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

More Institutional Buying and Selling Information

SEC Filings and Trading Data: