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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Mondelez International, Inc.

MDLZ|609207105

Shares:167

Value:$11.3K

% of Portfolio:0.0% ($11.3K/$161.6M)

Cloudflare, Inc.

NET|18915M107

Shares:100

Value:$11.3K

% of Portfolio:0.0% ($11.3K/$161.6M)

Palo Alto Networks Inc

PANW|697435105

Shares:64

Value:$10.9K

% of Portfolio:0.0% ($10.9K/$161.6M)

ALLIANCE RESOURCE PARTNERS LP

ARLP|01877R108

Shares:400

Value:$10.9K

% of Portfolio:0.0% ($10.9K/$161.6M)

RTX Corp

RTX|75513E101

Shares:81

Value:$10.7K

% of Portfolio:0.0% ($10.7K/$161.6M)

CIENA CORP

CIEN|171779309

Shares:175

Value:$10.6K

% of Portfolio:0.0% ($10.6K/$161.6M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:170

Value:$10.5K

% of Portfolio:0.0% ($10.5K/$161.6M)

464287168

DVY|464287168

Shares:73

Value:$9.8K

% of Portfolio:0.0% ($9.8K/$161.6M)

Atlassian Corp

TEAM|049468101

Shares:46

Value:$9.8K

% of Portfolio:0.0% ($9.8K/$161.6M)

PROCTER & GAMBLE Co

PG|742718109

Shares:55

Value:$9.4K

% of Portfolio:0.0% ($9.4K/$161.6M)

GARMIN LTD

GRMN|H2906T109

Shares:43

Value:$9.3K

% of Portfolio:0.0% ($9.3K/$161.6M)

TWILIO INC

TWLO|90138F102

Shares:95

Value:$9.3K

% of Portfolio:0.0% ($9.3K/$161.6M)

abrdn Income Credit Strategies Fund

ACP|003057106

Shares:1.6K

Value:$9.2K

% of Portfolio:0.0% ($9.2K/$161.6M)

PIMCO Dynamic Income Fund

PDI|72201Y101

Shares:450

Value:$8.9K

% of Portfolio:0.0% ($8.9K/$161.6M)

Reddit, Inc.

RDDT|75734B100

Shares:81

Value:$8.5K

% of Portfolio:0.0% ($8.5K/$161.6M)

TYLER TECHNOLOGIES INC

TYL|902252105

Shares:13

Value:$7.6K

% of Portfolio:0.0% ($7.6K/$161.6M)

ASML HOLDING NV

ASML|N07059210

Shares:11

Value:$7.3K

% of Portfolio:0.0% ($7.3K/$161.6M)

EQT Corp

EQT|26884L109

Shares:136

Value:$7.3K

% of Portfolio:0.0% ($7.3K/$161.6M)

WINNEBAGO INDUSTRIES INC

WGO|974637100

Shares:200

Value:$6.9K

% of Portfolio:0.0% ($6.9K/$161.6M)

97717W505

Shares:135

Value:$6.7K

% of Portfolio:0.0% ($6.7K/$161.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Mondelez International, Inc.(MDLZcusip609207105)	167	QoQ NEW(+167) YoY-	All Managers (Combined)	$11.3K	0.0% ($11.3K/$161.6M)	QoQ NEW(+$11.3K) YoY-
Cloudflare, Inc.(NETcusip18915M107)	100	QoQ NEW(+100) YoY-	All Managers (Combined)	$11.3K	0.0% ($11.3K/$161.6M)	QoQ NEW(+$11.3K) YoY-
Palo Alto Networks Inc(PANWcusip697435105)	64	QoQ NEW(+64) YoY-	All Managers (Combined)	$10.9K	0.0% ($10.9K/$161.6M)	QoQ NEW(+$10.9K) YoY-
ALLIANCE RESOURCE PARTNERS LP(ARLPcusip01877R108)	400	QoQ NEW(+400) YoY-	All Managers (Combined)	$10.9K	0.0% ($10.9K/$161.6M)	QoQ NEW(+$10.9K) YoY-
RTX Corp(RTXcusip75513E101)	81	QoQ NEW(+81) YoY-	All Managers (Combined)	$10.7K	0.0% ($10.7K/$161.6M)	QoQ NEW(+$10.7K) YoY-
CIENA CORP(CIENcusip171779309)	175	QoQ NEW(+175) YoY-	All Managers (Combined)	$10.6K	0.0% ($10.6K/$161.6M)	QoQ NEW(+$10.6K) YoY-
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	170	QoQ NEW(+170) YoY-	All Managers (Combined)	$10.5K	0.0% ($10.5K/$161.6M)	QoQ NEW(+$10.5K) YoY-
(DVYcusip464287168)	73	QoQ NEW(+73) YoY-	All Managers (Combined)	$9.8K	0.0% ($9.8K/$161.6M)	QoQ NEW(+$9.8K) YoY-
Atlassian Corp(TEAMcusip049468101)	46	QoQ NEW(+46) YoY-	All Managers (Combined)	$9.8K	0.0% ($9.8K/$161.6M)	QoQ NEW(+$9.8K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	55	QoQ NEW(+55) YoY-	All Managers (Combined)	$9.4K	0.0% ($9.4K/$161.6M)	QoQ NEW(+$9.4K) YoY-
GARMIN LTD(GRMNcusipH2906T109)	43	QoQ NEW(+43) YoY-	All Managers (Combined)	$9.3K	0.0% ($9.3K/$161.6M)	QoQ NEW(+$9.3K) YoY-
TWILIO INC(TWLOcusip90138F102)	95	QoQ NEW(+95) YoY-	All Managers (Combined)	$9.3K	0.0% ($9.3K/$161.6M)	QoQ NEW(+$9.3K) YoY-
abrdn Income Credit Strategies Fund(ACPcusip003057106)	1.6K	QoQ NEW(+1.6K) YoY-	All Managers (Combined)	$9.2K	0.0% ($9.2K/$161.6M)	QoQ NEW(+$9.2K) YoY-
PIMCO Dynamic Income Fund(PDIcusip72201Y101)	450	QoQ NEW(+450) YoY-	All Managers (Combined)	$8.9K	0.0% ($8.9K/$161.6M)	QoQ NEW(+$8.9K) YoY-
Reddit, Inc.(RDDTcusip75734B100)	81	QoQ NEW(+81) YoY-	All Managers (Combined)	$8.5K	0.0% ($8.5K/$161.6M)	QoQ NEW(+$8.5K) YoY-
TYLER TECHNOLOGIES INC(TYLcusip902252105)	13	QoQ NEW(+13) YoY-	All Managers (Combined)	$7.6K	0.0% ($7.6K/$161.6M)	QoQ NEW(+$7.6K) YoY-
ASML HOLDING NV(ASMLcusipN07059210)	11	QoQ NEW(+11) YoY-	All Managers (Combined)	$7.3K	0.0% ($7.3K/$161.6M)	QoQ NEW(+$7.3K) YoY-
EQT Corp(EQTcusip26884L109)	136	QoQ NEW(+136) YoY-	All Managers (Combined)	$7.3K	0.0% ($7.3K/$161.6M)	QoQ NEW(+$7.3K) YoY-
WINNEBAGO INDUSTRIES INC(WGOcusip974637100)	200	QoQ NEW(+200) YoY-	All Managers (Combined)	$6.9K	0.0% ($6.9K/$161.6M)	QoQ NEW(+$6.9K) YoY-
(cusip97717W505)✕	135	QoQ NEW(+135) YoY-	All Managers (Combined)	$6.7K	0.0% ($6.7K/$161.6M)	QoQ NEW(+$6.7K) YoY-