Safir Wealth Advisors, LLC Portfolio Holdings
Q3 2025•16 long positions•$141.6M portfolio value
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Holding16 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $58.9M 41.57% | -$919.2K Sold | — 96.1K shares | 97.6K → 96.1K −$919.2K | -1.54% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $15.9M 11.2% | -$629.7K Sold | — 33.1K shares | 34.4K → 33.1K −$629.7K | -3.82% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $15.1M 10.67% | +$25.5K Bought | — 191.5K shares | 191.2K → 191.5K +$25.5K | +0.17% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $11.5M 8.1% | +$80.2K Bought | — 61.5K shares | 61.1K → 61.5K +$80.2K | +0.7% | — — | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $11.3M 8.01% | -$59.8K Sold | — 52.5K shares | 52.8K → 52.5K −$59.8K | -0.52% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $10.3M 7.27% | -$47.6K Sold | — 131.8K shares | 132.4K → 131.8K −$47.6K | -0.46% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $6.5M 4.6% | -$731.3K Sold | — 110.6K shares | 123.0K → 110.6K −$731.3K | -10.1% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $5.6M 3.99% | +$26.2K Bought | — 27.0K shares | 26.9K → 27.0K +$26.2K | +0.47% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.4M 1.7% | -$356.4K Sold | — 22.6K shares | 25.9K → 22.6K −$356.4K | -12.87% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.4M 1.7% | -$352.5K Sold | — 22.6K shares | 25.9K → 22.6K −$352.5K | -12.77% | — — | Q4 2020 Held for 4y 11m | |
Software - Infrastructure Technology | $521.1K 0.368% | — | 0.0% 1.0K shares | — | — | $3.85T Mega Cap | Q2 2023 Held for 2y 5m | |
Consumer Electronics Technology | $305.6K 0.216% | — | 0.0% 1.2K shares | — | — | $3.78T Mega Cap | Q2 2023 Held for 2y 5m | |
Restaurants Consumer Cyclical | $217.3K 0.153% | -$63.2K Sold | 0.0% 715.0 shares | 923.0 → 715.0 −$63.2K | -22.54% | $216.86B Mega Cap | Q2 2023 Held for 2y 5m | |
Oil & Gas Exploration & Production Energy | $207.8K 0.147% | +$207.8K Bought | 0.075% 1.2K shares | — | — | $275.4M Micro Cap | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $207.0K 0.146% | +$207.0K Bought | 0.0% 894.0 shares | — | — | $409.03B Mega Cap | Q3 2025 Held for 2 months | |
Oil & Gas Integrated Energy | $206.6K 0.146% | +$206.6K Bought | 0.0% 1.8K shares | — | — | $480.68B Mega Cap | Q4 2022 Held for 2y 11m |
