First-Wilshire-Securities-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABT",
  "BABA",
  "JEF",
  "MTRX",
  null,
  null,
  null,
  "GOOGL",
  "VTS",
  "ANDE",
  "SIGA",
  "SNRE",
  "LXFR",
  "CRNT",
  "HD",
  "AGM",
  "LMNR",
  "PSTL",
  null,
  "RELL",
  "SILC",
  "SGC",
  "LBTYK",
  "FGI",
  "MPC",
  "SEED",
  "ATLX",
  "MSFT",
  "EZPW",
  "GE",
  "IMAX",
  "VHT",
  null,
  null,
  "IVV",
  "PFE",
  "PG",
  null,
  "DGX",
  null,
  null,
  "SHEL",
  null,
  null,
  null,
  "RBBN",
  "AVNW",
  "SD",
  "EWBC",
  "NWPX",
  null,
  "VYM",
  "CHN",
  "CRD-B",
  "ECVT",
  "CUBI",
  "GILT",
  "GIFI",
  "AMZN",
  "SIRI",
  "TPH",
  "VOO",
  "SCHD",
  "CHKP",
  "LBTYA",
  "TPC",
  "BAC",
  "BRK-B",
  "CAMT",
  "CVX",
  "CSCO",
  "CMC",
  "CRD-A",
  "J",
  "TTEK",
  "JNJ",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 78
Total Value: 348686354
Accession Number: 0000732847-25-000013
Form Type: 13F-HR
CIK: first-wilshire-securities-management
Manager Name: First-Wilshire-Securities-Management

Data Enrichment

83% identified

65 identified13 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

78 positions • $348.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 4 of 4

Sort by:

PROCTER & GAMBLE Co

PG|742718109

Shares:2.0K

Value:$340.8K

% of Portfolio:0.1% ($340.8K/$348.7M)

81369Y852

Shares:3.5K

Value:$337.6K

% of Portfolio:0.1% ($337.6K/$348.7M)

921946406

VYM|921946406

Shares:2.6K

Value:$335.3K

% of Portfolio:0.1% ($335.3K/$348.7M)

Atlas Lithium Corp

ATLX|105861306

Shares:60.4K

Value:$312.2K

% of Portfolio:0.1% ($312.2K/$348.7M)

Alphabet Inc.

GOOGL|02079K305

Shares:2.0K

Value:$307.4K

% of Portfolio:0.1% ($307.4K/$348.7M)

COMMERCIAL METALS Co

CMC|201723103

Shares:6.5K

Value:$299.1K

% of Portfolio:0.1% ($299.1K/$348.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.2K

Value:$292.6K

% of Portfolio:0.1% ($292.6K/$348.7M)

464287457

Shares:3.5K

Value:$292.5K

% of Portfolio:0.1% ($292.5K/$348.7M)

CHEVRON CORP

CVX|166764100

Shares:1.6K

Value:$276.0K

% of Portfolio:0.1% ($276.0K/$348.7M)

464287200

IVV|464287200

Shares:452

Value:$254.0K

% of Portfolio:0.1% ($254.0K/$348.7M)

Customers Bancorp, Inc.

CUBI|23204G100

Shares:4.9K

Value:$246.0K

% of Portfolio:0.1% ($246.0K/$348.7M)

46431W507

Shares:4.6K

Value:$234.7K

% of Portfolio:0.1% ($234.7K/$348.7M)

PFIZER INC

PFE|717081103

Shares:8.6K

Value:$218.1K

% of Portfolio:0.1% ($218.1K/$348.7M)

78468R523

Shares:2.2K

Value:$217.5K

% of Portfolio:0.1% ($217.5K/$348.7M)

92189F429

Shares:11.2K

Value:$187.6K

% of Portfolio:0.1% ($187.6K/$348.7M)

China Fund, Inc.

CHN|169373107

Shares:14.6K

Value:$187.0K

% of Portfolio:0.1% ($187.0K/$348.7M)

Postal Realty Trust, Inc.

