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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
DKNGDraftKings Inc.COM CL A84$2.00K<0.1%––History
FLYYSpirit Aviation Holdings, Inc.COM80$2.00K<0.1%––History
PLDPrologis, Inc.REIT18$3.00K<0.1%––History
PEPPepsiCo IncStock20$3.00K<0.1%––History
Vanguard S&P 500 Growth ETF921932505ETF11$3.00K<0.1%–––
CSCOCisco Systems, Inc.Stock50$3.00K<0.1%––History
JPMJPMorgan Chase & CoStock19$3.00K<0.1%––History
WMTWalmart Inc.Stock20$3.00K<0.1%––History
AMATApplied Materials IncStock20$3.00K<0.1%––History
EGOEldorado Gold CorpCOM307$3.00K<0.1%––History
GLDGGoldMining Inc.COM2,155$3.00K<0.1%––History
INOInovio Pharmaceuticals, Inc.COM NEW530$3.00K<0.1%––History
PDCOPatterson Companies, Inc.COM118$3.00K<0.1%––History
WMWaste Management IncStock23$4.00K<0.1%––History
MARMarriott International IncStock25$4.00K<0.1%––History
APAAPA CorpStock151$4.00K<0.1%––History
CATCaterpillar IncStock18$4.00K<0.1%––History
UNHUnitedHealth Group IncStock7$4.00K<0.1%––History
LCIDLucid Group, Inc.COM93$4.00K<0.1%––History
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 110$4.00K<0.1%––History
iShares U S ETF Tr46431W598BLOOMBERG ROLL85$4.00K<0.1%–––
UALUnited Airlines Holdings, Inc.COM85$4.00K<0.1%––History
VZVerizon Communications IncStock100$5.00K<0.1%––History
iShares Select U.S. REIT ETF464287564ETF72$5.00K<0.1%–––
RIVNRivian Automotive, Inc.Stock50$5.00K<0.1%––History
EXPEExpedia Group, Inc.Stock25$5.00K<0.1%––History
Vanguard Utilities ETF92204A876ETF34$5.00K<0.1%–––
PSLVSprott Physical Silver TrustPHYSICAL SILVER678$5.00K<0.1%––History
iShares Tr464288687PFD AND INCM SEC129$5.00K<0.1%–––
COOKTraeger, Inc.COMMON STOCK429$5.00K<0.1%––History
PIMCO Active Bond Exchange-Traded Fund72201R775ETF55$6.00K<0.1%–––
QCOMQualcomm IncStock35$6.00K<0.1%––History
Schwab Fundamental International Equity ETF808524755ETF193$6.00K<0.1%–––
iShares Tr46435G102CONV BD ETF66$6.00K<0.1%–––
BLBlackline, Inc.COM58$6.00K<0.1%––History
CVXChevron CorpStock59$7.00K<0.1%––History
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR458$7.00K<0.1%––History
PIMCO ETF Tr72201R718ENHNCD LW DUR AC68$7.00K<0.1%–––
Invesco Exch Traded FD Tr II46138E719BLOO EN ANGE ETF345$7.00K<0.1%–––
Ssga Active ETF Tr78467V608ST STR BL LN ETF146$7.00K<0.1%–––
DLTRDollar Tree, Inc.COM49$7.00K<0.1%––History
ADBEAdobe Inc.Stock16$9.00K<0.1%––History
KMIKinder Morgan, Inc.Stock542$9.00K<0.1%––History
iShares Core S&P 500 ETF464287200ETF19$9.00K<0.1%–––
ILMNIllumina, Inc.COM24$9.00K<0.1%––History
SIRISirius XM Holdings Inc.COM1,421$9.00K<0.1%––History
Columbia ETF Tr II19762B202EM CORE EX ETF312$10.0K<0.1%–––
HASHasbro, Inc.COM104$11.0K<0.1%––History
ETF Managers Tr26924G508ETFMG ALTR HRVST1,003$11.0K<0.1%–––
HLTHilton Worldwide Holdings Inc.COM77$12.0K<0.1%––History
