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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CONOCOPHILLIPS

COP|20825C104

Shares:2.8K

Value:$292.6K

% of Portfolio:0.1% ($292.6K/$455.6M)

Atlassian Corp

TEAM|049468101

Shares:1.4K

Value:$290.1K

% of Portfolio:0.1% ($290.1K/$455.6M)

464288802

Shares:2.5K

Value:$290.0K

% of Portfolio:0.1% ($290.0K/$455.6M)

808524771

FNDX|808524771

Shares:12.1K

Value:$285.6K

% of Portfolio:0.1% ($285.6K/$455.6M)

Johnson Controls International plc

JCI|G51502105

Shares:3.6K

Value:$285.0K

% of Portfolio:0.1% ($285.0K/$455.6M)

LOWES COMPANIES INC

LOW|548661107

Shares:1.2K

Value:$283.1K

% of Portfolio:0.1% ($283.1K/$455.6M)

MICROSTRATEGY Inc

MSTR|594972408

Shares:980

Value:$282.5K

% of Portfolio:0.1% ($282.5K/$455.6M)

DEERE & CO

DE|244199105

Shares:598

Value:$280.5K

% of Portfolio:0.1% ($280.5K/$455.6M)

Vistra Corp.

VST|92840M102

Shares:2.4K

Value:$280.4K

% of Portfolio:0.1% ($280.4K/$455.6M)

25434V658

Shares:10.7K

Value:$279.9K

% of Portfolio:0.1% ($279.9K/$455.6M)

MARKEL GROUP INC.

MKL|570535104

Shares:149

Value:$278.6K

% of Portfolio:0.1% ($278.6K/$455.6M)

MOLINA HEALTHCARE, INC.

MOH|60855R100

Shares:839

Value:$276.4K

% of Portfolio:0.1% ($276.4K/$455.6M)

808524300

SCHG|808524300

Shares:10.9K

Value:$274.0K

% of Portfolio:0.1% ($274.0K/$455.6M)

464287465

EFA|464287465

Shares:3.3K

Value:$273.2K

% of Portfolio:0.1% ($273.2K/$455.6M)

GE Vernova Inc.

GEV|36828A101

Shares:886

Value:$270.5K

% of Portfolio:0.1% ($270.5K/$455.6M)

RALPH LAUREN CORP

RL|751212101

Shares:1.2K

Value:$268.4K

% of Portfolio:0.1% ($268.4K/$455.6M)

464285204

Shares:4.5K

Value:$265.3K

% of Portfolio:0.1% ($265.3K/$455.6M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:532

Value:$264.8K

% of Portfolio:0.1% ($264.8K/$455.6M)

GARMIN LTD

GRMN|H2906T109

Shares:1.2K

Value:$264.5K

% of Portfolio:0.1% ($264.5K/$455.6M)

Nutanix, Inc.

