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

Page 12 of 13

Sort by:

46137V357

RSP|46137V357

Shares:1.3K

Value:$223.7K

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

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:5.3K

Value:$222.3K

% of Portfolio:0.0% ($222.3K/$455.6M)

46435G326

Shares:3.2K

Value:$221.8K

% of Portfolio:0.0% ($221.8K/$455.6M)

Shell plc

SHEL|780259305

Shares:3.0K

Value:$220.5K

% of Portfolio:0.0% ($220.5K/$455.6M)

46116X101

Shares:1.7K

Value:$219.5K

% of Portfolio:0.0% ($219.5K/$455.6M)

TERADYNE, INC

TER|880770102

Shares:2.7K

Value:$219.4K

% of Portfolio:0.0% ($219.4K/$455.6M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:442

Value:$219.1K

% of Portfolio:0.0% ($219.1K/$455.6M)

Allegion plc

ALLE|G0176J109

Shares:1.7K

Value:$217.1K

% of Portfolio:0.0% ($217.1K/$455.6M)

PINTEREST, INC.

PINS|72352L106

Shares:6.9K

Value:$213.8K

% of Portfolio:0.0% ($213.8K/$455.6M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:998

Value:$211.5K

% of Portfolio:0.0% ($211.5K/$455.6M)

SAP SE

SAP|803054204

Shares:786

Value:$211.0K

% of Portfolio:0.0% ($211.0K/$455.6M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:1.7K

Value:$210.5K

% of Portfolio:0.0% ($210.5K/$455.6M)

Baker Hughes Co

BKR|05722G100

Shares:4.8K

Value:$210.0K

% of Portfolio:0.0% ($210.0K/$455.6M)

808524409

Shares:7.9K

Value:$209.8K

% of Portfolio:0.0% ($209.8K/$455.6M)

Duke Energy CORP

DUK|26441C204

Shares:1.7K

Value:$209.5K

% of Portfolio:0.0% ($209.5K/$455.6M)

EOG RESOURCES INC

EOG|26875P101

Shares:1.6K

Value:$208.5K

% of Portfolio:0.0% ($208.5K/$455.6M)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:900

Value:$208.4K

% of Portfolio:0.0% ($208.4K/$455.6M)

EXELIXIS, INC.

EXEL|30161Q104

Shares:5.6K

Value:$207.2K

% of Portfolio:0.0% ($207.2K/$455.6M)

Okta, Inc.

OKTA|679295105

Shares:2.0K

Value:$205.6K

% of Portfolio:0.0% ($205.6K/$455.6M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:3.4K

Value:$205.4K

% of Portfolio:0.0% ($205.4K/$455.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(RSPcusip46137V357)	1.3K	QoQ +9.59% (+113) YoY NEW(+1.3K)	All Managers (Combined)	$223.7K	0.0% ($223.7K/$455.6M)	QoQ +8.38% (+$17.3K) YoY NEW(+$223.7K)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	5.3K	QoQ NEW(+5.3K) YoY NEW(+5.3K)	All Managers (Combined)	$222.3K	0.0% ($222.3K/$455.6M)	QoQ NEW(+$222.3K) YoY NEW(+$222.3K)
(cusip46435G326)✕	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$221.8K	0.0% ($221.8K/$455.6M)	QoQ NEW(+$221.8K) YoY NEW(+$221.8K)
Shell plc(SHELcusip780259305)	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$220.5K	0.0% ($220.5K/$455.6M)	QoQ NEW(+$220.5K) YoY NEW(+$220.5K)
(cusip46116X101)✕	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$219.5K	0.0% ($219.5K/$455.6M)	QoQ NEW(+$219.5K) YoY NEW(+$219.5K)
TERADYNE, INC(TERcusip880770102)	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$219.4K	0.0% ($219.4K/$455.6M)	QoQ NEW(+$219.4K) YoY NEW(+$219.4K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	442	QoQ NEW(+442) YoY NEW(+442)	All Managers (Combined)	$219.1K	0.0% ($219.1K/$455.6M)	QoQ NEW(+$219.1K) YoY NEW(+$219.1K)
Allegion plc(ALLEcusipG0176J109)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$217.1K	0.0% ($217.1K/$455.6M)	QoQ NEW(+$217.1K) YoY NEW(+$217.1K)
PINTEREST, INC.(PINScusip72352L106)	6.9K	QoQ NEW(+6.9K) YoY NEW(+6.9K)	All Managers (Combined)	$213.8K	0.0% ($213.8K/$455.6M)	QoQ NEW(+$213.8K) YoY NEW(+$213.8K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	998	QoQ NEW(+998) YoY NEW(+998)	All Managers (Combined)	$211.5K	0.0% ($211.5K/$455.6M)	QoQ NEW(+$211.5K) YoY NEW(+$211.5K)
SAP SE(SAPcusip803054204)	786	QoQ NEW(+786) YoY NEW(+786)	All Managers (Combined)	$211.0K	0.0% ($211.0K/$455.6M)	QoQ NEW(+$211.0K) YoY NEW(+$211.0K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$210.5K	0.0% ($210.5K/$455.6M)	QoQ NEW(+$210.5K) YoY NEW(+$210.5K)
Baker Hughes Co(BKRcusip05722G100)	4.8K	QoQ NEW(+4.8K) YoY NEW(+4.8K)	All Managers (Combined)	$210.0K	0.0% ($210.0K/$455.6M)	QoQ NEW(+$210.0K) YoY NEW(+$210.0K)
(cusip808524409)✕	7.9K	QoQ NEW(+7.9K) YoY NEW(+7.9K)	All Managers (Combined)	$209.8K	0.0% ($209.8K/$455.6M)	QoQ NEW(+$209.8K) YoY NEW(+$209.8K)
Duke Energy CORP(DUKcusip26441C204)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$209.5K	0.0% ($209.5K/$455.6M)	QoQ NEW(+$209.5K) YoY NEW(+$209.5K)
EOG RESOURCES INC(EOGcusip26875P101)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$208.5K	0.0% ($208.5K/$455.6M)	QoQ NEW(+$208.5K) YoY NEW(+$208.5K)
VEEVA SYSTEMS INC(VEEVcusip922475108)	900	QoQ NEW(+900) YoY NEW(+900)	All Managers (Combined)	$208.4K	0.0% ($208.4K/$455.6M)	QoQ NEW(+$208.4K) YoY NEW(+$208.4K)
EXELIXIS, INC.(EXELcusip30161Q104)	5.6K	QoQ NEW(+5.6K) YoY NEW(+5.6K)	All Managers (Combined)	$207.2K	0.0% ($207.2K/$455.6M)	QoQ NEW(+$207.2K) YoY NEW(+$207.2K)
Okta, Inc.(OKTAcusip679295105)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$205.6K	0.0% ($205.6K/$455.6M)	QoQ NEW(+$205.6K) YoY NEW(+$205.6K)
ALTRIA GROUP, INC.(MOcusip02209S103)	3.4K	QoQ NEW(+3.4K) YoY NEW(+3.4K)	All Managers (Combined)	$205.4K	0.0% ($205.4K/$455.6M)	QoQ NEW(+$205.4K) YoY NEW(+$205.4K)