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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Main Street Capital CORP

MAIN|56035L104

Shares:10.5K

Value:$594.8K

% of Portfolio:0.1% ($594.8K/$455.6M)

46434G103

IEMG|46434G103

Shares:11.0K

Value:$591.1K

% of Portfolio:0.1% ($591.1K/$455.6M)

CME GROUP INC.

CME|12572Q105

Shares:2.2K

Value:$590.8K

% of Portfolio:0.1% ($590.8K/$455.6M)

LAM RESEARCH CORP

LRCX|512807306

Shares:8.1K

Value:$587.0K

% of Portfolio:0.1% ($587.0K/$455.6M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.1K

Value:$586.0K

% of Portfolio:0.1% ($586.0K/$455.6M)

Medtronic plc

MDT|G5960L103

Shares:6.5K

Value:$584.9K

% of Portfolio:0.1% ($584.9K/$455.6M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:5.2K

Value:$581.3K

% of Portfolio:0.1% ($581.3K/$455.6M)

Fortinet, Inc.

FTNT|34959E109

Shares:5.9K

Value:$569.7K

% of Portfolio:0.1% ($569.7K/$455.6M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:7.9K

Value:$564.3K

% of Portfolio:0.1% ($564.3K/$455.6M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:6.6K

Value:$557.6K

% of Portfolio:0.1% ($557.6K/$455.6M)

General Motors Co

GM|37045V100

Shares:11.8K

Value:$553.8K

% of Portfolio:0.1% ($553.8K/$455.6M)

ABBOTT LABORATORIES

ABT|002824100

Shares:4.2K

Value:$551.4K

% of Portfolio:0.1% ($551.4K/$455.6M)

25434V765

Shares:20.3K

Value:$545.7K

% of Portfolio:0.1% ($545.7K/$455.6M)

464287655

IWM|464287655

Shares:4.2K

Value:$542.3K

% of Portfolio:0.1% ($542.3K/$455.6M)

VERISIGN INC/CA

VRSN|92343E102

Shares:2.1K

Value:$534.9K

% of Portfolio:0.1% ($534.9K/$455.6M)

ORACLE CORP

ORCL|68389X105

Shares:3.8K

Value:$532.2K

% of Portfolio:0.1% ($532.2K/$455.6M)

Booking Holdings Inc.

BKNG|09857L108

Shares:114

Value:$527.3K

% of Portfolio:0.1% ($527.3K/$455.6M)

808524698

Shares:23.3K

Value:$522.9K

% of Portfolio:0.1% ($522.9K/$455.6M)

25434V732

Shares:19.3K

Value:$509.4K

% of Portfolio:0.1% ($509.4K/$455.6M)

