Portfolio (Quarterly)
Guide ↗
Spahn Wealth & Retirement LLC
· CIK 0001949033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | LQD | ISHARES IBOXX INVT GRADEBOND ETF | — | 165,102 | $18.2M | 11.29% | SOLD |
| 2 | META | META PLATFORMS INC | Communication Services | 10,606 | $7.0M | 4.34% | SOLD |
| 3 | ANET | ARISTA NETWORKS INC | Technology | 45,389 | $5.9M | 3.69% | SOLD |
| 4 | HOOD | ROBINHOOD MKTS INC | Financial Services | 46,173 | $5.2M | 3.24% | SOLD |
| 5 | HYG | ISHARES IBOXX HIGH YIELDBOND ETF | — | 55,213 | $4.5M | 2.76% | SOLD |
| 6 | NFLX | NETFLIX INC | Communication Services | 46,600 | $4.4M | 2.71% | SOLD |
| 7 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 24,137 | $4.3M | 2.66% | SOLD |
| 8 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 1,679 | $3.4M | 2.10% | SOLD |
| 9 | SPOT | SPOTIFY TECHNOLOGY S A F | Communication Services | 5,363 | $3.1M | 1.93% | SOLD |
| 10 | CDNS | CADENCE DESIGN SYS INC | Technology | 9,785 | $3.1M | 1.90% | SOLD |
| 11 | AXON | AXON ENTERPRISE INC | Industrials | 4,154 | $2.4M | 1.46% | SOLD |
| 12 | BTC | GRAYSCALE BITCOIN MINI TRUST ETF | Financial Services | 53,398 | $2.1M | 1.28% | SOLD |
| 13 | ETH | GRAYSCALE ETHEREUM MINI | Financial Services | 52,816 | $1.5M | 0.92% | SOLD |
| 14 | SHOP | SHOPIFY INC | Technology | 8,355 | $1.3M | 0.83% | SOLD |
| 15 | COIN | COINBASE GLOBAL INC CLASS A | Financial Services | 4,968 | $1.1M | 0.70% | SOLD |
| 16 | APOS | APOLLO GLOBAL MGMT INC | Financial Services | 1,700 | $246K | 0.15% | SOLD |
Sector Allocation
Technology
32.1%
Financial Services
26.8%
Consumer Cyclical
23.5%
Communication Services
9.4%
Industrials
7.4%
Consumer Defensive
0.8%