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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Earned-Wealth-Advisors
Data Enrichment
83% identified216 identified44 unidentified
Holdings
260 positions • $455.6M total value
Manager:
Search and click to pin securities to the top
Page 13 of 13
Shares:2.8K
Value:$201.0K
% of Portfolio:0.0% ($201.0K/$455.6M)
Shares:11.8K
Value:$161.4K
% of Portfolio:0.0% ($161.4K/$455.6M)
Shares:10.2K
Value:$157.0K
% of Portfolio:0.0% ($157.0K/$455.6M)
Shares:26.0K
Value:$66.5K
% of Portfolio:0.0% ($66.5K/$455.6M)
Shares:28.6K
Value:$17.3K
% of Portfolio:0.0% ($17.3K/$455.6M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
BIOGEN INC.(BIIBcusip09062X103) | 1.5K | QoQ NEW(+1.5K) YoY NEW(+1.5K) | All Managers (Combined) | $204.6K | 0.0% ($204.6K/$455.6M) | QoQ NEW(+$204.6K) YoY NEW(+$204.6K) |
STARBUCKS CORP(SBUXcusip855244109) | 2.1K | QoQ NEW(+2.1K) YoY NEW(+2.1K) | All Managers (Combined) | $204.2K | 0.0% ($204.2K/$455.6M) | QoQ NEW(+$204.2K) YoY NEW(+$204.2K) |
CARNIVAL CORP(CCLcusip143658300) | 10.4K | QoQ -6.37% (-710)YoY NEW(+10.4K) | All Managers (Combined) | $203.6K | 0.0% ($203.6K/$455.6M) | YoY NEW(+$203.6K) |
2.8K | QoQ NEW(+2.8K) YoY NEW(+2.8K) | All Managers (Combined) | $201.0K | 0.0% ($201.0K/$455.6M) | QoQ NEW(+$201.0K) YoY NEW(+$201.0K) | |
1.2K | QoQ NEW(+1.2K) YoY NEW(+1.2K) | All Managers (Combined) | $200.4K | 0.0% ($200.4K/$455.6M) | QoQ NEW(+$200.4K) YoY NEW(+$200.4K) | |
1.8K | QoQ NEW(+1.8K) YoY NEW(+1.8K) | All Managers (Combined) | $200.3K | 0.0% ($200.3K/$455.6M) | QoQ NEW(+$200.3K) YoY NEW(+$200.3K) | |
Huntsman CORP(HUNcusip447011107) | 11.0K | QoQ NEW(+11.0K) YoY NEW(+11.0K) | All Managers (Combined) | $173.6K | 0.0% ($173.6K/$455.6M) | QoQ NEW(+$173.6K) YoY NEW(+$173.6K) |
11.8K | QoQ NEW(+11.8K) YoY NEW(+11.8K) | All Managers (Combined) | $161.4K | 0.0% ($161.4K/$455.6M) | QoQ NEW(+$161.4K) YoY NEW(+$161.4K) | |
10.2K | QoQ NEW(+10.2K) YoY NEW(+10.2K) | All Managers (Combined) | $157.0K | 0.0% ($157.0K/$455.6M) | QoQ NEW(+$157.0K) YoY NEW(+$157.0K) | |
Wendy's Co(WENcusip95058W100) | 10.7K | YoY NEW(+10.7K) | All Managers (Combined) | $156.0K | 0.0% ($156.0K/$455.6M) | YoY NEW(+$156.0K) |
11.1K | YoY NEW(+11.1K) | All Managers (Combined) | $116.9K | 0.0% ($116.9K/$455.6M) | YoY NEW(+$116.9K) | |
16.2K | QoQ NEW(+16.2K) YoY NEW(+16.2K) | All Managers (Combined) | $108.7K | 0.0% ($108.7K/$455.6M) | QoQ NEW(+$108.7K) YoY NEW(+$108.7K) | |
11.8K | QoQ NEW(+11.8K) YoY NEW(+11.8K) | All Managers (Combined) | $95.8K | 0.0% ($95.8K/$455.6M) | QoQ NEW(+$95.8K) YoY NEW(+$95.8K) | |
17.9K | QoQ 0.00% (-0)YoY -4.41% (-829) | All Managers (Combined) | $86.4K | 0.0% ($86.4K/$455.6M) | ||
26.0K | QoQ 0.00% (+0)YoY -1.07% (-282) | All Managers (Combined) | $66.5K | 0.0% ($66.5K/$455.6M) | ||
10.0K | QoQ NEW(+10.0K) YoY NEW(+10.0K) | All Managers (Combined) | $38.2K | 0.0% ($38.2K/$455.6M) | QoQ NEW(+$38.2K) YoY NEW(+$38.2K) | |
10.2K | QoQ -0.32% (-33)YoY NEW(+10.2K) | All Managers (Combined) | $24.7K | 0.0% ($24.7K/$455.6M) | YoY NEW(+$24.7K) | |
PLUG POWER INC(PLUGcusip72919P202) | 13.0K | QoQ NEW(+13.0K) YoY NEW(+13.0K) | All Managers (Combined) | $17.6K | 0.0% ($17.6K/$455.6M) | QoQ NEW(+$17.6K) YoY NEW(+$17.6K) |
28.6K | QoQ NEW(+28.6K) YoY NEW(+28.6K) | All Managers (Combined) | $17.3K | 0.0% ($17.3K/$455.6M) | QoQ NEW(+$17.3K) YoY NEW(+$17.3K) | |
15.0K | QoQ NEW(+15.0K) YoY NEW(+15.0K) | All Managers (Combined) | $15.3K | 0.0% ($15.3K/$455.6M) | QoQ NEW(+$15.3K) YoY NEW(+$15.3K) |