Sprinkle-Financial-Consultants

AI_NATIVE detailed information: This accession holds the following tickers:[
  "FNDA",
  "GOOGL",
  "T",
  null,
  "AVDE",
  null,
  "AVEM",
  null,
  null,
  null,
  null,
  null,
  null,
  "EOG",
  null,
  null,
  null,
  null,
  null,
  null,
  "META",
  "IVW",
  "SSP",
  null,
  null,
  null,
  "MSFT",
  "GE",
  "IJR",
  "OKE",
  "IWF",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  null,
  "VZ",
  "IEFA",
  "SCHX",
  null,
  "VNQ",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AMZN",
  null,
  null,
  null,
  "OGS",
  "VOO",
  "WFC",
  "WMB",
  "SCHG",
  "SCHA",
  "GEV",
  "BRK-A",
  "BRK-B",
  "CVX",
  null,
  null,
  "DFAX",
  "DFAC",
  "IJT",
  "IWB",
  "QQQ",
  "IWM",
  "GOOG",
  "XOM",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 76
Total Value: 157584894
Accession Number: 0001085146-25-002182
Form Type: 13F-HR
CIK: sprinkle-financial-consultants
Manager Name: Sprinkle-Financial-Consultants

Data Enrichment

58% identified

44 identified32 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

76 positions • $157.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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025072604

AVEM|025072604

Shares:37.4K

Value:$2.3M

% of Portfolio:1.4% ($2.3M/$157.6M)

72201R585

Shares:81.5K

Value:$2.1M

% of Portfolio:1.4% ($2.1M/$157.6M)

464287309

IVW|464287309

Shares:20.5K

Value:$1.9M

% of Portfolio:1.2% ($1.9M/$157.6M)

EOG RESOURCES INC

EOG|26875P101

Shares:14.2K

Value:$1.8M

% of Portfolio:1.2% ($1.8M/$157.6M)

25434V732

Shares:62.9K

Value:$1.7M

% of Portfolio:1.1% ($1.7M/$157.6M)

90139K100

Shares:51.5K

Value:$1.6M

% of Portfolio:1.0% ($1.6M/$157.6M)

72201R635

Shares:34.5K

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$157.6M)

025072356

Shares:35.6K

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$157.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.8K

Value:$1.5M

% of Portfolio:0.9% ($1.5M/$157.6M)

MICROSOFT CORP

MSFT|594918104

Shares:3.3K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$157.6M)

808524607

SCHA|808524607

Shares:47.8K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$157.6M)

464287150

ITOT|464287150

Shares:8.6K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$157.6M)

464287614

IWF|464287614

Shares:2.7K

Value:$986.3K

% of Portfolio:0.6% ($986.3K/$157.6M)

25434V302

Shares:37.8K

Value:$979.1K

% of Portfolio:0.6% ($979.1K/$157.6M)

Alphabet Inc.

GOOGL|02079K305

Shares:5.4K

Value:$840.5K

% of Portfolio:0.5% ($840.5K/$157.6M)

25434V815

Shares:28.4K

Value:$798.5K

% of Portfolio:0.5% ($798.5K/$157.6M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.5% ($798.4K/$157.6M)

Meta Platforms, Inc.

META|30303M102

Shares:1.4K

Value:$784.2K

% of Portfolio:0.5% ($784.2K/$157.6M)

464287879

Shares:7.8K

Value:$763.1K

% of Portfolio:0.5% ($763.1K/$157.6M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:16.5K

