Fund HoldingsSP Asset Management LLC

Total Portfolio Value
$1.07B
Total Bought
$29.64M
Total Sold
$106.68M
Net Transaction
-$77.03M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
META PLATFORMS INC(META)508,206462,351-45,855179,885224,50820.89%+44,624
ABBVIE INC(ABBV)229,563227,781-1,78235,57541,4793.86%+5,904
BERKSHIRE HATHAWAY INC DEL88,95987,674-1,28531,72836,8693.43%+5,141
QUALCOMM INC(QCOM)164,051162,619-1,43223,72727,5312.56%+3,805
MICROSOFT CORP(MSFT)83,13083,167+3731,26034,9903.26%+3,730
AMAZON COM INC(AMZN)130,616130,086-53019,84623,4652.18%+3,619
VANGUARD INDEX FDS106,597106,260-33733,13936,5753.40%+3,435
NVIDIA CORPORATION(NVDA)11,7819,844-1,9375,8348,8950.83%+3,061
UNITEDHEALTH GROUP INC(UNH)101,947113,919+11,97253,67256,3565.24%+2,684
PROSHARES TR
PSHS ULT S&P 500
192,535192,201-33412,52814,8991.39%+2,371
MERCK & CO INC(MRK)104,852104,187-66511,43113,7471.28%+2,317
WELLS FARGO CO NEW(WFC)302,537294,260-8,27714,89117,0551.59%+2,164
ORACLE CORP(ORCL)0108,342+108,342013,6091.27%+13,609
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0183,414+183,414017,3161.61%+17,316
VANGUARD INDEX FDS112,993112,985-826,28728,2302.63%+1,944
SELECT SECTOR SPDR TR
ST STR CARE ETF
177,504176,976-52824,20826,1452.43%+1,937
HOME DEPOT INC(HD)47,80248,174+37216,56618,4791.72%+1,914
VANGUARD INDEX FDS131,508130,933-57528,05529,9302.78%+1,875
BANK AMERICA CORP480,203473,944-6,25916,16817,9721.67%+1,804
ALPHABET INC(GOOG)149,030149,510+48020,81822,5662.10%+1,748
ADVANCED MICRO DEVICES INC(AMD)46,16946,631+4626,8068,4160.78%+1,611
NUTANIX INC(NTNX)290,666249,780-40,88613,86215,4161.43%+1,555
ISHARES TR78,771391,297+312,52631,95333,3663.10%+1,413
AMERICAN EXPRESS CO(AXP)34,65434,467-1876,4927,8480.73%+1,356
APPLIED MATLS INC22,44724,041+1,5943,6384,9580.46%+1,320
EXXON MOBIL CORP073,983+73,98308,6000.80%+8,600
INVESCO QQQ TR3,3165,377+2,0611,3582,3870.22%+1,030
SALESFORCE INC(CRM)25,40825,467+596,6867,6700.71%+984
ALPHABET INC(GOOG)59,14058,406-7348,3358,8930.83%+558
VANGUARD INDEX FDS12,30812,345+375,3765,9340.55%+558
ELI LILLY & CO(LLY)2,6992,703+41,5732,1030.20%+530
ISHARES TR20,448102,313+81,8655,8536,3330.59%+480
VANGUARD WORLD FD
HEALTH CAR ETF
26,58726,387-2006,6657,1380.66%+473
PROCTER AND GAMBLE CO(PG)40,36439,295-1,0695,9156,3760.59%+461
TESLA INC(TSLA)5,65610,531+4,8751,4051,8510.17%+446
VISA INC(V)20,23220,435+2035,2675,7030.53%+436
ISHARES TR19,98820,016+282,0012,3500.22%+348
PROSHARES TR
ULTRAPRO QQQ
30,74430,851+1071,5591,8990.18%+340
NETFLIX INC(NFLX)2,7342,73401,3311,6600.15%+329
BLOCK INC(XYZ)59,13757,597-1,5404,5744,8720.45%+297
ISHARES TR44,53544,53503,0363,3320.31%+295
COINBASE GLOBAL INC(COIN)01,000+1,00002650.02%+265
BROADCOM INC(AVGO)0178+17802350.02%+235
HUMANA INC(HUM)0669+66902320.02%+232
SHOPIFY INC(SHOP)03,000+3,00002320.02%+232
GRAYSCALE BITCOIN TR BTC(GBTC)03,640+3,64002300.02%+230
