Inlight-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ALAB",
  "PINS",
  "SE",
  "HOOD",
  "TEM",
  "MTCH",
  "GDX",
  null,
  "MASI",
  "NLY",
  "MOS",
  "SNOW",
  null,
  "ACN",
  "ZS",
  null,
  "MMM",
  "ABNB",
  "ABBV",
  "ADBE",
  "BABA",
  "VONG",
  "GOOGL",
  null,
  "AXP",
  "GDXJ",
  "AIG",
  "TEAM",
  "ASML",
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "FLGT",
  "BSX",
  null,
  null,
  "ETG",
  "PDI",
  "PII",
  "TYG",
  null,
  null,
  "U",
  null,
  null,
  "GOGL",
  "GD",
  null,
  "GILD",
  "AMPY",
  "HON",
  "HD",
  "AZN",
  "EVV",
  "BEN",
  null,
  "UNP",
  "QCOM",
  null,
  "ISRG",
  "HFRO",
  "HSBC",
  "HUBS",
  "EMXC",
  "LEN",
  "ITW",
  "EMR",
  "IGT",
  "META",
  "MX",
  "LVO",
  "MEI",
  "IVW",
  "IJH",
  "PODC",
  "SWK",
  "TCI",
  null,
  null,
  "KMI",
  "LRCX",
  "IWS",
  null,
  "MVO",
  null,
  "MDT",
  "MSFT",
  "MDLZ",
  "MUFG",
  "EQT",
  "GE",
  null,
  "GWRE",
  "NU",
  "OXY",
  null,
  "DLN",
  "BX",
  "FPF",
  "IJR",
  "ANET",
  "ORCL",
  "VGIT",
  "VHT",
  null,
  "NNN",
  "PANW",
  "VGSH",
  "IEMG",
  "IVV",
  "AAPL",
  "NVDA",
  "GS",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "PG",
  "VZ",
  "PSTG",
  null,
  null,
  "SCHX",
  "NOW",
  "SHOP",
  "RTX",
  "GLD",
  "SAP",
  null,
  null,
  "BP",
  "SPLG",
  "IBM",
  "SBUX",
  "TXN",
  "TXRH",
  "TJX",
  null,
  "TWLO",
  "TYL",
  "UBER",
  "UPS",
  "VNQ",
  "VXF",
  "SOUN",
  "VV",
  "RCL",
  "VOE",
  "VICR",
  "SD",
  "VWO",
  null,
  "VCIT",
  null,
  "VIG",
  null,
  null,
  "TTE",
  null,
  "ACP",
  "WGO",
  "TSM",
  "RMD",
  "GSAT",
  "HUMA",
  null,
  "VYM",
  null,
  "NFG",
  "ATO",
  "AMD",
  "AVB",
  "SDY",
  "FI",
  "WAB",
  null,
  null,
  "DCTH",
  "HQI",
  null,
  "NVO",
  "AMZN",
  "SCHB",
  "TTWO",
  "IVE",
  "SIRI",
  null,
  null,
  "KD",
  "CEF",
  "VEA",
  "VGK",
  "MGK",
  "VXUS",
  "VGLT",
  "MGV",
  "VTEB",
  "VBR",
  "VB",
  "VOO",
  null,
  "VTV",
  "VEEV",
  "V",
  "VIPS",
  "WBD",
  "WMT",
  "WELL",
  null,
  null,
  null,
  "WK",
  "SOLV",
  "ADT",
  "GRMN",
  "SCHD",
  "DVY",
  "SCHG",
  "SCHF",
  "JNPR",
  "LUMN",
  "TFII",
  "TTD",
  "OTIS",
  "CRM",
  "SNAP",
  null,
  "RDDT",
  "SPOT",
  null,
  "LII",
  null,
  "MTUM",
  "PBI",
  "GEV",
  "CHWY",
  "MELI",
  "ARLP",
  "ZM",
  "UPST",
  null,
  "BAC",
  "BRK-B",
  "CPRI",
  "CARR",
  "CSL",
  "CVX",
  "CIEN",
  "CB",
  "CMG",
  "CSCO",
  "NET",
  "KO",
  "CCEP",
  "CMCSA",
  "CAG",
  "CFLT",
  "COST",
  "CRDO",
  "CRWD",
  "CVS",
  "DK",
  "DAL",
  "DLR",
  "DOCN",
  "RSP",
  "IJT",
  "IJJ",
  "EFA",
  "ADI",
  "VOD",
  "MAR",
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "MO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 289
Total Value: 161562795
Accession Number: 0001731795-25-000004
Form Type: 13F-HR
CIK: inlight-wealth-management
Manager Name: Inlight-Wealth-Management

