Wealth-Architects

Filing Details

13F-HR/A2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-14
Total Holdings
229
Total Value
906427424
Accession Number
0001611518-25-000003
Form Type
13F-HR/A
Manager Name
Wealth-Architects
Data Enrichment
80% identified
183 identified46 unidentified

Holdings

229 positions
Manager:
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Page 5 of 12
922908736
Shares:3.2K
Value:$1.2M
922908629
Shares:4.4K
Value:$1.1M
INVESCO QQQ TRUST, SERIES 1
Shares:2.4K
Value:$1.1M
808524888
Shares:30.5K
Value:$1.1M
WEC ENERGY GROUP, INC.
Shares:9.7K
Value:$1.1M
WELLTOWER INC.
Shares:6.9K
Value:$1.1M
VISA INC.
Shares:3.0K
Value:$1.0M
921932778
Shares:12.1K
Value:$1.0M
AUTOMATIC DATA PROCESSING INC
Shares:3.2K
Value:$980.4K
BlackRock, Inc.
Shares:1.0K
Value:$973.0K
AbbVie Inc.
Shares:4.6K
Value:$966.1K
TEXAS INSTRUMENTS INC
Shares:5.2K
Value:$941.8K
MCGRATH RENTCORP
Shares:8.4K
Value:$937.4K
MCDONALDS CORP
Shares:3.0K
Value:$937.2K
INTERNATIONAL BUSINESS MACHINES CORP
Shares:3.8K
Value:$935.2K
46654Q815
Shares:18.5K
Value:$923.7K
KINDER MORGAN, INC.
Shares:32.4K
Value:$923.3K
921909768
Shares:14.8K
Value:$920.8K
CHEVRON CORP
Shares:5.5K
Value:$919.9K
AT&T INC.
Shares:32.4K
Value:$916.5K