The Analysis of Spahn Wealth & Retirement LLC's Holdings
Currently, Spahn Wealth & Retirement LLC holds 37 types of securities in its portfolio with a total value $168.7M. In the most recent quarter, they have increased their positions in IBKR (+49.8K shares, valued at $3.4M), ETH (+61.9K shares, valued at $2.4M), AMP (+795 shares, valued at $390.5K); decreased their positions in NVDA (-3.3K shares, valued at $609.9K), C (-4.7K shares, valued at $481.0K), GOOG (-1.7K shares, valued at $402.8K); initiated new positions in IBKR (+49.8K shares, valued at $3.4M), ETH (+61.9K shares, valued at $2.4M), AMP (+795 shares, valued at $390.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
LQD ISHARES IBOXX INVT GRADE BOND ETF162.5K shares-2.05%2025-09-302025-11-14
NVDA NVIDIA CORP92.8K shares-3.40%2025-09-302025-11-14 C CITIGROUP INC96.0K shares-4.71%2025-09-302025-11-14 MSTR STRATEGY INC19.2K shares-3.83%2025-09-302025-11-14 GOOG ALPHABET INC33.3K shares-4.73%2025-09-302025-11-14 META META PLATFORMS INC10.5K shares-2.23%2025-09-302025-11-14 PANW PALO ALTO NETWORKS INC33.4K shares-2.34%2025-09-302025-11-14 ANET ARISTA NETWORKS INC45.9K shares-4.65%2025-09-302025-11-14 HOOD ROBINHOOD MKTS INC45.9K shares-2.32%2025-09-302025-11-14 AMZN AMAZON.COM INC29.6K shares-3.15%2025-09-302025-11-14 AAPL APPLE INC24.9K shares-1.81%2025-09-302025-11-14 NFLX NETFLIX INC5.3K shares-1.84%2025-09-302025-11-14 IWM ISHARES RUSSELL 2000 ETF23.2K shares-5.04%2025-09-302025-11-14 MSFT MICROSOFT CORP10.8K shares-2.04%2025-09-302025-11-14 MELI MERCADOLIBRE INC2.0K shares-1.75%2025-09-302025-11-14 HYG ISHARES IBOXX HIGH YIELD BOND ETF54.5K shares-2.92%2025-09-302025-11-14 SPOT SPOTIFY TECHNOLOGY S A F6.3K shares-1.57%2025-09-302025-11-14 PLTR PALANTIR TECHNOLOGIES INC23.8K shares-2.06%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO11.4K shares-2.14%2025-09-302025-11-14 IBKR INTERACTIVE BROKERS GROUP INC49.8K sharesnew addition2025-09-302025-11-14 CDNS CADENCE DESIGN SYS INC9.6K shares-2.39%2025-09-302025-11-14 BTC GRAYSCALE BITCOIN MINI TRUST ETF62.7K shares-2.04%2025-09-302025-11-14 BAC BANK OF AMERICA CORP61.3K shares-6.72%2025-09-302025-11-14 AXON AXON ENTERPRISE INC4.1K shares-0.97%2025-09-302025-11-14 ETH GRAYSCALE ETHEREUM MINI61.9K sharesnew addition2025-09-302025-11-14 HD HOME DEPOT INC5.1K shares0.00%2025-09-302025-11-14 COIN COINBASE GLOBAL INC5.7K shares17.87%2025-09-302025-11-14 SHOP SHOPIFY INC8.0K shares-0.21%2025-09-302025-11-14 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF11.3K shares0.00%2025-09-302025-11-14 BKNG BOOKING HLDGS INC115 shares-3.36%2025-09-302025-11-14 AXP AMERICAN EXPRESS CO1.5K shares88.68%2025-09-302025-11-14 LPLA LPL FINL HLDGS INC1.4K shares0.00%2025-09-302025-11-14 WMT WALMART INC4.1K shares0.00%2025-09-302025-11-14 AMP AMERIPRISE FINL INC795 sharesnew addition2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY634 shares-4.52%2025-09-302025-11-14 LEN LENNAR CORP1.9K shares0.00%2025-09-302025-11-14 APO APOLLO GLOBAL MGMT INC N1.7K sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available