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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PG&E Corp

PCG|69331C108

Shares:20.8K

Value:$356.7K

% of Portfolio:0.1% ($356.7K/$455.6M)

GENWORTH FINANCIAL INC

GNW|37247D106

Shares:50.0K

Value:$354.8K

% of Portfolio:0.1% ($354.8K/$455.6M)

AGNICO EAGLE MINES LTD

AEM|008474108

Shares:3.3K

Value:$353.2K

% of Portfolio:0.1% ($353.2K/$455.6M)

ServiceNow, Inc.

NOW|81762P102

Shares:439

Value:$349.6K

% of Portfolio:0.1% ($349.6K/$455.6M)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:1.3K

Value:$348.6K

% of Portfolio:0.1% ($348.6K/$455.6M)

Zoom Communications, Inc.

ZM|98980L101

Shares:4.6K

Value:$339.4K

% of Portfolio:0.1% ($339.4K/$455.6M)

MCKESSON CORP

MCK|58155Q103

Shares:500

Value:$336.9K

% of Portfolio:0.1% ($336.9K/$455.6M)

PFIZER INC

PFE|717081103

Shares:13.1K

Value:$332.9K

% of Portfolio:0.1% ($332.9K/$455.6M)

PEPSICO INC

PEP|713448108

Shares:2.2K

Value:$329.2K

% of Portfolio:0.1% ($329.2K/$455.6M)

HSBC HOLDINGS PLC

HSBC|404280406

Shares:5.7K

Value:$325.8K

% of Portfolio:0.1% ($325.8K/$455.6M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:1.1K

Value:$325.2K

% of Portfolio:0.1% ($325.2K/$455.6M)

25434V302

Shares:12.4K

Value:$322.2K

% of Portfolio:0.1% ($322.2K/$455.6M)

Chubb Ltd

CB|H1467J104

Shares:1.1K

Value:$322.0K

% of Portfolio:0.1% ($322.0K/$455.6M)

INCYTE CORP

INCY|45337C102

Shares:5.1K

Value:$307.5K

% of Portfolio:0.1% ($307.5K/$455.6M)

CVS HEALTH Corp

CVS|126650100

Shares:4.5K

Value:$304.3K

% of Portfolio:0.1% ($304.3K/$455.6M)

AMPHENOL CORP /DE/

APH|032095101

Shares:4.6K

Value:$303.0K

% of Portfolio:0.1% ($303.0K/$455.6M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:2.1K

Value:$301.5K

% of Portfolio:0.1% ($301.5K/$455.6M)

46138E354

Shares:4.0K

Value:$300.9K

% of Portfolio:0.1% ($300.9K/$455.6M)

SPDR GOLD TRUST

GLD|78463V107

Shares:1.0K

Value:$296.2K

% of Portfolio:0.1% ($296.2K/$455.6M)

DIGITAL REALTY TRUST, INC.

