Noble-Family-Wealth
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "SBCF", "VDE", null, null, null, "MCD", "EMXC", null, null, null, null, "IWS", "SCHY", "MSFT", "EFG", "IWD", "ORCL", "EEM", "IWF", "IVV", null, "MRK", null, null, "IEFA", "SCHX", "UPS", "VO", "VOE", null, "VWO", "VSS", "VIG", "IWO", "IWN", "TT", null, "SCHB", null, "IVE", null, null, "VEU", "VUG", "VEA", "VBK", "VBR", "VB", "VTV", null, "SCHD", "SCHG", null, "SCHF", "SCHA", "BRK-A", "KO", "EFA", "IWM", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-16
- Total Holdings
- 61
- Total Value
- 363210402
- Accession Number
- 0001420506-25-000786
- Form Type
- 13F-HR
- Manager Name
- Noble-Family-Wealth
Data Enrichment
70% identified43 identified18 unidentified
Holdings
61 positions • $363.2M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
COCA COLA CO(KOcusip191216100) | 3.0K | QoQ NEW(+3.0K) YoY NEW(+3.0K) | All Managers (Combined) | $212.5K | 0.1% ($212.5K/$363.2M) | QoQ NEW(+$212.5K) YoY NEW(+$212.5K) |