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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TAPESTRY, INC.

TPR|876030107

Shares:7.2K

Value:$506.1K

% of Portfolio:0.1% ($506.1K/$455.6M)

QUALCOMM INC/DE

QCOM|747525103

Shares:3.3K

Value:$505.2K

% of Portfolio:0.1% ($505.2K/$455.6M)

ROYAL GOLD INC

RGLD|780287108

Shares:3.1K

Value:$501.9K

% of Portfolio:0.1% ($501.9K/$455.6M)

92206C771

Shares:10.8K

Value:$499.1K

% of Portfolio:0.1% ($499.1K/$455.6M)

25434V203

Shares:15.6K

Value:$487.5K

% of Portfolio:0.1% ($487.5K/$455.6M)

RTX Corp

RTX|75513E101

Shares:3.7K

Value:$485.9K

% of Portfolio:0.1% ($485.9K/$455.6M)

T-Mobile US, Inc.

TMUS|872590104

Shares:1.8K

Value:$485.2K

% of Portfolio:0.1% ($485.2K/$455.6M)

78464A763

SDY|78464A763

Shares:3.5K

Value:$471.0K

% of Portfolio:0.1% ($471.0K/$455.6M)

922908553

VNQ|922908553

Shares:5.1K

Value:$466.0K

% of Portfolio:0.1% ($466.0K/$455.6M)

25434V831

Shares:14.1K

Value:$466.0K

% of Portfolio:0.1% ($466.0K/$455.6M)

Blackstone Inc.

BX|09260D107

Shares:3.3K

Value:$463.2K

% of Portfolio:0.1% ($463.2K/$455.6M)

COMCAST CORP

CMCSA|20030N101

Shares:12.3K

Value:$454.9K

% of Portfolio:0.1% ($454.9K/$455.6M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:833

Value:$454.8K

% of Portfolio:0.1% ($454.8K/$455.6M)

CENTENE CORP

CNC|15135B101

Shares:7.4K

Value:$449.0K

% of Portfolio:0.1% ($449.0K/$455.6M)

92204A702

VGT|92204A702

Shares:821

Value:$445.2K

% of Portfolio:0.1% ($445.2K/$455.6M)

Snowflake Inc.

SNOW|833445109

Shares:3.0K

Value:$442.6K

% of Portfolio:0.1% ($442.6K/$455.6M)

46435G409

Shares:14.3K

Value:$433.0K

% of Portfolio:0.1% ($433.0K/$455.6M)

Roblox Corp

RBLX|771049103

Shares:7.4K

Value:$430.4K

% of Portfolio:0.1% ($430.4K/$455.6M)

MSCI Inc.

MSCI|55354G100

Shares:758

Value:$428.6K

% of Portfolio:0.1% ($428.6K/$455.6M)

