Proquility-Private-Wealth-Partners
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, "T", "BLK", "AVGO", null, null, null, null, "FCX", "FITB", "GD", null, "GILD", "HON", "HD", "MCD", null, null, null, "EMR", null, null, null, null, "KMI", "MDT", "MSFT", null, null, "PEP", "IEMG", "UNH", "AAPL", "PG", "VZ", "IEFA", null, "RTX", null, null, "SPYG", "AMT", null, null, "IBM", "TFC", null, null, null, "VCIT", null, null, null, null, null, null, "HCA", "PFG", "VGT", "BNDX", "VB", "VICI", "WMT", "WELL", "WMB", "XEL", null, null, "BAC", "CVX", "C", "CMCSA", "ED", "DLR", "ETN", "XOM", "JNJ", "LLY", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 82
- Total Value
- 324487904
- Accession Number
- 0001172661-25-002154
- Form Type
- 13F-HR
- Manager Name
- Proquility-Private-Wealth-Partners
Data Enrichment
59% identified48 identified34 unidentified
Holdings
82 positions • $324.5M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 1.8K | All Managers (Combined) | $300.2K | 0.1% ($300.2K/$324.5M) | |||
| 3.7K | All Managers (Combined) | $294.7K | 0.1% ($294.7K/$324.5M) |