S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Peace, music and memories: As the 1960s fade, historians scramble to capture Woodstock's voices
Sports analytics may be outnumbered when it comes to artificial intelligence
Critical asset just had biggest fall on record (Ad)
In Senegal's capital, Nicaragua is a hot ticket among travel agents as migrants try to reach US
California authorizes expansion of Waymo's driverless car services to LA, SF peninsula
Critical asset just had biggest fall on record (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
College athletes will need school approval for NIL deals under bill passed by Utah Legislature
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Peace, music and memories: As the 1960s fade, historians scramble to capture Woodstock's voices
Sports analytics may be outnumbered when it comes to artificial intelligence
Critical asset just had biggest fall on record (Ad)
In Senegal's capital, Nicaragua is a hot ticket among travel agents as migrants try to reach US
California authorizes expansion of Waymo's driverless car services to LA, SF peninsula
Critical asset just had biggest fall on record (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
College athletes will need school approval for NIL deals under bill passed by Utah Legislature
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Peace, music and memories: As the 1960s fade, historians scramble to capture Woodstock's voices
Sports analytics may be outnumbered when it comes to artificial intelligence
Critical asset just had biggest fall on record (Ad)
In Senegal's capital, Nicaragua is a hot ticket among travel agents as migrants try to reach US
California authorizes expansion of Waymo's driverless car services to LA, SF peninsula
Critical asset just had biggest fall on record (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
College athletes will need school approval for NIL deals under bill passed by Utah Legislature
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Peace, music and memories: As the 1960s fade, historians scramble to capture Woodstock's voices
Sports analytics may be outnumbered when it comes to artificial intelligence
Critical asset just had biggest fall on record (Ad)
In Senegal's capital, Nicaragua is a hot ticket among travel agents as migrants try to reach US
California authorizes expansion of Waymo's driverless car services to LA, SF peninsula
Critical asset just had biggest fall on record (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
College athletes will need school approval for NIL deals under bill passed by Utah Legislature

Safir Wealth Advisors, LLC Top Holdings and 13F Report (2024)

About Safir Wealth Advisors, LLC

Investment Activity

  • Safir Wealth Advisors, LLC has $111.14 million in total holdings as of December 31, 2023.
  • Safir Wealth Advisors, LLC owns shares of 15 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
  • Approximately 0.55% of the portfolio was purchased this quarter.
  • About 1.77% of the portfolio was sold this quarter.
  • This quarter, Safir Wealth Advisors, LLC has purchased 15 new stocks and bought additional shares in 3 stocks.
  • Safir Wealth Advisors, LLC sold shares of 8 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

McDonald's
$212,005 Holding

Largest Purchases this Quarter

iShares Short-Term National Muni Bond ETF
2,338 shares (about $246.50K)
McDonald's
715 shares (about $212.01K)
Vanguard Long-Term Bond ETF
1,702 shares (about $126.93K)
Vanguard Value ETF
170 shares (about $25.41K)

Largest Sales this Quarter

Vanguard S&P 500 ETF
1,435 shares (about $626.81K)
Vanguard Short-Term Treasury Index ETF
6,749 shares (about $393.67K)
Vanguard Growth ETF
1,080 shares (about $335.75K)
iShares National Muni Bond ETF
1,753 shares (about $190.04K)
Vanguard Short-Term Bond ETF
1,326 shares (about $102.13K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSafir Wealth Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$41,489,468$626,808 -1.5%94,98537.3%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$12,252,234$102,128 -0.8%159,07911.0%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$11,723,729$335,754 -2.8%37,71110.5%ETF
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$9,024,379$393,670 -4.2%154,7128.1%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$8,037,365$80,428 -1.0%47,1687.2%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$7,864,080$25,415 0.3%52,6037.1%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$6,112,775$3,208 -0.1%80,0315.5%ETF
Vanguard Long-Term Bond ETF stock logo
BLV
Vanguard Long-Term Bond ETF
$5,952,131$126,935 2.2%79,8095.4%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$3,816,207$20,717 -0.5%23,2103.4%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$2,201,273$246,495 12.6%20,8792.0%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$1,759,362$190,040 -9.7%16,2291.6%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$255,7070.0%6800.2%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$231,0360.0%1,2000.2%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$212,6960.0%1,3570.2%Medical
McDonald's Co. stock logo
MCD
McDonald's
$212,005$212,005 New Holding7150.2%Retail/Wholesale
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$0$215,407 -100.0%00.0%Oils/Energy

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: