Bluesky-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "FNDF",
  null,
  "GOOGL",
  "SCHH",
  "CAT",
  "HD",
  "INTU",
  "META",
  null,
  null,
  "EGHT",
  "MA",
  "MSFT",
  "GE",
  null,
  "IJR",
  "ORCL",
  null,
  "IWF",
  "PANW",
  "IEMG",
  "IVV",
  "IYR",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  "IEFA",
  "SCHX",
  null,
  null,
  "GLD",
  null,
  "IBM",
  "VNQ",
  "VV",
  "VWO",
  null,
  null,
  "NTRA",
  "IWP",
  "IWR",
  "AMZN",
  null,
  "VEU",
  "VPL",
  "VEA",
  "VGK",
  null,
  null,
  "BND",
  "VBR",
  "VB",
  "VTV",
  "WMT",
  "SCHF",
  "SCHA",
  "GWW",
  "BRK-B",
  "BDX",
  "CINF",
  "CHD",
  "DFAX",
  "DFAC",
  "DLB",
  "EFA",
  "MDY",
  "GOOG",
  "XOM",
  "TSLA",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 73
Total Value: 645210031
Accession Number: 0001172661-25-001516
Form Type: 13F-HR
CIK: bluesky-wealth-advisors
Manager Name: Bluesky-Wealth-Advisors

Data Enrichment

81% identified

59 identified14 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

73 positions • $645.2M total value

SEC FilingSEC DataHachi Filing

Manager:

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81369Y209

Shares:2.4K

Value:$349.5K

% of Portfolio:0.1% ($349.5K/$645.2M)

Dolby Laboratories, Inc.

DLB|25659T107

Shares:4.0K

Value:$322.4K

% of Portfolio:0.0% ($322.4K/$645.2M)

Walmart Inc.

WMT|931142103

Shares:3.3K

Value:$289.7K

% of Portfolio:0.0% ($289.7K/$645.2M)

81369Y605

Shares:5.8K

Value:$288.5K

% of Portfolio:0.0% ($288.5K/$645.2M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:493

Value:$263.0K

% of Portfolio:0.0% ($263.0K/$645.2M)

922042775

VEU|922042775

Shares:4.2K

Value:$254.2K

% of Portfolio:0.0% ($254.2K/$645.2M)

HOME DEPOT, INC.

HD|437076102

Shares:677

Value:$248.1K

% of Portfolio:0.0% ($248.1K/$645.2M)

BECTON DICKINSON & CO

BDX|075887109

Shares:1.1K

Value:$242.6K

% of Portfolio:0.0% ($242.6K/$645.2M)

Tesla, Inc.

TSLA|88160R101

Shares:932

Value:$241.5K

% of Portfolio:0.0% ($241.5K/$645.2M)

Mastercard Inc

MA|57636Q104

Shares:380

Value:$208.3K

% of Portfolio:0.0% ($208.3K/$645.2M)

Palo Alto Networks Inc

PANW|697435105

Shares:1.2K

Value:$204.8K

% of Portfolio:0.0% ($204.8K/$645.2M)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.0K

Value:$204.8K

% of Portfolio:0.0% ($204.8K/$645.2M)

8X8 INC /DE/

EGHT|282914100

Shares:18.8K

Value:$37.6K

% of Portfolio:0.0% ($37.6K/$645.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip81369Y209)✕	2.4K	QoQ 0.00% (+0) YoY NEW(+2.4K)	All Managers (Combined)	$349.5K	0.1% ($349.5K/$645.2M)	QoQ +6.13% (+$20.2K) YoY NEW(+$349.5K)
Dolby Laboratories, Inc.(DLBcusip25659T107)	4.0K	QoQ 0.00% (+0) YoY -3.50% (-146)	All Managers (Combined)	$322.4K	0.0% ($322.4K/$645.2M)	QoQ +2.82% (+$8.9K) YoY -7.49% (-$26.1K)
Walmart Inc.(WMTcusip931142103)	3.3K	QoQ 0.00% (-0) YoY NEW(+3.3K)	All Managers (Combined)	$289.7K	0.0% ($289.7K/$645.2M)	QoQ -2.83% (-$8.4K) YoY NEW(+$289.7K)
(cusip81369Y605)✕	5.8K	QoQ 0.00% (+0) YoY NEW(+5.8K)	All Managers (Combined)	$288.5K	0.0% ($288.5K/$645.2M)	QoQ +3.06% (+$8.6K) YoY NEW(+$288.5K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	493	QoQ 0.00% (-0) YoY NEW(+493)	All Managers (Combined)	$263.0K	0.0% ($263.0K/$645.2M)	QoQ -6.33% (-$17.8K) YoY NEW(+$263.0K)
(VEUcusip922042775)	4.2K	QoQ 0.00% (+0) YoY NEW(+4.2K)	All Managers (Combined)	$254.2K	0.0% ($254.2K/$645.2M)	QoQ +5.66% (+$13.6K) YoY NEW(+$254.2K)
HOME DEPOT, INC.(HDcusip437076102)	677	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$248.1K	0.0% ($248.1K/$645.2M)	QoQ -5.78% (-$15.2K) YoY -4.46% (-$11.6K)
BECTON DICKINSON & CO(BDXcusip075887109)	1.1K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$242.6K	0.0% ($242.6K/$645.2M)	QoQ +0.96% (+$2.3K) YoY -7.43% (-$19.5K)
Tesla, Inc.(TSLAcusip88160R101)	932	QoQ +54.56% (-329) YoY NEW(+932)	All Managers (Combined)	$241.5K	0.0% ($241.5K/$645.2M)	QoQ -0.81% (-$2.0K) YoY NEW(+$241.5K)
Mastercard Inc(MAcusip57636Q104)	380	QoQ 0.00% (+0) YoY NEW(+380)	All Managers (Combined)	$208.3K	0.0% ($208.3K/$645.2M)	QoQ +4.09% (+$8.2K) YoY NEW(+$208.3K)
Palo Alto Networks Inc(PANWcusip697435105)	1.2K	QoQ 0.00% (-0) YoY NEW(+1.2K)	All Managers (Combined)	$204.8K	0.0% ($204.8K/$645.2M)	QoQ -6.22% (-$13.6K) YoY NEW(+$204.8K)
GENERAL ELECTRIC CO(GEcusip369604301)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$204.8K	0.0% ($204.8K/$645.2M)	QoQ NEW(+$204.8K) YoY NEW(+$204.8K)
8X8 INC /DE/(EGHTcusip282914100)	18.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$37.6K	0.0% ($37.6K/$645.2M)	QoQ -25.09% (-$12.6K) YoY -25.92% (-$13.2K)