SP Asset Management 13F Holdings

CIK 0001751817 · CUPERTINO, CA

As of Sep 30, 2022, SP Asset Management reported 107 positions worth $730.7K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
META PLATFORMS INCMETACommunication Services709,351$96.2K13.17%
ISHARES PREFERRED & INCOME SPFF—1,438,552$45.6K6.23%
UNITEDHEALTH GROUP INCUNHHealthcare79,974$40.4K5.53%
APPLE INCAAPLTechnology198,857$27.5K3.76%
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETFICSH—521,466$26.1K3.57%
ABBVIE INCABBVEquity186,903$25.1K3.43%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services87,834$23.5K3.21%
THE HEALTH CARE SELECT SECTOR SPDR FUNDXLVEquity166,785$20.2K2.76%
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETFIGV—79,192 9.8K2.71%
MICROSOFT CORPMSFTTechnology84,499 9.7K2.69%
VANGUARD GROWTH INDEX FUNDVUG—88,720 9.0K2.60%
VANGUARD SMALL-CAP INDEX FUNDVB—92,824 5.9K2.17%
QUALCOMM INCQCOMTechnology139,431 5.8K2.16%
BANK OF AMERICA CORPBACFinancial Services503,473 5.2K2.08%
JOHNSON & JOHNSONJNJHealthcare92,355 5.1K2.06%
AMAZON.COM INCAMZNEquity127,050 4.4K1.96%
WELLS FARGO & COMPANYWFCFinancial Services344,098 3.8K1.89%
ALPHABET INCGOOGLEquity140,460 3.4K1.84%
VANGUARD MID-CAP INDEX FUNDVO—68,808 2.9K1.77%
STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETFXLEEquity179,534 2.9K1.77%
ABBOTT LABORATORIESABTHealthcare132,148 2.8K1.75%
NUTANIX INCNTNXTechnology526,360 1.0K1.50%
HOME DEPOT INCHDConsumer Cyclical39,608 0.9K1.50%
ANALOG DEVICES INCADITechnology74,747 0.4K1.43%
MERCK & CO INCMRKHealthcare103,588$8.9K1.22%