Great-Point-Wealth-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-28
Total Holdings
56
Total Value
462151633
Accession Number
0001760304-25-000003
Form Type
13F-HR
Manager Name
Great-Point-Wealth-Advisors
Data Enrichment
55% identified
31 identified25 unidentified

Holdings

56 positions • $462.2M total value
Manager:
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72201R585
Shares:25.2K
Value:$663.5K
% of Portfolio:0.1% ($663.5K/$462.2M)
25434V781
Shares:21.3K
Value:$620.1K
% of Portfolio:0.1% ($620.1K/$462.2M)
921943858
Shares:11.8K
Value:$598.7K
% of Portfolio:0.1% ($598.7K/$462.2M)
Redfin Corp
Shares:60.0K
Value:$552.6K
% of Portfolio:0.1% ($552.6K/$462.2M)
464289859
Shares:6.9K
Value:$527.6K
% of Portfolio:0.1% ($527.6K/$462.2M)
HOME DEPOT, INC.
Shares:1.1K
Value:$386.7K
% of Portfolio:0.1% ($386.7K/$462.2M)
025072562
Shares:9.3K
Value:$383.5K
% of Portfolio:0.1% ($383.5K/$462.2M)
SPDR S&P 500 ETF TRUST
Shares:668
Value:$373.7K
% of Portfolio:0.1% ($373.7K/$462.2M)
922908744
Shares:2.0K
Value:$337.7K
% of Portfolio:0.1% ($337.7K/$462.2M)
JOHNSON & JOHNSON
Shares:1.9K
Value:$313.6K
% of Portfolio:0.1% ($313.6K/$462.2M)
46434G103
Shares:5.0K
Value:$268.4K
% of Portfolio:0.1% ($268.4K/$462.2M)
NVIDIA CORP
Shares:2.4K
Value:$259.2K
% of Portfolio:0.1% ($259.2K/$462.2M)
025072232
Shares:3.6K
Value:$252.9K
% of Portfolio:0.1% ($252.9K/$462.2M)
CVS HEALTH Corp
Shares:3.1K
Value:$210.4K
% of Portfolio:0.0% ($210.4K/$462.2M)
922908736
Shares:564
Value:$209.1K
% of Portfolio:0.0% ($209.1K/$462.2M)
CISCO SYSTEMS, INC.
Shares:3.3K
Value:$203.4K
% of Portfolio:0.0% ($203.4K/$462.2M)