Data Enrichment

84% identified

243 identified46 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

289 positions • $161.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Eaton Vance Tax-Advantaged Global Dividend Income Fund

ETG|27828S101

Shares:366

Value:$6.7K

% of Portfolio:0.0% ($6.7K/$161.6M)

Zscaler, Inc.

ZS|98980G102

Shares:33

Value:$6.5K

% of Portfolio:0.0% ($6.5K/$161.6M)

COCA-COLA EUROPACIFIC PARTNERS plc

CCEP|G25839104

Shares:75

Value:$6.5K

% of Portfolio:0.0% ($6.5K/$161.6M)

78468R663

Shares:71

Value:$6.5K

% of Portfolio:0.0% ($6.5K/$161.6M)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:80

Value:$6.5K

% of Portfolio:0.0% ($6.5K/$161.6M)

Medtronic plc

MDT|G5960L103

Shares:71

Value:$6.4K

% of Portfolio:0.0% ($6.4K/$161.6M)

HUBSPOT INC

HUBS|443573100

Shares:11

Value:$6.3K

% of Portfolio:0.0% ($6.3K/$161.6M)

NOVO NORDISK A S

NVO|670100205

Shares:90

Value:$6.3K

% of Portfolio:0.0% ($6.3K/$161.6M)

921910816

MGK|921910816

Shares:20

Value:$6.2K

% of Portfolio:0.0% ($6.2K/$161.6M)

92189F130

Shares:200

Value:$6.1K

% of Portfolio:0.0% ($6.1K/$161.6M)

92189F643

Shares:68

Value:$6.0K

% of Portfolio:0.0% ($6.0K/$161.6M)

Eaton Vance Ltd Duration Income Fund

EVV|27828H105

Shares:583

Value:$5.8K

% of Portfolio:0.0% ($5.8K/$161.6M)

Trade Desk, Inc.

TTD|88339J105

Shares:100

Value:$5.5K

% of Portfolio:0.0% ($5.5K/$161.6M)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:23

Value:$5.3K

% of Portfolio:0.0% ($5.3K/$161.6M)

TORTOISE ENERGY INFRASTRUCTURE CORP

TYG|89147L886

Shares:123

Value:$5.3K

% of Portfolio:0.0% ($5.3K/$161.6M)

STANLEY BLACK & DECKER, INC.

SWK|854502101

Shares:67

Value:$5.2K

% of Portfolio:0.0% ($5.2K/$161.6M)

RESMED INC

RMD|761152107

Shares:23

Value:$5.1K

% of Portfolio:0.0% ($5.1K/$161.6M)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:81

Value:$5.1K

% of Portfolio:0.0% ($5.1K/$161.6M)

MAGNACHIP SEMICONDUCTOR Corp

MX|55933J203

Shares:1.5K

Value:$5.1K

% of Portfolio:0.0% ($5.1K/$161.6M)

MASIMO CORP

MASI|574795100

Shares:30

Value:$5.0K

% of Portfolio:0.0% ($5.0K/$161.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Eaton Vance Tax-Advantaged Global Dividend Income Fund(ETGcusip27828S101)	366	QoQ NEW(+366) YoY-	All Managers (Combined)	$6.7K	0.0% ($6.7K/$161.6M)	QoQ NEW(+$6.7K) YoY-
Zscaler, Inc.(ZScusip98980G102)	33	QoQ NEW(+33) YoY-	All Managers (Combined)	$6.5K	0.0% ($6.5K/$161.6M)	QoQ NEW(+$6.5K) YoY-
COCA-COLA EUROPACIFIC PARTNERS plc(CCEPcusipG25839104)	75	QoQ NEW(+75) YoY-	All Managers (Combined)	$6.5K	0.0% ($6.5K/$161.6M)	QoQ NEW(+$6.5K) YoY-
(cusip78468R663)✕	71	QoQ NEW(+71) YoY-	All Managers (Combined)	$6.5K	0.0% ($6.5K/$161.6M)	QoQ NEW(+$6.5K) YoY-
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	80	QoQ NEW(+80) YoY-	All Managers (Combined)	$6.5K	0.0% ($6.5K/$161.6M)	QoQ NEW(+$6.5K) YoY-
Medtronic plc(MDTcusipG5960L103)	71	QoQ NEW(+71) YoY-	All Managers (Combined)	$6.4K	0.0% ($6.4K/$161.6M)	QoQ NEW(+$6.4K) YoY-
HUBSPOT INC(HUBScusip443573100)	11	QoQ NEW(+11) YoY-	All Managers (Combined)	$6.3K	0.0% ($6.3K/$161.6M)	QoQ NEW(+$6.3K) YoY-
NOVO NORDISK A S(NVOcusip670100205)	90	QoQ NEW(+90) YoY-	All Managers (Combined)	$6.3K	0.0% ($6.3K/$161.6M)	QoQ NEW(+$6.3K) YoY-
(MGKcusip921910816)	20	QoQ NEW(+20) YoY-	All Managers (Combined)	$6.2K	0.0% ($6.2K/$161.6M)	QoQ NEW(+$6.2K) YoY-
(cusip92189F130)✕	200	QoQ NEW(+200) YoY-	All Managers (Combined)	$6.1K	0.0% ($6.1K/$161.6M)	QoQ NEW(+$6.1K) YoY-
(cusip92189F643)✕	68	QoQ NEW(+68) YoY-	All Managers (Combined)	$6.0K	0.0% ($6.0K/$161.6M)	QoQ NEW(+$6.0K) YoY-
Eaton Vance Ltd Duration Income Fund(EVVcusip27828H105)	583	QoQ NEW(+583) YoY-	All Managers (Combined)	$5.8K	0.0% ($5.8K/$161.6M)	QoQ NEW(+$5.8K) YoY-
Trade Desk, Inc.(TTDcusip88339J105)	100	QoQ NEW(+100) YoY-	All Managers (Combined)	$5.5K	0.0% ($5.5K/$161.6M)	QoQ NEW(+$5.5K) YoY-
VEEVA SYSTEMS INC(VEEVcusip922475108)	23	QoQ NEW(+23) YoY-	All Managers (Combined)	$5.3K	0.0% ($5.3K/$161.6M)	QoQ NEW(+$5.3K) YoY-
TORTOISE ENERGY INFRASTRUCTURE CORP(TYGcusip89147L886)	123	QoQ NEW(+123) YoY-	All Managers (Combined)	$5.3K	0.0% ($5.3K/$161.6M)	QoQ NEW(+$5.3K) YoY-
STANLEY BLACK & DECKER, INC.(SWKcusip854502101)	67	QoQ NEW(+67) YoY-	All Managers (Combined)	$5.2K	0.0% ($5.2K/$161.6M)	QoQ NEW(+$5.2K) YoY-
RESMED INC(RMDcusip761152107)	23	QoQ NEW(+23) YoY-	All Managers (Combined)	$5.1K	0.0% ($5.1K/$161.6M)	QoQ NEW(+$5.1K) YoY-
CARRIER GLOBAL Corp(CARRcusip14448C104)	81	QoQ NEW(+81) YoY-	All Managers (Combined)	$5.1K	0.0% ($5.1K/$161.6M)	QoQ NEW(+$5.1K) YoY-
MAGNACHIP SEMICONDUCTOR Corp(MXcusip55933J203)	1.5K	QoQ NEW(+1.5K) YoY-	All Managers (Combined)	$5.1K	0.0% ($5.1K/$161.6M)	QoQ NEW(+$5.1K) YoY-
MASIMO CORP(MASIcusip574795100)	30	QoQ NEW(+30) YoY-	All Managers (Combined)	$5.0K	0.0% ($5.0K/$161.6M)	QoQ NEW(+$5.0K) YoY-