Wayfinding-Financial

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "JWN",
  null,
  "INSM",
  "ARES",
  "FSV",
  "HOOD",
  "ITRI",
  "INVA",
  "FLEX",
  "FN",
  "NVR",
  "JAZZ",
  "MORN",
  "TROW",
  "RJF",
  "INTA",
  "IMO",
  "HUM",
  null,
  "PCG",
  "RF",
  "ATR",
  null,
  "ARM",
  "FWONK",
  "MU",
  "PATK",
  "JXN",
  "ACN",
  "ZS",
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "MATX",
  "MWA",
  null,
  "KTB",
  "ALL",
  "GOOGL",
  "BOOT",
  "ATGE",
  "AXP",
  "AU",
  "APOG",
  "APAM",
  "AIG",
  "TEAM",
  "ASML",
  "T",
  "ATHM",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "CLS",
  "BRO",
  "AIT",
  "KMX",
  "FMS",
  "FELE",
  "SAN",
  "WRB",
  null,
  "BSX",
  "HRB",
  null,
  null,
  "UTF",
  null,
  null,
  null,
  null,
  null,
  "CCI",
  "COF",
  "CMI",
  null,
  "PHG",
  "JOYY",
  null,
  "KFY",
  "DUK",
  "NUV",
  null,
  "TLK",
  "ESS",
  "ERJ",
  null,
  "EBAY",
  "PINC",
  "RL",
  null,
  null,
  "EQH",
  null,
  "EQNR",
  "EOG",
  "EXPE",
  null,
  null,
  "FCX",
  "FITB",
  null,
  "GD",
  "GILD",
  "GIS",
  "HLT",
  "HON",
  "HD",
  "HPQ",
  "IBN",
  null,
  "AZN",
  null,
  null,
  "MCD",
  "INTU",
  "RPM",
  null,
  "UNP",
  "QCOM",
  "GLPI",
  "LAMR",
  null,
  null,
  "ISRG",
  "HEI-A",
  "HUBB",
  "HSBC",
  "HWM",
  "LEN",
  "ITW",
  "INGR",
  "AMAT",
  "ING",
  "EMR",
  "BKNG",
  null,
  "ICE",
  "MUB",
  "META",
  null,
  null,
  null,
  "IJH",
  null,
  null,
  "UGP",
  null,
  null,
  "TPB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "BBUS",
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  null,
  "LHX",
  "LRCX",
  "ICF",
  null,
  "LBTYK",
  "LIN",
  null,
  "L",
  null,
  "MPC",
  null,
  "MMC",
  "PWR",
  "MRVL",
  "SILA",
  null,
  "MA",
  "MDT",
  "MSFT",
  "MAA",
  "MDLZ",
  "MUFG",
  "MS",
  "TMUS",
  "NDAQ",
  null,
  "EQIX",
  "ERIE",
  "EXC",
  "FCNCA",
  "FICO",
  "FIS",
  "FTV",
  "GE",
  "GMS",
  "GWRE",
  "NTRS",
  "HMY",
  "HIG",
  "HES",
  "HAS",
  "NVS",
  null,
  "OXY",
  "OMC",
  "ODFL",
  "ORLY",
  "IX",
  "EMN",
  null,
  null,
  "PCAR",
  "ZYME",
  "ALK",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "ANSS",
  "DG",
  "IJR",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "DASH",
  "PAYX",
  null,
  "VHT",
  "DOC",
  null,
  "REG",
  null,
  null,
  null,
  null,
  "IWF",
  null,
  null,
  "PHI",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  "VGSH",
  null,
  "PGR",
  "IEMG",
  null,
  "IVV",
  "PBR",
  null,
  "IYR",
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "ECL",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "LDOS",
  "PLTR",
  "PRU",
  "PFE",
  null,
  null,
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  "KB",
  null,
  "PSTG",
  null,
  "LPLA",
  "MKC",
  "AMGN",
  "MAS",
  "PKG",
  "PPG",
  null,
  null,
  null,
  null,
  "SPGI",
  "RY",
  "RELX",
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "RS",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "ROST",
  "RIO",
  "SHEL",
  "RTX",
  "GLD",
  "STX",
  "SAP",
  null,
  null,
  "BP",
  "AMT",
  null,
  null,
  "RSG",
  null,
  null,
  null,
  "IBM",
  "SSNC",
  "STLD",
  "SYK",
  "SBUX",
  "SMFG",
  "SNPS",
  "ERIC",
  "TEL",
  "VIV",
  "CI",
  "TPR",
  "TXN",
  "TD",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TWLO",
  "TKC",
  "TRV",
  "TYL",
  "UBS",
  "UBER",
  "UAL",
  "UL",
  "UNM",
  "UPS",
  "BIV",
  "VO",
  "NEM",