COCA COLA CO

KO|191216100

Shares:7.1K

Value:$507.3K

% of Portfolio:0.1% ($507.3K/$455.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Main Street Capital CORP(MAINcusip56035L104)	10.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$594.8K	0.1% ($594.8K/$455.6M)	QoQ -3.44% (-$21.2K) YoY +19.55% (+$97.3K)
(IEMGcusip46434G103)	11.0K	QoQ +9.36% (+938) YoY +32.36% (+2.7K)	All Managers (Combined)	$591.1K	0.1% ($591.1K/$455.6M)	QoQ +13.03% (+$68.1K) YoY +38.44% (+$164.2K)
CME GROUP INC.(CMEcusip12572Q105)	2.2K	QoQ +11.57% (+231) YoY NEW(+2.2K)	All Managers (Combined)	$590.8K	0.1% ($590.8K/$455.6M)	QoQ +27.44% (+$127.2K) YoY NEW(+$590.8K)
LAM RESEARCH CORP(LRCXcusip512807306)	8.1K	QoQ +29.86% (+1.9K) YoY NEW(+8.1K)	All Managers (Combined)	$587.0K	0.1% ($587.0K/$455.6M)	QoQ +30.71% (+$137.9K) YoY NEW(+$587.0K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$586.0K	0.1% ($586.0K/$455.6M)	QoQ NEW(+$586.0K) YoY NEW(+$586.0K)
Medtronic plc(MDTcusipG5960L103)	6.5K	QoQ +40.34% (+1.9K) YoY NEW(+6.5K)	All Managers (Combined)	$584.9K	0.1% ($584.9K/$455.6M)	QoQ +57.89% (+$214.5K) YoY NEW(+$584.9K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	5.2K	QoQ NEW(+5.2K) YoY NEW(+5.2K)	All Managers (Combined)	$581.3K	0.1% ($581.3K/$455.6M)	QoQ NEW(+$581.3K) YoY NEW(+$581.3K)
Fortinet, Inc.(FTNTcusip34959E109)	5.9K	QoQ +14.15% (+734) YoY NEW(+5.9K)	All Managers (Combined)	$569.7K	0.1% ($569.7K/$455.6M)	QoQ +16.30% (+$79.9K) YoY NEW(+$569.7K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	7.9K	QoQ +80.87% (+3.5K) YoY NEW(+7.9K)	All Managers (Combined)	$564.3K	0.1% ($564.3K/$455.6M)	QoQ +84.85% (+$259.0K) YoY NEW(+$564.3K)
Palantir Technologies Inc.(PLTRcusip69608A108)	6.6K	QoQ +95.76% (+3.2K) YoY NEW(+6.6K)	All Managers (Combined)	$557.6K	0.1% ($557.6K/$455.6M)	QoQ +118.42% (+$302.3K) YoY NEW(+$557.6K)
General Motors Co(GMcusip37045V100)	11.8K	QoQ NEW(+11.8K) YoY NEW(+11.8K)	All Managers (Combined)	$553.8K	0.1% ($553.8K/$455.6M)	QoQ NEW(+$553.8K) YoY NEW(+$553.8K)
ABBOTT LABORATORIES(ABTcusip002824100)	4.2K	QoQ +94.52% (+2.0K) YoY NEW(+4.2K)	All Managers (Combined)	$551.4K	0.1% ($551.4K/$455.6M)	QoQ +128.12% (+$309.7K) YoY NEW(+$551.4K)
(cusip25434V765)✕	20.3K	QoQ +17.16% (+3.0K) YoY NEW(+20.3K)	All Managers (Combined)	$545.7K	0.1% ($545.7K/$455.6M)	QoQ +25.09% (+$109.5K) YoY NEW(+$545.7K)
(IWMcusip464287655)	4.2K	QoQ +115.79% (+2.3K) YoY +116.79% (+2.3K)	All Managers (Combined)	$542.3K	0.1% ($542.3K/$455.6M)	QoQ +25.83% (+$111.3K) YoY +32.82% (+$134.0K)
VERISIGN INC/CA(VRSNcusip92343E102)	2.1K	QoQ +45.81% (+662) YoY NEW(+2.1K)	All Managers (Combined)	$534.9K	0.1% ($534.9K/$455.6M)	QoQ +78.84% (+$235.8K) YoY NEW(+$534.9K)
ORACLE CORP(ORCLcusip68389X105)	3.8K	QoQ +65.16% (+1.5K) YoY NEW(+3.8K)	All Managers (Combined)	$532.2K	0.1% ($532.2K/$455.6M)	QoQ +38.56% (+$148.1K) YoY NEW(+$532.2K)
Booking Holdings Inc.(BKNGcusip09857L108)	114	QoQ +132.65% (+65) YoY NEW(+114)	All Managers (Combined)	$527.3K	0.1% ($527.3K/$455.6M)	QoQ +114.57% (+$281.6K) YoY NEW(+$527.3K)
(cusip808524698)✕	23.3K	QoQ NEW(+23.3K) YoY NEW(+23.3K)	All Managers (Combined)	$522.9K	0.1% ($522.9K/$455.6M)	QoQ NEW(+$522.9K) YoY NEW(+$522.9K)
(cusip25434V732)✕	19.3K	QoQ +17.54% (+2.9K) YoY NEW(+19.3K)	All Managers (Combined)	$509.4K	0.1% ($509.4K/$455.6M)	QoQ +18.75% (+$80.4K) YoY NEW(+$509.4K)
COCA COLA CO(KOcusip191216100)	7.1K	QoQ NEW(+7.1K) YoY NEW(+7.1K)	All Managers (Combined)	$507.3K	0.1% ($507.3K/$455.6M)	QoQ NEW(+$507.3K) YoY NEW(+$507.3K)