Boulder-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "GOOGL",
  "AVGO",
  "META",
  "MSFT",
  null,
  "IWF",
  "PANW",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  "SPYG",
  "SPLG",
  "PRF",
  "AMZN",
  "SCHB",
  "MGV",
  "VOO",
  "ESGU",
  "BRK-B",
  "QQQ",
  "GOOG",
  "XLK",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 26
Total Value: 171820990
Accession Number: 0001986152-25-000036
Form Type: 13F-HR
CIK: boulder-wealth-advisors
Manager Name: Boulder-Wealth-Advisors

Data Enrichment

88% identified

23 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

26 positions • $171.8M total value

SEC FilingSEC DataHachi Filing

Manager:

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Alphabet Inc.

GOOG|02079K107

Shares:1.8K

Value:$287.9K

% of Portfolio:0.2% ($287.9K/$171.8M)

Alphabet Inc.

GOOGL|02079K305

Shares:1.5K

Value:$227.5K

% of Portfolio:0.1% ($227.5K/$171.8M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:463

Value:$217.1K

% of Portfolio:0.1% ($217.1K/$171.8M)

922908363

VOO|922908363

Shares:409

Value:$210.2K

% of Portfolio:0.1% ($210.2K/$171.8M)

Palo Alto Networks Inc

PANW|697435105

Shares:1.2K

Value:$205.5K

% of Portfolio:0.1% ($205.5K/$171.8M)

78464A854

SPLG|78464A854

Shares:3.1K

Value:$205.4K

% of Portfolio:0.1% ($205.4K/$171.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alphabet Inc.(GOOGcusip02079K107)	1.8K	QoQ -7.71% (-154) YoY +22.62% (+340)	All Managers (Combined)	$287.9K	0.2% ($287.9K/$171.8M)	QoQ -24.30% (-$92.4K) YoY +25.79% (+$59.0K)
Alphabet Inc.(GOOGLcusip02079K305)	1.5K	QoQ -0.06% (-1) YoY -18.90% (-343)	All Managers (Combined)	$227.5K	0.1% ($227.5K/$171.8M)	QoQ -18.36% (-$51.2K) YoY -16.91% (-$46.3K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	463	QoQ +13.48% (+55) YoY NEW(+463)	All Managers (Combined)	$217.1K	0.1% ($217.1K/$171.8M)	QoQ +4.08% (+$8.5K) YoY NEW(+$217.1K)
(VOOcusip922908363)	409	QoQ 0.00% (-0) YoY -8.08% (-36)	All Managers (Combined)	$210.2K	0.1% ($210.2K/$171.8M)	QoQ -4.62% (-$10.2K) YoY -1.74% (-$3.7K)
Palo Alto Networks Inc(PANWcusip697435105)	1.2K	QoQ -2.11% (-26) YoY NEW(+1.2K)	All Managers (Combined)	$205.5K	0.1% ($205.5K/$171.8M)	QoQ -8.20% (-$18.4K) YoY NEW(+$205.5K)
(SPLGcusip78464A854)	3.1K	QoQ NEW(+3.1K) YoY NEW(+3.1K)	All Managers (Combined)	$205.4K	0.1% ($205.4K/$171.8M)	QoQ NEW(+$205.4K) YoY NEW(+$205.4K)