SP Asset Management LLC Diversified Active

CIK: 0001962086 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 8, 2024

Total Value ($000): $1,074,905 (100.0% shares, 0.0% debt)

Holdings (123)

META META PLATFORMS INC 20.9%
Value ($000) $224,508 Shares 462,351 Est. Cost $116.61 Unrealized +280.1%
UNH UNITEDHEALTH GROUP INC 5.2%
Value ($000) $56,356 Shares 113,919 Est. Cost $492.55 Unrealized -0.7%
ABBV ABBVIE INC 3.9%
Value ($000) $41,479 Shares 227,781 Est. Cost $136.79 Unrealized +18.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 3.4%
Value ($000) $36,869 Shares 87,674 Est. Cost $297.14 Unrealized +32.4%
VUG VANGUARD INDEX FDS 3.4%
Value ($000) $36,575 Shares 106,260 Est. Cost $220.93 Unrealized
MSFT MICROSOFT CORP 3.3%
Value ($000) $34,990 Shares 83,167 Est. Cost $234.05 Unrealized +70.6%
IGV ISHARES TR 3.1%
Value ($000) $33,366 Shares 391,297 Est. Cost $119.61 Unrealized
AAPL APPLE INC 3.1%
Value ($000) $33,221 Shares 193,732 Est. Cost $141.45 Unrealized +27.4%
VB VANGUARD INDEX FDS 2.8%
Value ($000) $29,930 Shares 130,933 Est. Cost $185.86 Unrealized
VO VANGUARD INDEX FDS 2.6%
Value ($000) $28,230 Shares 112,985 Est. Cost $210.47 Unrealized
QCOM QUALCOMM INC 2.6%
Value ($000) $27,531 Shares 162,619 Est. Cost $108.97 Unrealized +36.3%
XLV SELECT SECTOR SPDR TR 2.4%
Value ($000) $26,145 Shares 176,976 Est. Cost $135.84 Unrealized
AMZN AMAZON COM INC 2.2%
Value ($000) $23,465 Shares 130,086 Est. Cost $99.48 Unrealized +67.8%
GOOGL ALPHABET INC 2.1%
Value ($000) $22,566 Shares 149,510 Est. Cost $94.81 Unrealized +49.8%
HD HOME DEPOT INC 1.7%
Value ($000) $18,479 Shares 48,174 Est. Cost $281.91 Unrealized +23.6%
BAC BANK AMERICA CORP 1.7%
Value ($000) $17,972 Shares 473,944 Est. Cost $31.71 Unrealized +3.4%
XLE SELECT SECTOR SPDR TR 1.6%
Value ($000) $17,316 Shares 183,414 Est. Cost $87.47 Unrealized
WFC WELLS FARGO CO NEW 1.6%
Value ($000) $17,055 Shares 294,260 Est. Cost $40.83 Unrealized +22.8%
PFF ISHARES TR 1.5%
Value ($000) $16,116 Shares 500,030 Est. Cost $30.53 Unrealized
ADI ANALOG DEVICES INC 1.5%
Value ($000) $15,706 Shares 79,407 Est. Cost $149.59 Unrealized +24.5%
NTNX NUTANIX INC 1.4%
Value ($000) $15,416 Shares 249,780 Est. Cost $27.30 Unrealized +111.2%
SSO PROSHARES TR 1.4%
Value ($000) $14,899 Shares 192,201 Est. Cost $44.45 Unrealized
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $14,657 Shares 92,657 Est. Cost $156.95 Unrealized -4.3%
ABT ABBOTT LABS 1.3%
Value ($000) $14,296 Shares 125,779 Est. Cost $97.62 Unrealized +13.5%
MRK MERCK & CO INC 1.3%
Value ($000) $13,747 Shares 104,187 Est. Cost $92.80 Unrealized +24.8%
ORCL ORACLE CORP 1.3%
Value ($000) $13,609 Shares 108,342 Est. Cost $73.20 Unrealized +53.5%
ICSH ISHARES TR 1.2%
Value ($000) $12,407 Shares 245,398 Est. Cost $50.04 Unrealized
NVDA NVIDIA CORPORATION 0.8%
Value ($000) $8,895 Shares 9,844 Est. Cost $16.04 Unrealized +351.6%
GOOG ALPHABET INC 0.8%
Value ($000) $8,893 Shares 58,406 Est. Cost $96.00 Unrealized +49.2%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $8,600 Shares 73,983 Est. Cost $96.31 Unrealized +1.8%
AMD ADVANCED MICRO DEVICES INC 0.8%
Value ($000) $8,416 Shares 46,631 Est. Cost $67.08 Unrealized +160.6%
AXP AMERICAN EXPRESS CO 0.7%
Value ($000) $7,848 Shares 34,467 Est. Cost $142.37 Unrealized +42.5%
CRM SALESFORCE INC 0.7%
Value ($000) $7,670 Shares 25,467 Est. Cost $144.17 Unrealized +97.8%
IBB ISHARES TR 0.7%
Value ($000) $7,625 Shares 55,567 Est. Cost $131.68 Unrealized
VHT VANGUARD WORLD FD 0.7%
Value ($000) $7,138 Shares 26,387 Est. Cost $239.26 Unrealized
PM PHILIP MORRIS INTL INC 0.6%
Value ($000) $6,618 Shares 72,237 Est. Cost $81.34 Unrealized +4.4%
SBUX STARBUCKS CORP 0.6%
Value ($000) $6,437 Shares 70,439 Est. Cost $87.61 Unrealized +1.1%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $6,376 Shares 39,295 Est. Cost $129.79 Unrealized +15.5%
IYH ISHARES TR 0.6%