iShares Russell 1000 Growth ETF464287614ETF45$14.0K<0.1%–––
Vanguard Morningstar Mid-Cap Value ETF922908512ETF91$14.0K<0.1%–––
Vanguard Morningstar Value ETF922908744ETF100$15.0K<0.1%–––
HDHome Depot, Inc.Stock39$16.0K<0.1%––History
iShares Global Clean Energy ETF464288224ETF754$16.0K<0.1%–––
MCDMcDonalds CorpStock63$17.0K<0.1%––History
Vanguard Morningstar Small-Cap ETF922908751ETF74$17.0K<0.1%–––
PPTAPerpetua Resources Corp.COM3,536$17.0K<0.1%––History
VVisa Inc.Stock84$18.0K<0.1%––History
iShares Core Dividend Growth ETF46434V621ETF319$18.0K<0.1%–––
First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500ETF269$18.0K<0.1%–––
WKWorkiva IncCOM CL A140$18.0K<0.1%––History
SPYSPDR S&P 500 ETF TrustETF41$19.0K<0.1%––History
IBMInternational Business Machines CorpStock144$19.0K<0.1%––History
Goldman Sachs ETF Tr381430107ACTIVEBETA INT529$19.0K<0.1%–––
PBFPBF Energy Inc.CL A1,500$19.0K<0.1%––History
NSSCNapco Security Technologies, IncStock447$22.0K<0.1%––History
AKAMAkamai Technologies IncCOM200$23.0K<0.1%––History
GNLGlobal Net Lease, Inc.COM NEW1,513$23.0K<0.1%––History
JDJD.com, Inc.SPON ADS CL A325$23.0K<0.1%––History
NKENIKE, Inc.Stock158$26.0K<0.1%––History
ZTSZoetis Inc.Stock132$32.0K<0.1%––History
OSCROscar Health, Inc.CL A4,383$34.0K<0.1%––History
AMDAdvanced Micro Devices IncStock250$36.0K<0.1%––History
Invesco QQQ Trust Series I46090E103ETF94$37.0K<0.1%–––
TFXTeleflex IncCOM117$38.0K<0.1%––History
DALDelta Air Lines, Inc.COM NEW1,011$40.0K<0.1%––History
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF1,322$41.0K<0.1%–––
OKTAOkta, Inc.CL A200$45.0K<0.1%––History
Vanguard S&P 500 ETF922908363ETF105$46.0K<0.1%–––
iShares Tr46435G516ESG AW MSCI EAFE596$47.0K<0.1%–––
VFCV F CorpStock675$49.0K<0.1%––History
iShares Tr46429B291A RATE CP BD ETF910$51.0K<0.1%–––
SPDR Series Trust78464A763ST STR SP DIV397$51.0K<0.1%–––
FBINFortune Brands Innovations, Inc.COM510$55.0K<0.1%––History
ATVIActivision Blizzard, Inc.COM832$55.0K<0.1%––History
MKLMarkel Group Inc.COM45$56.0K<0.1%––History
CPAYCorpay, Inc.COM266$60.0K<0.1%––History
WIWWestern Asset Inflation-Linked Opportunities & Income FundCEF4,500$61.0K<0.1%––History
IDAIdacorp IncCOM540$61.0K<0.1%––History
SBUXStarbucks CorpStock551$64.0K<0.1%––History
GDDYGoDaddy Inc.CL A767$65.0K<0.1%––History
STZConstellation Brands, Inc.Stock264$66.0K<0.1%––History
iShares Tr46435G425ESG AWR MSCI USA612$66.0K<0.1%–––
COSTCostco Wholesale CorpStock125$71.0K<0.1%––History
Vanguard Information Technology ETF92204A702ETF154$71.0K<0.1%–––
Schwab Emerging Markets Equity ETF808524706ETF2,422$72.0K<0.1%–––
iShares Tr464289883CORE 30 70 ETF1,801$72.0K<0.1%–––
BRBroadridge Financial Solutions, Inc.Stock406$74.0K<0.1%––History
CTASCintas CorpStock166$74.0K<0.1%––History