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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Bluestem-Wealth-Partners
Data Enrichment
60% identified62 identified41 unidentified
Holdings
103 positions • $733.3M total value
Manager:
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Page 6 of 6
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 978 | QoQ -1.11% (-11)YoY- | All Managers (Combined) | $207.0K | 0.0% ($207.0K/$733.3M) | YoY- | |
Alphabet Inc.(GOOGcusip02079K107) | 1.3K | QoQ +0.53% (-7)YoY- | All Managers (Combined) | $204.8K | 0.0% ($204.8K/$733.3M) | YoY- |
| 10.5K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $13.6K | 0.0% ($13.6K/$733.3M) | YoY- |