Libra-Wealth
AI_NATIVE detailed information: This accession holds the following tickers:[ "VSGX", "ABBV", "GOOGL", "AXP", "TEAM", null, "AVEM", "LC", null, "HD", "INTU", "QCOM", "AMAT", "META", "MSFT", "VGIT", null, "AAPL", "SPY", "NVDA", null, null, "SPLG", "IBM", "VNQ", "VO", "VWO", null, "VIG", "CHPT", "VYM", "AMZN", "SCHB", null, "ESGD", "ESGV", "VUG", "VEA", "VXUS", "BNDX", "VBR", "VB", "VOO", "VTV", null, "SCHF", "CRM", "IXUS", "BRK-B", "CSCO", "COST", "DE", "ADI", "QQQ", "IWM", "MDY", "GOOG", "TSLA", "NFLX", null, "XLK", "ITOT", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-25
- Total Holdings
- 63
- Total Value
- 266538274
- Accession Number
- 0001951757-25-000458
- Form Type
- 13F-HR
- CIK
- libra-wealth
- Manager Name
- Libra-Wealth
Data Enrichment
86% identified54 identified9 unidentified
Holdings
63 positions • $266.5M total value
Manager:
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Page 3 of 4
Shares:388
Value:$367.0K
% of Portfolio:0.1% ($367.0K/$266.5M)
Shares:515
Value:$274.7K
% of Portfolio:0.1% ($274.7K/$266.5M)
Shares:1.6K
Value:$232.2K
% of Portfolio:0.1% ($232.2K/$266.5M)
46436E718
Shares:2.2K
Value:$217.2K
% of Portfolio:0.1% ($217.2K/$266.5M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
AbbVie Inc.(ABBVcusip00287Y109) | 2.4K | QoQ +0.24% (+6)YoY -3.74% (-94) | All Managers (Combined) | $506.4K | 0.2% ($506.4K/$266.5M) | |
Alphabet Inc.(GOOGLcusip02079K305) | 3.1K | All Managers (Combined) | $479.4K | 0.2% ($479.4K/$266.5M) | ||
| 8.6K | All Managers (Combined) | $421.6K | 0.2% ($421.6K/$266.5M) | |||
| 4.8K | All Managers (Combined) | $389.0K | 0.1% ($389.0K/$266.5M) | |||
| 388 | QoQ 0.00% (+0)YoY -0.51% (-2) | All Managers (Combined) | $367.0K | 0.1% ($367.0K/$266.5M) | ||
| 1.7K | QoQ NEW(+1.7K) YoY NEW(+1.7K) | All Managers (Combined) | $341.4K | 0.1% ($341.4K/$266.5M) | QoQ NEW(+$341.4K) YoY NEW(+$341.4K) | |
INTUIT INC.(INTUcusip461202103) | 547 | QoQ 0.00% (-0)YoY NEW(+547) | All Managers (Combined) | $335.9K | 0.1% ($335.9K/$266.5M) | YoY NEW(+$335.9K) |
| 1.2K | QoQ 0.00% (-0)YoY -4.23% (-55) | All Managers (Combined) | $335.0K | 0.1% ($335.0K/$266.5M) | ||
Salesforce, Inc.(CRMcusip79466L302) | 1.2K | QoQ NEW(+1.2K) YoY NEW(+1.2K) | All Managers (Combined) | $328.2K | 0.1% ($328.2K/$266.5M) | QoQ NEW(+$328.2K) YoY NEW(+$328.2K) |
| 4.9K | QoQ NEW(+4.9K) YoY NEW(+4.9K) | All Managers (Combined) | $322.4K | 0.1% ($322.4K/$266.5M) | QoQ NEW(+$322.4K) YoY NEW(+$322.4K) | |
| 5.1K | All Managers (Combined) | $317.8K | 0.1% ($317.8K/$266.5M) | |||
| 6.4K | QoQ NEW(+6.4K) YoY NEW(+6.4K) | All Managers (Combined) | $290.4K | 0.1% ($290.4K/$266.5M) | QoQ NEW(+$290.4K) YoY NEW(+$290.4K) | |
| 524 | QoQ 0.00% (+0)YoY NEW(+524) | All Managers (Combined) | $279.1K | 0.1% ($279.1K/$266.5M) | YoY NEW(+$279.1K) | |
| 481 | QoQ NEW(+481) YoY NEW(+481) | All Managers (Combined) | $277.2K | 0.1% ($277.2K/$266.5M) | QoQ NEW(+$277.2K) YoY NEW(+$277.2K) | |
| 515 | All Managers (Combined) | $274.7K | 0.1% ($274.7K/$266.5M) | |||
DEERE & CO(DEcusip244199105) | 555 | All Managers (Combined) | $260.5K | 0.1% ($260.5K/$266.5M) | ||
| 4.0K | QoQ 0.00% (+0)YoY NEW(+4.0K) | All Managers (Combined) | $244.7K | 0.1% ($244.7K/$266.5M) | YoY NEW(+$244.7K) | |
| 3.5K | QoQ NEW(+3.5K) YoY NEW(+3.5K) | All Managers (Combined) | $243.3K | 0.1% ($243.3K/$266.5M) | QoQ NEW(+$243.3K) YoY NEW(+$243.3K) | |
| 1.6K | All Managers (Combined) | $232.2K | 0.1% ($232.2K/$266.5M) | |||
(cusip46436E718)✕ | 2.2K | QoQ NEW(+2.2K) | All Managers (Combined) | $217.2K | 0.1% ($217.2K/$266.5M) | QoQ NEW(+$217.2K) |