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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BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:7.0K

Value:$426.8K

% of Portfolio:0.1% ($426.8K/$455.6M)

Airbnb, Inc.

ABNB|009066101

Shares:3.6K

Value:$426.0K

% of Portfolio:0.1% ($426.0K/$455.6M)

808524888

Shares:11.8K

Value:$424.3K

% of Portfolio:0.1% ($424.3K/$455.6M)

ADOBE INC.

ADBE|00724F101

Shares:1.1K

Value:$414.1K

% of Portfolio:0.1% ($414.1K/$455.6M)

922908363

VOO|922908363

Shares:799

Value:$410.9K

% of Portfolio:0.1% ($410.9K/$455.6M)

XCEL ENERGY INC

XEL|98389B100

Shares:5.8K

Value:$408.7K

% of Portfolio:0.1% ($408.7K/$455.6M)

CITIGROUP INC

C|172967424

Shares:5.7K

Value:$405.0K

% of Portfolio:0.1% ($405.0K/$455.6M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:6.4K

Value:$396.9K

% of Portfolio:0.1% ($396.9K/$455.6M)

Uber Technologies, Inc

UBER|90353T100

Shares:5.4K

Value:$396.0K

% of Portfolio:0.1% ($396.0K/$455.6M)

SoFi Technologies, Inc.

SOFI|83406F102

Shares:34.0K

Value:$396.0K

% of Portfolio:0.1% ($396.0K/$455.6M)

CHEVRON CORP

CVX|166764100

Shares:2.4K

Value:$394.2K

% of Portfolio:0.1% ($394.2K/$455.6M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:1.4K

Value:$384.8K

% of Portfolio:0.1% ($384.8K/$455.6M)

AMERICAN INTERNATIONAL GROUP, INC.

AIG|026874784

Shares:4.4K

Value:$380.7K

% of Portfolio:0.1% ($380.7K/$455.6M)

Palo Alto Networks Inc

PANW|697435105

Shares:2.2K

Value:$376.9K

% of Portfolio:0.1% ($376.9K/$455.6M)

DoorDash, Inc.

DASH|25809K105

Shares:2.1K

Value:$376.8K

% of Portfolio:0.1% ($376.8K/$455.6M)

3M CO

MMM|88579Y101

Shares:2.5K

Value:$369.8K

% of Portfolio:0.1% ($369.8K/$455.6M)

Arista Networks, Inc.

ANET|040413205

Shares:4.7K

Value:$364.3K

% of Portfolio:0.1% ($364.3K/$455.6M)

US BANCORP \DE\

USB|902973304

Shares:8.6K

Value:$363.3K

% of Portfolio:0.1% ($363.3K/$455.6M)

Trane Technologies plc

TT|G8994E103

Shares:1.1K

Value:$361.8K

% of Portfolio:0.1% ($361.8K/$455.6M)

TRIMBLE INC.

