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 8 of 15
Shares:1.5K
Value:$20.4K
% of Portfolio:0.0% ($20.4K/$161.6M)
Shares:431
Value:$17.3K
% of Portfolio:0.0% ($17.3K/$161.6M)
464288562
Shares:200
Value:$17.3K
% of Portfolio:0.0% ($17.3K/$161.6M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
100 | QoQ NEW(+100) YoY- | All Managers (Combined) | $20.6K | 0.0% ($20.6K/$161.6M) | QoQ NEW(+$20.6K) YoY- | |
110 | QoQ NEW(+110) YoY- | All Managers (Combined) | $20.6K | 0.0% ($20.6K/$161.6M) | QoQ NEW(+$20.6K) YoY- | |
1.5K | QoQ NEW(+1.5K) YoY- | All Managers (Combined) | $20.4K | 0.0% ($20.4K/$161.6M) | QoQ NEW(+$20.4K) YoY- | |
COCA COLA CO(KOcusip191216100) | 278 | QoQ NEW(+278) YoY- | All Managers (Combined) | $19.9K | 0.0% ($19.9K/$161.6M) | QoQ NEW(+$19.9K) YoY- |
CATERPILLAR INC(CATcusip149123101) | 58 | QoQ NEW(+58) YoY- | All Managers (Combined) | $19.1K | 0.0% ($19.1K/$161.6M) | QoQ NEW(+$19.1K) YoY- |
2.9K | YoY- | All Managers (Combined) | $18.7K | 0.0% ($18.7K/$161.6M) | YoY- | |
170 | QoQ NEW(+170) YoY- | All Managers (Combined) | $17.5K | 0.0% ($17.5K/$161.6M) | QoQ NEW(+$17.5K) YoY- | |
431 | QoQ NEW(+431) YoY- | All Managers (Combined) | $17.3K | 0.0% ($17.3K/$161.6M) | QoQ NEW(+$17.3K) YoY- | |
(cusip464288562)✕ | 200 | QoQ NEW(+200) YoY- | All Managers (Combined) | $17.3K | 0.0% ($17.3K/$161.6M) | QoQ NEW(+$17.3K) YoY- |
ServiceNow, Inc.(NOWcusip81762P102) | 21 | QoQ NEW(+21) YoY- | All Managers (Combined) | $16.7K | 0.0% ($16.7K/$161.6M) | QoQ NEW(+$16.7K) YoY- |
110 | QoQ NEW(+110) YoY- | All Managers (Combined) | $16.2K | 0.0% ($16.2K/$161.6M) | QoQ NEW(+$16.2K) YoY- | |
385 | QoQ NEW(+385) YoY- | All Managers (Combined) | $16.1K | 0.0% ($16.1K/$161.6M) | QoQ NEW(+$16.1K) YoY- | |
227 | QoQ NEW(+227) YoY- | All Managers (Combined) | $14.9K | 0.0% ($14.9K/$161.6M) | QoQ NEW(+$14.9K) YoY- | |
250 | QoQ NEW(+250) YoY- | All Managers (Combined) | $14.9K | 0.0% ($14.9K/$161.6M) | QoQ NEW(+$14.9K) YoY- | |
Snowflake Inc.(SNOWcusip833445109) | 98 | QoQ NEW(+98) YoY- | All Managers (Combined) | $14.3K | 0.0% ($14.3K/$161.6M) | QoQ NEW(+$14.3K) YoY- |
SHOPIFY INC.(SHOPcusip82509L107) | 145 | QoQ NEW(+145) YoY- | All Managers (Combined) | $13.8K | 0.0% ($13.8K/$161.6M) | QoQ NEW(+$13.8K) YoY- |
168 | QoQ NEW(+168) YoY- | All Managers (Combined) | $13.0K | 0.0% ($13.0K/$161.6M) | QoQ NEW(+$13.0K) YoY- | |
65 | QoQ NEW(+65) YoY- | All Managers (Combined) | $13.0K | 0.0% ($13.0K/$161.6M) | QoQ NEW(+$13.0K) YoY- | |
Tempus AI, Inc.(TEMcusip88023B103) | 260 | QoQ NEW(+260) YoY- | All Managers (Combined) | $12.5K | 0.0% ($12.5K/$161.6M) | QoQ NEW(+$12.5K) YoY- |
101 | QoQ NEW(+101) YoY- | All Managers (Combined) | $11.3K | 0.0% ($11.3K/$161.6M) | QoQ NEW(+$11.3K) YoY- |