Wealth-Quarterback

AI_NATIVE detailed information: This accession holds the following tickers:[
  "KTOS",
  null,
  "AVAV",
  "SMCI",
  "ABBV",
  "GOOGL",
  "ASML",
  "T",
  "CAT",
  "AVGO",
  "ARCC",
  "WRB",
  "DUK",
  "D",
  null,
  null,
  null,
  "GILD",
  "HD",
  "MCD",
  null,
  "QCOM",
  "META",
  "IIM",
  "IJH",
  "TLS",
  null,
  "LHX",
  "MSFT",
  null,
  "IJR",
  "ORCL",
  "NOC",
  "OKE",
  null,
  null,
  "PANW",
  "IEMG",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "ENB",
  "INTC",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "O",
  "RTX",
  "SPDW",
  "GLD",
  null,
  "IBM",
  "SBUX",
  "TFC",
  "SCHW",
  null,
  "GUT",
  null,
  null,
  null,
  null,
  "TT",
  "STWD",
  "AMD",
  "FTNT",
  "AEP",
  "EVC",
  "NFGC",
  "IDXX",
  "PEG",
  "NVO",
  "AMZN",
  null,
  null,
  "VUG",
  "VBR",
  "VTV",
  "V",
  "VICI",
  "WMT",
  "IUSG",
  "DVY",
  "MFC",
  "SO",
  "THW",
  "DIA",
  null,
  null,
  "MTUM",
  "MCK",
  "KMB",
  "ADP",
  "BK",
  "BRK-A",
  "BRK-B",
  null,
  "BMY",
  "CPB",
  "CVX",
  "CB",
  "CSCO",
  "C",
  "KO",
  "CTRA",
  "COST",
  "DVA",
  "RSP",
  "USMV",
  "QQQ",
  "IWM",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "XLK",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: wealth-quarterback
Manager Name: Wealth-Quarterback

Data Enrichment

84% identified

104 identified20 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

124 positions • $177.7M total value

124 positions • $177.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 7

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Meta Platforms, Inc.

Shares:3.2K

Value:$1.8M

% of Portfolio:1.0% ($1.8M/$177.7M)

Walmart Inc.

Shares:19.8K

Value:$1.7M

% of Portfolio:1.0% ($1.7M/$177.7M)

Chubb Ltd

Shares:5.4K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$177.7M)

LOCKHEED MARTIN CORP

Shares:3.7K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$177.7M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:2

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$177.7M)

SPDR GOLD TRUST

Shares:4.8K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$177.7M)

46432F396

Shares:6.7K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$177.7M)

CHEVRON CORP

Shares:7.8K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$177.7M)

JOHNSON & JOHNSON

Shares:7.6K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$177.7M)

Alphabet Inc.

GOOGL|02079K305

Shares:8.1K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$177.7M)

464287721

Shares:8.5K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$177.7M)

ADVANCED MICRO DEVICES INC

Shares:11.5K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$177.7M)

MCDONALDS CORP

Shares:3.7K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$177.7M)

AUTOMATIC DATA PROCESSING INC

Shares:3.7K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$177.7M)

NOVO NORDISK A S

Shares:16.0K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$177.7M)

NORTHROP GRUMMAN CORP /DE/

Shares:2.2K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$177.7M)

COCA COLA CO

Shares:15.4K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$177.7M)

HOME DEPOT, INC.

Shares:3.0K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$177.7M)

BRISTOL MYERS SQUIBB CO

Shares:17.8K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$177.7M)

