Monograph-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "LIF", null, "GOOGL", "ALNY", "ASML", null, "CAT", null, "KFY", "PECO", "ETY", "HON", "BITB", null, null, null, "INTU", null, null, null, null, "BKNG", "META", null, "IVW", "PBHC", null, "MA", "MSFT", null, null, "BX", "FAST", "IWD", null, "VHT", "IWF", null, "IVV", "UNH", "AAPL", "SPY", "NVDA", "LMT", null, null, "MSTR", null, null, "IBM", "TGT", "TMO", "VNQ", "VO", "VV", "SCHW", null, null, "VWO", "ACHR", null, "LGF-B", null, null, null, "VIG", "IWO", "IWN", null, "WM", "AMZN", "SCHB", "IVE", null, null, "SGU", "VEU", "VGT", "VEA", "VXUS", "VOOG", "VBR", "VOO", "SCHF", "DIA", null, "NRG", "KMB", "BRK-B", "KO", "CDE", "COST", "DE", null, null, null, null, "DFAX", "DFAC", "RSP", "QQQ", "IWM", "MDY", "DIS", "GOOG", "XOM", "JNJ", "TSLA", "NFLX", "XLK", "MCHP", "VTI", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 113
- Total Value
- 734154202
- Accession Number
- 0001776588-25-000005
- Form Type
- 13F-HR
- Manager Name
- Monograph-Wealth-Advisors
Data Enrichment
70% identified79 identified34 unidentified
Holdings
113 positions
Manager:
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464287101
Shares:6.9K
Value:$1.9M
25434V799
Shares:53.8K
Value:$1.5M
78463X848
Shares:49.7K
Value:$1.5M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
8.6K | QoQ -0.26% (-23)YoY 0.00% (-0) | All Managers (Combined) | $4.3M | ||
MICROSOFT CORP(MSFTcusip594918104) | 11.3K | All Managers (Combined) | $4.2M | ||
INTUIT INC.(INTUcusip461202103) | 6.5K | QoQ -0.45% (-30)YoY 0.00% (-0) | All Managers (Combined) | $4.0M | |
Life360, Inc.(LIFcusip532206109) | 104.0K | YoY NEW(+104.0K) | All Managers (Combined) | $4.0M | YoY NEW(+$4.0M) |
42.3K | All Managers (Combined) | $3.8M | |||
6.6K | All Managers (Combined) | $3.7M | |||
Alphabet Inc.(GOOGcusip02079K107) | 23.6K | All Managers (Combined) | $3.7M | ||
AMAZON COM INC(AMZNcusip023135106) | 18.4K | All Managers (Combined) | $3.5M | ||
8.6K | QoQ 0.00% (-0)YoY -1.42% (-124) | All Managers (Combined) | $3.1M | ||
4.8K | QoQ 0.00% (-0) | All Managers (Combined) | $2.7M | ||
11.6K | All Managers (Combined) | $2.7M | |||
8.0K | QoQ NEW(+8.0K) YoY NEW(+8.0K) | All Managers (Combined) | $2.3M | QoQ NEW(+$2.3M) YoY NEW(+$2.3M) | |
10.6K | QoQ 0.00% (+0) | All Managers (Combined) | $2.0M | ||
32.6K | All Managers (Combined) | $2.0M | |||
4.5K | QoQ 0.00% (-0) | All Managers (Combined) | $1.9M | ||
7.3K | QoQ 0.00% (-0) | All Managers (Combined) | $1.9M | ||
3.6K | All Managers (Combined) | $1.9M | |||
(cusip464287101)✕ | 6.9K | QoQ +0.14% (-10)YoY +0.68% (+47) | All Managers (Combined) | $1.9M | |
(cusip25434V799)✕ | 53.8K | All Managers (Combined) | $1.5M | ||
(cusip78463X848)✕ | 49.7K | All Managers (Combined) | $1.5M |