Earned-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PINS",
  "HOOD",
  "PCG",
  "SNOW",
  "MDGL",
  "ZS",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "MAIN",
  "GOOGL",
  "AXP",
  "AIG",
  "TEAM",
  "T",
  null,
  "AVDE",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  "AVEM",
  "SAN",
  "BSX",
  "CMI",
  null,
  null,
  "DUK",
  "RL",
  null,
  null,
  null,
  "EOG",
  "EXPE",
  "GILD",
  "HON",
  "HD",
  null,
  "MCD",
  "INTU",
  null,
  null,
  null,
  null,
  "QCOM",
  "GNW",
  "ISRG",
  "HSBC",
  "HUBS",
  "HWM",
  "ITW",
  "AMAT",
  "BKNG",
  "META",
  "KALV",
  "IVW",
  null,
  "PLX",
  null,
  null,
  null,
  "LRCX",
  null,
  "MRVL",
  "MA",
  "EXEL",
  "MDT",
  "MSFT",
  "TMUS",
  "ETSY",
  "GE",
  "HUN",
  "INCY",
  "BX",
  "ANET",
  "IWD",
  "ORCL",
  null,
  null,
  "DASH",
  "VGIT",
  null,
  null,
  null,
  "PANW",
  "PEP",
  "PGR",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "MSTR",
  "FNDX",
  "IEFA",
  "RY",
  "SCHX",
  "NOW",
  "SLB",
  "SHEL",
  "RTX",
  "GLD",
  "SAP",
  "IBM",
  "SSNC",
  "SBUX",
  "SMFG",
  "TPR",
  "TMO",
  "TJX",
  "TRV",
  "UBER",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  null,
  "VWO",
  null,
  null,
  null,
  "VIG",
  "LYG",
  null,
  "NTNX",
  "CHPT",
  "VRTX",
  "TT",
  "RGLD",
  "ADSK",
  "GM",
  "APH",
  "AMD",
  "ALLE",
  "SDY",
  "NTRA",
  "FTNT",
  "BKR",
  "JBLU",
  "AMZN",
  "SCHB",
  null,
  null,
  "LCID",
  null,
  "PLUG",
  null,
  null,
  "HBAN",
  "VGT",
  "USB",
  "VUG",
  "VFH",
  "VEA",
  "VTEB",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  "VEEV",
  "VRSN",
  "V",
  "VST",
  "WMT",
  "WFC",
  "WEN",
  "XEL",
  null,
  "ADT",
  "GRMN",
  "AEM",
  "SOFI",
  "BIIB",
  "SCHG",
  "SCHF",
  "MSCI",
  "EIX",
  null,
  "JCI",
  "MOH",
  "MKL",
  null,
  "TER",
  "TRMB",
  "OKTA",
  "OPEN",
  "CRM",
  "RBLX",
  null,
  "DIA",
  null,
  "GEV",
  "ZM",
  "MCK",
  "ADP",
  "AXS",
  "BAC",
  "BBVA",
  "BRK-A",
  "BRK-B",
  "BMRN",
  "BMY",
  "CCL",
  "CNC",
  "CVX",
  "CINF",
  "CB",
  "CMG",
  "CSCO",
  "CFG",
  "C",
  "CME",
  "KO",
  "CMCSA",
  "COP",
  "CNXC",
  "COST",
  "CVS",
  "DHR",
  "DE",
  "DHT",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DLR",
  "RSP",
  "EFA",
  "NEE",
  "IWM",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 260
Total Value: 455631432
Accession Number: 0001905663-25-000005
Form Type: 13F-HR
CIK: earned-wealth-advisors
Manager Name: Earned-Wealth-Advisors

Data Enrichment

83% identified

216 identified44 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

260 positions • $455.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:542

Value:$262.7K

% of Portfolio:0.1% ($262.7K/$455.6M)

315948109

Shares:3.6K

Value:$260.5K

% of Portfolio:0.1% ($260.5K/$455.6M)

INTUIT INC.

