Heirloom-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "ACN", "GOOGL", "ASML", null, "BRO", null, null, "ISRG", "META", "LIN", "MSFT", "BX", null, "AAPL", "NVDA", "RSG", "VO", null, null, null, "VRTX", "NVO", "AMZN", null, "V", null, "SCHD", "SCHG", null, "SCHA", null, "MELI", "BRK-B", "CVX", "BBCP", "COST", "EPD", "GOOG", "XOM", "LLY", "TSLA", "PH" ]
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
- 42
- Total Value
- 348801889
- Accession Number
- 0001882903-25-000003
- Form Type
- 13F-HR
- Manager Name
- Heirloom-Wealth-Management
Data Enrichment
74% identified31 identified11 unidentified
Holdings
42 positions • $348.8M total value
Manager:
Search and click to pin securities to the top