Holistic-Financial-Partners
AI_NATIVE detailed information: This accession holds the following tickers:[ "PBR-A", "IMO", "ABNB", "ABT", "ABBV", "BABA", null, "GOOGL", "AFRM", "T", "BLK", "CAT", "AVGO", "LNC", "DUK", "ERJ", null, null, null, null, "HD", null, "AZN", null, null, "MCD", null, null, "UNP", null, "ISRG", "MUB", "META", "SEB", null, "LBTYK", "MA", "MDT", "MSFT", "MDLZ", "TMUS", "EQIX", null, "NI", null, "ORLY", "ANET", "IWD", "ORCL", null, null, "IWF", "PANW", "PNC", null, "UNH", "AAPL", "SPY", "HLN", "NVDA", "GS", "PFE", "PG", "MRK", null, "NOW", "SHOP", "SLB", "RTX", null, "IBM", "UBER", "VWO", null, "LYG", "TSM", "TKR", "SDY", "IWR", "AMZN", "MSI", "DKS", null, "VGT", "VEA", "VIVK", "V", "WBD", "WMB", "SCHF", "SCHA", "LBRDK", null, "MCK", null, null, "LULU", "BRK-B", "CDNS", "CARR", "IGR", "CX", "CVX", "KO", "CMCSA", "COST", "CVS", "CSX", "DFAC", "EFA", "ADI", "IWB", "NEE", "IWM", "MDY", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-06
- Total Holdings
- 123
- Total Value
- 207507782
- Accession Number
- 0001765380-25-000171
- Form Type
- 13F-HR
- Manager Name
- Holistic-Financial-Partners
Data Enrichment
80% identified99 identified24 unidentified
Holdings
123 positions • $207.5M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
— | All Managers (Combined) | $41.5K | 0.0% ($41.5K/$207.5M) | |||
Vivakor, Inc.(VIVKcusip92852R403) | — | QoQ - YoY NEW | All Managers (Combined) | $7.5K | 0.0% ($7.5K/$207.5M) | YoY NEW(+$7.5K) |
(cusip74915M100)✕ | — | All Managers (Combined) | $2.7K | 0.0% ($2.7K/$207.5M) |