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 4 of 13

Sort by:

25434V781

Shares:31.3K

Value:$911.7K

% of Portfolio:0.2% ($911.7K/$455.6M)

025072604

AVEM|025072604

Shares:14.9K

Value:$899.5K

% of Portfolio:0.2% ($899.5K/$455.6M)

EXXON MOBIL CORP

XOM|30231G102

Shares:7.5K

Value:$891.7K

% of Portfolio:0.2% ($891.7K/$455.6M)

GENERAL ELECTRIC CO

GE|369604301

Shares:4.3K

Value:$853.2K

% of Portfolio:0.2% ($853.2K/$455.6M)

25434V815

Shares:29.4K

Value:$828.6K

% of Portfolio:0.2% ($828.6K/$455.6M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:19.6K

Value:$816.7K

% of Portfolio:0.2% ($816.7K/$455.6M)

Philip Morris International Inc.

PM|718172109

Shares:5.1K

Value:$803.3K

% of Portfolio:0.2% ($803.3K/$455.6M)

MADRIGAL PHARMACEUTICALS, INC.

MDGL|558868105

Shares:2.4K

Value:$802.2K

% of Portfolio:0.2% ($802.2K/$455.6M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.2% ($798.4K/$455.6M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:1.8K

Value:$765.4K

% of Portfolio:0.2% ($765.4K/$455.6M)

Mastercard Inc

MA|57636Q104

Shares:1.4K

Value:$753.7K

% of Portfolio:0.2% ($753.7K/$455.6M)

808524854

Shares:29.3K

Value:$728.8K

% of Portfolio:0.2% ($728.8K/$455.6M)

389637109

Shares:10.9K

Value:$713.4K

% of Portfolio:0.2% ($713.4K/$455.6M)

MCDONALDS CORP

MCD|580135101

Shares:2.2K

Value:$690.2K

% of Portfolio:0.2% ($690.2K/$455.6M)

AbbVie Inc.

ABBV|00287Y109

Shares:3.0K

Value:$625.5K

% of Portfolio:0.1% ($625.5K/$455.6M)

14020Y805

Shares:24.7K

Value:$619.1K

% of Portfolio:0.1% ($619.1K/$455.6M)

PROCTER & GAMBLE Co

PG|742718109

Shares:3.6K

Value:$618.4K

% of Portfolio:0.1% ($618.4K/$455.6M)

AT&T INC.

T|00206R102

Shares:21.6K

Value:$609.6K

% of Portfolio:0.1% ($609.6K/$455.6M)

Howmet Aerospace Inc.

HWM|443201108

Shares:4.7K

Value:$609.0K

% of Portfolio:0.1% ($609.0K/$455.6M)