PSTL|73757R102

Shares:10.9K

Value:$156.1K

% of Portfolio:0.0% ($156.1K/$348.7M)

Origin Agritech LTD

SEED|G67828205

Shares:19.5K

Value:$38.0K

% of Portfolio:0.0% ($38.0K/$348.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PROCTER & GAMBLE Co(PGcusip742718109)	2.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$340.8K	0.1% ($340.8K/$348.7M)	QoQ +101643.28% (+$340.5K) YoY +104773.84% (+$340.5K)
(cusip81369Y852)✕	3.5K	QoQ 0.00% (+0) YoY +16.66% (+500)	All Managers (Combined)	$337.6K	0.1% ($337.6K/$348.7M)	QoQ +99479.64% (+$337.2K) YoY +137685.71% (+$337.3K)
(VYMcusip921946406)	2.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$335.3K	0.1% ($335.3K/$348.7M)	QoQ +100892.77% (+$335.0K) YoY +106343.17% (+$335.0K)
Atlas Lithium Corp(ATLXcusip105861306)	60.4K	QoQ NEW(+60.4K) YoY NEW(+60.4K)	All Managers (Combined)	$312.2K	0.1% ($312.2K/$348.7M)	QoQ NEW(+$312.2K) YoY NEW(+$312.2K)
Alphabet Inc.(GOOGLcusip02079K305)	2.0K	QoQ -34.08% (-1.0K) YoY -50.33% (-2.0K)	All Managers (Combined)	$307.4K	0.1% ($307.4K/$348.7M)	QoQ +53739.57% (-$306.9K) YoY +50798.01% (-$306.8K)
COMMERCIAL METALS Co(CMCcusip201723103)	6.5K	QoQ -43.47% (-5.0K) YoY -43.47% (-5.0K)	All Managers (Combined)	$299.1K	0.1% ($299.1K/$348.7M)	QoQ +52367.54% (-$298.5K) YoY +44140.38% (-$298.4K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.2K	QoQ -0.83% (-10) YoY -1.81% (-22)	All Managers (Combined)	$292.6K	0.1% ($292.6K/$348.7M)	QoQ +101512.15% (-$292.4K) YoY +120329.21% (-$292.4K)
(cusip464287457)✕	3.5K	QoQ +29.57% (+807) YoY NEW(+3.5K)	All Managers (Combined)	$292.5K	0.1% ($292.5K/$348.7M)	QoQ +130495.08% (+$292.3K) YoY NEW(+$292.5K)
CHEVRON CORP(CVXcusip166764100)	1.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$276.0K	0.1% ($276.0K/$348.7M)	QoQ +115393.30% (+$275.8K) YoY +106065.00% (+$275.8K)
(IVVcusip464287200)	452	QoQ 0.00% (+0) YoY -2.58% (-12)	All Managers (Combined)	$254.0K	0.1% ($254.0K/$348.7M)	QoQ +95380.82% (+$253.7K) YoY +103989.75% (-$253.7K)
Customers Bancorp, Inc.(CUBIcusip23204G100)	4.9K	QoQ -50.50% (-5.0K) YoY -50.50% (-5.0K)	All Managers (Combined)	$246.0K	0.1% ($246.0K/$348.7M)	QoQ +50933.19% (-$245.5K) YoY +46753.33% (-$245.5K)
(cusip46431W507)✕	4.6K	QoQ -12.34% (-650) YoY -33.96% (-2.4K)	All Managers (Combined)	$234.7K	0.1% ($234.7K/$348.7M)	QoQ +88138.34% (-$234.4K) YoY +66580.11% (-$234.4K)
PFIZER INC(PFEcusip717081103)	8.6K	QoQ -6.29% (-578) YoY +2.72% (+228)	All Managers (Combined)	$218.1K	0.1% ($218.1K/$348.7M)	QoQ +89275.40% (-$217.8K) YoY +93898.27% (+$217.8K)
(cusip78468R523)✕	2.2K	QoQ -3.05% (-69) YoY NEW(+2.2K)	All Managers (Combined)	$217.5K	0.1% ($217.5K/$348.7M)	QoQ +97008.48% (-$217.3K) YoY NEW(+$217.5K)
(cusip92189F429)✕	11.2K	QoQ -34.80% (-6.0K) YoY -20.04% (-2.8K)	All Managers (Combined)	$187.6K	0.1% ($187.6K/$348.7M)	QoQ +63282.09% (-$187.3K) YoY +75549.59% (-$187.4K)
China Fund, Inc.(CHNcusip169373107)	14.6K	QoQ 0.00% (+0) YoY -12.64% (-2.1K)	All Managers (Combined)	$187.0K	0.1% ($187.0K/$348.7M)	QoQ +107386.78% (+$186.9K) YoY +111892.21% (-$186.9K)
Postal Realty Trust, Inc.(PSTLcusip73757R102)	10.9K	QoQ NEW(+10.9K) YoY NEW(+10.9K)	All Managers (Combined)	$156.1K	0.0% ($156.1K/$348.7M)	QoQ NEW(+$156.1K) YoY NEW(+$156.1K)
Origin Agritech LTD(SEEDcusipG67828205)	19.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$38.0K	0.0% ($38.0K/$348.7M)	QoQ +92668.29% (+$38.0K) YoY +48045.56% (+$38.0K)