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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Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
778 | QoQ -7.04% (-59) | All Managers (Combined) | $288.4K | ||
3.2K | All Managers (Combined) | $284.0K | |||
1.3K | QoQ -2.32% (-32) | All Managers (Combined) | $277.3K | ||
REALTY INCOME CORP(Ocusip756109104) | 4.8K | YoY NEW(+4.8K) | All Managers (Combined) | $275.9K | YoY NEW(+$275.9K) |
AbbVie Inc.(ABBVcusip00287Y109) | 1.3K | All Managers (Combined) | $270.9K | ||
1.9K | QoQ +0.64% (+12) | All Managers (Combined) | $264.4K | ||
754 | QoQ +0.13% (+1) | All Managers (Combined) | $264.3K | ||
2.4K | QoQ -0.63% (-15)YoY NEW(+2.4K) | All Managers (Combined) | $264.1K | YoY NEW(+$264.1K) | |
2.4K | QoQ +0.49% (+12)YoY -1.14% (-28) | All Managers (Combined) | $264.0K | ||
10.7K | QoQ NEW(+10.7K) YoY NEW(+10.7K) | All Managers (Combined) | $237.2K | QoQ NEW(+$237.2K) YoY NEW(+$237.2K) | |
7.1K | QoQ NEW(+7.1K) YoY NEW(+7.1K) | All Managers (Combined) | $230.1K | QoQ NEW(+$230.1K) YoY NEW(+$230.1K) | |
7.3K | QoQ +0.84% (+61)YoY NEW(+7.3K) | All Managers (Combined) | $225.8K | YoY NEW(+$225.8K) | |
3.5K | All Managers (Combined) | $214.5K | |||
ORACLE CORP(ORCLcusip68389X105) | 1.5K | QoQ NEW(+1.5K) YoY NEW(+1.5K) | All Managers (Combined) | $214.0K | QoQ NEW(+$214.0K) YoY NEW(+$214.0K) |
39.9K | QoQ +0.58% (+232)YoY -0.20% (-80) | All Managers (Combined) | $212.8K | ||
500 | All Managers (Combined) | $210.0K | |||
2.2K | QoQ NEW(+2.2K) | All Managers (Combined) | $209.8K | QoQ NEW(+$209.8K) | |
CITIGROUP INC(Ccusip172967424) | 2.9K | All Managers (Combined) | $208.3K | ||
1.2K | QoQ NEW(+1.2K) | All Managers (Combined) | $201.9K | QoQ NEW(+$201.9K) | |
1.0K | QoQ NEW(+1.0K) YoY NEW(+1.0K) | All Managers (Combined) | $201.0K | QoQ NEW(+$201.0K) YoY NEW(+$201.0K) |