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

Page 12 of 15

Sort by:

HIGHLAND OPPORTUNITIES & INCOME FUND

HFRO|43010E404

Shares:671

Value:$3.5K

% of Portfolio:0.0% ($3.5K/$161.6M)

464287242

Shares:32

Value:$3.5K

% of Portfolio:0.0% ($3.5K/$161.6M)

922908553

VNQ|922908553

Shares:38

Value:$3.4K

% of Portfolio:0.0% ($3.4K/$161.6M)

Polaris Inc.

PII|731068102

Shares:84

Value:$3.4K

% of Portfolio:0.0% ($3.4K/$161.6M)

Zoom Communications, Inc.

ZM|98980L101

Shares:46

Value:$3.4K

% of Portfolio:0.0% ($3.4K/$161.6M)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:30

Value:$3.4K

% of Portfolio:0.0% ($3.4K/$161.6M)

ELI LILLY & Co

LLY|532457108

Shares:4

Value:$3.3K

% of Portfolio:0.0% ($3.3K/$161.6M)

Vipshop Holdings Ltd

VIPS|92763W103

Shares:200

Value:$3.1K

% of Portfolio:0.0% ($3.1K/$161.6M)

DigitalOcean Holdings, Inc.

DOCN|25402D102

Shares:92

Value:$3.1K

% of Portfolio:0.0% ($3.1K/$161.6M)

AMERICAN INTERNATIONAL GROUP, INC.

AIG|026874784

Shares:35

Value:$3.0K

% of Portfolio:0.0% ($3.0K/$161.6M)

75526L886

Shares:75

Value:$2.8K

% of Portfolio:0.0% ($2.8K/$161.6M)

MV Oil Trust

MVO|553859109

Shares:500

Value:$2.7K

% of Portfolio:0.0% ($2.7K/$161.6M)

921910840

MGV|921910840

Shares:20

Value:$2.6K

% of Portfolio:0.0% ($2.6K/$161.6M)

Upstart Holdings, Inc.

UPST|91680M107

Shares:52

Value:$2.4K

% of Portfolio:0.0% ($2.4K/$161.6M)

Snap Inc

SNAP|83304A106

Shares:270

Value:$2.4K

% of Portfolio:0.0% ($2.4K/$161.6M)

464287572

Shares:22

Value:$2.1K

% of Portfolio:0.0% ($2.1K/$161.6M)

Solventum Corp

SOLV|83444M101

Shares:27

Value:$2.1K

% of Portfolio:0.0% ($2.1K/$161.6M)

81369Y506

Shares:21

Value:$2.0K

% of Portfolio:0.0% ($2.0K/$161.6M)

Lumen Technologies, Inc.

LUMN|550241103

Shares:500

Value:$2.0K

% of Portfolio:0.0% ($2.0K/$161.6M)

37960A644

Shares:71

Value:$1.9K

% of Portfolio:0.0% ($1.9K/$161.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
HIGHLAND OPPORTUNITIES & INCOME FUND(HFROcusip43010E404)	671	QoQ NEW(+671) YoY-	All Managers (Combined)	$3.5K	0.0% ($3.5K/$161.6M)	QoQ NEW(+$3.5K) YoY-
(cusip464287242)✕	32	QoQ NEW(+32) YoY-	All Managers (Combined)	$3.5K	0.0% ($3.5K/$161.6M)	QoQ NEW(+$3.5K) YoY-
(VNQcusip922908553)	38	QoQ NEW(+38) YoY-	All Managers (Combined)	$3.4K	0.0% ($3.4K/$161.6M)	QoQ NEW(+$3.4K) YoY-
Polaris Inc.(PIIcusip731068102)	84	QoQ NEW(+84) YoY-	All Managers (Combined)	$3.4K	0.0% ($3.4K/$161.6M)	QoQ NEW(+$3.4K) YoY-
Zoom Communications, Inc.(ZMcusip98980L101)	46	QoQ NEW(+46) YoY-	All Managers (Combined)	$3.4K	0.0% ($3.4K/$161.6M)	QoQ NEW(+$3.4K) YoY-
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	30	QoQ NEW(+30) YoY-	All Managers (Combined)	$3.4K	0.0% ($3.4K/$161.6M)	QoQ NEW(+$3.4K) YoY-
ELI LILLY & Co(LLYcusip532457108)	4	QoQ NEW(+4) YoY-	All Managers (Combined)	$3.3K	0.0% ($3.3K/$161.6M)	QoQ NEW(+$3.3K) YoY-
Vipshop Holdings Ltd(VIPScusip92763W103)	200	QoQ NEW(+200) YoY-	All Managers (Combined)	$3.1K	0.0% ($3.1K/$161.6M)	QoQ NEW(+$3.1K) YoY-
DigitalOcean Holdings, Inc.(DOCNcusip25402D102)	92	QoQ NEW(+92) YoY-	All Managers (Combined)	$3.1K	0.0% ($3.1K/$161.6M)	QoQ NEW(+$3.1K) YoY-
AMERICAN INTERNATIONAL GROUP, INC.(AIGcusip026874784)	35	QoQ NEW(+35) YoY-	All Managers (Combined)	$3.0K	0.0% ($3.0K/$161.6M)	QoQ NEW(+$3.0K) YoY-
(cusip75526L886)✕	75	QoQ NEW(+75) YoY-	All Managers (Combined)	$2.8K	0.0% ($2.8K/$161.6M)	QoQ NEW(+$2.8K) YoY-
MV Oil Trust(MVOcusip553859109)	500	QoQ NEW(+500) YoY-	All Managers (Combined)	$2.7K	0.0% ($2.7K/$161.6M)	QoQ NEW(+$2.7K) YoY-
(MGVcusip921910840)	20	QoQ NEW(+20) YoY-	All Managers (Combined)	$2.6K	0.0% ($2.6K/$161.6M)	QoQ NEW(+$2.6K) YoY-
Upstart Holdings, Inc.(UPSTcusip91680M107)	52	QoQ NEW(+52) YoY-	All Managers (Combined)	$2.4K	0.0% ($2.4K/$161.6M)	QoQ NEW(+$2.4K) YoY-
Snap Inc(SNAPcusip83304A106)	270	QoQ NEW(+270) YoY-	All Managers (Combined)	$2.4K	0.0% ($2.4K/$161.6M)	QoQ NEW(+$2.4K) YoY-
(cusip464287572)✕	22	QoQ NEW(+22) YoY-	All Managers (Combined)	$2.1K	0.0% ($2.1K/$161.6M)	QoQ NEW(+$2.1K) YoY-
Solventum Corp(SOLVcusip83444M101)	27	QoQ NEW(+27) YoY-	All Managers (Combined)	$2.1K	0.0% ($2.1K/$161.6M)	QoQ NEW(+$2.1K) YoY-
(cusip81369Y506)✕	21	QoQ NEW(+21) YoY-	All Managers (Combined)	$2.0K	0.0% ($2.0K/$161.6M)	QoQ NEW(+$2.0K) YoY-
Lumen Technologies, Inc.(LUMNcusip550241103)	500	QoQ NEW(+500) YoY-	All Managers (Combined)	$2.0K	0.0% ($2.0K/$161.6M)	QoQ NEW(+$2.0K) YoY-
(cusip37960A644)✕	71	QoQ NEW(+71) YoY-	All Managers (Combined)	$1.9K	0.0% ($1.9K/$161.6M)	QoQ NEW(+$1.9K) YoY-