Safir Wealth Advisors, LLC Top Holdings and 13F Report (2024) → Does this make you sick? (From Allegiance Gold) (Ad) About Safir Wealth Advisors, LLCInvestment ActivitySafir Wealth Advisors, LLC has $121.83 million in total holdings as of March 31, 2024.Safir Wealth Advisors, LLC owns shares of 17 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 3.92% of the portfolio was purchased this quarter.About 0.54% of the portfolio was sold this quarter.This quarter, Safir Wealth Advisors, LLC has purchased 15 new stocks and bought additional shares in 8 stocks.Safir Wealth Advisors, LLC sold shares of 3 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $47,021,657Vanguard Short-Term Bond ETF $12,896,073Vanguard Growth ETF $12,737,272Vanguard Dividend Appreciation ETF $9,019,154Vanguard Value ETF $8,984,589 Largest New Holdings this Quarter PepsiCo $246,764 HoldingExxon Mobil $212,952 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 2,834 shares (about $1.36M)Vanguard Short-Term Bond ETF 9,123 shares (about $699.46K)Vanguard Long-Term Bond ETF 6,924 shares (about $500.81K)Vanguard Value ETF 2,565 shares (about $417.73K)Vanguard Intermediate-Term Bond ETF 5,388 shares (about $406.26K) Largest Sales this Quarter Vanguard Short-Term Treasury Index ETF 5,401 shares (about $313.64K)Vanguard Growth ETF 706 shares (about $243.01K)iShares Short-Term National Muni Bond ETF 965 shares (about $101.06K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSafir Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$47,021,657$1,362,306 ▲3.0%97,81938.6%ETFBSVVanguard Short-Term Bond ETF$12,896,073$699,462 ▲5.7%168,20210.6%ETFVUGVanguard Growth ETF$12,737,272$243,008 ▼-1.9%37,00510.5%ETFVIGVanguard Dividend Appreciation ETF$9,019,154$405,761 ▲4.7%49,3907.4%ETFVTVVanguard Value ETF$8,984,589$417,733 ▲4.9%55,1687.4%ETFVGSHVanguard Short-Term Treasury Index ETF$8,670,483$313,636 ▼-3.5%149,3117.1%ETFBIVVanguard Intermediate-Term Bond ETF$6,440,626$406,257 ▲6.7%85,4195.3%ETFBLVVanguard Long-Term Bond ETF$6,273,423$500,815 ▲8.7%86,7335.1%ETFVXFVanguard Extended Market ETF$4,265,778$197,707 ▲4.9%24,3383.5%ETFSUBiShares Short-Term National Muni Bond ETF$2,085,593$101,064 ▼-4.6%19,9141.7%ETFMUBiShares National Muni Bond ETF$2,070,092$323,872 ▲18.5%19,2391.7%ETFMSFTMicrosoft$286,0900.0%6800.2%Computer and TechnologyPEPPepsiCo$246,764$246,764 ▲New Holding1,4100.2%Consumer StaplesJNJJohnson & Johnson$214,6640.0%1,3570.2%MedicalXOMExxon Mobil$212,952$212,952 ▲New Holding1,8320.2%Oils/EnergyAAPLApple$205,7760.0%1,2000.2%Computer and TechnologyMCDMcDonald's$201,5940.0%7150.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
