Intelligent-Financial-Strategies
AI_NATIVE detailed information: This accession holds the following tickers:[ "MMM", "ADBE", "AXP", "AVDE", null, null, "BRO", "WRB", null, "CMI", "MCD", "UNP", "AMAT", "MMC", "MA", "MSFT", "MDLZ", "HSY", "FAST", null, "PEP", "PGR", "IEMG", "IVV", "AAPL", "SPY", "PRU", "PG", "MKC", "RTX", "GLD", "RSG", "SBUX", "VO", "MET", "VXF", "VV", null, null, "VIG", "RLI", "RYAN", "WEC", "DEO", "AJG", "IDXX", "AMZN", null, "VEU", "VEA", "VXUS", "BND", "VT", "VOO", "VTV", "V", "WMT", "SOLV", "OTIS", "BRK-A", "BRK-B", "CARR", "CB", "CHD", "CLX", "KO", "CL", "CPRT", "COST", null, null, "DFAX", "DFAC", "NEE", "NKE", "MDY", "GOOG", "XOM", "JNJ", "PM", "VTI", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-24
- Total Holdings
- 82
- Total Value
- 191675733
- Accession Number
- 0001911000-25-000005
- Form Type
- 13F-HR
- Manager Name
- Intelligent-Financial-Strategies
Data Enrichment
89% identified73 identified9 unidentified
Holdings
82 positions • $191.7M total value
Manager:
Search and click to pin securities to the top
Page 5 of 5
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
Solventum Corp(SOLVcusip83444M101) | 71 | QoQ NEW(+71) YoY NEW(+71) | All Managers (Combined) | $5.4K | 0.0% ($5.4K/$191.7M) | QoQ NEW(+$5.4K) YoY NEW(+$5.4K) |
(cusip46137V233)✕ | 78 | QoQ NEW(+78) YoY NEW(+78) | All Managers (Combined) | $3.6K | 0.0% ($3.6K/$191.7M) | QoQ NEW(+$3.6K) YoY NEW(+$3.6K) |