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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922908637
Shares:3.6K
Value:$922.9K
BERKSHIRE HATHAWAY INC
Shares:1
Value:$798.4K
921908844
Shares:3.8K
Value:$729.4K
464287655
Shares:3.6K
Value:$727.6K
808524300
Shares:28.1K
Value:$704.5K
464287598
Shares:3.7K
Value:$693.4K
AMAZON COM INC
Shares:3.4K
Value:$642.5K
97717W307
Shares:7.5K
Value:$591.8K
922908751
Shares:2.5K
Value:$562.6K
78464A847
Shares:10.3K
Value:$529.0K
Meta Platforms, Inc.
Shares:816
Value:$470.3K
464287630
Shares:2.7K
Value:$405.2K
Alphabet Inc.
Shares:2.6K
Value:$396.3K
922042742
Shares:3.3K
Value:$384.3K
JPMORGAN CHASE & CO
Shares:1.5K
Value:$374.8K
78468R770
Shares:3.3K
Value:$365.1K
464287499
Shares:4.1K
Value:$346.1K
92206C870
Shares:4.1K
Value:$333.9K
Alphabet Inc.
Shares:2.1K
Value:$332.9K
808524805
Shares:14.9K
Value:$295.5K