Alpha-Omega-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "IAG", "AQN", null, "FNDF", "FNDA", "ACN", null, "MMM", "ABT", "ABBV", "ADBE", "APD", "ALL", "GOOGL", null, "SCHH", "T", "CAT", "AVGO", "LOW", "KMX", "AUB", "ARCC", null, "COF", "DUK", "D", "EXPD", "LOGI", "FRA", "GD", "GIS", "HON", "HD", "MCD", "INTU", "FBIN", "UNP", "QCOM", "LAMR", "AMAT", "EMR", "META", null, "IJH", null, "KMI", "MPC", "MA", "MDT", "MSFT", "MDLZ", "EXC", "FTV", "RHI", "ODFL", "ORLY", "FAST", "IJR", "KLAC", "ORCL", "KHC", "PAYX", null, "EEM", "PYPL", "PEP", null, "IEMG", "AAPL", "SPY", null, "ENB", "INTC", "PFE", "PG", "MRK", "VZ", "AMGN", "KVUE", "PARA", "FNDX", null, "SCHX", null, "SPG", "O", "SHEL", "RTX", "GLD", "AMT", "IBM", "SYK", "TXN", "TJX", "TFC", "UPS", "VXF", "VOE", "VWO", "VIG", "WY", "UGI", "ATO", "ADSK", "UBSI", "AMD", "TAP", "WSO", "IP", "IWR", "AEP", "FHI", "AMZN", "SCHB", null, null, null, "KD", "VEU", "VUG", "VEA", "BNDX", "VBR", "BSV", "VUSB", "VLTO", "VTRS", "V", "WMT", null, "WSM", null, null, "KLG", "WPC", null, "LNT", "GNTX", "SCHD", "CHKP", "SCHG", null, "SCHF", "SCHA", "NSC", null, "JCI", "MKL", "SO", null, "SJM", "SW", "PSX", "SYY", "LYV", "HBI", "MELI", null, null, "EG", "FDX", "ADP", "BAC", "BK", "BRK-B", "BDX", "BWA", "BMY", "CVX", "CSCO", "KO", "CMCSA", "COP", "CMP", "STZ", "CEG", "CTRA", "GLW", "CVS", "CSX", "DHR", "RSP", null, "EFA", "VMC", "NEE", "NKE", "IWM", "DIS", "ELV", "ETN", "GOOG", "XOM", "JNJ", "LLY", "PM", "MO", "MLM", "VTI", "JPM", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-15
- Total Holdings
- 202
- Total Value
- 523254779
- Accession Number
- 0001665633-25-000002
- Form Type
- 13F-HR
- Manager Name
- Alpha-Omega-Wealth-Management
Data Enrichment
88% identified178 identified24 unidentified
Holdings
202 positions • $523.3M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
10.0K | All Managers (Combined) | $129.2K | 0.0% ($129.2K/$523.3M) | YoY 0.00% (+$0) | ||
IAMGOLD CORP(IAGcusip450913108) | 12.0K | QoQ NEW(+12.0K) YoY NEW(+12.0K) | All Managers (Combined) | $75.0K | 0.0% ($75.0K/$523.3M) | QoQ NEW(+$75.0K) YoY NEW(+$75.0K) |