NTNX|67059N108

Shares:3.8K

Value:$263.4K

% of Portfolio:0.1% ($263.4K/$455.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CONOCOPHILLIPS(COPcusip20825C104)	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$292.6K	0.1% ($292.6K/$455.6M)	QoQ NEW(+$292.6K) YoY NEW(+$292.6K)
Atlassian Corp(TEAMcusip049468101)	1.4K	QoQ +57.12% (+497) YoY NEW(+1.4K)	All Managers (Combined)	$290.1K	0.1% ($290.1K/$455.6M)	QoQ +37.00% (+$78.3K) YoY NEW(+$290.1K)
(cusip464288802)✕	2.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$290.0K	0.1% ($290.0K/$455.6M)	QoQ -5.52% (-$17.0K) YoY +5.22% (+$14.4K)
(FNDXcusip808524771)	12.1K	QoQ NEW(+12.1K) YoY NEW(+12.1K)	All Managers (Combined)	$285.6K	0.1% ($285.6K/$455.6M)	QoQ NEW(+$285.6K) YoY NEW(+$285.6K)
Johnson Controls International plc(JCIcusipG51502105)	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$285.0K	0.1% ($285.0K/$455.6M)	QoQ NEW(+$285.0K) YoY NEW(+$285.0K)
LOWES COMPANIES INC(LOWcusip548661107)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$283.1K	0.1% ($283.1K/$455.6M)	QoQ NEW(+$283.1K) YoY NEW(+$283.1K)
MICROSTRATEGY Inc(MSTRcusip594972408)	980	QoQ +12.64% (+110) YoY NEW(+980)	All Managers (Combined)	$282.5K	0.1% ($282.5K/$455.6M)	QoQ +12.12% (+$30.6K) YoY NEW(+$282.5K)
DEERE & CO(DEcusip244199105)	598	QoQ +17.25% (+88) YoY NEW(+598)	All Managers (Combined)	$280.5K	0.1% ($280.5K/$455.6M)	QoQ +29.70% (+$64.2K) YoY NEW(+$280.5K)
Vistra Corp.(VSTcusip92840M102)	2.4K	QoQ +2.79% (-65) YoY NEW(+2.4K)	All Managers (Combined)	$280.4K	0.1% ($280.4K/$455.6M)	QoQ -12.43% (-$39.8K) YoY NEW(+$280.4K)
(cusip25434V658)✕	10.7K	QoQ 0.00% (+0) YoY +2.69% (+280)	All Managers (Combined)	$279.9K	0.1% ($279.9K/$455.6M)	QoQ +2.81% (+$7.7K) YoY +5.63% (+$14.9K)
MARKEL GROUP INC.(MKLcusip570535104)	149	QoQ NEW(+149) YoY NEW(+149)	All Managers (Combined)	$278.6K	0.1% ($278.6K/$455.6M)	QoQ NEW(+$278.6K) YoY NEW(+$278.6K)
MOLINA HEALTHCARE, INC.(MOHcusip60855R100)	839	QoQ NEW(+839) YoY NEW(+839)	All Managers (Combined)	$276.4K	0.1% ($276.4K/$455.6M)	QoQ NEW(+$276.4K) YoY NEW(+$276.4K)
(SCHGcusip808524300)	10.9K	QoQ +3.70% (-391) YoY NEW(+10.9K)	All Managers (Combined)	$274.0K	0.1% ($274.0K/$455.6M)	QoQ -6.82% (-$20.1K) YoY NEW(+$274.0K)
(EFAcusip464287465)	3.3K	QoQ 0.00% (+0) YoY +3.69% (+119)	All Managers (Combined)	$273.2K	0.1% ($273.2K/$455.6M)	QoQ +8.09% (+$20.5K) YoY +6.11% (+$15.8K)
GE Vernova Inc.(GEVcusip36828A101)	886	QoQ NEW(+886) YoY NEW(+886)	All Managers (Combined)	$270.5K	0.1% ($270.5K/$455.6M)	QoQ NEW(+$270.5K) YoY NEW(+$270.5K)
RALPH LAUREN CORP(RLcusip751212101)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$268.4K	0.1% ($268.4K/$455.6M)	QoQ NEW(+$268.4K) YoY NEW(+$268.4K)
(cusip464285204)✕	4.5K	QoQ NEW(+4.5K) YoY NEW(+4.5K)	All Managers (Combined)	$265.3K	0.1% ($265.3K/$455.6M)	QoQ NEW(+$265.3K) YoY NEW(+$265.3K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	532	QoQ NEW(+532) YoY NEW(+532)	All Managers (Combined)	$264.8K	0.1% ($264.8K/$455.6M)	QoQ NEW(+$264.8K) YoY NEW(+$264.8K)
GARMIN LTD(GRMNcusipH2906T109)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$264.5K	0.1% ($264.5K/$455.6M)	QoQ NEW(+$264.5K) YoY NEW(+$264.5K)
Nutanix, Inc.(NTNXcusip67059N108)	3.8K	QoQ +11.13% (+378) YoY NEW(+3.8K)	All Managers (Combined)	$263.4K	0.1% ($263.4K/$455.6M)	QoQ +26.81% (+$55.7K) YoY NEW(+$263.4K)