Value:$748.5K

% of Portfolio:0.5% ($748.5K/$157.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(AVEMcusip025072604)	37.4K	QoQ +23.36% (+7.1K) YoY +34.20% (+9.5K)	All Managers (Combined)	$2.3M	1.4% ($2.3M/$157.6M)	QoQ +26.25% (+$468.2K) YoY +39.32% (+$635.5K)
(cusip72201R585)✕	81.5K	QoQ +45.48% (+25.5K) YoY +808.30% (+72.5K)	All Managers (Combined)	$2.1M	1.4% ($2.1M/$157.6M)	QoQ +47.89% (+$695.3K) YoY +829.10% (+$1.9M)
(IVWcusip464287309)	20.5K	QoQ +11.80% (+2.2K) YoY +13.55% (+2.4K)	All Managers (Combined)	$1.9M	1.2% ($1.9M/$157.6M)	QoQ +2.23% (+$41.6K) YoY +24.85% (+$378.3K)
EOG RESOURCES INC(EOGcusip26875P101)	14.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.8M	1.2% ($1.8M/$157.6M)	QoQ +4.61% (+$80.5K) YoY +0.31% (+$5.7K)
(cusip25434V732)✕	62.9K	QoQ +67.15% (+25.3K) YoY +141.40% (+36.9K)	All Managers (Combined)	$1.7M	1.1% ($1.7M/$157.6M)	QoQ +68.88% (+$679.1K) YoY +150.60% (+$1.0M)
(cusip90139K100)✕	51.5K	QoQ +3.89% (+1.9K) YoY +28.23% (+11.3K)	All Managers (Combined)	$1.6M	1.0% ($1.6M/$157.6M)	QoQ +1.58% (+$25.2K) YoY +34.96% (+$417.4K)
(cusip72201R635)✕	34.5K	QoQ NEW(+34.5K) YoY NEW(+34.5K)	All Managers (Combined)	$1.5M	1.0% ($1.5M/$157.6M)	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
(cusip025072356)✕	35.6K	QoQ +58.24% (+13.1K) YoY +150.93% (+21.4K)	All Managers (Combined)	$1.5M	1.0% ($1.5M/$157.6M)	QoQ +62.35% (+$588.0K) YoY +155.26% (+$931.3K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.8K	QoQ 0.00% (+0) YoY -1.44% (-41)	All Managers (Combined)	$1.5M	0.9% ($1.5M/$157.6M)	QoQ +17.49% (+$222.0K) YoY +24.81% (-$296.4K)
MICROSOFT CORP(MSFTcusip594918104)	3.3K	QoQ +11.45% (-337) YoY +7.50% (-229)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$157.6M)	QoQ -0.73% (-$9.1K) YoY -4.07% (-$52.3K)
(SCHAcusip808524607)	47.8K	QoQ -1.62% (-789) YoY +132.35% (+27.2K)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$157.6M)	QoQ -10.86% (-$136.6K) YoY +10.55% (+$106.9K)
(ITOTcusip464287150)	8.6K	QoQ -1.91% (-169) YoY -10.48% (-1.0K)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$157.6M)	QoQ -6.96% (-$79.0K) YoY -5.27% (-$58.8K)
(IWFcusip464287614)	2.7K	QoQ +0.10% (-3) YoY +0.44% (+12)	All Managers (Combined)	$986.3K	0.6% ($986.3K/$157.6M)	QoQ -9.98% (-$109.4K) YoY +7.63% (+$70.0K)
(cusip25434V302)✕	37.8K	QoQ -0.03% (-15) YoY +2.16% (+802)	All Managers (Combined)	$979.1K	0.6% ($979.1K/$157.6M)	QoQ +2.00% (-$19.3K) YoY +6.99% (+$64.0K)
Alphabet Inc.(GOOGLcusip02079K305)	5.4K	QoQ +8.00% (-403) YoY +5.41% (+279)	All Managers (Combined)	$840.5K	0.5% ($840.5K/$157.6M)	QoQ -11.76% (-$112.1K) YoY +8.00% (+$62.3K)
(cusip25434V815)✕	28.4K	QoQ +3.16% (-869) YoY +27.79% (+6.2K)	All Managers (Combined)	$798.5K	0.5% ($798.5K/$157.6M)	QoQ -5.64% (-$47.8K) YoY +19.51% (+$130.4K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ 0.00% (+0) YoY NEW(+1)	All Managers (Combined)	$798.4K	0.5% ($798.4K/$157.6M)	QoQ +17.25% (+$117.5K) YoY NEW(+$798.4K)
Meta Platforms, Inc.(METAcusip30303M102)	1.4K	QoQ +0.07% (-1) YoY +0.51% (+7)	All Managers (Combined)	$784.2K	0.5% ($784.2K/$157.6M)	QoQ -1.49% (-$11.9K) YoY +19.28% (+$126.8K)
(cusip464287879)✕	7.8K	QoQ +0.35% (-28) YoY +1.29% (-100)	All Managers (Combined)	$763.1K	0.5% ($763.1K/$157.6M)	QoQ -9.93% (-$84.2K) YoY -3.89% (-$30.9K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	16.5K	QoQ +32.81% (+4.1K) YoY +38.67% (+4.6K)	All Managers (Combined)	$748.5K	0.5% ($748.5K/$157.6M)	QoQ +50.64% (+$251.7K) YoY +49.90% (+$249.2K)