Aquire Wealth Advisors, LLC
Top Portfolio Positions
16 positions ·
$9,563,307 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
9,057 | $1,579,540 | 16.52% | |
| AAPL |
Apple Inc.
Technology
|
4,700 | $1,192,813 | 12.47% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
826 | $823,051 | 8.61% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
2,030 | $754,652 | 7.89% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,300 | $687,291 | 7.19% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,056 | $686,759 | 7.18% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,320 | $667,139 | 6.98% | |
| GLD |
Spdr Gold Trust
|
1,505 | $647,586 | 6.77% | |
| MSFT |
Microsoft Corp
Technology
|
1,128 | $417,551 | 4.37% | |
| APH |
Amphenol Corp /De/
Technology
|
2,686 | $339,376 | 3.55% |
Portfolio Trend
18 quarters · across all stocks
Holdings in ANGX
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $130,101 | 27,859 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $161,860 | 27,859 | Shares | Sole | 2025-10-17 | |
| No 13F history on record for this holder in this stock. | ||||||