SP Asset Management as of March 31, 2021
Portfolio Holdings for SP Asset Management
SP Asset Management holds 107 positions in its portfolio as reported in the March 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Facebook Cl A (META) | 27.5 | $222M | 687k | 322.58 | |
Ishares Tr Blackrock Ultra (ICSH) | 8.3 | $67M | 1.3M | 50.51 | |
UnitedHealth (UNH) | 3.5 | $28M | 68k | 411.35 | |
Apple (AAPL) | 3.3 | $27M | 202k | 132.54 | |
Ishares Tr Mbs Etf (MBB) | 2.7 | $22M | 203k | 108.69 | |
Microsoft Corporation (MSFT) | 2.7 | $22M | 85k | 251.86 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $20M | 70k | 280.25 | |
Bank of America Corporation (BAC) | 2.3 | $19M | 451k | 41.00 | |
Wells Fargo & Company (WFC) | 1.9 | $16M | 338k | 45.74 | |
Johnson & Johnson (JNJ) | 1.9 | $15M | 90k | 167.77 | |
Abbvie (ABBV) | 1.8 | $15M | 129k | 114.68 | |
Nutanix Cl A (NTNX) | 1.8 | $14M | 535k | 26.54 | |
Vanguard Index Fds Growth Etf (VUG) | 1.7 | $14M | 51k | 269.13 | |
Abbott Laboratories (ABT) | 1.7 | $13M | 114k | 117.54 | |
Home Depot (HD) | 1.6 | $13M | 38k | 332.77 | |
Proshares Tr Pshs Ult S&p 500 (SSO) | 1.5 | $12M | 108k | 112.22 | |
Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.4 | $11M | 209k | 54.74 | |
Ishares Tr Expanded Tech (IGV) | 1.4 | $11M | 33k | 347.57 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.4 | $11M | 203k | 54.94 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $10M | 4.4k | 2343.34 | |
Analog Devices (ADI) | 1.3 | $10M | 67k | 151.32 | |
Select Sector Spdr Tr Energy (XLE) | 1.1 | $9.1M | 178k | 50.78 | |
Oracle Corporation (ORCL) | 1.1 | $8.8M | 112k | 78.53 | |
Starbucks Corporation (SBUX) | 1.0 | $8.4M | 72k | 115.72 | |
Vanguard Index Fds Mid Cap Etf (VO) | 1.0 | $8.0M | 35k | 230.63 | |
Merck & Co (MRK) | 1.0 | $7.8M | 103k | 75.99 | |
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 0.9 | $7.5M | 79k | 95.12 | |
Qualcomm (QCOM) | 0.9 | $7.4M | 54k | 137.43 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.9 | $7.4M | 60k | 122.84 | |
Philip Morris International (PM) | 0.8 | $6.5M | 68k | 95.85 | |
Ishares Tr Nasdaq Biotech (IBB) | 0.8 | $6.5M | 42k | 154.65 | |
Alphabet Cap Stk Cl C (GOOG) | 0.8 | $6.4M | 2.7k | 2394.68 | |
salesforce (CRM) | 0.8 | $6.1M | 28k | 217.19 | |
At&t (T) | 0.8 | $6.1M | 190k | 32.02 | |
Select Sector Spdr Tr Communication (XLC) | 0.8 | $6.1M | 79k | 76.94 | |
Exxon Mobil Corporation (XOM) | 0.7 | $5.9M | 99k | 59.19 | |
Ishares Tr Us Hlthcare Etf (IYH) | 0.7 | $5.8M | 22k | 264.60 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.7 | $5.4M | 102k | 53.37 | |
Amazon (AMZN) | 0.7 | $5.4M | 1.6k | 3387.04 | |
Procter & Gamble Company (PG) | 0.7 | $5.3M | 40k | 134.54 | |
American Express Company (AXP) | 0.6 | $5.1M | 33k | 154.54 | |
Pepsi (PEP) | 0.6 | $4.7M | 33k | 145.78 | |
Visa Com Cl A (V) | 0.5 | $4.4M | 19k | 232.62 | |
Laboratory Corp Amer Hldgs Com New | 0.5 | $4.2M | 15k | 273.56 | |
Kraft Heinz (KHC) | 0.5 | $4.0M | 96k | 41.99 | |
Cognizant Technology Solutio Cl A (CTSH) | 0.5 | $3.9M | 47k | 82.19 | |
Mondelez Intl Cl A (MDLZ) | 0.5 | $3.8M | 62k | 61.42 | |
Xilinx | 0.4 | $3.3M | 27k | 123.54 | |
3M Company (MMM) | 0.4 | $3.3M | 16k | 199.38 | |
Intel Corporation (INTC) | 0.3 | $2.7M | 47k | 57.27 | |
Applied Materials (AMAT) | 0.3 | $2.6M | 19k | 132.86 | |
Ishares Tr Global Tech Etf (IXN) | 0.3 | $2.4M | 7.5k | 315.86 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $2.2M | 42k | 52.31 | |
