Arcadia-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, null, "MUB", "META", "IVW", null, null, "IWS", "MSFT", "EFG", "IWD", null, null, "IWF", null, "IEMG", "AAPL", "SPY", null, "NVDA", "PLTR", null, "SPYG", "SPLG", "TJX", "BIV", "VWO", null, "AXTI", "TT", null, "IWP", null, "NBN", "AMZN", "IVE", null, "VUG", "VEA", "BLV", "VTWO", "BNDX", "BSV", "VB", "VOO", "VTV", null, "MTUM", null, "ESGU", "BRK-A", "BRK-B", null, "BA", "COST", null, "USMV", "QQQ", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-05
- Total Holdings
- 63
- Total Value
- 202558250
- Accession Number
- 0001667731-25-000593
- Form Type
- 13F-HR
- Manager Name
- Arcadia-Wealth-Management
Data Enrichment
67% identified42 identified21 unidentified
Holdings
63 positions • $202.6M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
1.3K | QoQ 0.00% (-0)YoY -4.47% (-59) | All Managers (Combined) | $214.7K | 0.1% ($214.7K/$202.6M) | ||
2.7K | All Managers (Combined) | $214.1K | 0.1% ($214.1K/$202.6M) | |||
13.4K | All Managers (Combined) | $18.8K | 0.0% ($18.8K/$202.6M) |