Firestone-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "FNDF",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ALL",
  "GOOGL",
  "VDE",
  "AXP",
  null,
  "SCHH",
  "T",
  "CAT",
  "LOW",
  "ARCC",
  null,
  "UMH",
  "HD",
  null,
  null,
  "UNP",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  "META",
  "HEFA",
  null,
  null,
  null,
  null,
  "IWS",
  "MSFT",
  "MS",
  "HEI",
  "IJR",
  "OKE",
  null,
  null,
  "PEP",
  "IEMG",
  "IVV",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  null,
  "PG",
  "MRK",
  null,
  null,
  "MSTR",
  "FNDX",
  null,
  null,
  "IEFA",
  "RY",
  "SCHX",
  null,
  "GLD",
  null,
  null,
  null,
  "IBM",
  "VNQ",
  "NG",
  "VXF",
  null,
  "VWO",
  null,
  "IWV",
  "VCIT",
  "VIG",
  null,
  "PEV",
  "IWN",
  null,
  null,
  null,
  null,
  "VYM",
  "TT",
  "SDY",
  "AMZN",
  "SCHB",
  null,
  "VEU",
  "ESGV",
  "VUG",
  "VEA",
  null,
  "VTEB",
  "VBR",
  null,
  "VB",
  "VOO",
  "VTV",
  "WMT",
  "WBS",
  null,
  null,
  null,
  "SCHD",
  "ET",
  "DVY",
  null,
  "SCHF",
  "SCHA",
  "NSC",
  null,
  null,
  "SO",
  null,
  "IXUS",
  "IUSV",
  null,
  "OLED",
  "BK",
  "BRK-B",
  "CVX",
  "KO",
  "COST",
  null,
  "EFA",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "NFLX",
  "PM",
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 149
Total Value: 381362976
Accession Number: 0001799964-25-000003
Form Type: 13F-HR
CIK: firestone-capital-management
Manager Name: Firestone-Capital-Management

Data Enrichment

67% identified

100 identified49 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

149 positions • $381.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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921935870

Shares:45.5K

Value:$4.6M

% of Portfolio:1.2% ($4.6M/$381.4M)

Meta Platforms, Inc.

META|30303M102

Shares:7.5K

Value:$4.3M

% of Portfolio:1.1% ($4.3M/$381.4M)

Apple Inc.

AAPL|037833100

Shares:17.3K

Value:$3.8M

% of Portfolio:1.0% ($3.8M/$381.4M)

46654Q724

Shares:56.5K

Value:$3.4M

% of Portfolio:0.9% ($3.4M/$381.4M)

464287655

IWM|464287655

Shares:15.4K

Value:$3.1M

% of Portfolio:0.8% ($3.1M/$381.4M)

MICROSOFT CORP

MSFT|594918104

Shares:8.1K

Value:$3.0M

% of Portfolio:0.8% ($3.0M/$381.4M)

69374H881

Shares:54.8K

Value:$3.0M

% of Portfolio:0.8% ($3.0M/$381.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:5.4K

Value:$2.9M

% of Portfolio:0.8% ($2.9M/$381.4M)

EXXON MOBIL CORP

XOM|30231G102

Shares:23.1K

Value:$2.7M

% of Portfolio:0.7% ($2.7M/$381.4M)

SPDR GOLD TRUST

GLD|78463V107

Shares:9.0K

Value:$2.6M

% of Portfolio:0.7% ($2.6M/$381.4M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:35.8K

Value:$2.5M

% of Portfolio:0.7% ($2.5M/$381.4M)

464287200

IVV|464287200

Shares:4.4K

Value:$2.5M

% of Portfolio:0.6% ($2.5M/$381.4M)

921943858

VEA|921943858

Shares:47.1K

Value:$2.4M

% of Portfolio:0.6% ($2.4M/$381.4M)

46432F834

IXUS|46432F834

Shares:34.2K

Value:$2.4M

% of Portfolio:0.6% ($2.4M/$381.4M)

69374H857

Shares:60.4K

Value:$2.3M

% of Portfolio:0.6% ($2.3M/$381.4M)

315948109

Shares:29.1K

Value:$2.1M

% of Portfolio:0.5% ($2.1M/$381.4M)

808524607

SCHA|808524607

Shares:87.7K

Value:$2.1M

% of Portfolio:0.5% ($2.1M/$381.4M)

46432F842

IEFA|46432F842

Shares:26.7K

Value:$2.0M

% of Portfolio:0.5% ($2.0M/$381.4M)

CHEVRON CORP

CVX|166764100

Shares:9.1K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$381.4M)

COCA COLA CO

KO|191216100

Shares:20.8K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$381.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip921935870)✕	45.5K	QoQ +10.42% (+4.3K) YoY +156.52% (+27.8K)	All Managers (Combined)	$4.6M	1.2% ($4.6M/$381.4M)	QoQ +10.71% (+$442.6K) YoY +156.03% (+$2.8M)
Meta Platforms, Inc.(METAcusip30303M102)	7.5K	QoQ -7.70% (-623) YoY -14.47% (-1.3K)	All Managers (Combined)	$4.3M	1.1% ($4.3M/$381.4M)	QoQ -9.14% (-$433.0K) YoY +1.51% (-$64.1K)
Apple Inc.(AAPLcusip037833100)	17.3K	QoQ +0.60% (-103) YoY +17.79% (+2.6K)	All Managers (Combined)	$3.8M	1.0% ($3.8M/$381.4M)	QoQ -10.76% (-$462.3K) YoY +52.58% (+$1.3M)
(cusip46654Q724)✕	56.5K	QoQ +38.43% (+15.7K) YoY NEW(+56.5K)	All Managers (Combined)	$3.4M	0.9% ($3.4M/$381.4M)	QoQ +33.16% (+$839.6K) YoY NEW(+$3.4M)
(IWMcusip464287655)	15.4K	QoQ +2.65% (-398) YoY +3.94% (-585)	All Managers (Combined)	$3.1M	0.8% ($3.1M/$381.4M)	QoQ -7.32% (-$242.9K) YoY -1.39% (-$43.6K)
MICROSOFT CORP(MSFTcusip594918104)	8.1K	QoQ -5.09% (-435) YoY +8.24% (-617)	All Managers (Combined)	$3.0M	0.8% ($3.0M/$381.4M)	QoQ -15.47% (-$556.8K) YoY -3.41% (-$107.5K)
(cusip69374H881)✕	54.8K	QoQ -4.32% (-2.5K) YoY +26.90% (+11.6K)	All Managers (Combined)	$3.0M	0.8% ($3.0M/$381.4M)	QoQ -7.23% (-$234.2K) YoY +19.58% (+$491.4K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	5.4K	QoQ -1.86% (-103) YoY -1.86% (-103)	All Managers (Combined)	$2.9M	0.8% ($2.9M/$381.4M)	QoQ +15.29% (-$382.2K) YoY +24.28% (-$562.8K)
EXXON MOBIL CORP(XOMcusip30231G102)	23.1K	QoQ +21.30% (+4.0K) YoY +27.19% (+4.9K)	All Managers (Combined)	$2.7M	0.7% ($2.7M/$381.4M)	QoQ +34.11% (+$697.4K) YoY +30.14% (+$635.0K)
SPDR GOLD TRUST(GLDcusip78463V107)	9.0K	QoQ +4.13% (+358) YoY -0.47% (-43)	All Managers (Combined)	$2.6M	0.7% ($2.6M/$381.4M)	QoQ +23.92% (+$501.6K) YoY +39.39% (-$734.4K)
NEXTERA ENERGY INC(NEEcusip65339F101)	35.8K	QoQ -4.88% (-1.8K) YoY -13.16% (-5.4K)	All Managers (Combined)	$2.5M	0.7% ($2.5M/$381.4M)	QoQ -5.94% (-$160.5K) YoY -3.67% (-$96.9K)
(IVVcusip464287200)	4.4K	QoQ +0.32% (-14) YoY +16.43% (+619)	All Managers (Combined)	$2.5M	0.6% ($2.5M/$381.4M)	QoQ -4.22% (-$108.8K) YoY +24.44% (+$484.1K)
(VEAcusip921943858)	47.1K	QoQ -2.48% (-1.2K) YoY -7.18% (-3.6K)	All Managers (Combined)	$2.4M	0.6% ($2.4M/$381.4M)	QoQ +3.65% (-$84.5K) YoY -5.96% (-$151.9K)
(IXUScusip46432F834)	34.2K	QoQ +0.24% (+84) YoY +7.39% (+2.4K)	All Managers (Combined)	$2.4M	0.6% ($2.4M/$381.4M)	QoQ +5.80% (+$131.1K) YoY +10.47% (+$226.5K)
(cusip69374H857)✕	60.4K	QoQ -2.78% (-1.7K) YoY +21.22% (-10.6K)	All Managers (Combined)	$2.3M	0.6% ($2.3M/$381.4M)	QoQ -17.16% (-$469.2K) YoY -7.52% (-$184.3K)
(cusip315948109)✕	29.1K	QoQ +10.33% (-2.7K) YoY +73.21% (+12.3K)	All Managers (Combined)	$2.1M	0.5% ($2.1M/$381.4M)	QoQ -2.66% (-$57.3K) YoY +100.87% (+$1.1M)
(SCHAcusip808524607)	87.7K	QoQ +2.77% (-2.4K) YoY +169.71% (+55.2K)	All Managers (Combined)	$2.1M	0.5% ($2.1M/$381.4M)	QoQ -6.88% (-$151.9K) YoY +28.33% (+$453.8K)
(IEFAcusip46432F842)	26.7K	QoQ -2.23% (-610) YoY +11.88% (+2.8K)	All Managers (Combined)	$2.0M	0.5% ($2.0M/$381.4M)	QoQ +5.23% (-$100.5K) YoY +14.03% (+$248.6K)
CHEVRON CORP(CVXcusip166764100)	9.1K	QoQ +0.29% (+27) YoY -0.19% (-18)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$381.4M)	QoQ +15.84% (+$207.7K) YoY +5.84% (-$83.8K)
COCA COLA CO(KOcusip191216100)	20.8K	QoQ +138.27% (+12.0K) YoY +138.54% (+12.1K)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$381.4M)	QoQ +174.08% (+$944.2K) YoY +179.24% (+$954.2K)