Decisionmap-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, null, null, null, null, null, "ACN", "ABT", "ABBV", "ADBE", "GOOGL", "ASML", "CAT", "AVGO", null, "GD", "HD", "MCD", "UNP", null, "MUB", "META", null, null, "HEFA", "IJH", null, null, "LIN", null, null, "MA", "MDT", "MSFT", null, "PCAR", "IJR", "EFG", "ORCL", null, null, "PEP", "IEMG", "IVV", "UNH", "AAPL", "SPY", "NVDA", "PLTR", "LMT", "PG", "MSTR", "IEFA", null, "RTX", "SPYG", null, "IBM", "SYK", "SBUX", "TJX", "UL", "VNQ", "VO", "IWV", null, null, "DEO", null, "NVO", "AMZN", "SCHB", null, null, null, "VUG", "VTEB", "VBR", "VB", "VOO", "VTV", "V", "WMT", null, "SCHG", "SCHF", null, "ROL", null, "IXUS", null, "SPYV", null, "ADP", "BRK-B", "BBAI", "BNL", "CHRW", "CVX", "KO", "CL", "COST", "USMV", "NKE", "DIS", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "ITOT", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-21
- Total Holdings
- 118
- Total Value
- 131474812
- Accession Number
- 0002001526-25-000005
- Form Type
- 13F-HR
- Manager Name
- Decisionmap-Wealth-Management
Data Enrichment
71% identified84 identified34 unidentified
Holdings
118 positions • $131.5M total value
Manager:
Search and click to pin securities to the top
Page 6 of 6
46431W838
Shares:5.2K
Value:$263.2K
% of Portfolio:0.2% ($263.2K/$131.5M)
46434V613
Shares:5.2K
Value:$239.3K
% of Portfolio:0.2% ($239.3K/$131.5M)
78468R739
Shares:4.4K
Value:$211.2K
% of Portfolio:0.2% ($211.2K/$131.5M)
Shares:691
Value:$211.1K
% of Portfolio:0.2% ($211.1K/$131.5M)
46436E833
Shares:9.0K
Value:$200.3K
% of Portfolio:0.2% ($200.3K/$131.5M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
STRYKER CORP(SYKcusip863667101) | 744 | QoQ -4.49% (-35)YoY- | All Managers (Combined) | $277.0K | 0.2% ($277.0K/$131.5M) | YoY- |
(cusip46431W838)✕ | 5.2K | YoY- | All Managers (Combined) | $263.2K | 0.2% ($263.2K/$131.5M) | YoY- |
CATERPILLAR INC(CATcusip149123101) | 786 | QoQ -2.84% (-23)YoY- | All Managers (Combined) | $259.1K | 0.2% ($259.1K/$131.5M) | YoY- |
4.4K | QoQ -1.91% (-85)YoY- | All Managers (Combined) | $254.3K | 0.2% ($254.3K/$131.5M) | YoY- | |
AbbVie Inc.(ABBVcusip00287Y109) | 1.2K | QoQ NEW(+1.2K) YoY- | All Managers (Combined) | $251.4K | 0.2% ($251.4K/$131.5M) | QoQ NEW(+$251.4K) YoY- |
MCDONALDS CORP(MCDcusip580135101) | 789 | QoQ +3.67% (+28)YoY- | All Managers (Combined) | $246.5K | 0.2% ($246.5K/$131.5M) | YoY- |
(cusip46434V613)✕ | 5.2K | QoQ NEW(+5.2K) YoY- | All Managers (Combined) | $239.3K | 0.2% ($239.3K/$131.5M) | QoQ NEW(+$239.3K) YoY- |
2.0K | QoQ +4.26% (+80)YoY- | All Managers (Combined) | $238.1K | 0.2% ($238.1K/$131.5M) | YoY- | |
509 | QoQ +2.82% (+14)YoY- | All Managers (Combined) | $237.0K | 0.2% ($237.0K/$131.5M) | YoY- | |
2.6K | QoQ NEW(+2.6K) YoY- | All Managers (Combined) | $236.4K | 0.2% ($236.4K/$131.5M) | QoQ NEW(+$236.4K) YoY- | |
633 | QoQ +15.72% (+86)YoY- | All Managers (Combined) | $234.7K | 0.2% ($234.7K/$131.5M) | YoY- | |
1.6K | QoQ NEW(+1.6K) YoY- | All Managers (Combined) | $215.4K | 0.2% ($215.4K/$131.5M) | QoQ NEW(+$215.4K) YoY- | |
(cusip78468R739)✕ | 4.4K | YoY- | All Managers (Combined) | $211.2K | 0.2% ($211.2K/$131.5M) | YoY- |
691 | QoQ -2.12% (-15)YoY- | All Managers (Combined) | $211.1K | 0.2% ($211.1K/$131.5M) | YoY- | |
651 | QoQ NEW(+651) YoY- | All Managers (Combined) | $206.8K | 0.2% ($206.8K/$131.5M) | QoQ NEW(+$206.8K) YoY- | |
2.0K | QoQ NEW(+2.0K) YoY- | All Managers (Combined) | $200.3K | 0.2% ($200.3K/$131.5M) | QoQ NEW(+$200.3K) YoY- | |
(cusip46436E833)✕ | 9.0K | QoQ NEW(+9.0K) YoY- | All Managers (Combined) | $200.3K | 0.2% ($200.3K/$131.5M) | QoQ NEW(+$200.3K) YoY- |
18.0K | QoQ NEW(+18.0K) YoY- | All Managers (Combined) | $51.5K | 0.0% ($51.5K/$131.5M) | QoQ NEW(+$51.5K) YoY- |