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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46137V266

Shares:6.4K

Value:$244.9K

% of Portfolio:0.1% ($244.9K/$455.6M)

DANAHER CORP /DE/

DHR|235851102

Shares:1.2K

Value:$241.4K

% of Portfolio:0.1% ($241.4K/$455.6M)

Autodesk, Inc.

ADSK|052769106

Shares:922

Value:$241.4K

% of Portfolio:0.1% ($241.4K/$455.6M)

AXIS CAPITAL HOLDINGS LTD

AXS|G0692U109

Shares:2.4K

Value:$241.3K

% of Portfolio:0.1% ($241.3K/$455.6M)

ETSY INC

ETSY|29786A106

Shares:5.0K

Value:$237.7K

% of Portfolio:0.1% ($237.7K/$455.6M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:775

Value:$236.7K

% of Portfolio:0.1% ($236.7K/$455.6M)

SS&C Technologies Holdings Inc

SSNC|78467J100

Shares:2.8K

Value:$234.8K

% of Portfolio:0.1% ($234.8K/$455.6M)

Concentrix Corp

CNXC|20602D101

Shares:4.2K

Value:$234.7K

% of Portfolio:0.1% ($234.7K/$455.6M)

74348A467

Shares:2.3K

Value:$234.4K

% of Portfolio:0.1% ($234.4K/$455.6M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:2.3K

Value:$231.1K

% of Portfolio:0.1% ($231.1K/$455.6M)

025072349

Shares:3.5K

Value:$230.6K

% of Portfolio:0.1% ($230.6K/$455.6M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:5.1K

Value:$230.6K

% of Portfolio:0.1% ($230.6K/$455.6M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:929

Value:$230.2K

% of Portfolio:0.1% ($230.2K/$455.6M)

INTEL CORP

INTC|458140100

Shares:10.1K

Value:$230.1K

% of Portfolio:0.1% ($230.1K/$455.6M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:4.6K

Value:$229.7K

% of Portfolio:0.1% ($229.7K/$455.6M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:923

Value:$229.6K

% of Portfolio:0.1% ($229.6K/$455.6M)

CUMMINS INC

CMI|231021106

Shares:731

Value:$229.0K

% of Portfolio:0.1% ($229.0K/$455.6M)

Marvell Technology, Inc.

MRVL|573874104

Shares:3.6K

Value:$224.7K

% of Portfolio:0.0% ($224.7K/$455.6M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:502

Value:$224.3K

% of Portfolio:0.0% ($224.3K/$455.6M)

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

Shares:14.9K

Value:$223.7K

% of Portfolio:0.0% ($223.7K/$455.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46137V266)✕	6.4K	QoQ +0.07% (-5) YoY +0.28% (+18)	All Managers (Combined)	$244.9K	0.1% ($244.9K/$455.6M)	QoQ -7.22% (-$19.1K) YoY +4.46% (+$10.5K)
DANAHER CORP /DE/(DHRcusip235851102)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$241.4K	0.1% ($241.4K/$455.6M)	QoQ NEW(+$241.4K) YoY NEW(+$241.4K)
Autodesk, Inc.(ADSKcusip052769106)	922	QoQ NEW(+922) YoY NEW(+922)	All Managers (Combined)	$241.4K	0.1% ($241.4K/$455.6M)	QoQ NEW(+$241.4K) YoY NEW(+$241.4K)
AXIS CAPITAL HOLDINGS LTD(AXScusipG0692U109)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$241.3K	0.1% ($241.3K/$455.6M)	QoQ NEW(+$241.3K) YoY NEW(+$241.3K)
ETSY INC(ETSYcusip29786A106)	5.0K	QoQ NEW(+5.0K) YoY NEW(+5.0K)	All Managers (Combined)	$237.7K	0.1% ($237.7K/$455.6M)	QoQ NEW(+$237.7K) YoY NEW(+$237.7K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	775	QoQ NEW(+775) YoY NEW(+775)	All Managers (Combined)	$236.7K	0.1% ($236.7K/$455.6M)	QoQ NEW(+$236.7K) YoY NEW(+$236.7K)
SS&C Technologies Holdings Inc(SSNCcusip78467J100)	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$234.8K	0.1% ($234.8K/$455.6M)	QoQ NEW(+$234.8K) YoY NEW(+$234.8K)
Concentrix Corp(CNXCcusip20602D101)	4.2K	QoQ NEW(+4.2K) YoY NEW(+4.2K)	All Managers (Combined)	$234.7K	0.1% ($234.7K/$455.6M)	QoQ NEW(+$234.7K) YoY NEW(+$234.7K)
(cusip74348A467)✕	2.3K	QoQ 0.00% (+0) YoY +1.63% (+37)	All Managers (Combined)	$234.4K	0.1% ($234.4K/$455.6M)	QoQ +2.64% (+$6.0K) YoY +2.44% (+$5.6K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	2.3K	QoQ NEW(+2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$231.1K	0.1% ($231.1K/$455.6M)	QoQ NEW(+$231.1K) YoY NEW(+$231.1K)
(cusip025072349)✕	3.5K	QoQ 0.00% (-0) YoY -21.97% (-996)	All Managers (Combined)	$230.6K	0.1% ($230.6K/$455.6M)	QoQ -2.33% (-$5.5K) YoY -20.82% (-$60.6K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	5.1K	QoQ NEW(+5.1K) YoY NEW(+5.1K)	All Managers (Combined)	$230.6K	0.1% ($230.6K/$455.6M)	QoQ NEW(+$230.6K) YoY NEW(+$230.6K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	929	QoQ NEW(+929) YoY NEW(+929)	All Managers (Combined)	$230.2K	0.1% ($230.2K/$455.6M)	QoQ NEW(+$230.2K) YoY NEW(+$230.2K)
INTEL CORP(INTCcusip458140100)	10.1K	QoQ +2.83% (+279) YoY NEW(+10.1K)	All Managers (Combined)	$230.1K	0.1% ($230.1K/$455.6M)	QoQ +16.47% (+$32.5K) YoY NEW(+$230.1K)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	4.6K	QoQ NEW(+4.6K) YoY NEW(+4.6K)	All Managers (Combined)	$229.7K	0.1% ($229.7K/$455.6M)	QoQ NEW(+$229.7K) YoY NEW(+$229.7K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	923	QoQ NEW(+923) YoY NEW(+923)	All Managers (Combined)	$229.6K	0.1% ($229.6K/$455.6M)	QoQ NEW(+$229.6K) YoY NEW(+$229.6K)
CUMMINS INC(CMIcusip231021106)	731	QoQ NEW(+731) YoY NEW(+731)	All Managers (Combined)	$229.0K	0.1% ($229.0K/$455.6M)	QoQ NEW(+$229.0K) YoY NEW(+$229.0K)
Marvell Technology, Inc.(MRVLcusip573874104)	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$224.7K	0.0% ($224.7K/$455.6M)	QoQ NEW(+$224.7K) YoY NEW(+$224.7K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	502	QoQ NEW(+502) YoY NEW(+502)	All Managers (Combined)	$224.3K	0.0% ($224.3K/$455.6M)	QoQ NEW(+$224.3K) YoY NEW(+$224.3K)
HUNTINGTON BANCSHARES INC /MD/(HBANcusip446150104)	14.9K	QoQ +20.47% (+2.5K) YoY NEW(+14.9K)	All Managers (Combined)	$223.7K	0.0% ($223.7K/$455.6M)	QoQ +11.14% (+$22.4K) YoY NEW(+$223.7K)