Falcon-Wealth-Planning

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-24
Total Holdings
163
Total Value
899769805
Accession Number
0001667731-25-000517
Form Type
13F-HR
Manager Name
Falcon-Wealth-Planning
Data Enrichment
68% identified
111 identified52 unidentified

Holdings

163 positions
Manager:
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Page 1 of 9
025072349
Shares:1.4M
Value:$93.9M
921910816
Shares:201.0K
Value:$62.1M
Apple Inc.
Shares:272.8K
Value:$60.6M
316188309
Shares:1.1M
Value:$52.1M
25434V807
Shares:1.2M
Value:$47.3M
72201R585
Shares:1.7M
Value:$45.9M
092528603
Shares:846.0K
Value:$44.3M
25434V302
Shares:1.7M
Value:$43.9M
92206C102
Shares:721.7K
Value:$42.4M
INVESCO QQQ TRUST, SERIES 1
Shares:88.4K
Value:$41.5M
97717X594
Shares:708.8K
Value:$30.8M
922908553
Shares:316.9K
Value:$28.7M
922908512
Shares:147.1K
Value:$23.6M
025072877
Shares:232.6K
Value:$20.3M
33739E108
Shares:1.1M
Value:$20.0M
464287887
Shares:155.4K
Value:$19.4M
025072802
Shares:272.1K
Value:$19.0M
922908744
Shares:103.0K
Value:$17.8M
464287481
Shares:130.4K
Value:$15.3M
922908736
Shares:40.5K
Value:$15.0M