DLR|253868103

Shares:2.1K

Value:$294.3K

% of Portfolio:0.1% ($294.3K/$455.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PG&E Corp(PCGcusip69331C108)	20.8K	QoQ +58.12% (+7.6K) YoY NEW(+20.8K)	All Managers (Combined)	$356.7K	0.1% ($356.7K/$455.6M)	QoQ +34.62% (+$91.7K) YoY NEW(+$356.7K)
GENWORTH FINANCIAL INC(GNWcusip37247D106)	50.0K	QoQ -0.06% (-33) YoY NEW(+50.0K)	All Managers (Combined)	$354.8K	0.1% ($354.8K/$455.6M)	QoQ +1.36% (-$4.8K) YoY NEW(+$354.8K)
AGNICO EAGLE MINES LTD(AEMcusip008474108)	3.3K	QoQ +24.39% (+639) YoY NEW(+3.3K)	All Managers (Combined)	$353.2K	0.1% ($353.2K/$455.6M)	QoQ +72.45% (+$148.4K) YoY NEW(+$353.2K)
ServiceNow, Inc.(NOWcusip81762P102)	439	QoQ NEW(+439) YoY NEW(+439)	All Managers (Combined)	$349.6K	0.1% ($349.6K/$455.6M)	QoQ NEW(+$349.6K) YoY NEW(+$349.6K)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$348.6K	0.1% ($348.6K/$455.6M)	QoQ NEW(+$348.6K) YoY NEW(+$348.6K)
Zoom Communications, Inc.(ZMcusip98980L101)	4.6K	QoQ +10.73% (+446) YoY NEW(+4.6K)	All Managers (Combined)	$339.4K	0.1% ($339.4K/$455.6M)	QoQ +0.09% (+$326) YoY NEW(+$339.4K)
MCKESSON CORP(MCKcusip58155Q103)	500	QoQ +37.36% (+136) YoY NEW(+500)	All Managers (Combined)	$336.9K	0.1% ($336.9K/$455.6M)	QoQ +62.30% (+$129.3K) YoY NEW(+$336.9K)
PFIZER INC(PFEcusip717081103)	13.1K	QoQ -35.92% (-7.4K) YoY NEW(+13.1K)	All Managers (Combined)	$332.9K	0.1% ($332.9K/$455.6M)	QoQ -38.80% (-$211.1K) YoY NEW(+$332.9K)
PEPSICO INC(PEPcusip713448108)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$329.2K	0.1% ($329.2K/$455.6M)	QoQ NEW(+$329.2K) YoY NEW(+$329.2K)
HSBC HOLDINGS PLC(HSBCcusip404280406)	5.7K	QoQ NEW(+5.7K) YoY NEW(+5.7K)	All Managers (Combined)	$325.8K	0.1% ($325.8K/$455.6M)	QoQ NEW(+$325.8K) YoY NEW(+$325.8K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	1.1K	QoQ -2.79% (-33) YoY NEW(+1.1K)	All Managers (Combined)	$325.2K	0.1% ($325.2K/$455.6M)	QoQ +14.82% (-$42.0K) YoY NEW(+$325.2K)
(cusip25434V302)✕	12.4K	QoQ +8.86% (+1.0K) YoY NEW(+12.4K)	All Managers (Combined)	$322.2K	0.1% ($322.2K/$455.6M)	QoQ +11.09% (+$32.2K) YoY NEW(+$322.2K)
Chubb Ltd(CBcusipH1467J104)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$322.0K	0.1% ($322.0K/$455.6M)	QoQ NEW(+$322.0K) YoY NEW(+$322.0K)
INCYTE CORP(INCYcusip45337C102)	5.1K	QoQ +40.26% (+1.5K) YoY NEW(+5.1K)	All Managers (Combined)	$307.5K	0.1% ($307.5K/$455.6M)	QoQ +22.96% (+$57.4K) YoY NEW(+$307.5K)
CVS HEALTH Corp(CVScusip126650100)	4.5K	QoQ NEW(+4.5K) YoY NEW(+4.5K)	All Managers (Combined)	$304.3K	0.1% ($304.3K/$455.6M)	QoQ NEW(+$304.3K) YoY NEW(+$304.3K)
AMPHENOL CORP /DE/(APHcusip032095101)	4.6K	QoQ NEW(+4.6K) YoY NEW(+4.6K)	All Managers (Combined)	$303.0K	0.1% ($303.0K/$455.6M)	QoQ NEW(+$303.0K) YoY NEW(+$303.0K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	2.1K	QoQ +40.40% (+598) YoY +52.68% (+717)	All Managers (Combined)	$301.5K	0.1% ($301.5K/$455.6M)	QoQ +25.31% (+$60.9K) YoY +7.38% (+$20.7K)
(cusip46138E354)✕	4.0K	QoQ NEW(+4.0K) YoY NEW(+4.0K)	All Managers (Combined)	$300.9K	0.1% ($300.9K/$455.6M)	QoQ NEW(+$300.9K) YoY NEW(+$300.9K)
SPDR GOLD TRUST(GLDcusip78463V107)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$296.2K	0.1% ($296.2K/$455.6M)	QoQ NEW(+$296.2K) YoY NEW(+$296.2K)
DIGITAL REALTY TRUST, INC.(DLRcusip253868103)	2.1K	QoQ +21.68% (-366) YoY NEW(+2.1K)	All Managers (Combined)	$294.3K	0.1% ($294.3K/$455.6M)	QoQ -1.68% (-$5.0K) YoY NEW(+$294.3K)