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  Name: Safir Wealth Advisors LLC
  City: GREENLAND
  State: NH
  Zip: 03840
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $121,834,000
  Total Value Change : $10,691,000
  Securities Held Change : 2
   
All Securities Held : 17
  New Positions : 1
  Closed Positions : 0
  Increased Positions : 9
  Unchanged Positions : 4
  Decreased Positions : 3

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MSFT)1 Year Chart         MSFT Microsoft Corp 12 - $420.99 $286,000 680 0.23% 30,000 0 0    Application Software
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 14 - $154.28 $215,000 1,357 0.18% 2,000 0 0    Drug Manufacturers - ...
   (AAPL)1 Year Chart         AAPL Apple Inc 16 - $189.84 $206,000 1,200 0.17% -25,000 0 0    Personal Computers
   (MCD)1 Year Chart         MCD McDonalds Corp 17 - $273.51 $202,000 715 0.17% -10,000 0 0    Restaurants

      4 Records Found
  1    
Page 1 of 1
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