  "MET",
  "VXF",
  "RCL",
  "VOE",
  "SCHW",
  "MNST",
  "POR",
  "ALC",
  "VWO",
  "JBL",
  null,
  "IWV",
  "SBAC",
  null,
  null,
  null,
  "VCIT",
  "NGG",
  "EME",
  "FIVN",
  "VIG",
  null,
  "LYG",
  null,
  "TOST",
  null,
  "ULTA",
  "SU",
  "WY",
  "GDDY",
  "SNY",
  "IEF",
  "GGG",
  "TSM",
  "IT",
  "LRN",
  null,
  "OHI",
  "RDN",
  "RMD",
  "GSAT",
  null,
  null,
  "ETR",
  "BN.TO",
  "VTR",
  "VYM",
  "DD",
  "VRTX",
  null,
  "EA",
  "K",
  "VRSK",
  "GPK",
  "GRBK",
  "VRT",
  "MEDP",
  "MTG",
  null,
  "RGLD",
  "NFG",
  "PRI",
  "MLI",
  "ADSK",
  "AON",
  "THC",
  "GM",
  "HAL",
  "SF",
  "ACGL",
  "TOL",
  "AFL",
  "APH",
  "AMD",
  "SONY",
  "ALLE",
  "FI",
  "DRI",
  null,
  "WAB",
  "F",
  "WEC",
  "EQR",
  "DEO",
  "AJG",
  "WM",
  "FTNT",
  "IWR",
  "AIZ",
  "MIDD",
  null,
  "CAH",
  "AEP",
  "BKR",
  null,
  "SGOL",
  "DORM",
  "FHI",
  "IDT",
  "HCKT",
  "IDCC",
  null,
  "IFF",
  null,
  "KT",
  "IDXX",
  "BIPC",
  "AOS",
  "PEG",
  "NVO",
  "AMZN",
  "MSI",
  null,
  null,
  null,
  "HCA",
  "PFG",
  null,
  "OVV",
  "ACIW",
  null,
  null,
  "TPL",
  null,
  "TME",
  null,
  "HBAN",
  "PDD",
  "VGT",
  "USB",
  "VLO",
  "VFH",
  "VEA",
  "BLV",
  "VYMI",
  "VALE",
  "VMI",
  null,
  "VXUS",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "VOO",
  "VTV",
  "VEEV",
  "V",
  "VIPS",
  "VICI",
  "WMT",
  "WAT",
  "WAFD",
  "WFC",
  "WELL",
  "WSM",
  "WTFC",
  "WTW",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  "WF",
  "WPC",
  "XEL",
  "WDAY",
  "YUMC",
  "YUM",
  "XYL",
  null,
  "SOLV",
  null,
  "DTE",
  "OC",
  "GRMN",
  "ONTO",
  "NXST",
  "FNF",
  "FOXA",
  "MTB",
  "GEN",
  "SCHD",
  null,
  "DVY",
  "SCHG",
  "SCHF",
  null,
  "EXLS",
  "SCHA",
  "JD",
  "JBHT",
  "LW",
  "MSCI",
  "JKHY",
  "NSC",
  "MHK",
  "KEY",
  "INFY",
  "JCI",
  "NXPI",
  "LH",
  "MFC",
  "MKL",
  "ICL",
  "SO",
  "TAK",
  null,
  "PPL",
  "BPOP",
  "OKTA",
  "OTIS",
  "TCOM",
  "CRM",
  "SHG",
  "STN",
  null,
  "ORI",
  "TS",
  "SEE",
  "SPOT",
  "LII",
  "MANH",
  "LYV",
  "LYB",
  "GEV",
  "MELI",
  "ZM",
  "DGRO",
  "MCK",
  null,
  null,
  "EXR",
  "GWW",
  null,
  "NTAP",
  "PSA",
  "PZZA",
  "UDR",
  "SYF",
  "NUE",
  "FDX",
  "STE",
  "KMB",
  "ADP",
  "AZO",
  "BCPC",
  "AVA",
  "BAC",
  "BBVA",
  "BNS",
  "BMO",
  "BCS",
  "BK",
  "BRK-B",
  "BAX",
  "BDX",
  "BELFB",
  "BHP",
  "BJ",
  "BBY",
  "BA",
  "BMY",
  "BRC",
  "BTI",
  "BLDR",
  "BAM.TO",
  "BR",
  "CACI",
  "CHRW",
  "BXP",
  "BURL",
  "CAE",
  "CDNS",
  "CPT",
  "CG",
  "CSL",
  "CBOE",
  "CBRE",
  "CASY",
  "CX",
  "CF",
  "CVX",
  "LNG",
  "CHTR",
  "CB",
  "CRUS",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "CFG",
  "C",
  "CLX",
  "KOF",
  "CME",
  null,
  "COKE",
  "KO",
  "CCEP",
  "FIX",
  "CMCSA",
  "CTSH",
  "CL",
  "CMC",
  "CAG",
  "COP",
  "STZ",
  "CEG",
  "CPRT",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CNM",
  "CXT",
  "BAP",
  "CRH",
  "CR",
  "CRWD",
  "CVS",
  "CSX",
  "CSWI",
  "DHR",
  "DVA",
  "DELL",
  "DE",
  "DB",
  "DVN",
  "DAL",
  "DFS",
  "DPZ",
  "EWJ",
  null,
  "ADI",
  "MCO",
  "VMC",
  "VOD",
  "TTEK",
  "USMV",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  null,
  "MO",
  "MLM",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 741
Total Value: 228249
Accession Number: 0001898131-25-000001
Form Type: 13F-HR
CIK: wayfinding-financial
Manager Name: Wayfinding-Financial

