Fund HoldingsSP Asset Management LLC

Total Portfolio Value
$975.71M
Total Bought
$83.67M
Total Sold
$61.79M
Net Transaction
+$21.87M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
META PLATFORMS INC(META)0508,206+508,2060179,88518.44%+179,885
VANGUARD INDEX FDS91,776112,993+21,21719,11126,2872.69%+7,175
QUALCOMM INC(QCOM)163,829164,051+22218,19523,7272.43%+5,532
VANGUARD INDEX FDS102,238106,597+4,35927,84033,1393.40%+5,299
ISHARES TR78,60078,771+17126,82331,9533.27%+5,130
MICROSOFT CORP(MSFT)083,130+83,130031,2603.20%+31,260
APPLE INC(AAPL)0192,607+192,607037,0833.80%+37,083
VANGUARD INDEX FDS127,433131,508+4,07524,09428,0552.88%+3,961
AMAZON COM INC(AMZN)129,196130,616+1,42016,42319,8462.03%+3,422
BANK AMERICA CORP0480,203+480,203016,1681.66%+16,168
ANALOG DEVICES INC(ADI)080,016+80,016015,8881.63%+15,888
UNITEDHEALTH GROUP INC(UNH)101,103101,947+84450,97553,6725.50%+2,697
HOME DEPOT INC(HD)45,97447,802+1,82813,89216,5661.70%+2,674
VANGUARD INDEX FDS7,35512,308+4,9532,8885,3760.55%+2,488
ABBVIE INC(ABBV)222,905229,563+6,65833,22635,5753.65%+2,349
SELECT SECTOR SPDR TR
ST STR CARE ETF
170,357177,504+7,14721,93224,2082.48%+2,276
ADVANCED MICRO DEVICES INC(AMD)46,08946,169+804,7396,8060.70%+2,067
PROSHARES TR
PSHS ULT S&P 500
0192,535+192,535012,5281.28%+12,528
BLOCK INC(XYZ)059,137+59,13704,5740.47%+4,574
ABBOTT LABS0129,475+129,475014,2511.46%+14,251
WELLS FARGO CO NEW(WFC)0302,537+302,537014,8911.53%+14,891
SALESFORCE INC(CRM)25,15825,408+2505,1026,6860.69%+1,584
VANGUARD WORLD FDS
HEALTH CAR ETF
22,02826,587+4,5595,1796,6650.68%+1,487
ALPHABET INC(GOOG)148,080149,030+95019,37820,8182.13%+1,440
ISHARES TR51,03655,847+4,8116,2417,5870.78%+1,346
AMERICAN EXPRESS CO(AXP)034,654+34,65406,4920.67%+6,492
NUTANIX INC(NTNX)366,906290,666-76,24012,79813,8621.42%+1,064
SPDR SER TR
ST STR BLO 1 ETF
32,57343,849+11,2762,9914,0070.41%+1,017
DIREXION SHS ETF TR
DAILY SMALL CAP
81,68782,024+3372,3483,2360.33%+888
HONEYWELL INTL INC(HON)24,11125,334+1,2234,4545,3130.54%+859
SNOWFLAKE INC(SNOW)17,71617,816+1002,7063,5450.36%+839
VISA INC(V)19,46720,232+7654,4785,2670.54%+790
ALPHABET INC(GOOG)57,34059,140+1,8007,5608,3350.85%+774
NVIDIA CORPORATION(NVDA)11,78011,781+15,1245,8340.60%+710
MERCK & CO INC(MRK)0104,852+104,852011,4311.17%+11,431
BERKSHIRE HATHAWAY INC DEL88,76588,959+19431,09431,7283.25%+634
APPLIED MATLS INC22,04322,447+4043,0523,6380.37%+586
ISHARES TR44,47344,535+622,5723,0360.31%+464
LABORATORY CORP AMER HLDGS14,94614,992+463,0053,4070.35%+403
PROSHARES TR
ULTRAPRO QQQ
32,61030,744-1,8661,1621,5590.16%+397
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)46,69246,878+1863,1633,5410.36%+378
STARBUCKS CORP(SBUX)69,81170,188+3776,3726,7390.69%+367
MASTERCARD INCORPORATED(MA)1,6682,370+7026601,0110.10%+351
ISHARES TR20,40320,448+455,5105,8530.60%+343
VANGUARD MUN BD FDS116,336116,029-3075,5965,9230.61%+328
FRESHWORKS INC(FRSH)0231,481+231,48105,4370.56%+5,437
NETFLIX INC(NFLX)2,7342,73401,0321,3310.14%+299
INTEL CORP(INTC)23,50122,524-9778351,1320.12%+296
ADOBE INC(ADBE)3,0823,08201,5721,8390.19%+267
DIGITALOCEAN HLDGS INC(DOCN)07,100+7,10002600.03%+260
ARISTA NETWORKS INC1,3192,119+8002434990.05%+256
TAIWAN SEMICONDUCTOR MFG LTD(TSM)02,308+2,30802400.02%+240
ISHARES TR
CORE DIV GRWTH
04,202+4,20202260.02%+226
ROBLOX CORP(RBLX)16,96515,565-1,4004917120.07%+220
BOSTON SCIENTIFIC CORP(BSX)03,772+3,77202180.02%+218
MONDELEZ INTL INC(MDLZ)62,35662,742+3864,3274,5440.47%+217
VANGUARD INTL EQUITY INDEX F03,328+3,32802150.02%+215
VANECK ETF TRUST
MRNGSTR WDE MOAT
02,525+2,52502140.02%+214
COSTCO WHSL CORP NEW(COST)0318+31802100.02%+210
ISHARES TR02,730+2,73002050.02%+205
ISHARES TR19,82519,988+1631,8172,0010.21%+184
SPDR S&P 500 ETF TR(SPY)3,6953,709+141,5801,7630.18%+183
VANGUARD WHITEHALL FDS16,80917,074+2651,7371,9060.20%+169
JOHNSON & JOHNSON(JNJ)092,713+92,713014,5321.49%+14,532
VANGUARD INTL EQUITY INDEX F56,03257,357+1,3252,1972,3570.24%+160
PHILIP MORRIS INTL INC(PM)72,36272,794+4326,6996,8480.70%+149
VANGUARD BD INDEX FDS
VANGUARD ULTRA
0110,063+110,06305,4410.56%+5,441
INVESCO QQQ TR3,4093,316-931,2211,3580.14%+136
ELI LILLY & CO(LLY)2,6942,699+51,4471,5730.16%+126
ISHARES TR3,2793,292+138729980.10%+126
SELECT SECTOR SPDR TR
ST STR FINL ETF
33,03332,303-7301,0961,2150.12%+119
CHIPOTLE MEXICAN GRILL INC(CMG)20020003664570.05%+91
VANGUARD INDEX FDS4,6404,513-1279861,0710.11%+85
PROSHARES TR
S&P 500 DV ARIST
11,58311,663+801,0261,1100.11%+85
PROSHARES TR
PSHS ULTRUSS2000
10,59210,59203204030.04%+83
KLA CORP(KLAC)65265202993790.04%+80
ISHARES TR5,3415,380+395045820.06%+79
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
12,79712,855+585966660.07%+71
FORTREA HLDGS INC(FTRE)14,15913,525-6344054720.05%+67
SELECT SECTOR SPDR TR
ST STR SVC ETF
9,1329,148+165996650.07%+66
JPMORGAN CHASE & CO(JPM)2,3992,408+93484100.04%+62
ISHARES TR5,9066,033+1272963540.04%+58
PAYPAL HLDGS INC(PYPL)49,56548,099-1,4662,8982,9540.30%+56
PROCTER AND GAMBLE CO(PG)40,19040,364+1745,8625,9150.61%+53
TESLA INC(TSLA)5,4115,656+2451,3541,4050.14%+51
SCHWAB STRATEGIC TR7,2617,336+755145580.06%+45
ISHARES TR96,52592,198-4,3273,6633,7070.38%+44
VANGUARD WORLD FDS
INF TECH ETF
608610+22522950.03%+43
ACCENTURE PLC IRELAND
SHS CLASS A
854857+32623010.03%+38
ISHARES TR1,3001,311+112302630.03%+33
ISHARES TR554555+12382650.03%+27
NIKE INC(NKE)2,1792,132-472082310.02%+23
PEPSICO INC(PEP)32,62532,668+435,5285,5480.57%+20
VANGUARD INDEX FDS1,9841,843-1412843030.03%+19
TEXAS INSTRS INC(TXN)1,4151,424+92252430.02%+18
ICICI BANK LIMITED(IBN)14,60314,60303383480.04%+11
DISNEY WALT CO(DIS)5,8425,342-5004734820.05%+9
ZOOM VIDEO COMMUNICATIONS IN(ZM)4,4504,45003113200.03%+9
FIRST TR EXCHANGE-TRADED FD5,0585,067+92162140.02%-2
AIRBNB INC3,6973,69705075030.05%-4
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