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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464288158
Shares:47.9K
Value:$5.1M
922020805
Shares:98.1K
Value:$4.9M
46434G103
Shares:87.4K
Value:$4.7M
72201R205
Shares:86.6K
Value:$4.7M
922908611
Shares:24.2K
Value:$4.5M
46432F859
Shares:91.0K
Value:$4.4M
464287879
Shares:44.2K
Value:$4.3M
464287689
Shares:13.2K
Value:$4.2M
922042858
Shares:80.1K
Value:$3.6M
BERKSHIRE HATHAWAY INC
Shares:4.4K
Value:$2.3M
92206C771
Shares:37.0K
Value:$1.7M
921943858
Shares:31.6K
Value:$1.6M
922908553
Shares:17.7K
Value:$1.6M
Apple Inc.
Shares:6.6K
Value:$1.5M
808524755
Shares:33.8K
Value:$1.2M
NVIDIA CORP
Shares:10.8K
Value:$1.2M
MICROSOFT CORP
Shares:3.0K
Value:$1.1M
25434V807
Shares:28.6K
Value:$1.1M
922908629
Shares:4.0K
Value:$1.0M
922908769
Shares:3.5K
Value:$971.7K