Falcon-Wealth-Planning
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "FNDA", "KBH", "ABT", null, "ABBV", "ADBE", null, null, "GOOGL", "SENS", "ASML", "T", "AVDE", "AVGO", null, null, null, null, null, "HON", "HD", null, "MCD", null, "QCOM", "ISRG", null, "AMAT", "MUB", "META", null, "IJH", null, null, null, null, null, null, "LRCX", "IWS", "BANX", "MA", "MSFT", "EQIX", null, "IWD", "ORCL", "NOC", null, null, null, null, "IWF", "PYPL", "PEP", "VGSH", "PGR", "IEMG", "IVV", "UNH", "AAPL", "SPY", "NVDA", "GS", "INTC", null, "LMT", "PG", "MRK", null, "SCHX", null, "ROST", null, "SPYG", null, null, null, "VNQ", "VO", "VOE", "VWO", "VSS", "VCIT", null, null, "IWO", "IWN", "WM", "IWP", "GNLX", null, "AMZN", null, null, null, "IVE", null, "ESGD", null, "VEU", "VGT", "VUG", "VEA", "MGK", "VXUS", "VBK", "BNDX", "VTEB", "BND", "VBR", "VOT", "VOO", "VTV", "V", "WMT", null, null, "SCHG", null, null, null, null, null, null, null, "FDX", "ADP", "BAC", "BK", "BRK-B", "BA", "CELH", "CVX", "CTAS", "CSCO", "KO", "CMCSA", "COP", "COST", "DE", null, null, "DFAX", "IJT", null, "IWB", "QQQ", null, "DIS", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "XLK", "ITOT", "URI", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified111 identified52 unidentified
Holdings
163 positions
Manager:
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Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip464287226)✕ | 2.0K | QoQ NEW(+2.0K) | All Managers (Combined) | $202.4K | QoQ NEW(+$202.4K) |
GENELUX Corp(GNLXcusip36870H103) | 12.0K | All Managers (Combined) | $32.4K | ||
38.7K | All Managers (Combined) | $25.4K |