SP Asset Management LLC Q4 2024 Filing

Filed February 6, 2025

Portfolio Value

$1.2T

Holdings

129

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (129 positions)

#StockSharesValue% PortfolioType
1
METAMETA PLATFORMS INC
419,654$245.7B20.61%
2
BRK/BBERKSHIRE HATHAWAY INC DEL
188,801$85.6B7.18%
3
UNHUNITEDHEALTH GROUP INC
121,303$61.4B5.15%
4
AAPLAPPLE INC
188,584$47.2B3.96%
5
VUGVANGUARD INDEX FDS
104,408$42.9B3.59%
6
IGVISHARES TR
407,901$40.8B3.42%
7
ABBVABBVIE INC
225,335$40.0B3.36%
8
MSFTMICROSOFT CORP
80,323$33.9B2.84%
9
VBVANGUARD INDEX FDS
131,121$31.5B2.64%
10
VOVANGUARD INDEX FDS
112,048$29.6B2.48%
11
AMZNAMAZON COM INC
132,325$29.0B2.43%
12
GOOGLALPHABET INC
146,129$27.7B2.32%
13
QCOMQUALCOMM INC
161,087$24.7B2.08%
14
XLVSELECT SECTOR SPDR TR
177,543$24.4B2.05%
15
WFCWELLS FARGO CO NEW
276,455$19.4B1.63%
16
ORCLORACLE CORP
108,039$18.0B1.51%
17
BACBANK AMERICA CORP
406,287$17.9B1.50%
18
HDHOME DEPOT INC
45,521$17.7B1.48%
19
ADIANALOG DEVICES INC
75,686$16.1B1.35%
20
XLESELECT SECTOR SPDR TR
183,821$15.7B1.32%
21
SSOPROSHARES TR
157,568$14.6B1.22%
22
ABTABBOTT LABS
121,825$13.8B1.16%
23
NVDANVIDIA CORPORATION
101,918$13.7B1.15%
24
JNJJOHNSON & JOHNSON
91,341$13.2B1.11%
25
GOOGALPHABET INC
58,948$11.2B0.94%
26
NTNXNUTANIX INC
183,173$11.2B0.94%
27
MRKMERCK & CO INC
109,497$10.9B0.91%
28
AXPAMERICAN EXPRESS CO
33,852$10.0B0.84%
29
AMATAPPLIED MATLS INC
58,200$9.5B0.79%
30
XOMEXXON MOBIL CORP
78,059$8.4B0.70%
31
CRMSALESFORCE INC
24,865$8.3B0.70%
32
4I1PHILIP MORRIS INTL INC
68,002$8.2B0.69%
33
PFFISHARES TR
254,411$8.0B0.67%
34
SBUXSTARBUCKS CORP
84,570$7.7B0.65%
35
IBBISHARES TR
53,036$7.0B0.59%
36
NKENIKE INC
89,297$6.8B0.57%
37
PGPROCTER AND GAMBLE CO
39,980$6.7B0.56%
38
VHTVANGUARD WORLD FD
26,183$6.6B0.56%
39
VOOVANGUARD INDEX FDS
12,281$6.6B0.55%
40
ICSHISHARES TR
128,892$6.5B0.55%
41
VVISA INC
19,751$6.2B0.52%
42
IYHISHARES TR
102,672$6.0B0.50%
43
HONHONEYWELL INTL INC
25,566$5.8B0.48%
44
AMDADVANCED MICRO DEVICES INC
47,070$5.7B0.48%
45
PEPPEPSICO INC
29,740$4.5B0.38%
46
XYZBLOCK INC
49,066$4.2B0.35%
47
BILSPDR SER TR
42,921$3.9B0.33%
48
IXNISHARES TR
44,622$3.8B0.32%
49
VUSBVANGUARD BD INDEX FDS
75,544$3.7B0.31%
