Fidato-Wealth
AI_NATIVE detailed information: This accession holds the following tickers:[ "GOOGL", null, "ITW", "MSFT", "NOC", "IVV", "AAPL", "NVDA", "LMT", "MAS", "REGN", "SHW", "IBM", "VNQ", "VO", "BSV", "VOO", null, null, "NSC", "BRK-B", "LLY", "TSLA", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-13
- Total Holdings
- 24
- Total Value
- 130682143
- Accession Number
- 0001711360-25-000003
- Form Type
- 13F-HR
- Manager Name
- Fidato-Wealth
Data Enrichment
88% identified21 identified3 unidentified
Holdings
24 positions • $130.7M total value
Manager:
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Shares:352
Value:$223.2K
% of Portfolio:0.2% ($223.2K/$130.7M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
ELI LILLY & Co(LLYcusip532457108) | 276 | QoQ +4.15% (+11)YoY NEW(+276) | All Managers (Combined) | $228.0K | 0.2% ($228.0K/$130.7M) | YoY NEW(+$228.0K) |
| 352 | QoQ +0.57% (-2)YoY NEW(+352) | All Managers (Combined) | $223.2K | 0.2% ($223.2K/$130.7M) | YoY NEW(+$223.2K) | |
| 895 | QoQ -4.68% (-44)YoY NEW(+895) | All Managers (Combined) | $212.1K | 0.2% ($212.1K/$130.7M) | YoY NEW(+$212.1K) | |
Tesla, Inc.(TSLAcusip88160R101) | 780 | QoQ -8.77% (-75)YoY NEW(+780) | All Managers (Combined) | $202.1K | 0.2% ($202.1K/$130.7M) | YoY NEW(+$202.1K) |