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:
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Page 4 of 15
46429B747
Shares:959
Value:$99.2K
% of Portfolio:0.1% ($99.2K/$161.6M)
464285204
Shares:1.6K
Value:$94.7K
% of Portfolio:0.1% ($94.7K/$161.6M)
92204A876
Shares:529
Value:$90.4K
% of Portfolio:0.1% ($90.4K/$161.6M)
Shares:5.2K
Value:$85.2K
% of Portfolio:0.1% ($85.2K/$161.6M)
37954Y830
Shares:2.1K
Value:$82.0K
% of Portfolio:0.1% ($82.0K/$161.6M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
10.0K | YoY- | All Managers (Combined) | $114.3K | 0.1% ($114.3K/$161.6M) | YoY- | |
203 | QoQ NEW(+203) YoY- | All Managers (Combined) | $113.8K | 0.1% ($113.8K/$161.6M) | QoQ NEW(+$113.8K) YoY- | |
224 | QoQ NEW(+224) YoY- | All Managers (Combined) | $110.9K | 0.1% ($110.9K/$161.6M) | QoQ NEW(+$110.9K) YoY- | |
770 | QoQ NEW(+770) YoY- | All Managers (Combined) | $110.3K | 0.1% ($110.3K/$161.6M) | QoQ NEW(+$110.3K) YoY- | |
WELLTOWER INC.(WELLcusip95040Q104) | 720 | QoQ NEW(+720) YoY- | All Managers (Combined) | $110.3K | 0.1% ($110.3K/$161.6M) | QoQ NEW(+$110.3K) YoY- |
Walt Disney Co(DIScusip254687106) | 1.1K | QoQ NEW(+1.1K) YoY- | All Managers (Combined) | $107.1K | 0.1% ($107.1K/$161.6M) | QoQ NEW(+$107.1K) YoY- |
523 | QoQ NEW(+523) YoY- | All Managers (Combined) | $105.7K | 0.1% ($105.7K/$161.6M) | QoQ NEW(+$105.7K) YoY- | |
427 | QoQ NEW(+427) YoY- | All Managers (Combined) | $104.7K | 0.1% ($104.7K/$161.6M) | QoQ NEW(+$104.7K) YoY- | |
1.3K | QoQ NEW(+1.3K) YoY- | All Managers (Combined) | $103.1K | 0.1% ($103.1K/$161.6M) | QoQ NEW(+$103.1K) YoY- | |
Alphabet Inc.(GOOGLcusip02079K305) | 645 | QoQ NEW(+645) YoY- | All Managers (Combined) | $99.7K | 0.1% ($99.7K/$161.6M) | QoQ NEW(+$99.7K) YoY- |
(cusip46429B747)✕ | 959 | QoQ NEW(+959) YoY- | All Managers (Combined) | $99.2K | 0.1% ($99.2K/$161.6M) | QoQ NEW(+$99.2K) YoY- |
174 | QoQ NEW(+174) YoY- | All Managers (Combined) | $95.1K | 0.1% ($95.1K/$161.6M) | QoQ NEW(+$95.1K) YoY- | |
(cusip464285204)✕ | 1.6K | QoQ NEW(+1.6K) YoY- | All Managers (Combined) | $94.7K | 0.1% ($94.7K/$161.6M) | QoQ NEW(+$94.7K) YoY- |
379 | QoQ NEW(+379) YoY- | All Managers (Combined) | $94.0K | 0.1% ($94.0K/$161.6M) | QoQ NEW(+$94.0K) YoY- | |
(cusip92204A876)✕ | 529 | QoQ NEW(+529) YoY- | All Managers (Combined) | $90.4K | 0.1% ($90.4K/$161.6M) | QoQ NEW(+$90.4K) YoY- |
534 | QoQ NEW(+534) YoY- | All Managers (Combined) | $89.0K | 0.1% ($89.0K/$161.6M) | QoQ NEW(+$89.0K) YoY- | |
5.2K | QoQ NEW(+5.2K) YoY- | All Managers (Combined) | $85.2K | 0.1% ($85.2K/$161.6M) | QoQ NEW(+$85.2K) YoY- | |
6.7K | QoQ NEW(+6.7K) YoY- | All Managers (Combined) | $85.0K | 0.1% ($85.0K/$161.6M) | QoQ NEW(+$85.0K) YoY- | |
Tesla, Inc.(TSLAcusip88160R101) | 317 | QoQ NEW(+317) YoY- | All Managers (Combined) | $82.2K | 0.1% ($82.2K/$161.6M) | QoQ NEW(+$82.2K) YoY- |
(cusip37954Y830)✕ | 2.1K | QoQ NEW(+2.1K) YoY- | All Managers (Combined) | $82.0K | 0.1% ($82.0K/$161.6M) | QoQ NEW(+$82.0K) YoY- |