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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MORGAN STANLEY

MS|617446448

Shares:2.4K

Value:$281.6K

% of Portfolio:0.0% ($281.6K/$733.3M)

Workday, Inc.

WDAY|98138H101

Shares:1.2K

Value:$281.4K

% of Portfolio:0.0% ($281.4K/$733.3M)

33734X192

Shares:2.6K

Value:$267.2K

% of Portfolio:0.0% ($267.2K/$733.3M)

GRACO INC

GGG|384109104

Shares:3.1K

Value:$259.2K

% of Portfolio:0.0% ($259.2K/$733.3M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:847

Value:$258.7K

% of Portfolio:0.0% ($258.7K/$733.3M)

HAWKINS INC

HWKN|420261109

Shares:2.4K

Value:$250.4K

% of Portfolio:0.0% ($250.4K/$733.3M)

69420N759

Shares:9.4K

Value:$244.2K

% of Portfolio:0.0% ($244.2K/$733.3M)

XCEL ENERGY INC

XEL|98389B100

Shares:3.4K

Value:$239.4K

% of Portfolio:0.0% ($239.4K/$733.3M)

Salesforce, Inc.

CRM|79466L302

Shares:886

Value:$237.7K

% of Portfolio:0.0% ($237.7K/$733.3M)

FIRST HAWAIIAN, INC.

FHB|32051X108

Shares:9.7K

Value:$235.9K

% of Portfolio:0.0% ($235.9K/$733.3M)

GROUP 1 AUTOMOTIVE INC

GPI|398905109

Shares:617

Value:$235.5K

% of Portfolio:0.0% ($235.5K/$733.3M)

464288448

Shares:7.5K

Value:$233.5K

% of Portfolio:0.0% ($233.5K/$733.3M)

Liberty Media Corp

FWONK|531229755

Shares:2.6K

Value:$229.8K

% of Portfolio:0.0% ($229.8K/$733.3M)

92204A504

VHT|92204A504

Shares:847

Value:$224.3K

% of Portfolio:0.0% ($224.3K/$733.3M)

HOME DEPOT, INC.

HD|437076102

Shares:607

Value:$222.3K

% of Portfolio:0.0% ($222.3K/$733.3M)

GENERAL MILLS INC

GIS|370334104

Shares:3.6K

Value:$214.4K

% of Portfolio:0.0% ($214.4K/$733.3M)

69344A834

Shares:4.2K

Value:$214.2K

% of Portfolio:0.0% ($214.2K/$733.3M)

46435G250

Shares:4.4K

Value:$209.0K

% of Portfolio:0.0% ($209.0K/$733.3M)

921946885

Shares:3.2K

Value:$207.9K

% of Portfolio:0.0% ($207.9K/$733.3M)

922908553

VNQ|922908553

Shares:2.3K

Value:$207.4K

% of Portfolio:0.0% ($207.4K/$733.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MORGAN STANLEY(MScusip617446448)	2.4K	QoQ +2.85% (-67) YoY-	All Managers (Combined)	$281.6K	0.0% ($281.6K/$733.3M)	QoQ -4.54% (-$13.4K) YoY-
Workday, Inc.(WDAYcusip98138H101)	1.2K	QoQ +0.33% (-4) YoY-	All Managers (Combined)	$281.4K	0.0% ($281.4K/$733.3M)	QoQ -9.19% (-$28.5K) YoY-
(cusip33734X192)✕	2.6K	QoQ -0.94% (-25) YoY-	All Managers (Combined)	$267.2K	0.0% ($267.2K/$733.3M)	QoQ -14.99% (-$47.1K) YoY-
GRACO INC(GGGcusip384109104)	3.1K	QoQ +0.09% (-3) YoY-	All Managers (Combined)	$259.2K	0.0% ($259.2K/$733.3M)	QoQ -0.83% (-$2.2K) YoY-
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	847	QoQ +0.83% (+7) YoY-	All Managers (Combined)	$258.7K	0.0% ($258.7K/$733.3M)	QoQ +5.21% (+$12.8K) YoY-
HAWKINS INC(HWKNcusip420261109)	2.4K	QoQ +0.16% (-4) YoY-	All Managers (Combined)	$250.4K	0.0% ($250.4K/$733.3M)	QoQ -13.50% (-$39.1K) YoY-
(cusip69420N759)✕	9.4K	QoQ NEW(+9.4K) YoY-	All Managers (Combined)	$244.2K	0.0% ($244.2K/$733.3M)	QoQ NEW(+$244.2K) YoY-
XCEL ENERGY INC(XELcusip98389B100)	3.4K	QoQ -13.65% (-535) YoY-	All Managers (Combined)	$239.4K	0.0% ($239.4K/$733.3M)	QoQ -9.47% (-$25.1K) YoY-
Salesforce, Inc.(CRMcusip79466L302)	886	QoQ +0.79% (-7) YoY-	All Managers (Combined)	$237.7K	0.0% ($237.7K/$733.3M)	QoQ -19.07% (-$56.0K) YoY-
FIRST HAWAIIAN, INC.(FHBcusip32051X108)	9.7K	QoQ +0.07% (-7) YoY-	All Managers (Combined)	$235.9K	0.0% ($235.9K/$733.3M)	QoQ -5.75% (-$14.4K) YoY-
GROUP 1 AUTOMOTIVE INC(GPIcusip398905109)	617	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$235.5K	0.0% ($235.5K/$733.3M)	QoQ -9.36% (-$24.3K) YoY-
(cusip464288448)✕	7.5K	QoQ NEW(+7.5K) YoY-	All Managers (Combined)	$233.5K	0.0% ($233.5K/$733.3M)	QoQ NEW(+$233.5K) YoY-
Liberty Media Corp(FWONKcusip531229755)	2.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$229.8K	0.0% ($229.8K/$733.3M)	QoQ -2.85% (-$6.8K) YoY-
(VHTcusip92204A504)	847	QoQ -8.03% (-74) YoY-	All Managers (Combined)	$224.3K	0.0% ($224.3K/$733.3M)	QoQ -3.97% (-$9.3K) YoY-
HOME DEPOT, INC.(HDcusip437076102)	607	QoQ +1.84% (-11) YoY-	All Managers (Combined)	$222.3K	0.0% ($222.3K/$733.3M)	QoQ -4.05% (-$9.4K) YoY-
GENERAL MILLS INC(GIScusip370334104)	3.6K	QoQ -0.74% (-27) YoY-	All Managers (Combined)	$214.4K	0.0% ($214.4K/$733.3M)	QoQ -6.93% (-$16.0K) YoY-
(cusip69344A834)✕	4.2K	QoQ -43.45% (-3.2K) YoY-	All Managers (Combined)	$214.2K	0.0% ($214.2K/$733.3M)	QoQ -43.31% (-$163.7K) YoY-
(cusip46435G250)✕	4.4K	QoQ NEW(+4.4K) YoY-	All Managers (Combined)	$209.0K	0.0% ($209.0K/$733.3M)	QoQ NEW(+$209.0K) YoY-
(cusip921946885)✕	3.2K	QoQ -92.45% (-39.7K) YoY-	All Managers (Combined)	$207.9K	0.0% ($207.9K/$733.3M)	QoQ -92.32% (-$2.5M) YoY-
(VNQcusip922908553)	2.3K	QoQ -6.90% (-170) YoY-	All Managers (Combined)	$207.4K	0.0% ($207.4K/$733.3M)	QoQ -5.36% (-$11.8K) YoY-