Olde-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "VSGX", null, "AZEK", "FLEX", "NVR", "NTR", "RJF", "GIL", "CSIQ", "MU", "NVG", "ACN", "MMM", "ABT", "ABBV", "ADBE", "A", "BABA", "MWA", null, "ATI", "GOOGL", null, null, "AXP", "ASML", "T", "AVGO", "LOW", "ARCC", null, "CMI", null, "LMND", null, "D", "NRIM", "EBAY", "FRT", "SIGI", "EXPE", null, null, "NRK", null, "HON", "HD", "MCD", "INTU", null, null, null, null, null, "UNP", "QCOM", null, "ITW", "AMAT", "RIVN", "ING", "EMR", null, "MUB", "META", null, "NATR", null, "IJH", "PRCH", "PMO", null, "NCA", null, null, null, null, "NKX", null, "BBUS", null, null, "IWS", null, "SCHY", null, "NAN", null, "MA", "BMI", "MSFT", "MAA", "MDLZ", "MUFG", "TMUS", "ENPH", "NDAQ", "ETSY", "EVRG", "FICO", "GE", "GPC", "HOLX", "ODFL", "PCAR", "IJR", "KLAC", "ORCL", "NOC", null, null, "PAYX", "VGIT", "VHT", null, "EEM", "IWF", null, "PYPL", "IEMG", null, "IVV", null, "UNH", "AAPL", "SPY", "ECL", "HLN", "NVDA", "GS", "INTC", "GEHC", "PRU", null, "PG", "MRK", null, "VZ", null, "AMGN", "IEFA", "SPGI", null, "SHOP", "ROP", "RTX", "GLD", "SAP", null, null, "RSG", "IBM", "SYK", "SBUX", "TGT", "TM", "TMO", "BIV", "VNQ", "VO", null, "VWO", null, null, null, null, "VCIT", "VIG", "LYG", "TRGP", null, null, "IWO", "SKX", "WY", "IWN", "IT", "GSK", "VTR", "VYM", null, "TT", "ATO", "VNT", "AXON", "F", "DECK", "WM", "FSLR", "FTNT", "AEP", "IPG", null, "KMPR", "NVO", "DHI", "AMZN", "MSI", "TTWO", null, "HCA", null, "ESGD", null, null, null, "ACM", "VEU", "USB", "ESGV", "VUG", "VEA", "BLV", "VYMI", "VXUS", "BNDX", "VTEB", "BND", "BSV", "VT", "VB", "VOO", "VUSB", "VTV", "V", "WBD", "WMT", "WAT", "WSM", "XYL", "ZBRA", null, "DTE", null, "GRMN", "FNF", null, "CHKP", null, "MSCI", "NSC", "KIM", null, "NXPI", "TER", "OTIS", "PSX", "CRM", "SNAP", "TDY", "RDDT", null, null, "IXUS", null, null, null, "GEV", "ZBH", "DGRO", "MCK", "SPYV", "EXR", "NTAP", "AME", "ALLY", "KMB", "ADP", "AVA", "BRK-B", "BDX", "BA", "BMY", "BC", "BR", "CNI", "CARR", "CBZ", "CVX", "CMG", "CTAS", "CSCO", "CLX", "KO", "CMCSA", "CL", "COP", "COST", "CRAI", "CSX", "CW", "DELL", "DE", "DXCM", null, "RSP", null, "EFA", "ADI", "VOD", "TTEK", "USMV", "IWB", "NKE", "QQQ", "IWM", "MDY", "DIS", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PH", null, "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
- 2025-04-29
- Total Holdings
- 322
- Total Value
- 283293
- Accession Number
- 0001840760-25-000002
- Form Type
- 13F-HR
- Manager Name
- Olde-Wealth-Management
Data Enrichment
78% identified252 identified70 unidentified
Holdings
322 positions • $283.3K total value
Manager:
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Page 17 of 17
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
DEXCOM INC(DXCMcusip252131107) | 160 | QoQ NEW(+160) YoY NEW(+160) | All Managers (Combined) | $10.0K | 3.5% ($10.0K/$283.3K) | QoQ NEW(+$0) YoY NEW(+$0) |
(cusip46641Q159)✕ | 220 | QoQ NEW(+220) YoY NEW(+220) | All Managers (Combined) | $10.0K | 3.5% ($10.0K/$283.3K) | QoQ NEW(+$0) YoY NEW(+$0) |