test

Andrew Safir

@Safir Wealth Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$129.663MTotal holdings16
Assets growth rate-0.31%Assets growth rate (2-Q avg)3.14%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Safir Wealth Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 16 positions.

Assets under management

The assets under management (AUM) of Safir Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 129.663M in assets, with a quarterly growth rate of -0.31% and a 2-quarter average growth rate of 3.14%. The portfolio is managed by Andrew Safir, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JNJJohnson & Johnson
Recent Activity
Exited
0%
$219,915
1,357 shares@ $162.06 avg price
XOMExxon Mobil Corp
Recent Activity
Exited
0%
$214,747
1,832 shares@ $117.22 avg price