Vawter-Financial

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GDX",
  null,
  "ABBV",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "RKT",
  "EOG",
  null,
  null,
  null,
  "GSIE",
  null,
  "IJH",
  null,
  null,
  "KMI",
  "SCHY",
  "UBCP",
  "MSFT",
  null,
  "GE",
  null,
  null,
  "IJR",
  "IWD",
  "EEM",
  "IWF",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  "PG",
  null,
  "O",
  null,
  null,
  "SPYG",
  "SYK",
  "VNQ",
  "AGYS",
  "VWO",
  "VSS",
  "IWV",
  null,
  null,
  null,
  "IWO",
  "IWN",
  "NFG",
  null,
  "IWR",
  "AMZN",
  null,
  null,
  null,
  null,
  null,
  "AAON",
  "VUG",
  "VXUS",
  "VBK",
  "BNDX",
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  null,
  null,
  null,
  "SCHF",
  "SCHA",
  "NSC",
  "CRM",
  null,
  null,
  "SPYV",
  "BRK-A",
  "BRK-B",
  "CVX",
  "COST",
  "DHR",
  null,
  null,
  "IJT",
  "EFA",
  "IWB",
  "QQQ",
  "IWM",
  "XOM",
  "JNJ",
  "LLY",
  "NFLX",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 103
Total Value: 178450906
Accession Number: 0001974403-25-000002
Form Type: 13F-HR
CIK: vawter-financial
Manager Name: Vawter-Financial

Data Enrichment

63% identified

65 identified38 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

103 positions • $178.5M total value

SEC FilingSEC DataHachi Filing

Manager:

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DANAHER CORP /DE/

DHR|235851102

Shares:1.0K

Value:$209.3K

% of Portfolio:0.1% ($209.3K/$178.5M)

92189F106

GDX|92189F106

Shares:4.5K

Value:$204.6K

% of Portfolio:0.1% ($204.6K/$178.5M)

NVIDIA CORP

NVDA|67066G104

Shares:1.9K

Value:$202.0K

% of Portfolio:0.1% ($202.0K/$178.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
DANAHER CORP /DE/(DHRcusip235851102)	1.0K	QoQ 0.00% (-0) YoY NEW(+1.0K)	All Managers (Combined)	$209.3K	0.1% ($209.3K/$178.5M)	QoQ -10.69% (-$25.1K) YoY NEW(+$209.3K)
(GDXcusip92189F106)	4.5K	QoQ NEW(+4.5K) YoY NEW(+4.5K)	All Managers (Combined)	$204.6K	0.1% ($204.6K/$178.5M)	QoQ NEW(+$204.6K) YoY NEW(+$204.6K)
NVIDIA CORP(NVDAcusip67066G104)	1.9K	QoQ +13.10% (-216) YoY NEW(+1.9K)	All Managers (Combined)	$202.0K	0.1% ($202.0K/$178.5M)	QoQ -8.71% (-$19.3K) YoY NEW(+$202.0K)