464287507

Shares:17.8K

Value:$1.0M

% of Portfolio:0.6% ($1.0M/$177.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Meta Platforms, Inc.(METAcusip30303M102)	3.2K	QoQ +9.91% (+289) YoY +38.56% (+892)	All Managers (Combined)	$1.8M	1.0% ($1.8M/$177.7M)	QoQ +8.18% (+$139.8K) YoY +64.48% (+$724.2K)
Walmart Inc.(WMTcusip931142103)	19.8K	QoQ +0.41% (-82) YoY -0.71% (-143)	All Managers (Combined)	$1.7M	1.0% ($1.7M/$177.7M)	QoQ -2.43% (-$43.4K) YoY +44.85% (-$539.1K)
Chubb Ltd(CBcusipH1467J104)	5.4K	QoQ -4.92% (-282) YoY +3.27% (+173)	All Managers (Combined)	$1.6M	0.9% ($1.6M/$177.7M)	QoQ +3.91% (-$61.9K) YoY +20.35% (+$278.2K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	3.7K	QoQ +45.31% (+1.1K) YoY +84.89% (+1.7K)	All Managers (Combined)	$1.6M	0.9% ($1.6M/$177.7M)	QoQ +33.59% (+$411.0K) YoY +81.54% (+$734.2K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	2	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.6M	0.9% ($1.6M/$177.7M)	QoQ +17.25% (+$235.0K) YoY +25.84% (+$328.0K)
SPDR GOLD TRUST(GLDcusip78463V107)	4.8K	QoQ -3.01% (-149) YoY -5.75% (-292)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$177.7M)	QoQ +15.39% (-$183.9K) YoY +32.00% (-$334.2K)
(MTUMcusip46432F396)	6.7K	QoQ -5.59% (-397) YoY NEW(+6.7K)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$177.7M)	QoQ -7.76% (-$114.1K) YoY NEW(+$1.4M)
CHEVRON CORP(CVXcusip166764100)	7.8K	QoQ -12.35% (-1.1K) YoY -3.98% (-325)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$177.7M)	QoQ +1.22% (-$15.8K) YoY +1.82% (-$23.4K)
JOHNSON & JOHNSON(JNJcusip478160104)	7.6K	QoQ -56.37% (-9.8K) YoY -61.30% (-12.0K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$177.7M)	QoQ -49.96% (-$1.3M) YoY -59.43% (-$1.8M)
Alphabet Inc.(GOOGLcusip02079K305)	8.1K	QoQ +107.98% (+4.2K) YoY +105.97% (+4.2K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$177.7M)	QoQ +69.89% (+$515.3K) YoY +111.04% (+$659.0K)
(cusip464287721)✕	8.5K	QoQ NEW(+8.5K) YoY NEW(+8.5K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$177.7M)	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	11.5K	QoQ +52.41% (+4.0K) YoY +134.71% (+6.6K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$177.7M)	QoQ +29.63% (+$270.1K) YoY +33.60% (+$297.2K)
MCDONALDS CORP(MCDcusip580135101)	3.7K	QoQ -2.32% (-89) YoY -30.91% (-1.7K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$177.7M)	QoQ +5.24% (-$58.1K) YoY -23.46% (-$357.3K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	3.7K	QoQ -0.13% (-5) YoY -7.80% (-317)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$177.7M)	QoQ +4.23% (-$46.5K) YoY +12.77% (-$129.7K)
NOVO NORDISK A S(NVOcusip670100205)	16.0K	QoQ +29.60% (+3.7K) YoY NEW(+16.0K)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$177.7M)	QoQ +4.62% (+$49.2K) YoY NEW(+$1.1M)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	2.2K	QoQ -14.33% (-361) YoY +10.10% (+198)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$177.7M)	QoQ -6.55% (-$77.5K) YoY +17.78% (+$166.7K)
COCA COLA CO(KOcusip191216100)	15.4K	QoQ -13.05% (-2.3K) YoY -9.26% (-1.6K)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$177.7M)	QoQ +0.01% (-$217) YoY +6.21% (-$64.4K)
HOME DEPOT, INC.(HDcusip437076102)	3.0K	QoQ +0.53% (-16) YoY +12.96% (+343)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$177.7M)	QoQ -5.27% (-$61.0K) YoY +7.90% (+$80.2K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	17.8K	QoQ -5.74% (-1.1K) YoY NEW(+17.8K)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$177.7M)	QoQ +1.63% (-$17.5K) YoY NEW(+$1.1M)
(IJHcusip464287507)	17.8K	QoQ -70.10% (-41.8K) YoY -84.54% (-97.6K)	All Managers (Combined)	$1.0M	0.6% ($1.0M/$177.7M)	QoQ -72.00% (-$2.7M) YoY -85.15% (-$6.0M)