Safir Wealth Advisors, LLC Portfolio Holdings
Safir Wealth Advisors, LLC
- $129 Million
- Q3 2024
Safir Wealth Advisors, LLC has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $129 Million distributed in 17 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $50.8M, Vanguard Growth ETF with a value of $13.7M, Vanguard Bd Index Fd Inc Short with a value of $13.6M, Vanguard Value ETF with a value of $9.85M, and Vanguard Dividend Appreciation with a value of $9.01M.
Examining the 13F form we can see an increase of $7.25M in the current position value, from $122M to 129M.
Below you can find more details about Safir Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$129 Million
ETFs: $128 Million
Technology: $571,000
Consumer Defensive: $239,000
Healthcare: $219,000
Consumer Cyclical: $217,000
Energy: $214,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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