Professional-Advisory-Services
AI_NATIVE detailed information: This accession holds the following tickers:[ "ACN", "ABT", "ABBV", "GOOGL", null, "AXP", "ASML", "T", "LOW", null, "GD", "HD", "AZN", "FBIN", "EMXC", "AMAT", "BKNG", "IJH", "LRCX", "MPC", null, null, "MSFT", "DG", "ORCL", "PAYX", "IWF", "PEP", "AAPL", "SPY", "NVDA", "PFE", "PG", "MRK", "ROK", "SPGI", "IBM", "SYK", "CI", "TMO", "TJX", "TFC", "UPS", "VNQ", "ONCY", "AMD", "FI", "AJG", null, null, null, null, "AMZN", "USB", null, "VOO", "VEEV", "V", "WMT", "SYY", "AME", "AZO", "BAC", "BRK-A", "BRK-B", "BA", "CARR", "CVX", "CSCO", "CTBI", "CSWI", "RSP", "ADI", "NEE", "NKE", "IWM", "DIS", "ELV", "GOOG", "XOM", "JNJ", "PM", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-14
- Total Holdings
- 83
- Total Value
- 714003
- Accession Number
- 0000894205-25-000006
- Form Type
- 13F-HR
- Manager Name
- Professional-Advisory-Services
Data Enrichment
89% identified74 identified9 unidentified
Holdings
83 positions • $714.0K total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
(cusip46604F109)✕ | 17.0K | All Managers (Combined) | $4.0K | 0.6% ($4.0K/$714.0K) | ||
(cusip654110303)✕ | 10.0K | QoQ NEW(+10.0K) YoY NEW(+10.0K) | All Managers (Combined) | $1.0K | 0.1% ($1.0K/$714.0K) | QoQ NEW(+$0) YoY NEW(+$0) |
(cusip64104P105)✕ | 20.0K | All Managers (Combined) | $0 | 0.0% ($0/$714.0K) |