Sagace-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "DJP", null, "MMM", null, null, "SCHH", "AVGO", null, null, "META", "IVW", null, "MA", "MSFT", "GE", "EFG", "KLAC", null, "PGR", "AAPL", null, "PG", "UBER", "BIV", "VO", "VOE", "VWO", null, "VCIT", "VIG", null, "ADSK", "AMZN", "IVE", "VUG", "VEA", "BLV", null, null, "VBK", null, "VBR", "VOT", "BSV", "VB", "VOO", "VTV", "V", null, null, "SCHD", null, "ADP", "CSCO", "COST", "DLR", "RSP", null, "QQQ", "XOM", "JNJ", "NFLX" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-15
- Total Holdings
- 62
- Total Value
- 131168167
- Accession Number
- 0002027449-25-000002
- Form Type
- 13F-HR
- Manager Name
- Sagace-Wealth-Management
Data Enrichment
73% identified45 identified17 unidentified
Holdings
62 positions • $131.2M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
Autodesk, Inc.(ADSKcusip052769106) | 772 | QoQ +3.90% (-29)YoY- | All Managers (Combined) | $202.1K | 0.2% ($202.1K/$131.2M) | YoY- |
Apple Inc.(AAPLcusip037833100) | 1.5K | YoY- | All Managers (Combined) | $59.5K | 0.0% ($59.5K/$131.2M) | YoY- |