INTU|461202103

Shares:423

Value:$260.1K

% of Portfolio:0.1% ($260.1K/$455.6M)

CITIZENS FINANCIAL GROUP INC/RI

CFG|174610105

Shares:6.3K

Value:$258.3K

% of Portfolio:0.1% ($258.3K/$455.6M)

CINCINNATI FINANCIAL CORP

CINF|172062101

Shares:1.7K

Value:$256.3K

% of Portfolio:0.1% ($256.3K/$455.6M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:3.6K

Value:$256.2K

% of Portfolio:0.1% ($256.2K/$455.6M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:2.5K

Value:$255.9K

% of Portfolio:0.1% ($255.9K/$455.6M)

922908629

VO|922908629

Shares:989

Value:$255.9K

% of Portfolio:0.1% ($255.9K/$455.6M)

25434V864

Shares:5.4K

Value:$255.4K

% of Portfolio:0.1% ($255.4K/$455.6M)

Robinhood Markets, Inc.

HOOD|770700102

Shares:6.1K

Value:$254.3K

% of Portfolio:0.1% ($254.3K/$455.6M)

Zscaler, Inc.

ZS|98980G102

Shares:1.3K

Value:$254.2K

% of Portfolio:0.1% ($254.2K/$455.6M)

921943858

VEA|921943858

Shares:5.0K

Value:$253.9K

% of Portfolio:0.1% ($253.9K/$455.6M)

Merck & Co., Inc.

MRK|58933Y105

Shares:2.8K

Value:$253.8K

% of Portfolio:0.1% ($253.8K/$455.6M)

Eaton Corp plc

ETN|G29183103

Shares:932

Value:$253.3K

% of Portfolio:0.1% ($253.3K/$455.6M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:2.3K

Value:$252.4K

% of Portfolio:0.1% ($252.4K/$455.6M)

92204A405

VFH|92204A405

Shares:2.1K

Value:$249.4K

% of Portfolio:0.1% ($249.4K/$455.6M)

EDISON INTERNATIONAL

EIX|281020107

Shares:4.2K

Value:$247.5K

% of Portfolio:0.1% ($247.5K/$455.6M)

HUBSPOT INC

HUBS|443573100

Shares:433

Value:$247.1K

% of Portfolio:0.1% ($247.1K/$455.6M)

Elevance Health, Inc.

ELV|036752103

Shares:567

Value:$246.5K

% of Portfolio:0.1% ($246.5K/$455.6M)

Natera, Inc.

