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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464287309

IVW|464287309

Shares:210.9K

Value:$210.9K

% of Portfolio:0.1% ($210.9K/$161.6M)

808524201

SCHX|808524201

Shares:9.2K

Value:$203.1K

% of Portfolio:0.1% ($203.1K/$161.6M)

Warner Bros. Discovery, Inc.

WBD|934423104

Shares:29.1K

Value:$198.4K

% of Portfolio:0.1% ($198.4K/$161.6M)

464287408

IVE|464287408

Shares:179.3K

Value:$198.3K

% of Portfolio:0.1% ($198.3K/$161.6M)

EXXON MOBIL CORP

XOM|30231G102

Shares:1.5K

Value:$181.5K

% of Portfolio:0.1% ($181.5K/$161.6M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:5.3K

Value:$179.4K

% of Portfolio:0.1% ($179.4K/$161.6M)

NVIDIA CORP

NVDA|67066G104

Shares:1.6K

Value:$175.3K

% of Portfolio:0.1% ($175.3K/$161.6M)

808524870

Shares:6.2K

Value:$166.4K

% of Portfolio:0.1% ($166.4K/$161.6M)

46428Q109

Shares:5.1K

Value:$157.6K

% of Portfolio:0.1% ($157.6K/$161.6M)

ATMOS ENERGY CORP

ATO|049560105

Shares:1.0K

Value:$154.6K

% of Portfolio:0.1% ($154.6K/$161.6M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:1.4K

Value:$152.2K

% of Portfolio:0.1% ($152.2K/$161.6M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:155

Value:$146.6K

% of Portfolio:0.1% ($146.6K/$161.6M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:2.9K

Value:$143.3K

% of Portfolio:0.1% ($143.3K/$161.6M)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:572

Value:$136.3K

% of Portfolio:0.1% ($136.3K/$161.6M)

Fulgent Genetics, Inc.

FLGT|359664109

Shares:8.0K

Value:$135.2K

% of Portfolio:0.1% ($135.2K/$161.6M)

MOSAIC CO

MOS|61945C103

Shares:5.0K

Value:$134.3K

% of Portfolio:0.1% ($134.3K/$161.6M)

92206C706

VGIT|92206C706

Shares:2.1K

Value:$124.7K

% of Portfolio:0.1% ($124.7K/$161.6M)

Globalstar, Inc.

GSAT|378973507

Shares:5.9K

Value:$122.4K

% of Portfolio:0.1% ($122.4K/$161.6M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:732

Value:$121.4K

% of Portfolio:0.1% ($121.4K/$161.6M)

CHEVRON CORP

CVX|166764100

Shares:704

Value:$117.8K

% of Portfolio:0.1% ($117.8K/$161.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVWcusip464287309)	210.9K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$210.9K	0.1% ($210.9K/$161.6M)	QoQ 0.00% (+$0) YoY-
(SCHXcusip808524201)	9.2K	QoQ NEW(+9.2K) YoY-	All Managers (Combined)	$203.1K	0.1% ($203.1K/$161.6M)	QoQ NEW(+$203.1K) YoY-
Warner Bros. Discovery, Inc.(WBDcusip934423104)	29.1K	QoQ -88.27% (-219.1K) YoY-	All Managers (Combined)	$198.4K	0.1% ($198.4K/$161.6M)	QoQ -92.10% (-$2.3M) YoY-
(IVEcusip464287408)	179.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$198.3K	0.1% ($198.3K/$161.6M)	QoQ -0.01% (-$30) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	1.5K	QoQ NEW(+1.5K) YoY-	All Managers (Combined)	$181.5K	0.1% ($181.5K/$161.6M)	QoQ NEW(+$181.5K) YoY-
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	5.3K	QoQ -58.46% (-7.4K) YoY-	All Managers (Combined)	$179.4K	0.1% ($179.4K/$161.6M)	QoQ -54.77% (-$217.4K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	1.6K	QoQ -37.39% (-966) YoY-	All Managers (Combined)	$175.3K	0.1% ($175.3K/$161.6M)	QoQ -49.47% (-$171.6K) YoY-
(cusip808524870)✕	6.2K	QoQ NEW(+6.2K) YoY-	All Managers (Combined)	$166.4K	0.1% ($166.4K/$161.6M)	QoQ NEW(+$166.4K) YoY-
(cusip46428Q109)✕	5.1K	QoQ NEW(+5.1K) YoY-	All Managers (Combined)	$157.6K	0.1% ($157.6K/$161.6M)	QoQ NEW(+$157.6K) YoY-
ATMOS ENERGY CORP(ATOcusip049560105)	1.0K	QoQ NEW(+1.0K) YoY-	All Managers (Combined)	$154.6K	0.1% ($154.6K/$161.6M)	QoQ NEW(+$154.6K) YoY-
UNITED PARCEL SERVICE INC(UPScusip911312106)	1.4K	QoQ NEW(+1.4K) YoY-	All Managers (Combined)	$152.2K	0.1% ($152.2K/$161.6M)	QoQ NEW(+$152.2K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	155	QoQ NEW(+155) YoY-	All Managers (Combined)	$146.6K	0.1% ($146.6K/$161.6M)	QoQ NEW(+$146.6K) YoY-
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	2.9K	QoQ NEW(+2.9K) YoY-	All Managers (Combined)	$143.3K	0.1% ($143.3K/$161.6M)	QoQ NEW(+$143.3K) YoY-
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	572	QoQ NEW(+572) YoY-	All Managers (Combined)	$136.3K	0.1% ($136.3K/$161.6M)	QoQ NEW(+$136.3K) YoY-
Fulgent Genetics, Inc.(FLGTcusip359664109)	8.0K	QoQ -78.42% (-29.1K) YoY-	All Managers (Combined)	$135.2K	0.1% ($135.2K/$161.6M)	QoQ -80.26% (-$549.8K) YoY-
MOSAIC CO(MOScusip61945C103)	5.0K	QoQ -78.89% (-18.6K) YoY-	All Managers (Combined)	$134.3K	0.1% ($134.3K/$161.6M)	QoQ -76.81% (-$444.9K) YoY-
(VGITcusip92206C706)	2.1K	QoQ NEW(+2.1K) YoY-	All Managers (Combined)	$124.7K	0.1% ($124.7K/$161.6M)	QoQ NEW(+$124.7K) YoY-
Globalstar, Inc.(GSATcusip378973507)	5.9K	QoQ -93.33% (-82.1K) YoY-	All Managers (Combined)	$122.4K	0.1% ($122.4K/$161.6M)	QoQ -32.82% (-$59.8K) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	732	QoQ NEW(+732) YoY-	All Managers (Combined)	$121.4K	0.1% ($121.4K/$161.6M)	QoQ NEW(+$121.4K) YoY-
CHEVRON CORP(CVXcusip166764100)	704	QoQ NEW(+704) YoY-	All Managers (Combined)	$117.8K	0.1% ($117.8K/$161.6M)	QoQ NEW(+$117.8K) YoY-