Bluestem-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "FWONK",
  "MMM",
  null,
  "OBDC",
  null,
  "VONG",
  "GOOGL",
  "CAT",
  "BSX",
  null,
  null,
  null,
  null,
  null,
  null,
  "GIS",
  "HON",
  "HD",
  null,
  "COCH",
  "ISRG",
  "LEN",
  null,
  null,
  "MUB",
  null,
  "IJH",
  null,
  null,
  null,
  "MDT",
  "MSFT",
  "MS",
  "FICO",
  "GE",
  null,
  null,
  "AMP",
  "IJR",
  "KKR",
  "VHT",
  null,
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PRU",
  null,
  "FNDX",
  null,
  null,
  null,
  "TGT",
  "VNQ",
  null,
  null,
  null,
  "VIG",
  null,
  null,
  null,
  "GGG",
  "GPI",
  null,
  "HWKN",
  null,
  "AMZN",
  "SCHB",
  null,
  null,
  "ESGD",
  "VUG",
  "VEA",
  null,
  "BND",
  "VTV",
  "WFC",
  "XEL",
  "WDAY",
  "FHB",
  null,
  null,
  null,
  "SCHD",
  "SCHF",
  "CRM",
  null,
  null,
  null,
  "ESGU",
  "ADP",
  "LNG",
  "ADI",
  "QQQ",
  "GOOG",
  "TSLA",
  "XLK",
  "ITOT",
  "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: 733336052
Accession Number: 0001765380-25-000173
Form Type: 13F-HR
CIK: bluestem-wealth-partners
Manager Name: Bluestem-Wealth-Partners

Data Enrichment

60% identified

62 identified41 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

103 positions • $733.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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81369Y886

Shares:81.6K

Value:$6.4M

% of Portfolio:0.9% ($6.4M/$733.3M)

81369Y852

Shares:65.0K

Value:$6.3M

% of Portfolio:0.9% ($6.3M/$733.3M)

81369Y803

XLK|81369Y803

Shares:29.7K

Value:$6.1M

% of Portfolio:0.8% ($6.1M/$733.3M)

464289867

Shares:73.9K

Value:$4.3M

% of Portfolio:0.6% ($4.3M/$733.3M)

Apple Inc.

AAPL|037833100

Shares:18.4K

Value:$4.1M

% of Portfolio:0.6% ($4.1M/$733.3M)

74255Y102

Shares:209.4K

Value:$4.0M

% of Portfolio:0.5% ($4.0M/$733.3M)

025072877

Shares:44.5K

Value:$3.9M

% of Portfolio:0.5% ($3.9M/$733.3M)

69344A107

Shares:75.1K

Value:$3.7M

% of Portfolio:0.5% ($3.7M/$733.3M)

46434G830

Shares:70.7K

Value:$3.0M

% of Portfolio:0.4% ($3.0M/$733.3M)

464286509

Shares:72.5K

Value:$3.0M

% of Portfolio:0.4% ($3.0M/$733.3M)

464286806

Shares:79.1K

Value:$2.9M

% of Portfolio:0.4% ($2.9M/$733.3M)

464286707

Shares:71.3K

Value:$2.8M

% of Portfolio:0.4% ($2.8M/$733.3M)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:5.8K

Value:$2.8M

% of Portfolio:0.4% ($2.8M/$733.3M)

808524797

SCHD|808524797

Shares:73.1K

Value:$2.0M

% of Portfolio:0.3% ($2.0M/$733.3M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:3.5K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$733.3M)

464287150

ITOT|464287150

Shares:13.6K

Value:$1.7M

% of Portfolio:0.2% ($1.7M/$733.3M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:16.3K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$733.3M)

NVIDIA CORP

NVDA|67066G104

Shares:15.0K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$733.3M)

46435G425

ESGU|46435G425

Shares:12.6K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$733.3M)

