Private-Wealth-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-12
Total Holdings
82
Total Value
245386878
Accession Number
0001172661-25-001651
Form Type
13F-HR
Manager Name
Private-Wealth-Advisors
Data Enrichment
55% identified
45 identified37 unidentified

Holdings

82 positions
Manager:
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CATERPILLAR INC
Shares:609
Value:$200.9K
PUTNAM MUNICIPAL OPPORTUNITIES TRUST
Shares:11.8K
Value:$120.0K