SP Asset Management LLC Q3 2024 Filing

Filed November 12, 2024

Portfolio Value

$1.2T

Holdings

133

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (133 positions)

#StockSharesValue% PortfolioType
1
METAMETA PLATFORMS INC
453,799$259.8B21.57%
2
BRK/BBERKSHIRE HATHAWAY INC DEL
189,097$87.0B7.23%
3
UNHUNITEDHEALTH GROUP INC
120,206$70.3B5.84%
4
ABBVABBVIE INC
225,975$44.6B3.71%
5
AAPLAPPLE INC
191,434$44.6B3.70%
6
VUGVANGUARD INDEX FDS
104,513$40.1B3.33%
7
MSFTMICROSOFT CORP
82,632$35.6B2.95%
8
IGVISHARES TR
384,445$34.4B2.85%
9
VBVANGUARD INDEX FDS
130,919$31.1B2.58%
10
VOVANGUARD INDEX FDS
112,192$29.6B2.46%
11
QCOMQUALCOMM INC
160,851$27.4B2.27%
12
XLVSELECT SECTOR SPDR TR
176,472$27.2B2.26%
13
AMZNAMAZON COM INC
131,793$24.6B2.04%
14
GOOGLALPHABET INC
146,452$24.3B2.02%
15
HDHOME DEPOT INC
45,962$18.6B1.55%
16
ORCLORACLE CORP
108,956$18.6B1.54%
17
ADIANALOG DEVICES INC
76,359$17.6B1.46%
18
BACBANK AMERICA CORP
427,393$17.0B1.41%
19
SSOPROSHARES TR
177,894$16.0B1.33%
20
XLESELECT SECTOR SPDR TR
182,440$16.0B1.33%
21
WFCWELLS FARGO CO NEW
277,844$15.7B1.30%
22
JNJJOHNSON & JOHNSON
91,742$14.9B1.23%
23
ABTABBOTT LABS
123,241$14.1B1.17%
24
NVDANVIDIA CORPORATION
102,352$12.4B1.03%
25
MRKMERCK & CO INC
106,189$12.1B1.00%
26
NTNXNUTANIX INC
203,440$12.1B1.00%
27
GOOGALPHABET INC
59,990$10.0B0.83%
28
PFFISHARES TR
283,700$9.4B0.78%
29
AXPAMERICAN EXPRESS CO
34,635$9.4B0.78%
30
XOMEXXON MOBIL CORP
77,423$9.1B0.75%
31
4I1PHILIP MORRIS INTL INC
69,253$8.4B0.70%
32
SBUXSTARBUCKS CORP
84,073$8.2B0.68%
33
NKENIKE INC
89,349$7.9B0.66%
34
AMDADVANCED MICRO DEVICES INC
47,064$7.7B0.64%
35
IBBISHARES TR
53,015$7.7B0.64%
36
VHTVANGUARD WORLD FD
26,478$7.5B0.62%
37
CRMSALESFORCE INC
25,597$7.0B0.58%
38
PGPROCTER AND GAMBLE CO
40,133$7.0B0.58%
39
ICSHISHARES TR
133,366$6.8B0.56%
40
IYHISHARES TR
102,567$6.7B0.55%
41
VOOVANGUARD INDEX FDS
12,261$6.5B0.54%
42
VVISA INC
19,714$5.4B0.45%
43
HONHONEYWELL INTL INC
25,440$5.3B0.44%
44
PEPPEPSICO INC
30,093$5.1B0.42%
45
VTEBVANGUARD MUN BD FDS
88,945$4.5B0.38%
46
MDLZMONDELEZ INTL INC
60,918$4.5B0.37%
47
AMATAPPLIED MATLS INC
21,129$4.3B0.35%
48
VUSBVANGUARD BD INDEX FDS
74,297$3.7B0.31%
49
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
47,824$3.7B0.31%
50
IXNISHARES TR
44,574$3.7B0.31%
51
XYZBLOCK INC
52,806$3.5B0.29%
52
BILSPDR SER TR
38,175$3.5B0.29%
53
JPSTJ P MORGAN EXCHANGE TRADED F
68,955$3.5B0.29%
54
LHLABCORP HOLDINGS INC
15,143$3.4B0.28%
55
NDQINVESCO QQQ TR
5,521$2.7B0.22%
56
FRSHFRESHWORKS INC
231,481$2.7B0.22%
57
IAKISHARES TR
20,066$2.6B0.21%
58
PYPLPAYPAL HLDGS INC
32,619$2.5B0.21%
59
LLYELI LILLY & CO
2,814$2.5B0.21%
60
SPYSPDR S&P 500 ETF TR
4,330$2.5B0.21%
61
EEMISHARES TR
51,074$2.3B0.19%
62
IVVISHARES TR
3,893$2.2B0.19%
63
NFLXNETFLIX INC
2,997$2.1B0.18%
64
SNOWSNOWFLAKE INC
17,709$2.0B0.17%
65
VYMVANGUARD WHITEHALL FDS
14,887$1.9B0.16%
66
TSLATESLA INC
7,240$1.9B0.16%
67
SNPSSYNOPSYS INC
3,708$1.9B0.16%
68
AVGOBROADCOM INC
10,515$1.8B0.15%
69
ADBEADOBE INC
3,345$1.7B0.14%
70
TQQQPROSHARES TR
23,498$1.7B0.14%
71
VTIVANGUARD INDEX FDS
5,843$1.7B0.14%
72
VWOVANGUARD INTL EQUITY INDEX F
30,741$1.5B0.12%
73
XLFSELECT SECTOR SPDR TR
32,111$1.5B0.12%
74
RBRKRUBRIK INC.
44,632$1.4B0.12%
75
KHCKRAFT HEINZ CO
36,127$1.3B0.11%
76
NOBLPROSHARES TR
11,776$1.3B0.10%
77
IWFISHARES TR
3,293$1.2B0.10%
78
MAMASTERCARD INCORPORATED
2,194$1.1B0.09%
79
XLCSELECT SECTOR SPDR TR
9,214$832.9M0.07%
80
OGNORGANON & CO
43,283$828.0M0.07%
81
DFUSDIMENSIONAL ETF TRUST
12,949$805.5M0.07%
82
ANETEURARISTA NETWORKS INC
1,988$763.0M0.06%
83
JPMJPMORGAN CHASE & CO.
3,106$655.0M0.05%
84
IJRISHARES TR
5,484$641.5M0.05%
85
SCHDSCHWAB STRATEGIC TR
7,537$637.1M0.05%
86
RBLXROBLOX CORP
13,540$599.3M0.05%
87
SUBISHARES TR
5,500$584.0M0.05%
88
CMGCHIPOTLE MEXICAN GRILL INC
10,050$579.1M0.05%
89
KLACKLA CORP
688$532.7M0.04%
90
TSMTAIWAN SEMICONDUCTOR MFG LTD
2,925$508.0M0.04%
91
IBNICICI BANK LIMITED
16,324$487.3M0.04%
92
IJHISHARES TR
7,690$479.2M0.04%
93
UWMPROSHARES TR
10,592$454.7M0.04%
94
MOALTRIA GROUP INC
8,376$427.5M0.04%
95
HUMHUMANA INC
1,173$371.7M0.03%
96
INTCINTEL CORP
15,634$366.8M0.03%
97
COSTCOSTCO WHSL CORP NEW
402$356.8M0.03%
98
TXNTEXAS INSTRS INC
1,689$349.0M0.03%
99
DISDISNEY WALT CO
3,616$347.8M0.03%
100
BSXBOSTON SCIENTIFIC CORP
3,992$334.5M0.03%
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