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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CVS HEALTH Corp

CVS|126650100

Shares:39.7K

Value:$2.7M

% of Portfolio:1.7% ($2.7M/$161.6M)

Match Group, Inc.

MTCH|57667L107

Shares:67.9K

Value:$2.1M

% of Portfolio:1.3% ($2.1M/$161.6M)

SIRIUS XM HOLDINGS INC.

SIRI|829933100

Shares:92.3K

Value:$2.1M

% of Portfolio:1.3% ($2.1M/$161.6M)

Delek US Holdings, Inc.

DK|24665A103

Shares:110.2K

Value:$1.7M

% of Portfolio:1.0% ($1.7M/$161.6M)

Amplify Energy Corp.

AMPY|03212B103

Shares:301.1K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$161.6M)

922908611

VBR|922908611

Shares:4.6K

Value:$855.5K

% of Portfolio:0.5% ($855.5K/$161.6M)

922908512

VOE|922908512

Shares:4.4K

Value:$699.0K

% of Portfolio:0.4% ($699.0K/$161.6M)

464287507

IJH|464287507

Shares:10.0K

Value:$585.1K

% of Portfolio:0.4% ($585.1K/$161.6M)

Apple Inc.

AAPL|037833100

Shares:2.3K

Value:$500.0K

% of Portfolio:0.3% ($500.0K/$161.6M)

46434G764

EMXC|46434G764

Shares:8.6K

Value:$471.8K

% of Portfolio:0.3% ($471.8K/$161.6M)

922042858

VWO|922042858

Shares:70.0K

Value:$357.5K

% of Portfolio:0.2% ($357.5K/$161.6M)

464287887

IJT|464287887

Shares:2.8K

Value:$349.1K

% of Portfolio:0.2% ($349.1K/$161.6M)

464287879

Shares:3.5K

Value:$343.9K

% of Portfolio:0.2% ($343.9K/$161.6M)

464287705

IJJ|464287705

Shares:2.8K

Value:$335.2K

% of Portfolio:0.2% ($335.2K/$161.6M)

CARLISLE COMPANIES INC

CSL|142339100

Shares:320.0K

Value:$320.0K

% of Portfolio:0.2% ($320.0K/$161.6M)

92206C102

VGSH|92206C102

Shares:5.0K

Value:$291.6K

% of Portfolio:0.2% ($291.6K/$161.6M)

MICROSOFT CORP

MSFT|594918104

Shares:745

Value:$279.7K

% of Portfolio:0.2% ($279.7K/$161.6M)

WORKIVA INC

WK|98139A105

Shares:3.6K

Value:$273.8K

% of Portfolio:0.2% ($273.8K/$161.6M)

Alphabet Inc.

GOOG|02079K107

Shares:1.6K

Value:$249.5K

% of Portfolio:0.2% ($249.5K/$161.6M)

HOME DEPOT, INC.

HD|437076102

Shares:642

Value:$235.3K

% of Portfolio:0.1% ($235.3K/$161.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CVS HEALTH Corp(CVScusip126650100)	39.7K	QoQ -17.78% (-8.6K) YoY-	All Managers (Combined)	$2.7M	1.7% ($2.7M/$161.6M)	QoQ +24.07% (-$521.3K) YoY-
Match Group, Inc.(MTCHcusip57667L107)	67.9K	QoQ -10.04% (-7.6K) YoY-	All Managers (Combined)	$2.1M	1.3% ($2.1M/$161.6M)	QoQ -14.20% (-$350.5K) YoY-
SIRIUS XM HOLDINGS INC.(SIRIcusip829933100)	92.3K	QoQ -17.78% (-20.0K) YoY-	All Managers (Combined)	$2.1M	1.3% ($2.1M/$161.6M)	QoQ -18.70% (-$478.8K) YoY-
Delek US Holdings, Inc.(DKcusip24665A103)	110.2K	QoQ -19.99% (-27.5K) YoY-	All Managers (Combined)	$1.7M	1.0% ($1.7M/$161.6M)	QoQ -34.82% (-$887.7K) YoY-
Amplify Energy Corp.(AMPYcusip03212B103)	301.1K	QoQ -17.76% (-65.1K) YoY-	All Managers (Combined)	$1.1M	0.7% ($1.1M/$161.6M)	QoQ -48.74% (-$1.1M) YoY-
(VBRcusip922908611)	4.6K	QoQ NEW(+4.6K) YoY-	All Managers (Combined)	$855.5K	0.5% ($855.5K/$161.6M)	QoQ NEW(+$855.5K) YoY-
(VOEcusip922908512)	4.4K	QoQ NEW(+4.4K) YoY-	All Managers (Combined)	$699.0K	0.4% ($699.0K/$161.6M)	QoQ NEW(+$699.0K) YoY-
(IJHcusip464287507)	10.0K	QoQ NEW(+10.0K) YoY-	All Managers (Combined)	$585.1K	0.4% ($585.1K/$161.6M)	QoQ NEW(+$585.1K) YoY-
Apple Inc.(AAPLcusip037833100)	2.3K	QoQ +0.08% (-2) YoY-	All Managers (Combined)	$500.0K	0.3% ($500.0K/$161.6M)	QoQ -11.23% (-$63.3K) YoY-
(EMXCcusip46434G764)	8.6K	QoQ NEW(+8.6K) YoY-	All Managers (Combined)	$471.8K	0.3% ($471.8K/$161.6M)	QoQ NEW(+$471.8K) YoY-
(VWOcusip922042858)	70.0K	QoQ -0.23% (-165) YoY-	All Managers (Combined)	$357.5K	0.2% ($357.5K/$161.6M)	QoQ +0.18% (-$658) YoY-
(IJTcusip464287887)	2.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$349.1K	0.2% ($349.1K/$161.6M)	QoQ -8.02% (-$30.5K) YoY-
(cusip464287879)✕	3.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$343.9K	0.2% ($343.9K/$161.6M)	QoQ -10.24% (-$39.3K) YoY-
(IJJcusip464287705)	2.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$335.2K	0.2% ($335.2K/$161.6M)	QoQ -4.18% (-$14.6K) YoY-
CARLISLE COMPANIES INC(CSLcusip142339100)	320.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$320.0K	0.2% ($320.0K/$161.6M)	QoQ 0.00% (+$0) YoY-
(VGSHcusip92206C102)	5.0K	QoQ NEW(+5.0K) YoY-	All Managers (Combined)	$291.6K	0.2% ($291.6K/$161.6M)	QoQ NEW(+$291.6K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	745	QoQ +0.13% (-1) YoY-	All Managers (Combined)	$279.7K	0.2% ($279.7K/$161.6M)	QoQ -10.85% (-$34.1K) YoY-
WORKIVA INC(WKcusip98139A105)	3.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$273.8K	0.2% ($273.8K/$161.6M)	QoQ -30.67% (-$121.2K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	1.6K	QoQ +13.99% (-196) YoY-	All Managers (Combined)	$249.5K	0.2% ($249.5K/$161.6M)	QoQ -6.52% (-$17.4K) YoY-
HOME DEPOT, INC.(HDcusip437076102)	642	QoQ -28.02% (-250) YoY-	All Managers (Combined)	$235.3K	0.1% ($235.3K/$161.6M)	QoQ -32.18% (-$111.7K) YoY-