Value ($000) $6,333 Shares 102,313 Est. Cost $106.23 Unrealized
VOO VANGUARD INDEX FDS 0.6%
Value ($000) $5,934 Shares 12,345 Est. Cost $389.73 Unrealized
V VISA INC 0.5%
Value ($000) $5,703 Shares 20,435 Est. Cost $199.44 Unrealized +36.6%
PEP PEPSICO INC 0.5%
Value ($000) $5,467 Shares 31,236 Est. Cost $160.89 Unrealized -2.3%
VTEB VANGUARD MUN BD FDS 0.5%
Value ($000) $5,396 Shares 106,635 Est. Cost $49.49 Unrealized
HON HONEYWELL INTL INC 0.5%
Value ($000) $5,191 Shares 25,292 Est. Cost $177.25 Unrealized +2.0%
AMAT APPLIED MATLS INC 0.5%
Value ($000) $4,958 Shares 24,041 Est. Cost $99.91 Unrealized +80.6%
XYZ BLOCK INC 0.5%
Value ($000) $4,872 Shares 57,597 Est. Cost $61.71 Unrealized +17.2%
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $4,315 Shares 61,643 Est. Cost $58.01 Unrealized +18.8%
JPST J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $4,237 Shares 83,981 Est. Cost $50.15 Unrealized
FRSH FRESHWORKS INC 0.4%
Value ($000) $4,215 Shares 231,481 Est. Cost $13.85 Unrealized +49.4%
VUSB VANGUARD BD INDEX FDS 0.4%
Value ($000) $3,774 Shares 76,164 Est. Cost $49.01 Unrealized
BIL SPDR SER TR 0.3%
Value ($000) $3,621 Shares 39,442 Est. Cost $91.71 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.3%
Value ($000) $3,471 Shares 47,359 Est. Cost $55.99 Unrealized +32.4%
TNA DIREXION SHS ETF TR 0.3%
Value ($000) $3,354 Shares 78,136 Est. Cost $31.71 Unrealized
IXN ISHARES TR 0.3%
Value ($000) $3,332 Shares 44,535 Est. Cost $44.83 Unrealized
LABORATORY CORP AMER HLDGS 0.3%
Value ($000) $3,286 Shares 15,040 Est. Cost $235.48 Unrealized
EEM ISHARES TR 0.3%
Value ($000) $3,267 Shares 79,523 Est. Cost $37.90 Unrealized
SNOW SNOWFLAKE INC 0.3%
Value ($000) $2,878 Shares 17,809 Est. Cost $152.57 Unrealized +27.1%
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $2,869 Shares 42,826 Est. Cost $79.55 Unrealized -23.0%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $2,387 Shares 5,377 Est. Cost $336.68 Unrealized
IAK ISHARES TR 0.2%
Value ($000) $2,350 Shares 20,016 Est. Cost $91.40 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $2,336 Shares 55,937 Est. Cost $39.20 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $2,103 Shares 2,703 Est. Cost $363.96 Unrealized +93.0%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $2,051 Shares 16,952 Est. Cost $107.93 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $1,987 Shares 3,798 Est. Cost $385.71 Unrealized
KHC KRAFT HEINZ CO 0.2%
Value ($000) $1,966 Shares 53,276 Est. Cost $32.51 Unrealized +0.9%
TQQQ PROSHARES TR 0.2%
Value ($000) $1,899 Shares 30,851 Est. Cost $17.30 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $1,851 Shares 10,531 Est. Cost $192.96 Unrealized +1.3%
NFLX NETFLIX INC 0.2%
Value ($000) $1,660 Shares 2,734 Est. Cost $28.19 Unrealized +100.0%
ADBE ADOBE INC 0.2%
Value ($000) $1,646 Shares 3,262 Est. Cost $340.34 Unrealized +68.4%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,350 Shares 32,056 Est. Cost $34.20 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $1,191 Shares 2,474 Est. Cost $351.06 Unrealized +28.9%
NOBL PROSHARES TR 0.1%
Value ($000) $1,187 Shares 11,708 Est. Cost $89.99 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $1,177 Shares 4,529 Est. Cost $191.18 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $1,110 Shares 3,293 Est. Cost $214.27 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $957 Shares 21,673 Est. Cost $26.65 Unrealized +65.3%
OGN ORGANON & CO 0.1%
Value ($000) $821 Shares 43,645 Est. Cost $21.77 Unrealized -27.2%
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $749 Shares 9,169 Est. Cost $47.99 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $734 Shares 12,882 Est. Cost $41.61 Unrealized
ABNB AIRBNB INC 0.1%
Value ($000) $659 Shares 3,997 Est. Cost $104.78 Unrealized +44.5%
DIS DISNEY WALT CO 0.1%
