Prism-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "GOOGL", null, "BGS", null, null, null, null, "MCD", null, null, null, null, "MA", "MSFT", null, "IWD", null, null, null, "EEM", null, "AAPL", "SPY", "EFAV", "NVDA", "PG", null, "IEFA", "GLD", "TJX", null, null, null, null, null, null, "IEF", "IVE", null, "VGK", "VTV", "V", null, null, "XRX", "WW", null, null, null, "IUSV", "DGRO", "SPYV", null, null, "BRK-B", "CSCO", "RSP", "EFA", "QQQ", "LLY" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-01
- Total Holdings
- 62
- Total Value
- 325092001
- Accession Number
- 0001717027-25-000004
- Form Type
- 13F-HR
- Manager Name
- Prism-Advisors
Data Enrichment
50% identified31 identified31 unidentified
Holdings
62 positions • $325.1M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 14.2K | YoY NEW(+14.2K) | All Managers (Combined) | $68.4K | 0.0% ($68.4K/$325.1M) | YoY NEW(+$68.4K) | |
| 42.0K | QoQ 0.00% (-0)YoY NEW(+42.0K) | All Managers (Combined) | $21.9K | 0.0% ($21.9K/$325.1M) | YoY NEW(+$21.9K) |