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:
Search and click to pin securities to the top
Page 7 of 7
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip81369Y506)✕ | 2.1K | QoQ NEW(+2.1K) YoY NEW(+2.1K) | All Managers (Combined) | $200.4K | QoQ NEW(+$200.4K) YoY NEW(+$200.4K) |
TELOS CORP(TLScusip87969B101) | 27.0K | All Managers (Combined) | $64.3K | ||
11.5K | QoQ +2.25% (-253)YoY NEW(+11.5K) | All Managers (Combined) | $24.1K | YoY NEW(+$24.1K) | |
10.0K | QoQ 0.00% (-0)YoY NEW(+10.0K) | All Managers (Combined) | $12.0K | YoY NEW(+$12.0K) |