50
FRSHFRESHWORKS INC
231,481$3.7B0.31%
51
MDLZMONDELEZ INTL INC
61,037$3.6B0.31%
52
JPSTJ P MORGAN EXCHANGE TRADED F
72,013$3.6B0.30%
53
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
46,783$3.6B0.30%
54
LHLABCORP HOLDINGS INC
15,186$3.5B0.29%
55
VTEBVANGUARD MUN BD FDS
66,408$3.3B0.28%
56
RBRKRUBRIK INC.
44,632$2.9B0.24%
57
TSLATESLA INC
7,160$2.9B0.24%
58
NDQINVESCO QQQ TR
5,535$2.8B0.24%
59
SNOWSNOWFLAKE INC
17,709$2.7B0.23%
60
SKYYFIRST TR EXCHANGE TRADED FD
22,257$2.7B0.22%
61
SPYSPDR S&P 500 ETF TR
4,513$2.6B0.22%
62
NFLXNETFLIX INC
2,960$2.6B0.22%
63
IAKISHARES TR
20,114$2.5B0.21%
64
IVVISHARES TR
4,153$2.4B0.21%
65
AVGOBROADCOM INC
10,541$2.4B0.20%
66
FDNFIRST TR EXCHANGE-TRADED FD
9,573$2.3B0.20%
67
PYPLPAYPAL HLDGS INC
26,669$2.3B0.19%
68
LLYELI LILLY & CO
2,818$2.2B0.18%
69
VYMVANGUARD WHITEHALL FDS
14,999$1.9B0.16%
70
SNPSSYNOPSYS INC
3,708$1.8B0.15%
71
VTIVANGUARD INDEX FDS
5,797$1.7B0.14%
72
EEMISHARES TR
38,261$1.6B0.13%
73
XLFSELECT SECTOR SPDR TR
32,240$1.6B0.13%
74
ADBEADOBE INC
3,345$1.5B0.12%
75
IWFISHARES TR
3,293$1.3B0.11%
76
VWOVANGUARD INTL EQUITY INDEX F
28,533$1.3B0.11%
77
NOBLPROSHARES TR
11,904$1.2B0.10%
78
MAMASTERCARD INCORPORATED
2,197$1.2B0.10%
79
KHCKRAFT HEINZ CO
32,579$1.0B0.08%
80
ANETARISTA NETWORKS INC
7,952$878.9M0.07%
81
XLCSELECT SECTOR SPDR TR
8,684$840.7M0.07%
82
DFUSDIMENSIONAL ETF TRUST
12,996$828.5M0.07%
83
INTCINTEL CORP
38,994$781.8M0.07%
84
JPMJPMORGAN CHASE & CO.
3,117$747.2M0.06%
85
OGNORGANON & CO
48,228$719.6M0.06%
86
RBLXROBLOX CORP
11,940$690.8M0.06%
87
IJRISHARES TR
5,488$632.3M0.05%
88
SCHDSCHWAB STRATEGIC TR
22,824$623.5M0.05%
89
CMGCHIPOTLE MEXICAN GRILL INC
10,050$606.0M0.05%
90
SUBISHARES TR
5,500$580.1M0.05%
91
TSMTAIWAN SEMICONDUCTOR MFG LTD
2,933$579.2M0.05%
92
IBNICICI BANK LIMITED
16,324$487.4M0.04%
93
IJHISHARES TR
7,701$479.9M0.04%
94
MOALTRIA GROUP INC
8,362$437.2M0.04%
95
KLACKLA CORP
690$434.5M0.04%
96
ONEQFIDELITY COMWLTH TR
4,981$378.9M0.03%
97
COSTCOSTCO WHSL CORP NEW
403$369.2M0.03%
98
BSXBOSTON SCIENTIFIC CORP
3,992$356.6M0.03%
99
VGTVANGUARD WORLD FD
563$350.1M0.03%
100
NOWSERVICENOW INC
311$329.7M0.03%
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