Ehrlich-Financial-Group
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "FNDA", "AXP", "AVGO", null, null, null, null, null, null, null, null, null, "EMXC", "MUB", null, "HEFA", null, "IVW", "IJH", null, "RMT", null, null, "NKX", null, null, null, null, null, null, "MSFT", null, "IJR", "EFG", null, "IEMG", null, "IVV", "AAPL", "NVDA", null, "VZ", null, null, null, null, null, null, null, null, "VO", null, null, null, "VIG", null, null, null, "VYM", "EW", "SDY", null, null, null, "AMZN", "SCHB", null, "IVE", null, null, null, null, "VBR", "VOO", "VTV", "V", "WSM", "SCHD", null, "SCHG", null, "SCHF", null, "MTUM", null, "DGRO", "BRK-B", null, "CVX", "DE", "RSP", null, "QQQ", null, "JNJ", "LLY", null, "XLK", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-11
- Total Holdings
- 102
- Total Value
- 137190748
- Accession Number
- 0001951757-25-000330
- Form Type
- 13F-HR
- Manager Name
- Ehrlich-Financial-Group
Data Enrichment
45% identified46 identified56 unidentified
Holdings
102 positions • $137.2M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 1.2K | QoQ NEW(+1.2K) YoY NEW(+1.2K) | All Managers (Combined) | $200.3K | 0.1% ($200.3K/$137.2M) | QoQ NEW(+$200.3K) YoY NEW(+$200.3K) | |
| 10.5K | All Managers (Combined) | $88.3K | 0.1% ($88.3K/$137.2M) |