SP Asset Management LLC just filed a portfolio update, which we received from a 13F filings disclosure.

This disclosure reflects the funds' holdings for the 2025-02-06 report period.

Per our estimates, the largest stock moves were:

An increase of 15,287 shares of $SCHD (~$13,555). This was a increase of ~202.83% from their previous position.
An increase of 7,068 shares of $SCHX (~$6,008). This was a increase of ~200.06% from their previous position.
A decrease of 4,040 shares of $PLTR (~$48,448). This was a increase of ~-60.39% from their previous position.
A decrease of 3,392 shares of $UWM (~$153,395). This was a increase of ~-32.02% from their previous position.
An increase of 37,071 shares of $AMAT (~$5,195,907). This was a increase of ~175.45% from their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for SP Asset Management LLC for more details.