Bcu-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABT",
  "ABBV",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EMXC",
  null,
  null,
  "IVW",
  null,
  null,
  "GE",
  "EFG",
  "IEMG",
  "IVV",
  "AAPL",
  "NVDA",
  null,
  null,
  null,
  "VIG",
  "MGC",
  "AMZN",
  null,
  "IVE",
  null,
  "WMT",
  null,
  null,
  "MTUM",
  null,
  null,
  "DGRO",
  "ESGU",
  "BAX",
  null,
  "KO",
  "CVS",
  "DFAC",
  "QQQ",
  "XOM",
  "JNJ",
  "PM",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 50
Total Value: 192236375
Accession Number: 0001667731-25-000449
Form Type: 13F-HR
CIK: bcu-wealth-advisors
Manager Name: Bcu-Wealth-Advisors

Data Enrichment

58% identified

29 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

50 positions • $192.2M total value

SEC FilingSEC DataHachi Filing

Manager:

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NVIDIA CORP

NVDA|67066G104

Shares:2.8K

Value:$306.7K

% of Portfolio:0.2% ($306.7K/$192.2M)

464289438

Shares:1.4K

Value:$303.4K

% of Portfolio:0.2% ($303.4K/$192.2M)

46435G102

Shares:3.4K

Value:$280.3K

% of Portfolio:0.1% ($280.3K/$192.2M)

46435U713

Shares:5.7K

Value:$254.7K

% of Portfolio:0.1% ($254.7K/$192.2M)

AMAZON COM INC

AMZN|023135106

Shares:1.2K

Value:$231.5K

% of Portfolio:0.1% ($231.5K/$192.2M)

46429B267

Shares:9.8K

Value:$225.4K

% of Portfolio:0.1% ($225.4K/$192.2M)

464285204

Shares:3.8K

Value:$221.7K

% of Portfolio:0.1% ($221.7K/$192.2M)

Walmart Inc.

WMT|931142103

Shares:2.5K

Value:$218.1K

% of Portfolio:0.1% ($218.1K/$192.2M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:1.3K

Value:$208.2K

% of Portfolio:0.1% ($208.2K/$192.2M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:829

Value:$203.3K

% of Portfolio:0.1% ($203.3K/$192.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	2.8K	QoQ 0.00% (-0) YoY +900.00% (+2.5K)	All Managers (Combined)	$306.7K	0.2% ($306.7K/$192.2M)	QoQ -19.29% (-$73.3K) YoY +19.94% (+$51.0K)
(cusip464289438)✕	1.4K	QoQ +0.06% (-1) YoY +0.41% (+6)	All Managers (Combined)	$303.4K	0.2% ($303.4K/$192.2M)	QoQ -10.24% (-$34.6K) YoY +8.60% (+$24.0K)
(cusip46435G102)✕	3.4K	QoQ +3.68% (+119) YoY NEW(+3.4K)	All Managers (Combined)	$280.3K	0.1% ($280.3K/$192.2M)	QoQ +2.01% (+$5.5K) YoY NEW(+$280.3K)
(cusip46435U713)✕	5.7K	QoQ +24.77% (+1.1K) YoY NEW(+5.7K)	All Managers (Combined)	$254.7K	0.1% ($254.7K/$192.2M)	QoQ +21.48% (+$45.0K) YoY NEW(+$254.7K)
AMAZON COM INC(AMZNcusip023135106)	1.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$231.5K	0.1% ($231.5K/$192.2M)	QoQ -13.27% (-$35.5K) YoY +5.47% (+$12.0K)
(cusip46429B267)✕	9.8K	QoQ +7.61% (+694) YoY NEW(+9.8K)	All Managers (Combined)	$225.4K	0.1% ($225.4K/$192.2M)	QoQ +7.64% (+$16.0K) YoY NEW(+$225.4K)
(cusip464285204)✕	3.8K	QoQ -35.70% (-2.1K) YoY NEW(+3.8K)	All Managers (Combined)	$221.7K	0.1% ($221.7K/$192.2M)	QoQ -23.43% (-$67.9K) YoY NEW(+$221.7K)
Walmart Inc.(WMTcusip931142103)	2.5K	QoQ +0.16% (-4) YoY NEW(+2.5K)	All Managers (Combined)	$218.1K	0.1% ($218.1K/$192.2M)	QoQ -2.65% (-$5.9K) YoY NEW(+$218.1K)
JOHNSON & JOHNSON(JNJcusip478160104)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$208.2K	0.1% ($208.2K/$192.2M)	QoQ NEW(+$208.2K) YoY NEW(+$208.2K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	829	QoQ NEW(+829) YoY NEW(+829)	All Managers (Combined)	$203.3K	0.1% ($203.3K/$192.2M)	QoQ NEW(+$203.3K) YoY NEW(+$203.3K)