Smith-Chas-P--Associates-Pa-Cpas

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-08
Total Holdings
163
Total Value
1719751196
Accession Number
0001082509-25-000003
Form Type
13F-HR
Manager Name
Smith-Chas-P--Associates-Pa-Cpas
Data Enrichment
81% identified
132 identified31 unidentified

Holdings

163 positions • $1.7B total value
Manager:
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922908736
Shares:551
Value:$204.3K
% of Portfolio:0.0% ($204.3K/$1.7B)
SPDR GOLD TRUST
Shares:702
Value:$202.3K
% of Portfolio:0.0% ($202.3K/$1.7B)
Nuveen Preferred & Income Opportunities Fund
Shares:17.5K
Value:$139.3K
% of Portfolio:0.0% ($139.3K/$1.7B)