NTRA|632307104

Shares:1.7K

Value:$245.6K

% of Portfolio:0.1% ($245.6K/$455.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	542	QoQ NEW(+542) YoY NEW(+542)	All Managers (Combined)	$262.7K	0.1% ($262.7K/$455.6M)	QoQ NEW(+$262.7K) YoY NEW(+$262.7K)
(cusip315948109)✕	3.6K	QoQ +4.32% (-150) YoY +4.32% (+150)	All Managers (Combined)	$260.5K	0.1% ($260.5K/$455.6M)	QoQ -7.96% (-$22.6K) YoY +20.98% (+$45.2K)
INTUIT INC.(INTUcusip461202103)	423	QoQ NEW(+423) YoY NEW(+423)	All Managers (Combined)	$260.1K	0.1% ($260.1K/$455.6M)	QoQ NEW(+$260.1K) YoY NEW(+$260.1K)
CITIZENS FINANCIAL GROUP INC/RI(CFGcusip174610105)	6.3K	QoQ +3.46% (-211) YoY NEW(+6.3K)	All Managers (Combined)	$258.3K	0.1% ($258.3K/$455.6M)	QoQ -3.13% (-$8.4K) YoY NEW(+$258.3K)
CINCINNATI FINANCIAL CORP(CINFcusip172062101)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$256.3K	0.1% ($256.3K/$455.6M)	QoQ NEW(+$256.3K) YoY NEW(+$256.3K)
NEXTERA ENERGY INC(NEEcusip65339F101)	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$256.2K	0.1% ($256.2K/$455.6M)	QoQ NEW(+$256.2K) YoY NEW(+$256.2K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	2.5K	QoQ +326.54% (+1.9K) YoY NEW(+2.5K)	All Managers (Combined)	$255.9K	0.1% ($255.9K/$455.6M)	QoQ +262.90% (+$185.4K) YoY NEW(+$255.9K)
(VOcusip922908629)	989	QoQ +7.50% (+69) YoY NEW(+989)	All Managers (Combined)	$255.9K	0.1% ($255.9K/$455.6M)	QoQ +5.30% (+$12.9K) YoY NEW(+$255.9K)
(cusip25434V864)✕	5.4K	QoQ 0.00% (+0) YoY NEW(+5.4K)	All Managers (Combined)	$255.4K	0.1% ($255.4K/$455.6M)	QoQ +1.36% (+$3.4K) YoY NEW(+$255.4K)
Robinhood Markets, Inc.(HOODcusip770700102)	6.1K	QoQ -13.75% (-975) YoY NEW(+6.1K)	All Managers (Combined)	$254.3K	0.1% ($254.3K/$455.6M)	QoQ -3.66% (-$9.7K) YoY NEW(+$254.3K)
Zscaler, Inc.(ZScusip98980G102)	1.3K	QoQ -13.67% (-203) YoY NEW(+1.3K)	All Managers (Combined)	$254.2K	0.1% ($254.2K/$455.6M)	QoQ -5.06% (-$13.6K) YoY NEW(+$254.2K)
(VEAcusip921943858)	5.0K	QoQ NEW(+5.0K) YoY -13.31% (-767)	All Managers (Combined)	$253.9K	0.1% ($253.9K/$455.6M)	QoQ NEW(+$253.9K) YoY -12.17% (-$35.2K)
Merck & Co., Inc.(MRKcusip58933Y105)	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$253.8K	0.1% ($253.8K/$455.6M)	QoQ NEW(+$253.8K) YoY NEW(+$253.8K)
Eaton Corp plc(ETNcusipG29183103)	932	QoQ +30.16% (+216) YoY NEW(+932)	All Managers (Combined)	$253.3K	0.1% ($253.3K/$455.6M)	QoQ +6.56% (+$15.6K) YoY NEW(+$253.3K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	2.3K	QoQ NEW(+2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$252.4K	0.1% ($252.4K/$455.6M)	QoQ NEW(+$252.4K) YoY NEW(+$252.4K)
(VFHcusip92204A405)	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$249.4K	0.1% ($249.4K/$455.6M)	QoQ NEW(+$249.4K) YoY NEW(+$249.4K)
EDISON INTERNATIONAL(EIXcusip281020107)	4.2K	QoQ NEW(+4.2K) YoY NEW(+4.2K)	All Managers (Combined)	$247.5K	0.1% ($247.5K/$455.6M)	QoQ NEW(+$247.5K) YoY NEW(+$247.5K)
HUBSPOT INC(HUBScusip443573100)	433	QoQ +23.36% (+82) YoY NEW(+433)	All Managers (Combined)	$247.1K	0.1% ($247.1K/$455.6M)	QoQ +1.01% (+$2.5K) YoY NEW(+$247.1K)
Elevance Health, Inc.(ELVcusip036752103)	567	QoQ NEW(+567) YoY NEW(+567)	All Managers (Combined)	$246.5K	0.1% ($246.5K/$455.6M)	QoQ NEW(+$246.5K) YoY NEW(+$246.5K)
Natera, Inc.(NTRAcusip632307104)	1.7K	QoQ +4.95% (-82) YoY NEW(+1.7K)	All Managers (Combined)	$245.6K	0.1% ($245.6K/$455.6M)	QoQ -6.24% (-$16.4K) YoY NEW(+$245.6K)