33738D408

Shares:10.4K

Value:$426.9K

% of Portfolio:0.1% ($426.9K/$455.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
TAPESTRY, INC.(TPRcusip876030107)	7.2K	QoQ +8.56% (+567) YoY NEW(+7.2K)	All Managers (Combined)	$506.1K	0.1% ($506.1K/$455.6M)	QoQ +17.00% (+$73.6K) YoY NEW(+$506.1K)
QUALCOMM INC/DE(QCOMcusip747525103)	3.3K	QoQ NEW(+3.3K) YoY NEW(+3.3K)	All Managers (Combined)	$505.2K	0.1% ($505.2K/$455.6M)	QoQ NEW(+$505.2K) YoY NEW(+$505.2K)
ROYAL GOLD INC(RGLDcusip780287108)	3.1K	QoQ +5.42% (+158) YoY NEW(+3.1K)	All Managers (Combined)	$501.9K	0.1% ($501.9K/$455.6M)	QoQ +30.74% (+$118.0K) YoY NEW(+$501.9K)
(cusip92206C771)✕	10.8K	QoQ NEW(+10.8K) YoY NEW(+10.8K)	All Managers (Combined)	$499.1K	0.1% ($499.1K/$455.6M)	QoQ NEW(+$499.1K) YoY NEW(+$499.1K)
(cusip25434V203)✕	15.6K	QoQ +21.23% (+2.7K) YoY +58.05% (+5.7K)	All Managers (Combined)	$487.5K	0.1% ($487.5K/$455.6M)	QoQ +29.66% (+$111.5K) YoY +63.33% (+$189.0K)
RTX Corp(RTXcusip75513E101)	3.7K	QoQ NEW(+3.7K) YoY NEW(+3.7K)	All Managers (Combined)	$485.9K	0.1% ($485.9K/$455.6M)	QoQ NEW(+$485.9K) YoY NEW(+$485.9K)
T-Mobile US, Inc.(TMUScusip872590104)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$485.2K	0.1% ($485.2K/$455.6M)	QoQ NEW(+$485.2K) YoY NEW(+$485.2K)
(SDYcusip78464A763)	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$471.0K	0.1% ($471.0K/$455.6M)	QoQ NEW(+$471.0K) YoY NEW(+$471.0K)
(VNQcusip922908553)	5.1K	QoQ +2.65% (+133) YoY +13.82% (+625)	All Managers (Combined)	$466.0K	0.1% ($466.0K/$455.6M)	QoQ +4.33% (+$19.4K) YoY +19.15% (+$74.9K)
(cusip25434V831)✕	14.1K	QoQ +44.76% (+4.3K) YoY NEW(+14.1K)	All Managers (Combined)	$466.0K	0.1% ($466.0K/$455.6M)	QoQ +41.97% (+$137.8K) YoY NEW(+$466.0K)
Blackstone Inc.(BXcusip09260D107)	3.3K	QoQ +22.83% (-616) YoY +24.63% (+655)	All Managers (Combined)	$463.2K	0.1% ($463.2K/$455.6M)	QoQ -0.44% (-$2.1K) YoY +32.59% (+$113.9K)
COMCAST CORP(CMCSAcusip20030N101)	12.3K	QoQ +30.40% (+2.9K) YoY NEW(+12.3K)	All Managers (Combined)	$454.9K	0.1% ($454.9K/$455.6M)	QoQ +28.21% (+$100.1K) YoY NEW(+$454.9K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	833	QoQ NEW(+833) YoY NEW(+833)	All Managers (Combined)	$454.8K	0.1% ($454.8K/$455.6M)	QoQ NEW(+$454.8K) YoY NEW(+$454.8K)
CENTENE CORP(CNCcusip15135B101)	7.4K	QoQ +108.30% (+3.8K) YoY NEW(+7.4K)	All Managers (Combined)	$449.0K	0.1% ($449.0K/$455.6M)	QoQ +108.74% (+$233.9K) YoY NEW(+$449.0K)
(VGTcusip92204A702)	821	QoQ +123.70% (+454) YoY NEW(+821)	All Managers (Combined)	$445.2K	0.1% ($445.2K/$455.6M)	QoQ +95.21% (+$217.1K) YoY NEW(+$445.2K)
Snowflake Inc.(SNOWcusip833445109)	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$442.6K	0.1% ($442.6K/$455.6M)	QoQ NEW(+$442.6K) YoY NEW(+$442.6K)
(cusip46435G409)✕	14.3K	QoQ +0.72% (+103) YoY -9.54% (-1.5K)	All Managers (Combined)	$433.0K	0.1% ($433.0K/$455.6M)	QoQ +12.61% (+$48.5K) YoY -2.88% (-$12.9K)
Roblox Corp(RBLXcusip771049103)	7.4K	QoQ +69.99% (+3.0K) YoY NEW(+7.4K)	All Managers (Combined)	$430.4K	0.1% ($430.4K/$455.6M)	QoQ +71.26% (+$179.1K) YoY NEW(+$430.4K)
MSCI Inc.(MSCIcusip55354G100)	758	QoQ NEW(+758) YoY NEW(+758)	All Managers (Combined)	$428.6K	0.1% ($428.6K/$455.6M)	QoQ NEW(+$428.6K) YoY NEW(+$428.6K)
(cusip33738D408)✕	10.4K	QoQ NEW(+10.4K) YoY NEW(+10.4K)	All Managers (Combined)	$426.9K	0.1% ($426.9K/$455.6M)	QoQ NEW(+$426.9K) YoY NEW(+$426.9K)