Moller-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "TROW",
  null,
  "FNDF",
  "FNDA",
  null,
  "T",
  null,
  null,
  "ITW",
  "MUB",
  "IJH",
  null,
  null,
  "GE",
  null,
  "DLN",
  "VHT",
  null,
  null,
  "IVV",
  "SPY",
  null,
  "PG",
  "FNDX",
  null,
  "VNQ",
  "VV",
  null,
  null,
  "VWO",
  "VSS",
  "VYM",
  null,
  "ESGD",
  "VPL",
  "VEA",
  "VGK",
  null,
  "VNQI",
  "VTEB",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  null,
  null,
  null,
  null,
  null,
  null,
  "SCHA",
  "SJM",
  "PSX",
  "GEV",
  "DGRO",
  null,
  "ESGU",
  "BRK-B",
  "CTVA",
  "EFA",
  "IWM",
  "XOM",
  "JNJ",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-09
Total Holdings: 66
Total Value: 404431325
Accession Number: 0001475271-25-000006
Form Type: 13F-HR
CIK: moller-wealth-partners
Manager Name: Moller-Wealth-Partners

Data Enrichment

65% identified

43 identified23 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

66 positions • $404.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 4

Sort by:

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.2K

Value:$643.9K

% of Portfolio:0.2% ($643.9K/$404.4M)

78468R606

Shares:25.3K

Value:$593.1K

% of Portfolio:0.1% ($593.1K/$404.4M)

46137V134

Shares:33.2K

Value:$523.2K

% of Portfolio:0.1% ($523.2K/$404.4M)

46435G516

ESGD|46435G516

Shares:5.7K

Value:$468.2K

% of Portfolio:0.1% ($468.2K/$404.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:877

Value:$467.1K

% of Portfolio:0.1% ($467.1K/$404.4M)

46138J783

Shares:20.0K

Value:$391.8K

% of Portfolio:0.1% ($391.8K/$404.4M)

464286806

Shares:9.8K

Value:$363.4K

% of Portfolio:0.1% ($363.4K/$404.4M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:1.5K

Value:$362.1K

% of Portfolio:0.1% ($362.1K/$404.4M)

46434G863

Shares:9.5K

Value:$332.7K

% of Portfolio:0.1% ($332.7K/$404.4M)

92204A504

VHT|92204A504

Shares:1.2K

Value:$329.4K

% of Portfolio:0.1% ($329.4K/$404.4M)

EXXON MOBIL CORP

XOM|30231G102

Shares:2.5K

Value:$297.9K

% of Portfolio:0.1% ($297.9K/$404.4M)

97717W604

Shares:9.1K

Value:$290.4K

% of Portfolio:0.1% ($290.4K/$404.4M)

97717W315

Shares:6.7K

Value:$281.2K

% of Portfolio:0.1% ($281.2K/$404.4M)

46435U663

Shares:7.3K

Value:$280.0K

% of Portfolio:0.1% ($280.0K/$404.4M)

GE Vernova Inc.

GEV|36828A101

Shares:908

Value:$277.2K

% of Portfolio:0.1% ($277.2K/$404.4M)

922908363

VOO|922908363

Shares:538

Value:$276.5K

% of Portfolio:0.1% ($276.5K/$404.4M)

46434V621

DGRO|46434V621

Shares:4.5K

Value:$275.9K

% of Portfolio:0.1% ($275.9K/$404.4M)

46429B655

Shares:5.3K

Value:$273.1K

% of Portfolio:0.1% ($273.1K/$404.4M)

46435G425

ESGU|46435G425

Shares:2.2K

Value:$262.8K

% of Portfolio:0.1% ($262.8K/$404.4M)

