 112,993 Est. Cost $210.47 Unrealized
XLV SELECT SECTOR SPDR TR 2.5%
Value ($000) $24,208 Shares 177,504 Est. Cost $135.84 Unrealized
QCOM QUALCOMM INC 2.4%
Value ($000) $23,727 Shares 164,051 Est. Cost $108.97 Unrealized +8.6%
GOOGL ALPHABET INC 2.1%
Value ($000) $20,818 Shares 149,030 Est. Cost $94.81 Unrealized +40.6%
PFF ISHARES TR 2.1%
Value ($000) $20,310 Shares 651,175 Est. Cost $30.53 Unrealized
AMZN AMAZON COM INC 2.0%
Value ($000) $19,846 Shares 130,616 Est. Cost $99.48 Unrealized +40.9%
HD HOME DEPOT INC 1.7%
Value ($000) $16,566 Shares 47,802 Est. Cost $281.91 Unrealized +4.2%
BAC BANK AMERICA CORP 1.7%
Value ($000) $16,168 Shares 480,203 Est. Cost $31.71 Unrealized -12.9%
ADI ANALOG DEVICES INC 1.6%
Value ($000) $15,888 Shares 80,016 Est. Cost $149.59 Unrealized +15.1%
XLE SELECT SECTOR SPDR TR 1.6%
Value ($000) $15,266 Shares 182,088 Est. Cost $87.47 Unrealized
WFC WELLS FARGO CO NEW 1.5%
Value ($000) $14,891 Shares 302,537 Est. Cost $40.83 Unrealized +0.5%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $14,532 Shares 92,713 Est. Cost $156.95 Unrealized -8.5%
ABT ABBOTT LABS 1.5%
Value ($000) $14,251 Shares 129,475 Est. Cost $97.62 Unrealized -1.6%
NTNX NUTANIX INC 1.4%
Value ($000) $13,862 Shares 290,666 Est. Cost $27.30 Unrealized +48.2%
ICSH ISHARES TR 1.4%
Value ($000) $13,383 Shares 265,754 Est. Cost $50.04 Unrealized
SSO PROSHARES TR 1.3%
Value ($000) $12,528 Shares 192,535 Est. Cost $44.45 Unrealized
ORCL ORACLE CORP 1.2%
Value ($000) $11,486 Shares 108,943 Est. Cost $73.20 Unrealized +45.8%
MRK MERCK & CO INC 1.2%
Value ($000) $11,431 Shares 104,852 Est. Cost $92.80 Unrealized +4.3%
GOOG ALPHABET INC 0.9%
Value ($000) $8,335 Shares 59,140 Est. Cost $96.00 Unrealized +40.3%
IBB ISHARES TR 0.8%
Value ($000) $7,587 Shares 55,847 Est. Cost $131.68 Unrealized
XOM EXXON MOBIL CORP 0.8%
Value ($000) $7,482 Shares 74,835 Est. Cost $96.31 Unrealized +1.3%
PM PHILIP MORRIS INTL INC 0.7%
Value ($000) $6,848 Shares 72,794 Est. Cost $81.34 Unrealized +2.9%
AMD ADVANCED MICRO DEVICES INC 0.7%
Value ($000) $6,806 Shares 46,169 Est. Cost $66.01 Unrealized +78.6%
SBUX STARBUCKS CORP 0.7%
Value ($000) $6,739 Shares 70,188 Est. Cost $87.61 Unrealized +5.2%
CRM SALESFORCE INC 0.7%
Value ($000) $6,686 Shares 25,408 Est. Cost $144.17 Unrealized +55.1%
VHT VANGUARD WORLD FDS 0.7%
Value ($000) $6,665 Shares 26,587 Est. Cost $239.26 Unrealized
AXP AMERICAN EXPRESS CO 0.7%
Value ($000) $6,492 Shares 34,654 Est. Cost $142.37 Unrealized +10.3%
VTEB VANGUARD MUN BD FDS 0.6%
Value ($000) $5,923 Shares 116,029 Est. Cost $49.49 Unrealized
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $5,915 Shares 40,364 Est. Cost $129.79 Unrealized +8.3%
IYH ISHARES TR 0.6%
Value ($000) $5,853 Shares 20,448 Est. Cost $283.71 Unrealized
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $5,834 Shares 11,781 Est. Cost $16.04 Unrealized +188.7%
PEP PEPSICO INC 0.6%
Value ($000) $5,548 Shares 32,668 Est. Cost $160.89 Unrealized -4.4%
VUSB VANGUARD BD INDEX FDS 0.6%
Value ($000) $5,441 Shares 110,063 Est. Cost $49.01 Unrealized
FRSH FRESHWORKS INC 0.6%
Value ($000) $5,437 Shares 231,481 Est. Cost $13.85 Unrealized +42.9%
VOO VANGUARD INDEX FDS 0.6%
Value ($000) $5,376 Shares 12,308 Est. Cost $389.73 Unrealized
HON HONEYWELL INTL INC 0.5%
Value ($000) $5,313 Shares 25,334 Est. Cost $177.25 Unrealized -2.8%