Data Enrichment

82% identified

608 identified133 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

741 positions • $228.2K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464288414

MUB|464288414

Shares:25.0K

Value:$2.6M

% of Portfolio:1155.3% ($2.6M/$228.2K)

61774R866

Shares:98.1K

Value:$2.6M

% of Portfolio:1148.3% ($2.6M/$228.2K)

97717Y683

Shares:113.8K

Value:$2.2M

% of Portfolio:977.0% ($2.2M/$228.2K)

STARBUCKS CORP

SBUX|855244109

Shares:21.9K

Value:$2.1M

% of Portfolio:942.0% ($2.1M/$228.2K)

69374H857

Shares:56.0K

Value:$2.1M

% of Portfolio:919.2% ($2.1M/$228.2K)

FISERV INC

FI|337738108

Shares:8.8K

Value:$2.0M

% of Portfolio:854.8% ($2.0M/$228.2K)

922907696

Shares:23.9K

Value:$1.8M

% of Portfolio:788.6% ($1.8M/$228.2K)

AMAZON COM INC

AMZN|023135106

Shares:8.4K

Value:$1.6M

% of Portfolio:703.6% ($1.6M/$228.2K)

Meta Platforms, Inc.

META|30303M102

Shares:2.7K

Value:$1.6M

% of Portfolio:688.3% ($1.6M/$228.2K)

PROCTER & GAMBLE Co

PG|742718109

Shares:8.3K

Value:$1.4M

% of Portfolio:618.6% ($1.4M/$228.2K)

PACCAR INC

PCAR|693718108

Shares:14.0K

Value:$1.4M

% of Portfolio:595.0% ($1.4M/$228.2K)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.5K

Value:$1.4M

% of Portfolio:591.5% ($1.4M/$228.2K)

AbbVie Inc.

ABBV|00287Y109

Shares:6.3K

Value:$1.3M

% of Portfolio:577.0% ($1.3M/$228.2K)

46654Q740

Shares:21.8K

Value:$1.3M

% of Portfolio:563.4% ($1.3M/$228.2K)

46641Q670

Shares:26.1K

Value:$1.2M

% of Portfolio:538.4% ($1.2M/$228.2K)

JOHNSON & JOHNSON

JNJ|478160104

Shares:7.3K

Value:$1.2M

% of Portfolio:527.9% ($1.2M/$228.2K)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:4.8K

Value:$1.2M

% of Portfolio:517.9% ($1.2M/$228.2K)

35473P868

Shares:46.8K

Value:$1.1M

% of Portfolio:500.8% ($1.1M/$228.2K)

BOEING CO

BA|097023105

Shares:6.4K

Value:$1.1M

% of Portfolio:477.5% ($1.1M/$228.2K)