Value ($000) $658 Shares 5,378 Est. Cost $90.90 Unrealized +12.6%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $596 Shares 7,392 Est. Cost $75.55 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $595 Shares 5,381 Est. Cost $96.69 Unrealized
RBLX ROBLOX CORP 0.1%
Value ($000) $594 Shares 15,565 Est. Cost $35.12 Unrealized +15.5%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $581 Shares 200 Est. Cost $29.88 Unrealized +71.2%
SUB ISHARES TR 0.1%
Value ($000) $576 Shares 5,500 Est. Cost $104.27 Unrealized
ARISTA NETWORKS INC 0.1%
Value ($000) $564 Shares 1,944 Est. Cost $203.40 Unrealized
FTRE FORTREA HLDGS INC 0.0%
Value ($000) $517 Shares 12,891 Est. Cost $29.59 Unrealized +17.2%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $484 Shares 2,416 Est. Cost $118.72 Unrealized +46.2%
KLAC KLA CORP 0.0%
Value ($000) $456 Shares 652 Est. Cost $337.92 Unrealized +87.0%
UWM PROSHARES TR 0.0%
Value ($000) $432 Shares 10,592 Est. Cost $31.14 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $422 Shares 6,952 Est. Cost $96.94 Unrealized
IBN ICICI BANK LIMITED 0.0%
Value ($000) $386 Shares 14,603 Est. Cost $21.95 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $383 Shares 2,817 Est. Cost $109.79 Unrealized
ICF ISHARES TR 0.0%
Value ($000) $350 Shares 6,060 Est. Cost $54.92 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $349 Shares 8,007 Est. Cost $35.10 Unrealized +1.7%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $309 Shares 1,764 Est. Cost $132.86 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $299 Shares 5,516 Est. Cost $65.03 Unrealized -29.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $298 Shares 860 Est. Cost $304.36 Unrealized +16.6%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $294 Shares 561 Est. Cost $385.69 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $292 Shares 555 Est. Cost $384.16 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $291 Shares 4,450 Est. Cost $75.37 Unrealized -11.6%
MMM 3M CO 0.0%
Value ($000) $284 Shares 2,681 Est. Cost $90.68 Unrealized -12.6%
IWM ISHARES TR 0.0%
Value ($000) $276 Shares 1,314 Est. Cost $174.30 Unrealized
DOCN DIGITALOCEAN HLDGS INC 0.0%
Value ($000) $271 Shares 7,100 Est. Cost $27.66 Unrealized +34.2%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $265 Shares 1,000 Est. Cost $179.97 Unrealized 0.0%
NKE NIKE INC 0.0%
Value ($000) $264 Shares 2,812 Est. Cost $98.14 Unrealized -0.3%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $258 Shares 3,772 Est. Cost $53.38 Unrealized +20.5%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $250 Shares 1,432 Est. Cost $152.61 Unrealized +3.5%
DGRO ISHARES TR 0.0%
Value ($000) $245 Shares 4,219 Est. Cost $53.82 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $239 Shares 5,000 Est. Cost $47.92 Unrealized -10.6%
AVGO BROADCOM INC 0.0%
Value ($000) $235 Shares 178 Est. Cost $121.22 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $233 Shares 318 Est. Cost $573.49 Unrealized +23.2%
HUM HUMANA INC 0.0%
Value ($000) $232 Shares 669 Est. Cost $369.63 Unrealized 0.0%
SHOP SHOPIFY INC 0.0%
Value ($000) $232 Shares 3,000 Est. Cost $79.00 Unrealized 0.0%
IVW ISHARES TR 0.0%
Value ($000) $231 Shares 2,733 Est. Cost $75.10 Unrealized
GBTC GRAYSCALE BITCOIN TR BTC 0.0%
Value ($000) $230 Shares 3,640 Est. Cost $63.17 Unrealized
MOAT VANECK ETF TRUST 0.0%
Value ($000) $227 Shares 2,525 Est. Cost $84.88 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $225 Shares 3,346 Est. Cost $64.47 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $224 Shares 700 Est. Cost $306.18 Unrealized 0.0%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $219 Shares 3,532 Est. Cost $62.06 Unrealized
BA BOEING CO 0.0%
Value ($000) $206 Shares 1,068 Est. Cost $205.48 Unrealized 0.0%
CSCO CISCO SYS INC 0.0%
Value ($000) $204 Shares 4,077 Est. Cost $42.55 Unrealized +10.9%
PAYO PAYONEER GLOBAL INC 0.0%
Value ($000) $58 Shares 12,000 Est. Cost $6.27 Unrealized -22.4%