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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921937827

BSV|921937827

Shares:22.8K

Value:$1.8M

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

Tesla, Inc.

TSLA|88160R101

Shares:6.3K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$455.6M)

VISA INC.

V|92826C839

Shares:4.6K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$455.6M)

Alphabet Inc.

GOOGL|02079K305

Shares:9.9K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$455.6M)

81369Y803

XLK|81369Y803

Shares:7.3K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$455.6M)

464287598

IWD|464287598

Shares:7.5K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$455.6M)

Broadcom Inc.

AVGO|11135F101

Shares:8.3K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$455.6M)

808524805

SCHF|808524805

Shares:69.8K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$455.6M)

808524102

SCHB|808524102

Shares:63.9K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$455.6M)

025072703

AVDE|025072703

Shares:20.0K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$455.6M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:7.9K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$455.6M)

Salesforce, Inc.

CRM|79466L302

Shares:4.8K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$455.6M)

808524201

SCHX|808524201

Shares:53.7K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$455.6M)

NETFLIX INC

NFLX|64110L106

Shares:1.3K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$455.6M)

69344A206

Shares:33.1K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$455.6M)

464287150

ITOT|464287150

Shares:8.9K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$455.6M)

HOME DEPOT, INC.

HD|437076102

Shares:2.9K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$455.6M)

Walmart Inc.

WMT|931142103

Shares:11.5K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$455.6M)

Alphabet Inc.

GOOG|02079K107

Shares:6.4K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$455.6M)

46434V647

Shares:41.0K

Value:$994.2K

% of Portfolio:0.2% ($994.2K/$455.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(BSVcusip921937827)	22.8K	QoQ +16.73% (+3.3K) YoY -36.63% (-13.2K)	All Managers (Combined)	$1.8M	0.4% ($1.8M/$455.6M)	QoQ +18.26% (+$276.1K) YoY -35.30% (-$975.6K)
Tesla, Inc.(TSLAcusip88160R101)	6.3K	QoQ +193.52% (+4.1K) YoY +287.36% (+4.6K)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$455.6M)	QoQ +88.34% (+$760.0K) YoY +471.07% (+$1.3M)
VISA INC.(Vcusip92826C839)	4.6K	QoQ +116.89% (+2.5K) YoY +300.52% (+3.4K)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$455.6M)	QoQ +140.52% (+$935.9K) YoY +403.05% (+$1.3M)
Alphabet Inc.(GOOGLcusip02079K305)	9.9K	QoQ +191.12% (+6.5K) YoY +368.00% (+7.8K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$455.6M)	QoQ +137.82% (+$884.9K) YoY +379.49% (+$1.2M)
(XLKcusip81369Y803)	7.3K	QoQ +4.06% (-285) YoY +3.33% (+235)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$455.6M)	QoQ -7.58% (-$123.6K) YoY +2.44% (+$35.9K)
(IWDcusip464287598)	7.5K	QoQ +6.52% (+460) YoY +6.52% (+460)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$455.6M)	QoQ +8.26% (+$107.8K) YoY +11.90% (+$150.2K)
Broadcom Inc.(AVGOcusip11135F101)	8.3K	QoQ +129.62% (+4.7K) YoY NEW(+8.3K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$455.6M)	QoQ +65.82% (+$550.6K) YoY NEW(+$1.4M)
(SCHFcusip808524805)	69.8K	QoQ +6.92% (+4.5K) YoY +161.06% (+43.1K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$455.6M)	QoQ +14.32% (+$173.1K) YoY +32.33% (+$337.5K)
(SCHBcusip808524102)	63.9K	QoQ +18.96% (+10.2K) YoY +324.65% (+48.9K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$455.6M)	QoQ +12.82% (+$156.5K) YoY +49.76% (+$457.4K)
(AVDEcusip025072703)	20.0K	QoQ +69.45% (+8.2K) YoY +101.80% (+10.1K)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$455.6M)	QoQ +82.97% (+$601.3K) YoY +109.81% (+$693.9K)
JOHNSON & JOHNSON(JNJcusip478160104)	7.9K	QoQ NEW(+7.9K) YoY NEW(+7.9K)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$455.6M)	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
Salesforce, Inc.(CRMcusip79466L302)	4.8K	QoQ +140.14% (+2.8K) YoY +183.49% (+3.1K)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$455.6M)	QoQ +92.74% (+$616.4K) YoY +152.56% (+$773.8K)
(SCHXcusip808524201)	53.7K	QoQ +31.15% (+12.8K) YoY +290.94% (+40.0K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$455.6M)	QoQ +24.93% (+$236.6K) YoY +39.09% (+$333.2K)
NETFLIX INC(NFLXcusip64110L106)	1.3K	QoQ +219.03% (+863) YoY +186.98% (+819)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$455.6M)	QoQ +233.57% (+$821.0K) YoY +340.78% (+$906.5K)
(cusip69344A206)✕	33.1K	QoQ NEW(+33.1K) YoY NEW(+33.1K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$455.6M)	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
(ITOTcusip464287150)	8.9K	QoQ +11.31% (+910) YoY +395.78% (+7.1K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$455.6M)	QoQ +5.59% (+$57.9K) YoY +424.64% (+$883.8K)
HOME DEPOT, INC.(HDcusip437076102)	2.9K	QoQ +210.83% (+1.9K) YoY +390.42% (+2.3K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$455.6M)	QoQ +192.81% (+$692.3K) YoY +368.49% (+$826.9K)
Walmart Inc.(WMTcusip931142103)	11.5K	QoQ +67.62% (+4.6K) YoY +158.65% (+7.0K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$455.6M)	QoQ +62.88% (+$388.9K) YoY +277.42% (+$740.4K)
Alphabet Inc.(GOOGcusip02079K107)	6.4K	QoQ +122.70% (+3.5K) YoY NEW(+6.4K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$455.6M)	QoQ +82.70% (+$455.7K) YoY NEW(+$1.0M)
(cusip46434V647)✕	41.0K	QoQ +3.23% (+1.3K) YoY -4.87% (-2.1K)	All Managers (Combined)	$994.2K	0.2% ($994.2K/$455.6M)	QoQ +4.48% (+$42.7K) YoY -2.53% (-$25.9K)