Interactive-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GATX",
  null,
  "ALL",
  "SCHH",
  null,
  null,
  null,
  null,
  null,
  "GILD",
  null,
  null,
  null,
  null,
  "MUB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "MS",
  null,
  null,
  null,
  "IVV",
  null,
  null,
  "AAPL",
  "SPY",
  "EFAV",
  null,
  null,
  null,
  null,
  null,
  "VO",
  "VV",
  null,
  null,
  "VCIT",
  null,
  "VIG",
  "XLB",
  "IWN",
  null,
  null,
  "VYM",
  "AEP",
  null,
  null,
  "AMZN",
  "IVE",
  null,
  null,
  null,
  "USB",
  "VEA",
  null,
  "BNDX",
  "VOO",
  null,
  null,
  null,
  null,
  "SO",
  null,
  null,
  null,
  null,
  "CVX",
  null,
  null,
  "EFA",
  "QQQ",
  "IWM",
  "TSLA",
  "XLK",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 84
Total Value: 189314993
Accession Number: 0001085146-25-002434
Form Type: 13F-HR
CIK: interactive-financial-advisors
Manager Name: Interactive-Financial-Advisors

Data Enrichment

39% identified

33 identified51 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

84 positions • $189.3M total value

SEC FilingSEC DataHachi Filing

Manager:

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46429B655

Shares:4.5K

Value:$232.0K

% of Portfolio:0.1% ($232.0K/$189.3M)

464288661

Shares:1.9K

Value:$220.2K

% of Portfolio:0.1% ($220.2K/$189.3M)

46138E537

Shares:9.5K

Value:$217.9K

% of Portfolio:0.1% ($217.9K/$189.3M)

SOUTHERN CO

SO|842587107

Shares:2.2K

Value:$203.0K

% of Portfolio:0.1% ($203.0K/$189.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46429B655)✕	4.5K	QoQ -1.21% (-56) YoY -6.77% (-330)	All Managers (Combined)	$232.0K	0.1% ($232.0K/$189.3M)	QoQ -0.88% (-$2.1K) YoY -6.79% (-$16.9K)
(cusip464288661)✕	1.9K	QoQ -1.79% (-34) YoY -5.09% (-100)	All Managers (Combined)	$220.2K	0.1% ($220.2K/$189.3M)	QoQ +0.43% (-$943) YoY -3.18% (-$7.2K)
(cusip46138E537)✕	9.5K	QoQ +3.06% (+281) YoY -18.31% (-2.1K)	All Managers (Combined)	$217.9K	0.1% ($217.9K/$189.3M)	QoQ +0.57% (+$1.2K) YoY -21.02% (-$58.0K)
SOUTHERN CO(SOcusip842587107)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$203.0K	0.1% ($203.0K/$189.3M)	QoQ NEW(+$203.0K) YoY NEW(+$203.0K)