Financial--Tax-Architects
AI_NATIVE detailed information: This accession holds the following tickers:[ "ABT", "ABBV", "VDE", "JFR", "ASML", "T", null, "CAT", "AVGO", "LOW", null, null, null, null, "PNR", "MCD", null, null, null, "ITW", null, "META", null, null, "LIN", "MA", "MDT", "MSFT", "NVS", null, null, null, null, "PEP", "IVV", "IYR", "UNH", "AAPL", "SPY", "ECL", "NVDA", "PG", "IEFA", "SPGI", null, null, "SHW", "GLD", "SAP", null, null, null, null, "IBM", "UL", "VNQ", "VO", null, null, "SNY", "IEF", null, null, null, "AMCR", "SGOL", null, "AMZN", null, "VEA", null, "VTWO", "BSV", "VB", "WMT", "INFY", null, null, null, "ADP", "BAC", "BTI", "CVX", "CB", "CTAS", "KO", "CL", "COST", "EFA", "NEE", "QQQ", null, "MDY", "GOOG", "XOM", "JNJ", "NFLX", null, null, "XLK", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-06
- Total Holdings
- 101
- Total Value
- 398406548
- Accession Number
- 0001214659-25-007031
- Form Type
- 13F-HR
- Manager Name
- Financial--Tax-Architects
Data Enrichment
65% identified66 identified35 unidentified
Holdings
101 positions • $398.4M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
18.8K | YoY NEW(+18.8K) | All Managers (Combined) | $158.9K | 0.0% ($158.9K/$398.4M) | YoY NEW(+$158.9K) |