Private-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "GDX", null, "VDE", null, "T", "CAT", "WRB", null, null, null, "MCD", "ISRG", "AMAT", "RIVN", null, "IVW", "PMO", "UBFO", null, null, null, null, "MSFT", "ADM", "OKE", null, null, "EEM", null, "IWF", "AAPL", null, "IEFA", null, null, "GLD", null, null, null, null, null, "VWO", "GDV", null, null, null, "PALL", null, "XLB", null, null, null, null, "RRC", "SDY", "DCTH", null, null, "VPL", "VGT", "VFH", "VGK", "VTWO", "VTV", "WMT", null, "EIX", null, null, null, null, null, "BAC", "CVX", "CWBC", "RSP", "EFA", "IWM", "XOM", "LLY", "XLK", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified45 identified37 unidentified
Holdings
82 positions • $245.4M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
CATERPILLAR INC(CATcusip149123101) | 609 | YoY NEW(+609) | All Managers (Combined) | $200.9K | 0.1% ($200.9K/$245.4M) | YoY NEW(+$200.9K) |
| 11.8K | All Managers (Combined) | $120.0K | 0.0% ($120.0K/$245.4M) |