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Aquire Wealth Advisors, LLC

SEC CIK
0001745945
Latest filing
Aug 6, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 9, 2022. Long positions only.

Institution overview
Positions
275
No filing for Q3 2021
Portfolio value
$191.1M
No filing for Q3 2021
Filed
Feb 9, 2022
SEC

Aquire Wealth Advisors, LLC did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Aquire Wealth Advisors, LLC in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
SNAPSnap IncStock8$00.0%––History
SLBSLB LimitedStock10$00.0%––History
RKTRocket Companies, Inc.Stock35$00.0%––History
SNOWSnowflake Inc.Stock1$00.0%––History
VTRSViatris IncStock1$00.0%––History
ABNBAirbnb, Inc.Stock1$00.0%––History
OGNOrganon & Co.Stock1$00.0%––History
ONLOrion Properties Inc.REIT1$00.0%––History
iShares Core MSCI Emerging Markets ETF46434G103ETF4$00.0%–––
CTRACoterra Energy Inc.Stock18$00.0%––History
NBIXNeurocrine Biosciences IncStock3$00.0%––History
ROKRockwell Automation, IncStock1$00.0%––History
TAT&T Inc.Stock8$00.0%––History
CCitigroup IncStock4$00.0%––History
TRVTravelers Companies, Inc.Stock1$00.0%––History
AIGAmerican International Group, Inc.Stock7$00.0%––History
XRAYDentsply Sirona Inc.Stock3$00.0%––History
Vanguard Emerging Markets Government Bond ETF921946885ETF1$00.0%–––
WMGWarner Music Group Corp.COM CL A7$00.0%––History
AVTRAvantor, Inc.COM11$00.0%––History
HUBBHubbell IncCOM1$00.0%––History
Vanguard Malvern FDS922020805STRM INFPROIDX8$00.0%–––
NOKNokia CorpSPONSORED ADR44$00.0%––History
LYVLive Nation Entertainment, Inc.COM3$00.0%––History
iShares Tr464287630RUS 2000 VAL ETF3$00.0%–––
BPTHBio-Path Holdings, Inc.COM3$00.0%––History
BIOLBiolase, IncCOM NEW23$00.0%––History
EDSAEdesa Biotech, Inc.COM43$00.0%––History
ZNGAZynga IncCL A64$00.0%––History
State Street Real Estate Select Sector SPDR ETF81369Y860ETF25$1.00K<0.1%–––
MRKMerck & Co., Inc.Stock15$1.00K<0.1%––History
Schwab U.S. Large-Cap ETF808524201ETF12$1.00K<0.1%–––
iShares Core S&P Small Cap ETF464287804ETF11$1.00K<0.1%–––
PGRProgressive CorpStock14$1.00K<0.1%––History
CMCSAComcast CorpStock15$1.00K<0.1%––History
CVSCVS Health CorpStock13$1.00K<0.1%––History
BABoeing CoStock7$1.00K<0.1%––History
ALCAlcon IncStock6$1.00K<0.1%––History
iShares Russell Mid-Cap Value ETF464287473ETF6$1.00K<0.1%–––
iShares Russell 2000 ETF464287655ETF6$1.00K<0.1%–––
DUKDuke Energy CORPStock6$1.00K<0.1%––History
SYYSysco CorpStock10$1.00K<0.1%––History
Schwab US Aggregate Bond ETF808524839ETF13$1.00K<0.1%–––
MDLZMondelez International, Inc.Stock13$1.00K<0.1%––History
ABBVAbbVie Inc.Stock10$1.00K<0.1%––History
GEGeneral Electric CoStock6$1.00K<0.1%––History
UNPUnion Pacific CorpStock5$1.00K<0.1%––History
LMTLockheed Martin CorpStock3$1.00K<0.1%––History
TGTTarget CorpStock5$1.00K<0.1%––History
OTISOtis Worldwide CorpStock12$1.00K<0.1%––History
ORealty Income CorpREIT10$1.00K<0.1%––History
ARK Innovation ETF00214Q104ETF13$1.00K<0.1%–––
iShares Core S&P Mid-Cap ETF464287507ETF5$1.00K<0.1%–––
SHOPShopify Inc.Stock1$1.00K<0.1%––History
ORLYO Reilly Automotive IncStock1$1.00K<0.1%––History
iShares Tr464288281JPMORGAN USD EMG7$1.00K<0.1%–––
VMCVulcan Materials COCOM4$1.00K<0.1%––History
KMXCarMax IncCOM5$1.00K<0.1%––History
DOXAmdocs LtdSHS9$1.00K<0.1%––History
PTONPeloton Interactive, Inc.CL A COM16$1.00K<0.1%––History
WCNWaste Connections, Inc.COM6$1.00K<0.1%––History
WDAYWorkday, Inc.CL A2$1.00K<0.1%––History
FEFirstenergy CorpCOM14$1.00K<0.1%––History
GMGeneral Motors CoCOM16$1.00K<0.1%––History
DHIHorton D R IncCOM7$1.00K<0.1%––History
VVVValvoline IncCOM16$1.00K<0.1%––History
iShares Tr464287150CORE S&P TTL STK8$1.00K<0.1%–––
OPLNOPENLANE, Inc.COM74$1.00K<0.1%––History
GEVOGevo, Inc.COM PAR305$1.00K<0.1%––History
TDOCTeladoc Health, Inc.COM8$1.00K<0.1%––History
HONHoneywell International IncCOM4$1.00K<0.1%––History
CRONCronos Group Inc.COM133$1.00K<0.1%––History
FURYFury Gold Mines LtdCOM1,468$1.00K<0.1%––History
Gold STD Ventures Corp380738104COM2,155$1.00K<0.1%–––
PGProcter & Gamble CoStock11$2.00K<0.1%––History
UPSUnited Parcel Service IncStock7$2.00K<0.1%––History
INTCIntel CorpStock36$2.00K<0.1%––History
iShares Tips Bond ETF464287176ETF19$2.00K<0.1%–––
VLOValero Energy CorpStock28$2.00K<0.1%––History
LLYEli Lilly & CoStock6$2.00K<0.1%––History
PSXPhillips 66Stock23$2.00K<0.1%––History
ACNAccenture plcStock4$2.00K<0.1%––History
ICEIntercontinental Exchange, Inc.Stock11$2.00K<0.1%––History
Vanguard Total International Bond ETF92203J407ETF33$2.00K<0.1%–––
COFCapital One Financial CorpStock13$2.00K<0.1%––History
MSIMotorola Solutions, Inc.Stock9$2.00K<0.1%––History
CRMSalesforce, Inc.Stock7$2.00K<0.1%––History
TXNTexas Instruments IncStock8$2.00K<0.1%––History
PFEPfizer IncStock29$2.00K<0.1%––History
MOAltria Group, Inc.Stock50$2.00K<0.1%––History
HCAHCA Healthcare, Inc.COM9$2.00K<0.1%––History
ASMAvino Silver & Gold Mines LtdCOM2,315$2.00K<0.1%––History
EQHEquitable Holdings, Inc.COM48$2.00K<0.1%––History
WWayfair Inc.CL A12$2.00K<0.1%––History
HSICHenry Schein IncCOM29$2.00K<0.1%––History
OPCHOption Care Health, Inc.COM NEW62$2.00K<0.1%––History
LUVSouthwest Airlines CoCOM55$2.00K<0.1%––History
GRMNGarmin LtdSHS17$2.00K<0.1%––History
AZNAstraZeneca PLCSPONSORED ADR27$2.00K<0.1%––History
Direxion Shs ETF Tr25459W862DRX S&P500BULL14$2.00K<0.1%–––