Wealth-Quarterback

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-05
Total Holdings
124
Total Value
177717194
Accession Number
0001803386-25-000003
Form Type
13F-HR
Manager Name
Wealth-Quarterback
Data Enrichment
84% identified
104 identified20 unidentified

Holdings

124 positions
Manager:
Search and click to pin securities to the top
Page 2 of 7
Meta Platforms, Inc.
Shares:3.2K
Value:$1.8M
Walmart Inc.
Shares:19.8K
Value:$1.7M
Chubb Ltd
Shares:5.4K
Value:$1.6M
LOCKHEED MARTIN CORP
Shares:3.7K
Value:$1.6M
BERKSHIRE HATHAWAY INC
Shares:2
Value:$1.6M
SPDR GOLD TRUST
Shares:4.8K
Value:$1.4M
46432F396
Shares:6.7K
Value:$1.4M
CHEVRON CORP
Shares:7.8K
Value:$1.3M
JOHNSON & JOHNSON
Shares:7.6K
Value:$1.3M
Alphabet Inc.
Shares:8.1K
Value:$1.3M
464287721
Shares:8.5K
Value:$1.2M
ADVANCED MICRO DEVICES INC
Shares:11.5K
Value:$1.2M
MCDONALDS CORP
Shares:3.7K
Value:$1.2M
AUTOMATIC DATA PROCESSING INC
Shares:3.7K
Value:$1.1M
NOVO NORDISK A S
Shares:16.0K
Value:$1.1M
NORTHROP GRUMMAN CORP /DE/
Shares:2.2K
Value:$1.1M
COCA COLA CO
Shares:15.4K
Value:$1.1M
HOME DEPOT, INC.
Shares:3.0K
Value:$1.1M
BRISTOL MYERS SQUIBB CO
Shares:17.8K
Value:$1.1M
464287507
Shares:17.8K
Value:$1.0M