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
Filing Details
13F-HR • 2025-03-31- 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% identified104 identified20 unidentified
Holdings
124 positions
Manager:
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464287721
Shares:8.5K
Value:$1.2M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
3.2K | All Managers (Combined) | $1.8M | |||
Walmart Inc.(WMTcusip931142103) | 19.8K | QoQ +0.41% (-82)YoY -0.71% (-143) | All Managers (Combined) | $1.7M | |
5.4K | QoQ -4.92% (-282)YoY +3.27% (+173) | All Managers (Combined) | $1.6M | ||
3.7K | All Managers (Combined) | $1.6M | |||
2 | All Managers (Combined) | $1.6M | |||
SPDR GOLD TRUST(GLDcusip78463V107) | 4.8K | QoQ -3.01% (-149)YoY -5.75% (-292) | All Managers (Combined) | $1.4M | |
6.7K | QoQ -5.59% (-397)YoY NEW(+6.7K) | All Managers (Combined) | $1.4M | YoY NEW(+$1.4M) | |
CHEVRON CORP(CVXcusip166764100) | 7.8K | All Managers (Combined) | $1.3M | ||
7.6K | All Managers (Combined) | $1.3M | |||
Alphabet Inc.(GOOGLcusip02079K305) | 8.1K | All Managers (Combined) | $1.3M | ||
(cusip464287721)✕ | 8.5K | QoQ NEW(+8.5K) YoY NEW(+8.5K) | All Managers (Combined) | $1.2M | QoQ NEW(+$1.2M) YoY NEW(+$1.2M) |
11.5K | All Managers (Combined) | $1.2M | |||
MCDONALDS CORP(MCDcusip580135101) | 3.7K | All Managers (Combined) | $1.2M | ||
3.7K | QoQ -0.13% (-5)YoY -7.80% (-317) | All Managers (Combined) | $1.1M | ||
NOVO NORDISK A S(NVOcusip670100205) | 16.0K | YoY NEW(+16.0K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) |
2.2K | All Managers (Combined) | $1.1M | |||
COCA COLA CO(KOcusip191216100) | 15.4K | All Managers (Combined) | $1.1M | ||
HOME DEPOT, INC.(HDcusip437076102) | 3.0K | QoQ +0.53% (-16) | All Managers (Combined) | $1.1M | |
17.8K | YoY NEW(+17.8K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) | |
17.8K | All Managers (Combined) | $1.0M |