Phillips 66

PSX|718546104

Shares:2.1K

Value:$258.8K

% of Portfolio:0.1% ($258.8K/$404.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.2K	QoQ +188.47% (+752) YoY NEW(+1.2K)	All Managers (Combined)	$643.9K	0.2% ($643.9K/$404.4M)	QoQ +175.33% (+$410.0K) YoY NEW(+$643.9K)
(cusip78468R606)✕	25.3K	QoQ NEW(+25.3K) YoY NEW(+25.3K)	All Managers (Combined)	$593.1K	0.1% ($593.1K/$404.4M)	QoQ NEW(+$593.1K) YoY NEW(+$593.1K)
(cusip46137V134)✕	33.2K	QoQ -2.18% (-743) YoY -0.99% (-335)	All Managers (Combined)	$523.2K	0.1% ($523.2K/$404.4M)	QoQ -23.05% (-$156.8K) YoY -32.39% (-$250.7K)
(ESGDcusip46435G516)	5.7K	QoQ +27.94% (+1.3K) YoY +73.90% (+2.4K)	All Managers (Combined)	$468.2K	0.1% ($468.2K/$404.4M)	QoQ +37.27% (+$127.1K) YoY +77.78% (+$204.9K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	877	QoQ 0.00% (+0) YoY NEW(+877)	All Managers (Combined)	$467.1K	0.1% ($467.1K/$404.4M)	QoQ +17.49% (+$69.5K) YoY NEW(+$467.1K)
(cusip46138J783)✕	20.0K	QoQ 0.00% (+0) YoY NEW(+20.0K)	All Managers (Combined)	$391.8K	0.1% ($391.8K/$404.4M)	QoQ +0.56% (+$2.2K) YoY NEW(+$391.8K)
(cusip464286806)✕	9.8K	QoQ NEW(+9.8K) YoY NEW(+9.8K)	All Managers (Combined)	$363.4K	0.1% ($363.4K/$404.4M)	QoQ NEW(+$363.4K) YoY NEW(+$363.4K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	1.5K	QoQ NEW(+1.5K) YoY 0.00% (-0)	All Managers (Combined)	$362.1K	0.1% ($362.1K/$404.4M)	QoQ NEW(+$362.1K) YoY -7.57% (-$29.7K)
(cusip46434G863)✕	9.5K	QoQ +9.62% (+836) YoY +9.95% (+862)	All Managers (Combined)	$332.7K	0.1% ($332.7K/$404.4M)	QoQ +14.74% (+$42.8K) YoY +19.23% (+$53.7K)
(VHTcusip92204A504)	1.2K	QoQ +0.32% (+4) YoY +20.19% (+209)	All Managers (Combined)	$329.4K	0.1% ($329.4K/$404.4M)	QoQ +4.68% (+$14.7K) YoY +17.62% (+$49.4K)
EXXON MOBIL CORP(XOMcusip30231G102)	2.5K	QoQ -5.86% (-156) YoY -5.86% (-156)	All Managers (Combined)	$297.9K	0.1% ($297.9K/$404.4M)	QoQ +4.07% (-$11.7K) YoY -3.68% (-$11.4K)
(cusip97717W604)✕	9.1K	QoQ 0.00% (-0) YoY -20.14% (-2.3K)	All Managers (Combined)	$290.4K	0.1% ($290.4K/$404.4M)	QoQ -6.95% (-$21.7K) YoY -21.90% (-$81.4K)
(cusip97717W315)✕	6.7K	QoQ -1.57% (-107) YoY -1.57% (-107)	All Managers (Combined)	$281.2K	0.1% ($281.2K/$404.4M)	QoQ +2.28% (-$6.3K) YoY -1.01% (-$2.9K)
(cusip46435U663)✕	7.3K	QoQ +9.98% (+662) YoY +16.43% (+1.0K)	All Managers (Combined)	$280.0K	0.1% ($280.0K/$404.4M)	QoQ +0.46% (+$1.3K) YoY +11.05% (+$27.9K)
GE Vernova Inc.(GEVcusip36828A101)	908	QoQ 0.00% (-0) YoY NEW(+908)	All Managers (Combined)	$277.2K	0.1% ($277.2K/$404.4M)	QoQ -7.18% (-$21.5K) YoY NEW(+$277.2K)
(VOOcusip922908363)	538	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$276.5K	0.1% ($276.5K/$404.4M)	QoQ -4.62% (-$13.4K) YoY +6.90% (+$17.9K)
(DGROcusip46434V621)	4.5K	QoQ +0.22% (+10) YoY NEW(+4.5K)	All Managers (Combined)	$275.9K	0.1% ($275.9K/$404.4M)	QoQ +0.95% (+$2.6K) YoY NEW(+$275.9K)
(cusip46429B655)✕	5.3K	QoQ NEW(+5.3K) YoY NEW(+5.3K)	All Managers (Combined)	$273.1K	0.1% ($273.1K/$404.4M)	QoQ NEW(+$273.1K) YoY NEW(+$273.1K)
(ESGUcusip46435G425)	2.2K	QoQ -0.82% (-18) YoY NEW(+2.2K)	All Managers (Combined)	$262.8K	0.1% ($262.8K/$404.4M)	QoQ -6.14% (-$17.2K) YoY NEW(+$262.8K)
Phillips 66(PSXcusip718546104)	2.1K	QoQ -12.95% (-312) YoY -18.38% (-472)	All Managers (Combined)	$258.8K	0.1% ($258.8K/$404.4M)	QoQ -5.66% (-$15.5K) YoY -38.29% (-$160.6K)