Parkshore-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "AXP", null, null, "AVDE", null, null, null, "AVEM", null, null, null, null, null, null, null, null, null, "IWS", "MPC", "MSFT", "GE", "AMP", "IWD", null, "IWF", "AAPL", "SPY", "NVDA", "INTC", "LMT", "PG", "MKC", null, null, "IBM", "CDZI", null, null, "IWO", "IWP", "AMZN", "MSI", null, null, "VUG", "BND", "VOO", null, null, "SCHF", "SCHA", "BAC", "BRK-B", "CVX", "COST", null, "DFAC", "QQQ", "XOM", "TSLA", "NFLX", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-29
- Total Holdings
- 62
- Total Value
- 171997730
- Accession Number
- 0001172661-25-002430
- Form Type
- 13F-HR
- Manager Name
- Parkshore-Wealth-Management
Data Enrichment
61% identified38 identified24 unidentified
Holdings
62 positions • $172.0M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| — | QoQ NEW YoY- | All Managers (Combined) | $223.1K | 0.1% ($223.1K/$172.0M) | QoQ NEW(+$223.1K) YoY- | |
| — | QoQ - YoY- | All Managers (Combined) | $213.6K | 0.1% ($213.6K/$172.0M) | YoY- |