Boyd-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABBV",
  "GOOGL",
  null,
  null,
  "EMR",
  "MUB",
  "IJH",
  null,
  null,
  "IJR",
  "ORCL",
  "IEMG",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  null,
  "IEFA",
  "SPYG",
  "IBM",
  "BIV",
  "VO",
  null,
  "AMZN",
  "VUG",
  "VXUS",
  "MGV",
  "VTEB",
  "VB",
  "VOO",
  "VTV",
  "IUSG",
  "ORGN",
  "ET",
  "SCHG",
  "SCHF",
  null,
  "IUSV",
  "BRK-B",
  "KO",
  "DE",
  "XOM",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-24
Total Holdings: 44
Total Value: 200662061
Accession Number: 0001667731-25-000504
Form Type: 13F-HR
CIK: boyd-wealth-management
Manager Name: Boyd-Wealth-Management

Data Enrichment

84% identified

37 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

44 positions • $200.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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AbbVie Inc.

ABBV|00287Y109

Shares:1.2K

Value:$248.8K

% of Portfolio:0.1% ($248.8K/$200.7M)

Energy Transfer LP

ET|29273V100

Shares:12.1K

Value:$224.5K

% of Portfolio:0.1% ($224.5K/$200.7M)

COCA COLA CO

KO|191216100

Shares:2.8K

Value:$200.7K

% of Portfolio:0.1% ($200.7K/$200.7M)

Origin Materials, Inc.

ORGN|68622D106

Shares:24.0K

Value:$15.9K

% of Portfolio:0.0% ($15.9K/$200.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AbbVie Inc.(ABBVcusip00287Y109)	1.2K	QoQ 0.00% (+0) YoY NEW(+1.2K)	All Managers (Combined)	$248.8K	0.1% ($248.8K/$200.7M)	QoQ +17.90% (+$37.8K) YoY NEW(+$248.8K)
Energy Transfer LP(ETcusip29273V100)	12.1K	QoQ +5.99% (+683) YoY NEW(+12.1K)	All Managers (Combined)	$224.5K	0.1% ($224.5K/$200.7M)	QoQ +0.58% (+$1.3K) YoY NEW(+$224.5K)
COCA COLA CO(KOcusip191216100)	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$200.7K	0.1% ($200.7K/$200.7M)	QoQ NEW(+$200.7K) YoY NEW(+$200.7K)
Origin Materials, Inc.(ORGNcusip68622D106)	24.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$15.9K	0.0% ($15.9K/$200.7M)	QoQ -48.15% (-$14.8K) YoY +30.11% (+$3.7K)