46641Q167

Shares:16.8K

Value:$1.1M

% of Portfolio:467.9% ($1.1M/$228.2K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(MUBcusip464288414)	25.0K	QoQ +7.76% (+1.8K) YoY +50.53% (+8.4K)	All Managers (Combined)	$2.6M	1155.3% ($2.6M/$228.2K)	QoQ +6.63% (+$0) YoY +48.31% (+$1)
(cusip61774R866)✕	98.1K	QoQ -1.61% (-1.6K) YoY -1.51% (-1.5K)	All Managers (Combined)	$2.6M	1148.3% ($2.6M/$228.2K)	QoQ +0.57% (-$0) YoY -0.94% (-$0)
(cusip97717Y683)✕	113.8K	QoQ -27.51% (-43.2K) YoY -28.99% (-46.5K)	All Managers (Combined)	$2.2M	977.0% ($2.2M/$228.2K)	QoQ -24.50% (-$1) YoY -26.54% (-$1)
STARBUCKS CORP(SBUXcusip855244109)	21.9K	QoQ -2.03% (-455) YoY -17.77% (-4.7K)	All Managers (Combined)	$2.1M	942.0% ($2.1M/$228.2K)	QoQ +5.28% (-$0) YoY +9.74% (-$0)
(cusip69374H857)✕	56.0K	QoQ -7.98% (-4.9K) YoY -7.39% (-4.5K)	All Managers (Combined)	$2.1M	919.2% ($2.1M/$228.2K)	QoQ -21.83% (-$1) YoY -25.12% (-$1)
FISERV INC(FIcusip337738108)	8.8K	QoQ +0.10% (+9) YoY +0.11% (+10)	All Managers (Combined)	$2.0M	854.8% ($2.0M/$228.2K)	QoQ +7.61% (+$0) YoY +44.30% (+$1)
(cusip922907696)✕	23.9K	QoQ NEW(+23.9K) YoY NEW(+23.9K)	All Managers (Combined)	$1.8M	788.6% ($1.8M/$228.2K)	QoQ NEW(+$2) YoY NEW(+$2)
AMAZON COM INC(AMZNcusip023135106)	8.4K	QoQ +3.22% (-264) YoY -29.00% (-3.5K)	All Managers (Combined)	$1.6M	703.6% ($1.6M/$228.2K)	QoQ -10.47% (-$0) YoY -28.14% (-$1)
Meta Platforms, Inc.(METAcusip30303M102)	2.7K	QoQ +3.45% (+91) YoY +2.32% (+62)	All Managers (Combined)	$1.6M	688.3% ($1.6M/$228.2K)	QoQ +1.88% (+$0) YoY +24.78% (+$0)
PROCTER & GAMBLE Co(PGcusip742718109)	8.3K	QoQ -4.01% (-347) YoY -3.27% (-281)	All Managers (Combined)	$1.4M	618.6% ($1.4M/$228.2K)	QoQ -2.41% (-$0) YoY -0.14% (-$0)
PACCAR INC(PCARcusip693718108)	14.0K	QoQ 0.00% (-0) YoY -2.71% (-389)	All Managers (Combined)	$1.4M	595.0% ($1.4M/$228.2K)	QoQ -9.04% (-$0) YoY -11.53% (-$0)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.5K	QoQ +0.67% (+17) YoY -0.93% (-24)	All Managers (Combined)	$1.4M	591.5% ($1.4M/$228.2K)	QoQ +18.21% (+$0) YoY +29.80% (-$0)
AbbVie Inc.(ABBVcusip00287Y109)	6.3K	QoQ -0.83% (-53) YoY -6.06% (-406)	All Managers (Combined)	$1.3M	577.0% ($1.3M/$228.2K)	QoQ +16.96% (-$0) YoY +22.73% (-$0)
(cusip46654Q740)✕	21.8K	QoQ +5.73% (+1.2K) YoY +42.15% (+6.5K)	All Managers (Combined)	$1.3M	563.4% ($1.3M/$228.2K)	QoQ +3.79% (+$0) YoY +45.80% (+$0)
(cusip46641Q670)✕	26.1K	QoQ +32.60% (+6.4K) YoY +52.81% (+9.0K)	All Managers (Combined)	$1.2M	538.4% ($1.2M/$228.2K)	QoQ +34.75% (+$0) YoY +56.96% (+$0)
JOHNSON & JOHNSON(JNJcusip478160104)	7.3K	QoQ -1.84% (-137) YoY +4.96% (+344)	All Managers (Combined)	$1.2M	527.9% ($1.2M/$228.2K)	QoQ +12.51% (-$0) YoY +16.87% (+$0)
JPMORGAN CHASE & CO(JPMcusip46625H100)	4.8K	QoQ -3.17% (-158) YoY -0.49% (-24)	All Managers (Combined)	$1.2M	517.9% ($1.2M/$228.2K)	QoQ -0.92% (-$0) YoY +24.68% (-$0)
(cusip35473P868)✕	46.8K	QoQ NEW(+46.8K) YoY NEW(+46.8K)	All Managers (Combined)	$1.1M	500.8% ($1.1M/$228.2K)	QoQ NEW(+$1) YoY NEW(+$1)
BOEING CO(BAcusip097023105)	6.4K	QoQ -20.09% (-1.6K) YoY -31.23% (-2.9K)	All Managers (Combined)	$1.1M	477.5% ($1.1M/$228.2K)	QoQ -23.02% (-$0) YoY -35.00% (-$1)
(cusip46641Q167)✕	16.8K	QoQ -3.19% (-556) YoY +48.48% (+5.5K)	All Managers (Combined)	$1.1M	467.9% ($1.1M/$228.2K)	QoQ -2.90% (-$0) YoY +59.40% (+$0)