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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
MUBIshares Tr
Recent Activity
Decreased -2.19%
1.61%
$2.086M
19,579 shares@ $106.55 avg price
AAPLApple Inc
Recent Activity
0.24%
$300,504
1,200 shares@ $250.42 avg price
MSFTMicrosoft Corp
Recent Activity
0.23%
$286,620
680 shares@ $421.5 avg price
PNRGPrimeenergy Resources Corp
Recent Activity
New Position
0.22%
$273,170
1,244 shares@ $219.6 avg price
PEPPepsico Inc
Recent Activity
0.17%
$214,405
1,410 shares@ $152.07 avg price
MCDMcdonalds Corp
Recent Activity
0.16%
$207,271
715 shares@ $289.89 avg price