Financial-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "ABT", "ABBV", "GOOGL", "AXP", "T", "CAT", "AVGO", "LOW", null, "HD", "MCD", "UNP", "HEFA", null, "LRCX", null, "MSFT", "MS", "GE", "IJR", "IWD", "IWF", "PEP", null, "IVV", "AAPL", "NVDA", null, "INTC", "PG", "VZ", "AMGN", "SCHX", "SHW", "RTX", "IBM", "SYK", "ACWV", "VYM", null, "ISSC", null, "AMZN", null, "ESGD", null, "EGP", "VGT", null, "VOO", "WMT", "SCHD", "SCHG", "SCHA", "SO", "ESGU", "ADP", "BAC", "BRK-B", "BMY", "CVX", "CB", "CSCO", "KO", "CL", "CSX", "EFA", "ADI", "USMV", "NEE", "STT", "QQQ", "IWM", "DIS", "GOOG", "XOM", "JNJ", "TSLA", "PH", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-02
- Total Holdings
- 81
- Total Value
- 506805936
- Accession Number
- 0001951757-25-000500
- Form Type
- 13F-HR
- Manager Name
- Financial-Advisors
Data Enrichment
88% identified71 identified10 unidentified
Holdings
81 positions • $506.8M total value
Manager:
Search and click to pin securities to the top
Page 5 of 5
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
10.0K | All Managers (Combined) | $62.9K | 0.0% ($62.9K/$506.8M) |