Filer Name: SPAHN WEALTH & RETIREMENT LLC
CIK: 1949033
Period: 2024-12-31
Filed At: 2025-02-12
Number of Holdings: 31
Portfolio Value: $0.15B

Spahn Wealth & Retirement Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
LQD US ISHARES IBOXX INVESTMENT GRA 250,347 $27M 17.54% - -
IWM US ISHARES RUSSELL 2000 ETF 68,358 $15M 9.91% - -
NVDA US NVIDIA CORP 97,645 $13M 8.60% - -
AXON US AXON ENTERPRISE INC 13,756 $8M 5.36% - -
TSLA US TESLA INC 19,351 $8M 5.13% - -
PLTR US PALANTIR TECHNOLOGIES INC-A 97,682 $7M 4.84% - -
GOOG US ALPHABET INC-CL C 35,523 $7M 4.44% - -
AAPL US APPLE INC 25,594 $6M 4.20% - -
AMZN US AMAZON.COM INC 27,835 $6M 4.00% - -
META US META PLATFORMS INC-CLASS A 9,814 $6M 3.77% - -
PANW US PALO ALTO NETWORKS INC 31,505 $6M 3.76% - -
CCJ US CAMECO CORP 110,563 $6M 3.73% - -
040413205 - ARISTA NETWORKS INC 48,501 $5M 3.52% - -
MSFT US MICROSOFT CORP 11,117 $5M 3.07% - -
ISRG US INTUITIVE SURGICAL INC 8,320 $4M 2.85% - -
C US CITIGROUP INC 56,391 $4M 2.60% - -
IBIT US ISHARES BITCOIN TRUST ETF 64,128 $3M 2.23% - -
CMG US CHIPOTLE MEXICAN GRILL INC 53,406 $3M 2.11% - -
TLT US ISHARES 20+ YEAR TREASURY BD 36,881 $3M 2.11% - -
CDNS US CADENCE DESIGN SYS INC 9,904 $3M 1.95% - -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us