464289883

Shares:37.5K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$733.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip81369Y886)✕	81.6K	QoQ NEW(+81.6K) YoY-	All Managers (Combined)	$6.4M	0.9% ($6.4M/$733.3M)	QoQ NEW(+$6.4M) YoY-
(cusip81369Y852)✕	65.0K	QoQ -2.02% (-1.3K) YoY-	All Managers (Combined)	$6.3M	0.9% ($6.3M/$733.3M)	QoQ -2.38% (-$153.3K) YoY-
(XLKcusip81369Y803)	29.7K	QoQ +8.15% (-2.2K) YoY-	All Managers (Combined)	$6.1M	0.8% ($6.1M/$733.3M)	QoQ -3.95% (-$252.5K) YoY-
(cusip464289867)✕	73.9K	QoQ -3.86% (-3.0K) YoY-	All Managers (Combined)	$4.3M	0.6% ($4.3M/$733.3M)	QoQ -3.44% (-$151.8K) YoY-
Apple Inc.(AAPLcusip037833100)	18.4K	QoQ +2.59% (-465) YoY-	All Managers (Combined)	$4.1M	0.6% ($4.1M/$733.3M)	QoQ -8.99% (-$403.5K) YoY-
(cusip74255Y102)✕	209.4K	QoQ NEW(+209.4K) YoY-	All Managers (Combined)	$4.0M	0.5% ($4.0M/$733.3M)	QoQ NEW(+$4.0M) YoY-
(cusip025072877)✕	44.5K	QoQ -5.85% (-2.8K) YoY-	All Managers (Combined)	$3.9M	0.5% ($3.9M/$733.3M)	QoQ -14.97% (-$683.3K) YoY-
(cusip69344A107)✕	75.1K	QoQ +22.38% (+13.7K) YoY-	All Managers (Combined)	$3.7M	0.5% ($3.7M/$733.3M)	QoQ +22.82% (+$694.1K) YoY-
(cusip46434G830)✕	70.7K	QoQ -11.07% (-8.8K) YoY-	All Managers (Combined)	$3.0M	0.4% ($3.0M/$733.3M)	QoQ +4.61% (-$132.0K) YoY-
(cusip464286509)✕	72.5K	QoQ +5.24% (+3.6K) YoY-	All Managers (Combined)	$3.0M	0.4% ($3.0M/$733.3M)	QoQ +6.42% (+$178.4K) YoY-
(cusip464286806)✕	79.1K	QoQ -10.76% (-9.5K) YoY-	All Managers (Combined)	$2.9M	0.4% ($2.9M/$733.3M)	QoQ +3.98% (-$112.3K) YoY-
(cusip464286707)✕	71.3K	QoQ NEW(+71.3K) YoY-	All Managers (Combined)	$2.8M	0.4% ($2.8M/$733.3M)	QoQ NEW(+$2.8M) YoY-
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	5.8K	QoQ +0.24% (-14) YoY-	All Managers (Combined)	$2.8M	0.4% ($2.8M/$733.3M)	QoQ -8.85% (-$272.0K) YoY-
(SCHDcusip808524797)	73.1K	QoQ +7.81% (+5.3K) YoY-	All Managers (Combined)	$2.0M	0.3% ($2.0M/$733.3M)	QoQ +10.33% (+$191.4K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	3.5K	QoQ -0.98% (-35) YoY-	All Managers (Combined)	$1.8M	0.3% ($1.8M/$733.3M)	QoQ +2.52% (-$45.5K) YoY-
(ITOTcusip464287150)	13.6K	QoQ +1.91% (-255) YoY-	All Managers (Combined)	$1.7M	0.2% ($1.7M/$733.3M)	QoQ -3.32% (-$56.9K) YoY-
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	16.3K	QoQ -2.13% (-356) YoY-	All Managers (Combined)	$1.6M	0.2% ($1.6M/$733.3M)	QoQ +10.52% (-$156.5K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	15.0K	QoQ +33.56% (+3.8K) YoY-	All Managers (Combined)	$1.6M	0.2% ($1.6M/$733.3M)	QoQ +7.80% (+$117.7K) YoY-
(ESGUcusip46435G425)	12.6K	QoQ -12.56% (-1.8K) YoY-	All Managers (Combined)	$1.5M	0.2% ($1.5M/$733.3M)	QoQ -17.25% (-$319.0K) YoY-
(cusip464289883)✕	37.5K	QoQ -2.68% (-1.0K) YoY-	All Managers (Combined)	$1.4M	0.2% ($1.4M/$733.3M)	QoQ -1.82% (-$26.2K) YoY-