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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464287705
Shares:121.2K
Value:$14.5M
808524508
Shares:546.7K
Value:$14.3M
921932703
Shares:75.4K
Value:$13.9M
25434V500
Shares:226.4K
Value:$13.5M
464287200
Shares:23.7K
Value:$13.3M
808524201
Shares:586.7K
Value:$13.0M
78464A300
Shares:161.9K
Value:$12.7M
922908512
Shares:71.8K
Value:$11.5M
46432F339
Shares:64.3K
Value:$11.0M
921932844
Shares:118.4K
Value:$10.9M
464287663
Shares:111.3K
Value:$10.3M
SPDR S&P MIDCAP 400 ETF TRUST
Shares:19.1K
Value:$10.2M
922908744
Shares:56.5K
Value:$9.8M
025072703
Shares:143.7K
Value:$9.5M
808524607
Shares:332.2K
Value:$7.8M
25434V609
Shares:141.3K
Value:$7.3M
46429B747
Shares:65.4K
Value:$6.8M
025072877
Shares:73.8K
Value:$6.4M
25434V732
Shares:215.3K
Value:$5.7M
25434V724
Shares:132.7K
Value:$5.5M