Aquire Wealth Advisors, LLC Portfolio Holdings
Q3 2025•49 long positions•$406.0M portfolio value
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Holding49 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $165.0M 40.64% | +$6.6M Bought | — 3.6M shares | 3.5M → 3.6M +$6.6M | +4.15% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $45.4M 11.19% | +$1.8M Bought | — 1.2M shares | 1.2M → 1.2M +$1.8M | +4.16% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $43.2M 10.64% | -$2.3M Sold | — 535.6K shares | 563.7K → 535.6K −$2.3M | -4.99% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $35.8M 8.81% | +$1.3M Bought | — 1.1M shares | 1.1M → 1.1M +$1.3M | +3.67% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $16.0M 3.93% | +$838.4K Bought | — 159.3K shares | 150.9K → 159.3K +$838.4K | +5.54% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $12.8M 3.14% | -$747.9K Sold | — 298.3K shares | 315.8K → 298.3K −$747.9K | -5.53% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $11.3M 2.79% | +$287.4K Bought | — 106.3K shares | 103.6K → 106.3K +$287.4K | +2.61% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $10.3M 2.54% | -$475.3K Sold | — 220.4K shares | 230.6K → 220.4K −$475.3K | -4.4% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $8.1M 1.99% | +$1.4M Bought | — 159.4K shares | 132.6K → 159.4K +$1.4M | +20.22% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $7.0M 1.71% | +$89.7K Bought | — 205.4K shares | 202.7K → 205.4K +$89.7K | +1.31% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $6.7M 1.64% | +$118.0K Bought | — 253.2K shares | 248.7K → 253.2K +$118.0K | +1.8% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.2M 1.29% | -$23.1K Sold | — 13.8K shares | 13.9K → 13.8K −$23.1K | -0.44% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.5M 1.1% | -$2.4K Sold | — 36.9K shares | 37.0K → 36.9K −$2.4K | -0.05% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $4.1M 0.998% | -$304.9K Sold | — 88.9K shares | 95.6K → 88.9K −$304.9K | -7.0% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.1M 0.761% | -$160.0K Sold | — 119.5K shares | 125.7K → 119.5K −$160.0K | -4.93% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.7M 0.663% | -$21.3K Sold | — 8.2K shares | 8.3K → 8.2K −$21.3K | -0.79% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.5M 0.607% | -$12.8K Sold | — 41.1K shares | 41.4K → 41.1K −$12.8K | -0.52% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.2M 0.55% | +$29.1K Bought | — 71.2K shares | 70.3K → 71.2K +$29.1K | +1.32% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.2M 0.543% | — | — 57.2K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.0M 0.496% | -$39.4K Sold | — 22.0K shares | 22.5K → 22.0K −$39.4K | -1.92% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.8M 0.455% | -$54.0K Sold | — 38.3K shares | 39.5K → 38.3K −$54.0K | -2.84% | — — | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $1.5M 0.369% | +$117.5K Bought | 0.0% 8.0K shares | 7.4K → 8.0K +$117.5K | +8.51% | $4.54T Mega Cap | Q4 2023 Held for 1y 11m | |
Consumer Electronics Technology | $1.1M 0.276% | -$46.6K Sold | 0.0% 4.4K shares | 4.6K → 4.4K −$46.6K | -4.0% | $3.78T Mega Cap | Q4 2021 Held for 3y 11m | |
Auto - Manufacturers Consumer Cyclical | $957.0K 0.236% | +$3.1K Bought | 0.0% 2.2K shares | 2.1K → 2.2K +$3.1K | +0.33% | $1.48T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $913.3K 0.225% | -$21.9K Sold | — 16.9K shares | 17.3K → 16.9K −$21.9K | -2.34% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $897.5K 0.221% | — | — 19.3K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $820.0K 0.202% | -$3.7K Sold | — 1.3K shares | 1.3K → 1.3K −$3.7K | -0.45% | — — | Q2 2023 Held for 2y 5m | |
Specialty Retail Consumer Cyclical | $722.6K 0.178% | -$23.1K Sold | 0.0% 3.3K shares | 3.4K → 3.3K −$23.1K | -3.09% | $2.34T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $649.5K 0.16% | — | — 25.3K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $536.8K 0.132% | — | — 1.5K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $532.0K 0.131% | -$11.8K Sold | — 6.0K shares | 6.2K → 6.0K −$11.8K | -2.17% | — — | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $526.8K 0.13% | — | 0.0% 2.2K shares | — | — | $2.95T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $457.3K 0.113% | -$33.3K Sold | — 10.0K shares | 10.7K → 10.0K −$33.3K | -6.78% | — — | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $450.9K 0.111% | +$4.6K Bought | 0.0% 591.0 shares | 585.0 → 591.0 +$4.6K | +1.03% | $684.00B Mega Cap | Q3 2024 Held for 1y 2m | |
Software - Infrastructure Technology | $418.0K 0.103% | +$44.0K Bought | 0.0% 807.0 shares | 722.0 → 807.0 +$44.0K | +11.77% | $3.85T Mega Cap | Q1 2024 Held for 1y 8m | |
Entertainment Communication Services | $376.5K 0.093% | +$3.6K Bought | 0.0% 314.0 shares | 311.0 → 314.0 +$3.6K | +0.96% | $509.45B Mega Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $361.3K 0.089% | +$3.7K Bought | 0.0% 492.0 shares | 487.0 → 492.0 +$3.7K | +1.03% | $1.84T Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $356.5K 0.088% | — | — 535.0 shares | — | — | — — | Q3 2024 Held for 1y 2m | |
Hardware, Equipment & Parts Technology | $355.3K 0.088% | — | 0.0% 2.9K shares | — | — | $151.09B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $329.2K 0.081% | -$2.1K Sold | — 1.1K shares | 1.1K → 1.1K −$2.1K | -0.62% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $295.4K 0.073% | -$4.1K Sold | — 4.6K shares | 4.7K → 4.6K −$4.1K | -1.38% | — — | Q4 2023 Held for 1y 11m | |
Insurance - Diversified Financial Services | $270.0K 0.066% | +$8.5K Bought | 0.0% 537.0 shares | 520.0 → 537.0 +$8.5K | +3.27% | $1.08T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $264.6K 0.065% | -$3.0K Sold | — 444.0 shares | 449.0 → 444.0 −$3.0K | -1.11% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $241.2K 0.059% | -$11.0K Sold | — 2.2K shares | 2.3K → 2.2K −$11.0K | -4.37% | — — | Q4 2021 Held for 3y 11m | |
REIT - Healthcare Facilities Real Estate | $216.2K 0.053% | +$216.2K New | 0.003% 5.1K shares | 0 → 5.1K +$216.2K | New | $7.1B Mid Cap | Q3 2025 Held for 2 months | |
ETF ETF | $201.4K 0.05% | +$201.4K Bought | — 965.0 shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $200.1K 0.049% | -$38.8K Sold | — 268.0 shares | 320.0 → 268.0 −$38.8K | -16.25% | — — | Q3 2024 Held for 1y 2m | |
Unknown Unknown | $161.9K 0.04% | +$161.9K New | 0.017% 27.9K shares | 0 → 27.9K +$161.9K | New | $933.5M Small Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $155.5K 0.038% | — | — 19.7K shares | — | — | — — | Q4 2022 Held for 2y 11m |
