Aquire Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 4, 2024
Value $
$319M
Signature - Title
Matthew Mulcock - Chief Compliance Officer
Location
South Jordan, UT
Summary
This page shows a list of all the recent 13F filings made by Aquire Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Aquire Wealth Advisors, LLC reported 46 stock holdings with total value $319M as of Q3 2024. Top holdings included DFAU, DFAI, DFAE, SPTM, and AGG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 46 $319M +$10.6M -$6.4M +$4.18M DFAU, DFAI, DFAE, SPTM, AGG 13F-HR 11/4/2024, 12:35 PM
Q2 2024 43 $298M +$11.9M -$4.48M +$7.4M DFAU, DFAI, DFAE, SPTM, AGG 13F-HR 8/14/2024, 09:16 AM
Q1 2024 46 $286M +$9.77M -$2.24M +$7.53M DFAU, DFAI, DFAE, SPTM, AGG 13F-HR 5/13/2024, 09:17 AM
Q4 2023 40 $263M +$5.82M -$4.04M +$1.78M DFAU, DFAI, DFAE, SPTM, AGG 13F-HR 1/11/2024, 03:26 PM
Q3 2023 39 $240M +$2.66M -$4.48M -$1.82M DFAU, DFAI, DFAE, SPTM, AGG 13F-HR 10/30/2023, 11:41 AM
Q2 2023 39 $251M +$15.6M -$2.44M +$13.1M DFAU, DFAI, DFAE, SPTM, AGG 13F-HR 8/3/2023, 10:33 AM
Q1 2023 39 $228M +$20.9M -$1.52M +$19.4M DFAU, DFAI, SPTM, DFAE, AGG 13F-HR 5/1/2023, 03:43 PM
Q4 2022 35 $196M +$38.2M -$23.8M +$14.4M DFAU, DFAI, SPTM, DFAE, AGG 13F-HR 1/20/2023, 03:24 PM
Q3 2022 34 $172M +$15.4M -$3.2M +$12.2M DFAU, SPTM, DFAI, SPDW, DFAE 13F-HR 10/18/2022, 02:43 PM
Q2 2022 34 $171M +$16.6M -$9.48M +$7.1M DFAU, SPTM, SPDW, DFAI, TFI 13F-HR 7/27/2022, 04:18 PM
Q1 2022 37 $188M +$15.3M -$8.76M +$6.56M DFAU, SPTM, DFAI, SPDW, DFAE 13F-HR 4/28/2022, 12:13 PM
Q4 2021 246 $191M $0 $0 DFAU, SPTM, SPDW, TFI, DFAI 13F-HR 2/8/2022, 06:18 PM