Ssh-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GDX",
  null,
  "MU",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "MAIN",
  "GOOGL",
  "T",
  "CAT",
  "CP.TO",
  "D",
  "WTRG",
  "GIS",
  "HON",
  "HD",
  "MCD",
  "INTU",
  "UNP",
  "ITW",
  "EMR",
  "META",
  "LRCX",
  "MPC",
  "MA",
  "MDT",
  "MSFT",
  "GE",
  "ORCL",
  "NOC",
  "PEP",
  "IVV",
  "DOW",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "INTC",
  "GEHC",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "MKC",
  "AMGN",
  "MAS",
  "SPGI",
  "SHOP",
  "SLB",
  "O",
  "RTX",
  "GLD",
  "RSG",
  "IBM",
  "SYK",
  "SBUX",
  "CI",
  "TJX",
  "DTM",
  "SCHW",
  null,
  "TSCO",
  null,
  "GPN",
  "ATO",
  "AFL",
  "APH",
  "EL",
  "DRI",
  "F",
  "AEP",
  "AMZN",
  null,
  "HII",
  "USB",
  "VTRS",
  "V",
  "WMT",
  "DTE",
  "FLR",
  "NSC",
  "SJM",
  null,
  "MCK",
  "FDX",
  "KMB",
  "ADP",
  "BAC",
  "BRK-B",
  "BDX",
  "BA",
  "BMY",
  "CDW",
  "CVX",
  "CRUS",
  "CSCO",
  "CLX",
  "KO",
  "CMA",
  "CL",
  "COP",
  "COST",
  "GLW",
  "DE",
  null,
  "NEE",
  "NKE",
  "MAR",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "AWK",
  "MO",
  "XLK",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-10
Total Holdings: 122
Total Value: 268057
Accession Number: 0001911735-25-000002
Form Type: 13F-HR
CIK: ssh-financial-advisors
Manager Name: Ssh-Financial-Advisors

Data Enrichment

95% identified

116 identified6 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

122 positions • $268.1K total value

SEC FilingSEC DataHachi Filing

Manager:

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STARBUCKS CORP

SBUX|855244109

Shares:2.1K

Value:$210.0K

% of Portfolio:78.3% ($210.0K/$268.1K)

NETFLIX INC

NFLX|64110L106

Shares:225

Value:$210.0K

% of Portfolio:78.3% ($210.0K/$268.1K)

Instrument	Shares		Other Manager	Value	% of Portfolio
STARBUCKS CORP(SBUXcusip855244109)	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$210.0K	78.3% ($210.0K/$268.1K)	QoQ NEW(+$0) YoY NEW(+$0)
NETFLIX INC(NFLXcusip64110L106)	225	QoQ 0.00% (+0) YoY NEW(+225)	All Managers (Combined)	$210.0K	78.3% ($210.0K/$268.1K)	QoQ +4.47% (+$0) YoY NEW(+$0)