JPST J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $5,285 Shares 105,220 Est. Cost $50.15 Unrealized
V VISA INC 0.5%
Value ($000) $5,267 Shares 20,232 Est. Cost $198.71 Unrealized +22.1%
XYZ BLOCK INC 0.5%
Value ($000) $4,574 Shares 59,137 Est. Cost $61.71 Unrealized -8.4%
MDLZ MONDELEZ INTL INC 0.5%
Value ($000) $4,544 Shares 62,742 Est. Cost $58.01 Unrealized +10.9%
BIL SPDR SER TR 0.4%
Value ($000) $4,007 Shares 43,849 Est. Cost $91.71 Unrealized
EEM ISHARES TR 0.4%
Value ($000) $3,707 Shares 92,198 Est. Cost $37.90 Unrealized
AMAT APPLIED MATLS INC 0.4%
Value ($000) $3,638 Shares 22,447 Est. Cost $94.19 Unrealized +53.1%
SNOW SNOWFLAKE INC 0.4%
Value ($000) $3,545 Shares 17,816 Est. Cost $152.57 Unrealized +10.8%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.4%
Value ($000) $3,541 Shares 46,878 Est. Cost $55.80 Unrealized +19.6%
LABORATORY CORP AMER HLDGS 0.3%
Value ($000) $3,407 Shares 14,992 Est. Cost $235.48 Unrealized
TNA DIREXION SHS ETF TR 0.3%
Value ($000) $3,236 Shares 82,024 Est. Cost $31.71 Unrealized
IXN ISHARES TR 0.3%
Value ($000) $3,036 Shares 44,535 Est. Cost $44.83 Unrealized
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $2,954 Shares 48,099 Est. Cost $79.55 Unrealized -28.2%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $2,357 Shares 57,357 Est. Cost $39.20 Unrealized
KHC KRAFT HEINZ CO 0.2%
Value ($000) $2,188 Shares 59,162 Est. Cost $32.51 Unrealized -6.5%
IAK ISHARES TR 0.2%
Value ($000) $2,001 Shares 19,988 Est. Cost $91.40 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $1,906 Shares 17,074 Est. Cost $107.93 Unrealized
IGSB ISHARES TR 0.2%
Value ($000) $1,878 Shares 36,618 Est. Cost $49.82 Unrealized
ADBE ADOBE INC 0.2%
Value ($000) $1,839 Shares 3,082 Est. Cost $326.74 Unrealized +76.5%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $1,763 Shares 3,709 Est. Cost $382.41 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $1,573 Shares 2,699 Est. Cost $363.96 Unrealized +58.0%
TQQQ PROSHARES TR 0.2%
Value ($000) $1,559 Shares 30,744 Est. Cost $17.30 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $1,405 Shares 5,656 Est. Cost $190.87 Unrealized +24.5%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,358 Shares 3,316 Est. Cost $269.97 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $1,331 Shares 2,734 Est. Cost $28.19 Unrealized +54.9%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,215 Shares 32,303 Est. Cost $34.20 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $1,132 Shares 22,524 Est. Cost $26.65 Unrealized +50.2%
NOBL PROSHARES TR 0.1%
Value ($000) $1,110 Shares 11,663 Est. Cost $89.99 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $1,071 Shares 4,513 Est. Cost $191.18 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $1,011 Shares 2,370 Est. Cost $346.61 Unrealized +14.6%
IWF ISHARES TR 0.1%
Value ($000) $998 Shares 3,292 Est. Cost $214.27 Unrealized
RBLX ROBLOX CORP 0.1%
Value ($000) $712 Shares 15,565 Est. Cost $35.12 Unrealized +5.2%
DFUS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $666 Shares 12,855 Est. Cost $41.61 Unrealized
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $665 Shares 9,148 Est. Cost $47.99 Unrealized
OGN ORGANON & CO 0.1%
Value ($000) $646 Shares 44,792 Est. Cost $21.77 Unrealized -43.4%
IJR ISHARES TR 0.1%
