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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Inlight-Wealth-Management
Data Enrichment
84% identified243 identified46 unidentified
Holdings
289 positions • $161.6M total value
Manager:
Search and click to pin securities to the top
Page 14 of 15
Shares:2
Value:$497
% of Portfolio:0.0% ($497/$161.6M)
46438F101
Shares:10
Value:$468
% of Portfolio:0.0% ($468/$161.6M)
Shares:2
Value:$363
% of Portfolio:0.0% ($363/$161.6M)
46429B267
Shares:15
Value:$345
% of Portfolio:0.0% ($345/$161.6M)
G3R33A205
Shares:46
Value:$177
% of Portfolio:0.0% ($177/$161.6M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
2 | QoQ NEW(+2) YoY- | All Managers (Combined) | $701 | 0.0% ($701/$161.6M) | QoQ NEW(+$701) YoY- | |
FISERV INC(FIcusip337738108) | 3 | QoQ NEW(+3) YoY- | All Managers (Combined) | $662 | 0.0% ($662/$161.6M) | QoQ NEW(+$662) YoY- |
3 | QoQ NEW(+3) YoY- | All Managers (Combined) | $635 | 0.0% ($635/$161.6M) | QoQ NEW(+$635) YoY- | |
2 | QoQ NEW(+2) YoY- | All Managers (Combined) | $604 | 0.0% ($604/$161.6M) | QoQ NEW(+$604) YoY- | |
2 | QoQ NEW(+2) YoY- | All Managers (Combined) | $497 | 0.0% ($497/$161.6M) | QoQ NEW(+$497) YoY- | |
(cusip46438F101)✕ | 10 | QoQ NEW(+10) YoY- | All Managers (Combined) | $468 | 0.0% ($468/$161.6M) | QoQ NEW(+$468) YoY- |
6 | QoQ NEW(+6) YoY- | All Managers (Combined) | $465 | 0.0% ($465/$161.6M) | QoQ NEW(+$465) YoY- | |
6 | QoQ NEW(+6) YoY- | All Managers (Combined) | $436 | 0.0% ($436/$161.6M) | QoQ NEW(+$436) YoY- | |
Blackstone Inc.(BXcusip09260D107) | 3 | QoQ NEW(+3) YoY- | All Managers (Combined) | $419 | 0.0% ($419/$161.6M) | QoQ NEW(+$419) YoY- |
2 | QoQ NEW(+2) YoY- | All Managers (Combined) | $363 | 0.0% ($363/$161.6M) | QoQ NEW(+$363) YoY- | |
(cusip46429B267)✕ | 15 | QoQ NEW(+15) YoY- | All Managers (Combined) | $345 | 0.0% ($345/$161.6M) | QoQ NEW(+$345) YoY- |
1 | QoQ NEW(+1) YoY- | All Managers (Combined) | $269 | 0.0% ($269/$161.6M) | QoQ NEW(+$269) YoY- | |
VICOR CORP(VICRcusip925815102) | 5 | QoQ NEW(+5) YoY- | All Managers (Combined) | $234 | 0.0% ($234/$161.6M) | QoQ NEW(+$234) YoY- |
Prologis, Inc.(PLDcusip74340W103) | 2 | QoQ NEW(+2) YoY- | All Managers (Combined) | $224 | 0.0% ($224/$161.6M) | QoQ NEW(+$224) YoY- |
2 | QoQ NEW(+2) YoY- | All Managers (Combined) | $202 | 0.0% ($202/$161.6M) | QoQ NEW(+$202) YoY- | |
1 | QoQ NEW(+1) YoY- | All Managers (Combined) | $202 | 0.0% ($202/$161.6M) | QoQ NEW(+$202) YoY- | |
STARBUCKS CORP(SBUXcusip855244109) | 2 | QoQ NEW(+2) YoY- | All Managers (Combined) | $196 | 0.0% ($196/$161.6M) | QoQ NEW(+$196) YoY- |
1 | QoQ NEW(+1) YoY- | All Managers (Combined) | $180 | 0.0% ($180/$161.6M) | QoQ NEW(+$180) YoY- | |
(cusipG3R33A205)✕ | 46 | QoQ NEW(+46) YoY- | All Managers (Combined) | $177 | 0.0% ($177/$161.6M) | QoQ NEW(+$177) YoY- |
2 | QoQ NEW(+2) YoY- | All Managers (Combined) | $164 | 0.0% ($164/$161.6M) | QoQ NEW(+$164) YoY- |