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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922908751

VB|922908751

Shares:20.5K

Value:$4.6M

% of Portfolio:1.0% ($4.6M/$455.6M)

921908844

VIG|921908844

Shares:21.3K

Value:$4.1M

% of Portfolio:0.9% ($4.1M/$455.6M)

25434V880

DFAX|25434V880

Shares:145.9K

Value:$3.8M

% of Portfolio:0.8% ($3.8M/$455.6M)

922908736

VUG|922908736

Shares:10.2K

Value:$3.8M

% of Portfolio:0.8% ($3.8M/$455.6M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:6.3K

Value:$3.5M

% of Portfolio:0.8% ($3.5M/$455.6M)

464288521

Shares:59.1K

Value:$3.4M

% of Portfolio:0.7% ($3.4M/$455.6M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:3.1K

Value:$2.9M

% of Portfolio:0.6% ($2.9M/$455.6M)

922042858

VWO|922042858

Shares:59.7K

Value:$2.7M

% of Portfolio:0.6% ($2.7M/$455.6M)

922908611

VBR|922908611

Shares:14.4K

Value:$2.7M

% of Portfolio:0.6% ($2.7M/$455.6M)

92206C706

VGIT|92206C706

Shares:44.8K

Value:$2.7M

% of Portfolio:0.6% ($2.7M/$455.6M)

025072802

Shares:37.3K

Value:$2.6M

% of Portfolio:0.6% ($2.6M/$455.6M)

922020805

Shares:46.3K

Value:$2.3M

% of Portfolio:0.5% ($2.3M/$455.6M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:9.2K

Value:$2.3M

% of Portfolio:0.5% ($2.3M/$455.6M)

025072885

Shares:24.2K

Value:$2.2M

% of Portfolio:0.5% ($2.2M/$455.6M)

ELI LILLY & Co

LLY|532457108

Shares:2.7K

Value:$2.2M

% of Portfolio:0.5% ($2.2M/$455.6M)

464287309

IVW|464287309

Shares:23.6K

Value:$2.2M

% of Portfolio:0.5% ($2.2M/$455.6M)

25434V104

Shares:52.8K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$455.6M)

921937819

BIV|921937819

Shares:25.1K

Value:$1.9M

% of Portfolio:0.4% ($1.9M/$455.6M)

02072L532

Shares:96.7K

Value:$1.9M

% of Portfolio:0.4% ($1.9M/$455.6M)

KalVista Pharmaceuticals, Inc.