Value ($000) $582 Shares 5,380 Est. Cost $96.69 Unrealized
SUB ISHARES TR 0.1%
Value ($000) $580 Shares 5,500 Est. Cost $104.27 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $558 Shares 7,336 Est. Cost $75.55 Unrealized
ABNB AIRBNB INC 0.1%
Value ($000) $503 Shares 3,697 Est. Cost $101.00 Unrealized +27.7%
MMM 3M CO 0.1%
Value ($000) $499 Shares 4,567 Est. Cost $90.68 Unrealized -16.7%
ARISTA NETWORKS INC 0.1%
Value ($000) $499 Shares 2,119 Est. Cost $203.40 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $482 Shares 5,342 Est. Cost $90.90 Unrealized -5.2%
FTRE FORTREA HLDGS INC 0.0%
Value ($000) $472 Shares 13,525 Est. Cost $29.59 Unrealized +3.3%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $457 Shares 200 Est. Cost $29.88 Unrealized +39.3%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $410 Shares 2,408 Est. Cost $118.72 Unrealized +22.0%
UWM PROSHARES TR 0.0%
Value ($000) $403 Shares 10,592 Est. Cost $31.14 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $385 Shares 1,389 Est. Cost $241.94 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $384 Shares 7,494 Est. Cost $65.03 Unrealized -27.7%
KLAC KLA CORP 0.0%
Value ($000) $379 Shares 652 Est. Cost $337.92 Unrealized +51.2%
ICF ISHARES TR 0.0%
Value ($000) $354 Shares 6,033 Est. Cost $54.92 Unrealized
IBN ICICI BANK LIMITED 0.0%
Value ($000) $348 Shares 14,603 Est. Cost $21.95 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $337 Shares 6,676 Est. Cost $42.55 Unrealized +12.7%
MO ALTRIA GROUP INC 0.0%
Value ($000) $321 Shares 7,965 Est. Cost $35.10 Unrealized -0.8%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $320 Shares 4,450 Est. Cost $75.37 Unrealized -12.3%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $303 Shares 1,843 Est. Cost $132.86 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $301 Shares 857 Est. Cost $304.36 Unrealized +2.7%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $295 Shares 610 Est. Cost $385.69 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $265 Shares 555 Est. Cost $384.16 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $263 Shares 1,311 Est. Cost $174.30 Unrealized
DOCN DIGITALOCEAN HLDGS INC 0.0%
Value ($000) $260 Shares 7,100 Est. Cost $27.66 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $243 Shares 1,424 Est. Cost $152.61 Unrealized -4.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $240 Shares 2,308 Est. Cost $104.00 Unrealized
NKE NIKE INC 0.0%
Value ($000) $231 Shares 2,132 Est. Cost $98.24 Unrealized +4.8%
DGRO ISHARES TR 0.0%
Value ($000) $226 Shares 4,202 Est. Cost $53.82 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $218 Shares 3,772 Est. Cost $53.38 Unrealized 0.0%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $215 Shares 3,328 Est. Cost $64.47 Unrealized
MOAT VANECK ETF TRUST 0.0%
Value ($000) $214 Shares 2,525 Est. Cost $84.88 Unrealized
QCLN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $214 Shares 5,067 Est. Cost $42.63 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $210 Shares 318 Est. Cost $573.49 Unrealized 0.0%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $206 Shares 5,000 Est. Cost $47.92 Unrealized -17.9%
IVW ISHARES TR 0.0%
Value ($000) $205 Shares 2,730 Est. Cost $75.10 Unrealized
PAYO PAYONEER GLOBAL INC 0.0%
Value ($000) $115 Shares 22,000 Est. Cost $6.27 Unrealized -12.2%