Walt Disney Co

DIS|254687106

Shares:6.0K

Value:$595.4K

% of Portfolio:0.1% ($595.4K/$455.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V781)✕	31.3K	QoQ +17.96% (+4.8K) YoY +223.05% (+21.6K)	All Managers (Combined)	$911.7K	0.2% ($911.7K/$455.6M)	QoQ +29.28% (+$206.5K) YoY +245.98% (+$648.2K)
(AVEMcusip025072604)	14.9K	QoQ +22.78% (+2.8K) YoY +27.26% (+3.2K)	All Managers (Combined)	$899.5K	0.2% ($899.5K/$455.6M)	QoQ +25.66% (+$183.7K) YoY +32.12% (+$218.7K)
EXXON MOBIL CORP(XOMcusip30231G102)	7.5K	QoQ +181.56% (+4.8K) YoY NEW(+7.5K)	All Managers (Combined)	$891.7K	0.2% ($891.7K/$455.6M)	QoQ +211.30% (+$605.2K) YoY NEW(+$891.7K)
GENERAL ELECTRIC CO(GEcusip369604301)	4.3K	QoQ +67.83% (+1.7K) YoY NEW(+4.3K)	All Managers (Combined)	$853.2K	0.2% ($853.2K/$455.6M)	QoQ +101.42% (+$429.6K) YoY NEW(+$853.2K)
(cusip25434V815)✕	29.4K	QoQ +16.32% (+4.1K) YoY +114.89% (+15.7K)	All Managers (Combined)	$828.6K	0.2% ($828.6K/$455.6M)	QoQ +6.38% (+$49.7K) YoY +100.97% (+$416.3K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	19.6K	QoQ +42.91% (+5.9K) YoY +162.42% (+12.1K)	All Managers (Combined)	$816.7K	0.2% ($816.7K/$455.6M)	QoQ +35.69% (+$214.8K) YoY +188.79% (+$533.9K)
Philip Morris International Inc.(PMcusip718172109)	5.1K	QoQ NEW(+5.1K) YoY NEW(+5.1K)	All Managers (Combined)	$803.3K	0.2% ($803.3K/$455.6M)	QoQ NEW(+$803.3K) YoY NEW(+$803.3K)
MADRIGAL PHARMACEUTICALS, INC.(MDGLcusip558868105)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$802.2K	0.2% ($802.2K/$455.6M)	QoQ NEW(+$802.2K) YoY NEW(+$802.2K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ NEW(+1) YoY NEW(+1)	All Managers (Combined)	$798.4K	0.2% ($798.4K/$455.6M)	QoQ NEW(+$798.4K) YoY NEW(+$798.4K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	1.8K	QoQ -1.93% (-36) YoY +4.46% (+78)	All Managers (Combined)	$765.4K	0.2% ($765.4K/$455.6M)	QoQ -3.25% (-$25.8K) YoY +10.25% (+$71.2K)
Mastercard Inc(MAcusip57636Q104)	1.4K	QoQ +111.53% (+725) YoY NEW(+1.4K)	All Managers (Combined)	$753.7K	0.2% ($753.7K/$455.6M)	QoQ +120.36% (+$411.7K) YoY NEW(+$753.7K)
(cusip808524854)✕	29.3K	QoQ NEW(+29.3K) YoY NEW(+29.3K)	All Managers (Combined)	$728.8K	0.2% ($728.8K/$455.6M)	QoQ NEW(+$728.8K) YoY NEW(+$728.8K)
(cusip389637109)✕	10.9K	QoQ 0.00% (-0) YoY +0.45% (+50)	All Managers (Combined)	$713.4K	0.2% ($713.4K/$455.6M)	QoQ -11.95% (-$96.9K) YoY +3.63% (+$25.1K)
MCDONALDS CORP(MCDcusip580135101)	2.2K	QoQ +158.36% (+1.4K) YoY +164.86% (+1.4K)	All Managers (Combined)	$690.2K	0.2% ($690.2K/$455.6M)	QoQ +178.56% (+$442.4K) YoY +193.51% (+$455.1K)
AbbVie Inc.(ABBVcusip00287Y109)	3.0K	QoQ +123.00% (+1.6K) YoY +151.77% (+1.8K)	All Managers (Combined)	$625.5K	0.1% ($625.5K/$455.6M)	QoQ +162.89% (+$387.6K) YoY +189.53% (+$409.5K)
(cusip14020Y805)✕	24.7K	QoQ NEW(+24.7K) YoY NEW(+24.7K)	All Managers (Combined)	$619.1K	0.1% ($619.1K/$455.6M)	QoQ NEW(+$619.1K) YoY NEW(+$619.1K)
PROCTER & GAMBLE Co(PGcusip742718109)	3.6K	QoQ +105.37% (+1.9K) YoY NEW(+3.6K)	All Managers (Combined)	$618.4K	0.1% ($618.4K/$455.6M)	QoQ +108.70% (+$322.1K) YoY NEW(+$618.4K)
AT&T INC.(Tcusip00206R102)	21.6K	QoQ +57.91% (+7.9K) YoY NEW(+21.6K)	All Managers (Combined)	$609.6K	0.1% ($609.6K/$455.6M)	QoQ +96.13% (+$298.8K) YoY NEW(+$609.6K)
Howmet Aerospace Inc.(HWMcusip443201108)	4.7K	QoQ +6.56% (+289) YoY NEW(+4.7K)	All Managers (Combined)	$609.0K	0.1% ($609.0K/$455.6M)	QoQ +26.39% (+$127.2K) YoY NEW(+$609.0K)
Walt Disney Co(DIScusip254687106)	6.0K	QoQ +223.31% (+4.2K) YoY NEW(+6.0K)	All Managers (Combined)	$595.4K	0.1% ($595.4K/$455.6M)	QoQ +186.55% (+$387.6K) YoY NEW(+$595.4K)