Wt-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "GDX", null, "SMCI", null, null, "PAA", "RIOT", "AXP", "JQC", "SCHH", "LOW", null, null, null, "DBEF", "MARA", null, "PHK", null, null, null, "EXPE", null, "BITB", "HD", null, null, null, "GGN", "EMXC", null, "ITW", null, "META", null, "HEFA", "IVW", null, null, "MA", null, "MSFT", "TMUS", "ESPR", null, null, null, "FDUS", null, null, null, null, null, "IVV", "AAPL", "NVDA", "PLTR", "VZ", null, null, null, null, null, null, "GLD", null, "IBM", null, "UBER", "SIVR", null, null, null, null, null, null, null, null, null, "WM", "SGOL", null, "AMZN", "SCHB", null, null, "ESGD", null, null, "V", "WMT", "WFC", null, null, "ET", "NSC", "SPOT", null, "MELI", "MCK", null, null, "ESGU", null, "BRK-B", "BMY", "CVX", "CB", "CMG", "CSCO", "COST", "CRWD", "USMV", "QQQ", "DIS", "GOOG", "XOM", "LLY", "TSLA", "NFLX", "XLK", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-06
- Total Holdings
- 124
- Total Value
- 307826907
- Accession Number
- 0001780507-25-000008
- Form Type
- 13F-HR
- Manager Name
- Wt-Wealth-Management
Data Enrichment
54% identified67 identified57 unidentified
Holdings
124 positions • $307.8M total value
Manager:
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Page 7 of 7
Shares:27.1K
Value:$118.5K
% of Portfolio:0.0% ($118.5K/$307.8M)
Shares:15.5K
Value:$83.3K
% of Portfolio:0.0% ($83.3K/$307.8M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 27.1K | All Managers (Combined) | $118.5K | 0.0% ($118.5K/$307.8M) | |||
| 20.9K | All Managers (Combined) | $102.2K | 0.0% ($102.2K/$307.8M) | |||
| 15.5K | All Managers (Combined) | $83.3K | 0.0% ($83.3K/$307.8M) | |||
| 10.1K | All Managers (Combined) | $14.5K | 0.0% ($14.5K/$307.8M) |