Jdh-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "GOOGL", null, null, null, null, null, null, null, null, "META", null, null, "MSFT", null, "VGIT", "AAPL", "NVDA", null, null, null, "VSS", null, null, null, "F", "AMZN", null, null, "VEA", "VXUS", "VT", null, "IXUS", null, "BRK-B", "DHR", null, null, null, null, "DFAX", "DFAC", "XOM", "JNJ", "TSLA", "ITOT", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-05
- Total Holdings
- 47
- Total Value
- 116547078
- Accession Number
- 0002022512-25-000003
- Form Type
- 13F-HR
- Manager Name
- Jdh-Wealth-Management
Data Enrichment
47% identified22 identified25 unidentified
Holdings
47 positions • $116.5M total value
Manager:
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464287457
Shares:3.0K
Value:$246.2K
% of Portfolio:0.2% ($246.2K/$116.5M)
56170L695
Shares:22.2K
Value:$225.2K
% of Portfolio:0.2% ($225.2K/$116.5M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 2.2K | QoQ +9.72% (+198)YoY- | All Managers (Combined) | $258.9K | 0.2% ($258.9K/$116.5M) | YoY- | |
| 1.5K | QoQ NEW(+1.5K) YoY- | All Managers (Combined) | $247.9K | 0.2% ($247.9K/$116.5M) | QoQ NEW(+$247.9K) YoY- | |
(cusip464287457)✕ | 3.0K | YoY- | All Managers (Combined) | $246.2K | 0.2% ($246.2K/$116.5M) | YoY- |
Alphabet Inc.(GOOGLcusip02079K305) | 1.5K | QoQ -2.85% (-45)YoY- | All Managers (Combined) | $237.1K | 0.2% ($237.1K/$116.5M) | YoY- |
| 1.1K | YoY- | All Managers (Combined) | $229.2K | 0.2% ($229.2K/$116.5M) | YoY- | |
(cusip56170L695)✕ | 22.2K | YoY- | All Managers (Combined) | $225.2K | 0.2% ($225.2K/$116.5M) | YoY- |
FORD MOTOR CO(Fcusip345370860) | 10.2K | QoQ -3.00% (-316)YoY- | All Managers (Combined) | $102.4K | 0.1% ($102.4K/$116.5M) | YoY- |