Aquire-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  "MSFT",
  "SBI",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  "SPDW",
  "GLD",
  null,
  null,
  null,
  "VNQ",
  "VO",
  "VWO",
  "IWV",
  null,
  null,
  null,
  "AMZN",
  "SCHB",
  null,
  "VGT",
  "VEA",
  "BSV",
  "VOO",
  null,
  null,
  null,
  null,
  "BRK-B",
  "CVX",
  null,
  "DFAX",
  "DFAC",
  null,
  "MDY",
  "LLY",
  "TSLA",
  "NFLX",
  null,
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 48
Total Value: 324894514
Accession Number: 0001172661-25-001630
Form Type: 13F-HR
CIK: aquire-wealth-advisors
Manager Name: Aquire-Wealth-Advisors

Data Enrichment

60% identified

29 identified19 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

48 positions • $324.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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922908629

VO|922908629

Shares:1.1K

Value:$286.6K

% of Portfolio:0.1% ($286.6K/$324.9M)

464289867

Shares:4.8K

Value:$277.8K

% of Portfolio:0.1% ($277.8K/$324.9M)

MICROSOFT CORP

MSFT|594918104

Shares:726

Value:$272.8K

% of Portfolio:0.1% ($272.8K/$324.9M)

Meta Platforms, Inc.

META|30303M102

Shares:467

Value:$269.2K

% of Portfolio:0.1% ($269.2K/$324.9M)

464287242

Shares:2.3K

Value:$249.0K

% of Portfolio:0.1% ($249.0K/$324.9M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:449

Value:$239.5K

% of Portfolio:0.1% ($239.5K/$324.9M)

CHEVRON CORP

CVX|166764100

Shares:1.3K

Value:$217.8K

% of Portfolio:0.1% ($217.8K/$324.9M)

WESTERN ASSET INTERMEDIATE MUNI FUND INC.

SBI|958435109

Shares:19.7K

Value:$153.3K

% of Portfolio:0.0% ($153.3K/$324.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOcusip922908629)	1.1K	QoQ +39.89% (+316) YoY NEW(+1.1K)	All Managers (Combined)	$286.6K	0.1% ($286.6K/$324.9M)	QoQ +36.86% (+$77.2K) YoY NEW(+$286.6K)
(cusip464289867)✕	4.8K	QoQ +3.29% (+154) YoY +20.08% (+807)	All Managers (Combined)	$277.8K	0.1% ($277.8K/$324.9M)	QoQ +3.74% (+$10.0K) YoY +24.18% (+$54.1K)
MICROSOFT CORP(MSFTcusip594918104)	726	QoQ +2.54% (-18) YoY +19.01% (+116)	All Managers (Combined)	$272.8K	0.1% ($272.8K/$324.9M)	QoQ -8.64% (-$25.8K) YoY +6.24% (+$16.0K)
Meta Platforms, Inc.(METAcusip30303M102)	467	QoQ +11.99% (+50) YoY NEW(+467)	All Managers (Combined)	$269.2K	0.1% ($269.2K/$324.9M)	QoQ +10.24% (+$25.0K) YoY NEW(+$269.2K)
(cusip464287242)✕	2.3K	QoQ +0.43% (+10) YoY -24.01% (-724)	All Managers (Combined)	$249.0K	0.1% ($249.0K/$324.9M)	QoQ +2.17% (+$5.3K) YoY -24.17% (-$79.4K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	449	QoQ +1.12% (-5) YoY +1.12% (-5)	All Managers (Combined)	$239.5K	0.1% ($239.5K/$324.9M)	QoQ -5.28% (-$13.4K) YoY -3.03% (-$7.5K)
CHEVRON CORP(CVXcusip166764100)	1.3K	QoQ NEW(+1.3K) YoY 0.00% (+0)	All Managers (Combined)	$217.8K	0.1% ($217.8K/$324.9M)	QoQ NEW(+$217.8K) YoY +6.05% (+$12.4K)
WESTERN ASSET INTERMEDIATE MUNI FUND INC.(SBIcusip958435109)	19.7K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$153.3K	0.0% ($153.3K/$324.9M)	QoQ +0.77% (+$1.2K) YoY -1.51% (-$2.4K)