Adero-Partners
AI_NATIVE detailed information: This accession holds the following tickers:[ "PINS", "NKTR", "HOOD", "PCOR", "CCCS", "TROW", "LYFT", "SNOW", "MU", "ACN", "ABNB", "ABT", "ABBV", "ADBE", "BABA", null, "JLL", "GOOGL", "AXP", "AEG", "ASML", "T", "BLK", null, "CAT", "AVDE", "AVGO", null, "AVEM", "SAN", "BSX", null, "DT", "GILD", "HON", "HD", "HPQ", "IBN", "AZN", null, null, "MCD", null, "INTU", null, null, "UNP", "QCOM", "ITW", "AMAT", "BKNG", "MUB", "META", null, "LYEL", "NRDS", "PGRE", "PDM", "IJH", "RLX", null, "UNFI", null, "MMC", "MA", "MSFT", "MFG", "MUFG", "MS", null, "HCAT", "GE", "NVS", "NU", "ORLY", "AMP", "IJR", "IWD", "KR", "ORCL", null, null, "DASH", "PAYX", null, "EEM", "IWF", "PANW", "PEP", null, "PGR", "IEMG", "IVV", "UNH", "AAPL", "SPY", "NVDA", "INTC", "PLTR", "LMT", "PG", "MRK", "VZ", "KB", null, "MDB", "NMR", "AMGN", "IOT", "IEFA", "SPGI", "RELX", null, "SCHX", "NOW", "SHOP", "ROP", "SHEL", "RTX", null, "IBM", "SYK", "SMFG", "CI", "TXN", "TM", "TJX", "TWLO", "UBS", "UBER", "BIV", "VNQ", "VO", "VXF", "VV", "VWO", null, null, "PRF", null, "VIG", "LYG", "TTE", "SKLZ", "TSM", null, "VYM", "VRTX", "VRSK", "MSA", "AFL", "AMD", "SONY", "SDY", "FI", "IWP", "IWR", "ENIC", "LAND", "NVO", "AMZN", "TTWO", null, "ESGD", null, "HDB", "VGT", "USB", "VUG", "VEA", "MGK", "VXUS", "VOOG", "VTWO", "VBR", "BSV", "VT", "VB", "VOO", "VTV", "V", "WMT", "WFC", "WSM", "WIT", null, "WDAY", "IUSG", null, "UMC", "CART", "FINV", "SCHD", "DVY", "SCHG", null, "SCHF", "SCHA", "LSPD", "NOK", "INFY", "MFC", "PSX", "CRM", "SNAP", "RBLX", "SPOT", null, "ZM", "MCK", "GWW", "BAC", "BBVA", "BRK-A", "BRK-B", "BA", "BLND", "BR", "CVX", "CSCO", "C", "KO", "CL", "COST", "CRWD", "DHR", "DDOG", "DAY", null, null, null, null, "DFAC", "DOCU", "RSP", "ADI", "MCO", "VOD", "IWB", "NKE", "STT", "QQQ", "IWM", "MDY", "DIS", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PH", "AWK", "MO", "ITOT", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-17
- Total Holdings
- 259
- Total Value
- 1528446941
- Accession Number
- 0001765380-25-000145
- Form Type
- 13F-HR
- Manager Name
- Adero-Partners
Data Enrichment
87% identified225 identified34 unidentified
Holdings
259 positions
Manager:
Search and click to pin securities to the top
Page 8 of 13
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
9.4K | All Managers (Combined) | $412.9K | |||
9.8K | QoQ +1.35% (+131)YoY NEW(+9.8K) | All Managers (Combined) | $407.4K | YoY NEW(+$407.4K) | |
NOVARTIS AG(NVScusip66987V109) | 3.6K | YoY NEW(+3.6K) | All Managers (Combined) | $403.6K | YoY NEW(+$403.6K) |
4.9K | All Managers (Combined) | $403.1K | |||
PINTEREST, INC.(PINScusip72352L106) | 12.9K | All Managers (Combined) | $401.1K | ||
2.0K | All Managers (Combined) | $400.4K | |||
3.9K | QoQ +3.26% (+122)YoY NEW(+3.9K) | All Managers (Combined) | $389.3K | YoY NEW(+$389.3K) | |
PAYCHEX INC(PAYXcusip704326107) | 2.4K | QoQ +2.17% (+52) | All Managers (Combined) | $376.9K | |
ASML HOLDING NV(ASMLcusipN07059210) | 564 | QoQ -2.25% (-13) | All Managers (Combined) | $373.7K | |
18.9K | All Managers (Combined) | $372.9K | |||
1.2K | All Managers (Combined) | $371.8K | |||
1.8K | QoQ +2.94% (+51)YoY +8.97% (+147) | All Managers (Combined) | $369.7K | ||
370 | QoQ +0.54% (-2)YoY +2.49% (-9) | All Managers (Combined) | $365.5K | ||
3.9K | All Managers (Combined) | $362.8K | |||
669 | QoQ +2.45% (-16) | All Managers (Combined) | $362.6K | ||
2.5K | All Managers (Combined) | $357.6K | |||
8.5K | QoQ +5.85% (+468)YoY NEW(+8.5K) | All Managers (Combined) | $352.9K | YoY NEW(+$352.9K) | |
Accenture plc(ACNcusipG1151C101) | 1.1K | YoY +1.82% (-20) | All Managers (Combined) | $348.1K | |
3.7K | All Managers (Combined) | $341.3K | |||
ICICI BANK LTD(IBNcusip45104G104) | 10.8K | YoY NEW(+10.8K) | All Managers (Combined) | $340.6K | YoY NEW(+$340.6K) |