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 3 of 9
922042718
Shares:21.0K
Value:$2.4M
46138E214
Shares:79.0K
Value:$2.4M
78468R663
Shares:25.3K
Value:$2.3M
464287630
Shares:14.5K
Value:$2.2M
922042775
Shares:34.8K
Value:$2.1M
922042858
Shares:45.8K
Value:$2.1M
SPDR S&P 500 ETF TRUST
Shares:3.6K
Value:$2.0M
922908538
Shares:7.9K
Value:$1.9M
Alphabet Inc.
Shares:12.1K
Value:$1.9M
92203J407
Shares:38.5K
Value:$1.9M
BANK OF AMERICA CORP /DE/
Shares:43.3K
Value:$1.8M
922908769
Shares:6.4K
Value:$1.7M
46138G649
Shares:9.0K
Value:$1.7M
25434V401
Shares:26.2K
Value:$1.6M
922908363
Shares:3.1K
Value:$1.6M
Alphabet Inc.
Shares:9.9K
Value:$1.5M
464288273
Shares:23.1K
Value:$1.5M
464288877
Shares:23.2K
Value:$1.4M
464288687
Shares:41.6K
Value:$1.3M
BERKSHIRE HATHAWAY INC
Shares:2.4K
Value:$1.3M