NVIDIA Corporation (NVDA) | 0.3 | $2.1M | 3.6k | 593.53 | |
Honeywell International (HON) | 0.3 | $2.1M | 9.4k | 225.47 | |
General Electric Company | 0.3 | $2.1M | 159k | 13.12 | |
Proshares Tr Ultrapro Qqq (TQQQ) | 0.2 | $1.7M | 16k | 105.88 | |
Ishares Tr U.s. Insrnce Etf (IAK) | 0.2 | $1.6M | 20k | 80.10 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $1.5M | 38k | 38.65 | |
Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $1.4M | 13k | 107.77 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $1.3M | 13k | 105.06 | |
Tesla Motors (TSLA) | 0.2 | $1.2M | 1.8k | 684.98 | |
Direxion Shs Etf Tr Dly Fin Bull New (FAS) | 0.1 | $1.2M | 11k | 109.78 | |
Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.1 | $1.1M | 31k | 36.75 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $1.1M | 2.1k | 503.55 | |
Netflix (NFLX) | 0.1 | $1.0M | 2.0k | 508.91 | |
Snap Cl A (SNAP) | 0.1 | $995k | 17k | 59.18 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $861k | 2.6k | 330.14 | |
Walt Disney Company (DIS) | 0.1 | $843k | 4.6k | 184.26 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $790k | 3.1k | 254.76 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $785k | 1.9k | 415.78 | |
Paypal Holdings (PYPL) | 0.1 | $754k | 2.9k | 258.93 | |
Twilio Cl A (TWLO) | 0.1 | $750k | 2.1k | 359.88 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $720k | 1.9k | 382.17 | |
Bristol Myers Squibb (BMY) | 0.1 | $620k | 9.7k | 63.90 | |
Proshares Tr Pshs Ultruss2000 (UWM) | 0.1 | $603k | 5.3k | 113.86 | |
Mastercard Incorporated Cl A (MA) | 0.1 | $595k | 1.6k | 379.71 | |
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) | 0.1 | $546k | 8.8k | 61.93 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $517k | 1.9k | 272.54 | |
Citigroup Com New (C) | 0.1 | $516k | 7.1k | 72.38 | |
Citrix Systems | 0.1 | $488k | 4.0k | 123.29 | |
Micron Technology (MU) | 0.1 | $447k | 5.3k | 84.98 | |
Eli Lilly & Co. (LLY) | 0.1 | $434k | 2.3k | 188.37 | |
Devon Energy Corporation (DVN) | 0.1 | $423k | 18k | 23.45 | |
Palantir Technologies Cl A (PLTR) | 0.1 | $410k | 18k | 22.33 | |
Chipotle Mexican Grill (CMG) | 0.0 | $368k | 250.00 | 1472.00 | |
Altria (MO) | 0.0 | $354k | 7.4k | 47.90 | |
Vanguard World Fds Consum Stp Etf (VDC) | 0.0 | $352k | 1.9k | 182.19 | |
JPMorgan Chase & Co. (JPM) | 0.0 | $344k | 2.2k | 155.59 | |
Cisco Systems (CSCO) | 0.0 | $340k | 6.6k | 51.16 | |
First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $323k | 5.1k | 63.41 | |
Verizon Communications (VZ) | 0.0 | $320k | 5.5k | 58.63 | |
Servicenow (NOW) | 0.0 | $316k | 645.00 | 489.92 | |
Western Digital (WDC) | 0.0 | $300k | 4.3k | 70.18 | |
Sabra Health Care REIT (SBRA) | 0.0 | $293k | 16k | 18.07 | |
Medtronic SHS (MDT) | 0.0 | $291k | 2.3k | 128.70 | |
Ubiquiti (UI) | 0.0 | $286k | 1.0k | 286.00 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $282k | 1.3k | 223.28 | |
Wal-Mart Stores (WMT) | 0.0 | $272k | 1.9k | 140.93 | |
Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $264k | 2.3k | 113.45 | |
Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.0 | $254k | 1.8k | 141.43 | |
Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $252k | 3.0k | 83.53 | |
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $221k | 1.2k | 181.59 | |
Nike CL B (NKE) | 0.0 | $219k | 1.7k | 131.45 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $215k | 2.1k | 101.61 | |
Icici Bank Adr (IBN) | 0.0 | $181k | 11k | 15.92 | |
Banco Santander Adr (SAN) | 0.0 | $112k | 30k | 3.80 |