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:

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922908769

VTI|922908769

Shares:941

Value:$258.5K

% of Portfolio:0.1% ($258.5K/$404.4M)

AT&T INC.

T|00206R102

Shares:8.7K

Value:$246.2K

% of Portfolio:0.1% ($246.2K/$404.4M)

Corteva, Inc.

CTVA|22052L104

Shares:3.9K

Value:$245.4K

% of Portfolio:0.1% ($245.4K/$404.4M)

464287515

Shares:2.7K

Value:$240.3K

% of Portfolio:0.1% ($240.3K/$404.4M)

97717W588

Shares:3.7K

Value:$221.1K

% of Portfolio:0.1% ($221.1K/$404.4M)

J M SMUCKER Co

SJM|832696405

Shares:1.8K

Value:$210.5K

% of Portfolio:0.1% ($210.5K/$404.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTIcusip922908769)	941	QoQ +10.31% (+88) YoY NEW(+941)	All Managers (Combined)	$258.5K	0.1% ($258.5K/$404.4M)	QoQ +4.59% (+$11.4K) YoY NEW(+$258.5K)
AT&T INC.(Tcusip00206R102)	8.7K	QoQ NEW(+8.7K) YoY NEW(+8.7K)	All Managers (Combined)	$246.2K	0.1% ($246.2K/$404.4M)	QoQ NEW(+$246.2K) YoY NEW(+$246.2K)
Corteva, Inc.(CTVAcusip22052L104)	3.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$245.4K	0.1% ($245.4K/$404.4M)	QoQ +10.48% (+$23.3K) YoY +9.12% (+$20.5K)
(cusip464287515)✕	2.7K	QoQ 0.00% (-0) YoY NEW(+2.7K)	All Managers (Combined)	$240.3K	0.1% ($240.3K/$404.4M)	QoQ -11.11% (-$30.1K) YoY NEW(+$240.3K)
(cusip97717W588)✕	3.7K	QoQ 0.00% (-0) YoY -11.06% (-464)	All Managers (Combined)	$221.1K	0.1% ($221.1K/$404.4M)	QoQ -3.10% (-$7.1K) YoY -4.83% (-$11.2K)
J M SMUCKER Co(SJMcusip832696405)	1.8K	QoQ NEW(+1.8K) YoY 0.00% (-0)	All Managers (Combined)	$210.5K	0.1% ($210.5K/$404.4M)	QoQ NEW(+$210.5K) YoY -5.92% (-$13.3K)