Lutz-Financial-Services

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-07
Total Holdings
95
Total Value
1221253124
Accession Number
0001737112-25-000005
Form Type
13F-HR
Manager Name
Lutz-Financial-Services
Data Enrichment
64% identified
61 identified34 unidentified

Holdings

95 positions
Manager:
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Page 1 of 5
922908363
Shares:243.6K
Value:$125.2M
78464A508
Shares:2.2M
Value:$112.8M
464287507
Shares:1.5M
Value:$85.1M
921937835
Shares:1.2M
Value:$84.7M
922907746
Shares:1.5M
Value:$73.1M
78464A839
Shares:704.0K
Value:$54.2M
92206C409
Shares:681.1K
Value:$53.8M
808524870
Shares:1.9M
Value:$50.6M
464288588
Shares:481.6K
Value:$45.2M
SPDR S&P 500 ETF TRUST
Shares:73.5K
Value:$41.1M
464288414
Shares:295.3K
Value:$31.1M
25434V708
Shares:806.7K
Value:$26.6M
464288646
Shares:483.1K
Value:$25.3M
464287408
Shares:116.3K
Value:$22.2M
464287226
Shares:217.1K
Value:$21.5M
25434V799
Shares:741.6K
Value:$20.6M
464287804
Shares:186.7K
Value:$19.5M
921937827
Shares:245.3K
Value:$19.2M
25434V831
Shares:498.6K
Value:$16.5M
464287176
Shares:136.4K
Value:$15.2M