TRMB|896239100

Shares:5.5K

Value:$360.1K

% of Portfolio:0.1% ($360.1K/$455.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	7.0K	QoQ +13.12% (+812) YoY NEW(+7.0K)	All Managers (Combined)	$426.8K	0.1% ($426.8K/$455.6M)	QoQ +21.98% (+$76.9K) YoY NEW(+$426.8K)
Airbnb, Inc.(ABNBcusip009066101)	3.6K	QoQ +12.45% (+395) YoY NEW(+3.6K)	All Managers (Combined)	$426.0K	0.1% ($426.0K/$455.6M)	QoQ +2.23% (+$9.3K) YoY NEW(+$426.0K)
(cusip808524888)✕	11.8K	QoQ +20.53% (+2.0K) YoY +31.28% (+2.8K)	All Managers (Combined)	$424.3K	0.1% ($424.3K/$455.6M)	QoQ +25.98% (+$87.5K) YoY +31.56% (+$101.8K)
ADOBE INC.(ADBEcusip00724F101)	1.1K	QoQ +41.91% (+319) YoY NEW(+1.1K)	All Managers (Combined)	$414.1K	0.1% ($414.1K/$455.6M)	QoQ +22.41% (+$75.8K) YoY NEW(+$414.1K)
(VOOcusip922908363)	799	QoQ NEW(+799) YoY NEW(+799)	All Managers (Combined)	$410.9K	0.1% ($410.9K/$455.6M)	QoQ NEW(+$410.9K) YoY NEW(+$410.9K)
XCEL ENERGY INC(XELcusip98389B100)	5.8K	QoQ +24.28% (+1.1K) YoY NEW(+5.8K)	All Managers (Combined)	$408.7K	0.1% ($408.7K/$455.6M)	QoQ +30.31% (+$95.1K) YoY NEW(+$408.7K)
CITIGROUP INC(Ccusip172967424)	5.7K	QoQ NEW(+5.7K) YoY NEW(+5.7K)	All Managers (Combined)	$405.0K	0.1% ($405.0K/$455.6M)	QoQ NEW(+$405.0K) YoY NEW(+$405.0K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	6.4K	QoQ NEW(+6.4K) YoY NEW(+6.4K)	All Managers (Combined)	$396.9K	0.1% ($396.9K/$455.6M)	QoQ NEW(+$396.9K) YoY NEW(+$396.9K)
Uber Technologies, Inc(UBERcusip90353T100)	5.4K	QoQ NEW(+5.4K) YoY NEW(+5.4K)	All Managers (Combined)	$396.0K	0.1% ($396.0K/$455.6M)	QoQ NEW(+$396.0K) YoY NEW(+$396.0K)
SoFi Technologies, Inc.(SOFIcusip83406F102)	34.0K	QoQ NEW(+34.0K) YoY NEW(+34.0K)	All Managers (Combined)	$396.0K	0.1% ($396.0K/$455.6M)	QoQ NEW(+$396.0K) YoY NEW(+$396.0K)
CHEVRON CORP(CVXcusip166764100)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$394.2K	0.1% ($394.2K/$455.6M)	QoQ NEW(+$394.2K) YoY NEW(+$394.2K)
AMERICAN EXPRESS CO(AXPcusip025816109)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$384.8K	0.1% ($384.8K/$455.6M)	QoQ NEW(+$384.8K) YoY NEW(+$384.8K)
AMERICAN INTERNATIONAL GROUP, INC.(AIGcusip026874784)	4.4K	QoQ NEW(+4.4K) YoY NEW(+4.4K)	All Managers (Combined)	$380.7K	0.1% ($380.7K/$455.6M)	QoQ NEW(+$380.7K) YoY NEW(+$380.7K)
Palo Alto Networks Inc(PANWcusip697435105)	2.2K	QoQ +89.61% (+1.0K) YoY NEW(+2.2K)	All Managers (Combined)	$376.9K	0.1% ($376.9K/$455.6M)	QoQ +77.75% (+$164.9K) YoY NEW(+$376.9K)
DoorDash, Inc.(DASHcusip25809K105)	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$376.8K	0.1% ($376.8K/$455.6M)	QoQ NEW(+$376.8K) YoY NEW(+$376.8K)
3M CO(MMMcusip88579Y101)	2.5K	QoQ +41.30% (+736) YoY NEW(+2.5K)	All Managers (Combined)	$369.8K	0.1% ($369.8K/$455.6M)	QoQ +60.75% (+$139.8K) YoY NEW(+$369.8K)
Arista Networks, Inc.(ANETcusip040413205)	4.7K	QoQ +124.97% (+2.6K) YoY NEW(+4.7K)	All Managers (Combined)	$364.3K	0.1% ($364.3K/$455.6M)	QoQ +57.69% (+$133.3K) YoY NEW(+$364.3K)
US BANCORP \DE\(USBcusip902973304)	8.6K	QoQ +5.08% (-416) YoY -33.71% (-4.4K)	All Managers (Combined)	$363.3K	0.1% ($363.3K/$455.6M)	QoQ -7.24% (-$28.4K) YoY -37.38% (-$216.9K)
Trane Technologies plc(TTcusipG8994E103)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$361.8K	0.1% ($361.8K/$455.6M)	QoQ NEW(+$361.8K) YoY NEW(+$361.8K)
TRIMBLE INC.(TRMBcusip896239100)	5.5K	QoQ +68.50% (+2.2K) YoY NEW(+5.5K)	All Managers (Combined)	$360.1K	0.1% ($360.1K/$455.6M)	QoQ +56.56% (+$130.1K) YoY NEW(+$360.1K)