KALV|483497103

Shares:3.8K

Value:$1.8M

% of Portfolio:0.4% ($1.8M/$455.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VBcusip922908751)	20.5K	QoQ +2192.62% (+19.6K) YoY NEW(+20.5K)	All Managers (Combined)	$4.6M	1.0% ($4.6M/$455.6M)	QoQ +2015.69% (+$4.3M) YoY NEW(+$4.6M)
(VIGcusip921908844)	21.3K	QoQ +5.23% (+1.1K) YoY +0.94% (+199)	All Managers (Combined)	$4.1M	0.9% ($4.1M/$455.6M)	QoQ +4.25% (+$168.4K) YoY +7.23% (+$278.7K)
(DFAXcusip25434V880)	145.9K	QoQ +4.02% (+5.6K) YoY +3.58% (+5.1K)	All Managers (Combined)	$3.8M	0.8% ($3.8M/$455.6M)	QoQ +9.62% (+$335.6K) YoY +6.68% (+$239.4K)
(VUGcusip922908736)	10.2K	QoQ +38.27% (+2.8K) YoY +42.14% (+3.0K)	All Managers (Combined)	$3.8M	0.8% ($3.8M/$455.6M)	QoQ +24.92% (+$751.6K) YoY +53.13% (+$1.3M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	6.3K	QoQ +443.80% (+5.2K) YoY +382.36% (+5.0K)	All Managers (Combined)	$3.5M	0.8% ($3.5M/$455.6M)	QoQ +419.03% (+$2.9M) YoY +415.86% (+$2.8M)
(cusip464288521)✕	59.1K	QoQ NEW(+59.1K) YoY NEW(+59.1K)	All Managers (Combined)	$3.4M	0.7% ($3.4M/$455.6M)	QoQ NEW(+$3.4M) YoY NEW(+$3.4M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	3.1K	QoQ +138.00% (+1.8K) YoY +230.20% (+2.2K)	All Managers (Combined)	$2.9M	0.6% ($2.9M/$455.6M)	QoQ +145.72% (+$1.7M) YoY +326.10% (+$2.2M)
(VWOcusip922042858)	59.7K	QoQ NEW(+59.7K) YoY NEW(+59.7K)	All Managers (Combined)	$2.7M	0.6% ($2.7M/$455.6M)	QoQ NEW(+$2.7M) YoY NEW(+$2.7M)
(VBRcusip922908611)	14.4K	QoQ +0.50% (-73) YoY +8.24% (+1.1K)	All Managers (Combined)	$2.7M	0.6% ($2.7M/$455.6M)	QoQ -5.52% (-$156.9K) YoY +5.09% (+$130.1K)
(VGITcusip92206C706)	44.8K	QoQ +3.74% (+1.6K) YoY +39.51% (+12.7K)	All Managers (Combined)	$2.7M	0.6% ($2.7M/$455.6M)	QoQ +6.24% (+$156.5K) YoY +41.54% (+$781.3K)
(cusip025072802)✕	37.3K	QoQ +3.68% (+1.3K) YoY +18.92% (+5.9K)	All Managers (Combined)	$2.6M	0.6% ($2.6M/$455.6M)	QoQ +11.11% (+$260.0K) YoY +25.92% (+$535.1K)
(cusip922020805)✕	46.3K	QoQ -9.22% (-4.7K) YoY +19.42% (+7.5K)	All Managers (Combined)	$2.3M	0.5% ($2.3M/$455.6M)	QoQ -6.45% (-$159.4K) YoY +24.43% (+$453.6K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	9.2K	QoQ +208.27% (+6.2K) YoY +381.95% (+7.3K)	All Managers (Combined)	$2.3M	0.5% ($2.3M/$455.6M)	QoQ +215.45% (+$1.5M) YoY +490.24% (+$1.9M)
(cusip025072885)✕	24.2K	QoQ +18.35% (+3.7K) YoY +17.56% (+3.6K)	All Managers (Combined)	$2.2M	0.5% ($2.2M/$455.6M)	QoQ +12.80% (+$253.4K) YoY +21.34% (+$392.8K)
ELI LILLY & Co(LLYcusip532457108)	2.7K	QoQ +356.53% (+2.1K) YoY +534.19% (+2.3K)	All Managers (Combined)	$2.2M	0.5% ($2.2M/$455.6M)	QoQ +388.51% (+$1.8M) YoY +573.41% (+$1.9M)
(IVWcusip464287309)	23.6K	QoQ +4.85% (-1.1K) YoY +2.58% (+596)	All Managers (Combined)	$2.2M	0.5% ($2.2M/$455.6M)	QoQ -4.12% (-$94.4K) YoY +12.78% (+$248.6K)
(cusip25434V104)✕	52.8K	QoQ -0.22% (-119) YoY +15.94% (+7.3K)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$455.6M)	QoQ -5.27% (-$113.1K) YoY +21.97% (+$365.7K)
(BIVcusip921937819)	25.1K	QoQ -0.88% (-223) YoY -47.43% (-22.7K)	All Managers (Combined)	$1.9M	0.4% ($1.9M/$455.6M)	QoQ +1.56% (-$29.5K) YoY -46.62% (-$1.7M)
(cusip02072L532)✕	96.7K	QoQ +3.13% (-2.9K) YoY +33.37% (+24.2K)	All Managers (Combined)	$1.9M	0.4% ($1.9M/$455.6M)	QoQ -7.39% (-$150.1K) YoY +21.92% (+$337.9K)
KalVista Pharmaceuticals, Inc.(KALVcusip483497103)	3.8K	QoQ NEW(+3.8K) YoY NEW(+3.8K)	All Managers (Combined)	$1.8M	0.4% ($1.8M/$455.6M)	QoQ NEW(+$1.8M) YoY NEW(+$1.8M)