CROWDSTRIKE HLDGS INC(CRWD)0700+70002240.02%+224
SPDR S&P 500 ETF TR(SPY)3,7093,798+891,7631,9870.18%+223
SCHWAB STRATEGIC TR03,532+3,53202190.02%+219
BOEING CO(BA)01,068+1,06802060.02%+206
MASTERCARD INCORPORATED(MA)2,3702,474+1041,0111,1910.11%+180
DISNEY WALT CO(DIS)5,3425,378+364826580.06%+176
ORGANON & CO(OGN)043,645+43,64508210.08%+821
AIRBNB INC3,6973,997+3005036590.06%+156
VANGUARD WHITEHALL FDS17,07416,952-1221,9062,0510.19%+145
TAIWAN SEMICONDUCTOR MFG LTD(TSM)2,3082,817+5092403830.04%+143
SELECT SECTOR SPDR TR
ST STR FINL ETF
32,30332,056-2471,2151,3500.13%+136
JOHNSON & JOHNSON(JNJ)92,71392,657-5614,53214,6571.36%+126
CHIPOTLE MEXICAN GRILL INC(CMG)20020004575810.05%+124
DIREXION SHS ETF TR
DAILY SMALL CAP
82,02478,136-3,8883,2363,3540.31%+118
ISHARES TR3,2923,293+19981,1100.10%+112
VANGUARD INDEX FDS4,5134,529+161,0711,1770.11%+106
SELECT SECTOR SPDR TR
ST STR SVC ETF
9,1489,169+216657490.07%+84
PROSHARES TR
S&P 500 DV ARIST
11,66311,708+451,1101,1870.11%+77
KLA CORP(KLAC)65265203794560.04%+77
JPMORGAN CHASE & CO(JPM)2,4082,416+84104840.05%+74
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
12,85512,882+276667340.07%+68
ARISTA NETWORKS INC2,1191,944-1754995640.05%+65
FORTREA HLDGS INC(FTRE)13,52512,891-6344725170.05%+45
ABBOTT LABS129,475125,779-3,69614,25114,2961.33%+45
BOSTON SCIENTIFIC CORP(BSX)3,7723,77202182580.02%+40
ISHARES TR55,84755,567-2807,5877,6250.71%+38
SCHWAB STRATEGIC TR7,3367,392+565585960.06%+38
ICICI BANK LIMITED(IBN)14,60314,60303483860.04%+38
ISHARES TR06,952+6,95204220.04%+422
UNITED AIRLS HLDGS INC(UAL)05,000+5,00002390.02%+239
NIKE INC(NKE)2,1322,812+6802312640.02%+33
PROSHARES TR
PSHS ULTRUSS2000
10,59210,59204034320.04%+29
ALTRIA GROUP INC(MO)08,007+8,00703490.03%+349
ISHARES TR55555502652920.03%+27
ISHARES TR2,7302,733+32052310.02%+26
COSTCO WHSL CORP NEW(COST)31831802102330.02%+23
ISHARES TR
CORE DIV GRWTH
4,2024,219+172262450.02%+19
ISHARES TR1,3111,314+32632760.03%+13
VANECK ETF TRUST
MRNGSTR WDE MOAT
2,5252,52502142270.02%+13
ISHARES TR5,3805,381+15825950.06%+12
VANGUARD INTL EQUITY INDEX F3,3283,346+182152250.02%+11
DIGITALOCEAN HLDGS INC(DOCN)7,1007,10002602710.03%+11
TEXAS INSTRS INC(TXN)1,4241,432+82432500.02%+7
VANGUARD INDEX FDS1,8431,764-793033090.03%+6
VANGUARD WORLD FD
INF TECH ETF
610561-492952940.03%-1
ACCENTURE PLC IRELAND
SHS CLASS A
857860+33012980.03%-3
ISHARES TR05,500+5,50005760.05%+576
ISHARES TR6,0336,060+273543500.03%-5
VANGUARD INTL EQUITY INDEX F57,35755,937-1,4202,3572,3360.22%-21
ZOOM VIDEO COMMUNICATIONS IN(ZM)4,4504,45003202910.03%-29
PAYONEER GLOBAL INC(PAYO)012,000+12,0000580.01%+58
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)46,87847,359+4813,5413,4710.32%-70
PEPSICO INC(PEP)32,66831,236-1,4325,5485,4670.51%-82
PAYPAL HLDGS INC(PYPL)48,09942,826-5,2732,9542,8690.27%-85
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