Equita-Financial-Network

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VCEB",
  null,
  null,
  null,
  "GOOGL",
  null,
  "LOW",
  null,
  "AVEM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  "IJH",
  null,
  null,
  null,
  "MSFT",
  "DUOL",
  "IJR",
  "IWD",
  "VGIT",
  "DOC",
  "IWF",
  "IEMG",
  "IVV",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  null,
  null,
  "SPDW",
  "GLD",
  null,
  "VNQ",
  "VO",
  "VXF",
  "VV",
  null,
  "VWO",
  "VSS",
  null,
  null,
  null,
  "VCIT",
  "VYM",
  "MGC",
  null,
  null,
  "AMZN",
  "SCHB",
  null,
  null,
  "ESGD",
  null,
  "VEA",
  null,
  "VXUS",
  "BNDX",
  "VTEB",
  "VB",
  "VOO",
  null,
  null,
  "SCHG",
  null,
  null,
  null,
  "BRK-B",
  "CPNG",
  null,
  "QQQ",
  "DIS",
  "XOM",
  "LLY",
  "TSLA",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 86
Total Value: 286206723
Accession Number: 0002063364-25-000043
Form Type: 13F-HR
CIK: equita-financial-network
Manager Name: Equita-Financial-Network

Data Enrichment

58% identified

50 identified36 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

86 positions • $286.2M total value

SEC FilingSEC DataHachi Filing

Manager:

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922021605

Shares:2.4K

Value:$233.5K

% of Portfolio:0.1% ($233.5K/$286.2M)

Tesla, Inc.

TSLA|88160R101

Shares:894

Value:$231.7K

% of Portfolio:0.1% ($231.7K/$286.2M)

45259A209

Shares:5.8K

Value:$231.4K

% of Portfolio:0.1% ($231.4K/$286.2M)

25434V682

Shares:6.6K

Value:$221.4K

% of Portfolio:0.1% ($221.4K/$286.2M)

381430396

Shares:2.6K

Value:$210.4K

% of Portfolio:0.1% ($210.4K/$286.2M)

25434V773

Shares:8.1K

Value:$208.6K

% of Portfolio:0.1% ($208.6K/$286.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip922021605)✕	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$233.5K	0.1% ($233.5K/$286.2M)	QoQ NEW(+$233.5K) YoY NEW(+$233.5K)
Tesla, Inc.(TSLAcusip88160R101)	894	QoQ +4.92% (-42) YoY NEW(+894)	All Managers (Combined)	$231.7K	0.1% ($231.7K/$286.2M)	QoQ -32.66% (-$112.4K) YoY NEW(+$231.7K)
(cusip45259A209)✕	5.8K	QoQ 0.00% (-0) YoY -21.39% (-1.6K)	All Managers (Combined)	$231.4K	0.1% ($231.4K/$286.2M)	QoQ -2.53% (-$6.0K) YoY +81651.59% (-$231.1K)
(cusip25434V682)✕	6.6K	QoQ NEW(+6.6K) YoY NEW(+6.6K)	All Managers (Combined)	$221.4K	0.1% ($221.4K/$286.2M)	QoQ NEW(+$221.4K) YoY NEW(+$221.4K)
(cusip381430396)✕	2.6K	QoQ -1.52% (-41) YoY -44.04% (-2.1K)	All Managers (Combined)	$210.4K	0.1% ($210.4K/$286.2M)	QoQ -5.80% (-$13.0K) YoY +59167.60% (-$210.0K)
(cusip25434V773)✕	8.1K	QoQ NEW(+8.1K) YoY NEW(+8.1K)	All Managers (Combined)	$208.6K	0.1% ($208.6K/$286.2M)	QoQ NEW(+$208.6K) YoY NEW(+$208.6K)