Erts-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "APD", null, "GOOGL", "BLK", "BBDC", null, "DUK", null, null, "PNR", "LAMR", "BKNG", "META", null, "IVW", "IJH", null, null, null, "IWS", null, "MA", "MSFT", null, "IJR", null, "IWF", "PEP", null, "IJK", null, null, "AAPL", "ENB", "PG", "AMGN", "SPYG", null, null, "VOE", null, null, "VIG", null, null, "IWP", null, "AMZN", "IVE", null, null, "VIOG", "VTEB", "VOT", "VOO", "V", "WFC", "IUSG", null, null, null, null, "IUSV", "DGRO", "SPYV", "BRK-B", "BMY", "CLX", "KO", "CMCSA", null, "IJT", "IJJ", "GOOG", "XOM", "LLY", "PM", "MO", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-22
- Total Holdings
- 81
- Total Value
- 514720848
- Accession Number
- 0001951757-25-000391
- Form Type
- 13F-HR
- Manager Name
- Erts-Wealth-Advisors
Data Enrichment
63% identified51 identified30 unidentified
Holdings
81 positions • $514.7M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
11.2K | All Managers (Combined) | $107.0K | 0.0% ($107.0K/$514.7M) |