Code-Waechter

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "NWFL",
  "FLO",
  null,
  "ACN",
  "ABBV",
  "GOOGL",
  null,
  "AIG",
  "T",
  "BLK",
  "AVGO",
  "DUK",
  null,
  null,
  "GILD",
  "HD",
  "MCD",
  "FTS",
  "BEN",
  null,
  "UNP",
  "MUB",
  "META",
  null,
  "IJH",
  null,
  "UHT",
  null,
  null,
  "MA",
  "MDT",
  "MSFT",
  "MS",
  null,
  "GE",
  "DLN",
  "BX",
  "PAYX",
  null,
  "NNN",
  "IWF",
  "PEP",
  "PNC",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "ENB",
  "PFE",
  "VZ",
  "AMGN",
  "KVUE",
  null,
  null,
  "SCHX",
  null,
  "O",
  "RTX",
  null,
  "TFC",
  "VO",
  "ACHR",
  "NGG",
  null,
  "TTE",
  "SNY",
  "ETR",
  null,
  "UGI",
  "ARE",
  "AMCR",
  "GSLC",
  "AEP",
  "ES",
  null,
  "AMZN",
  null,
  null,
  null,
  "HBAN",
  null,
  "USB",
  "VEA",
  "VTEB",
  "VOO",
  "VTV",
  "V",
  "WMB",
  "XEL",
  null,
  "CNQ",
  "SCHD",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "NWN",
  "SO",
  "SJM",
  "PPL",
  "TRP",
  "LYB",
  "AZO",
  "BMO",
  "BRK-B",
  "BMY",
  "CARR",
  "CVX",
  "KO",
  "CTBI",
  "COST",
  "IJT",
  "QQQ",
  "IWM",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "PM",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 126
Total Value: 121610
Accession Number: 0002039212-25-000003
Form Type: 13F-HR
CIK: code-waechter
Manager Name: Code-Waechter

Data Enrichment

80% identified

101 identified25 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

126 positions • $121.6K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 7

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UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.2K

Value:$623.0K

% of Portfolio:512.3% ($623.0K/$121.6K)

464288158

Shares:5.9K

Value:$622.0K

% of Portfolio:511.5% ($622.0K/$121.6K)

Broadcom Inc.

AVGO|11135F101

Shares:3.6K

Value:$608.0K

% of Portfolio:500.0% ($608.0K/$121.6K)

46641Q332

Shares:10.6K

Value:$604.0K

% of Portfolio:496.7% ($604.0K/$121.6K)

Alphabet Inc.

GOOGL|02079K305

Shares:3.9K

Value:$600.0K

% of Portfolio:493.4% ($600.0K/$121.6K)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:13.0K

Value:$592.0K

% of Portfolio:486.8% ($592.0K/$121.6K)

464287507

IJH|464287507

Shares:10.1K

Value:$588.0K

% of Portfolio:483.5% ($588.0K/$121.6K)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:5.0K

Value:$556.0K

% of Portfolio:457.2% ($556.0K/$121.6K)

69374H436

Shares:15.1K

Value:$550.0K

% of Portfolio:452.3% ($550.0K/$121.6K)

NATIONAL GRID PLC

NGG|636274409

Shares:8.4K

Value:$549.0K

% of Portfolio:451.4% ($549.0K/$121.6K)

NVIDIA CORP

NVDA|67066G104

Shares:4.9K

Value:$533.0K

% of Portfolio:438.3% ($533.0K/$121.6K)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:8.6K

Value:$511.0K

% of Portfolio:420.2% ($511.0K/$121.6K)

MORGAN STANLEY

MS|617446448

Shares:4.3K

Value:$505.0K

% of Portfolio:415.3% ($505.0K/$121.6K)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:8.2K

Value:$499.0K

% of Portfolio:410.3% ($499.0K/$121.6K)

NNN REIT, INC.

NNN|637417106

Shares:11.3K

Value:$480.0K

% of Portfolio:394.7% ($480.0K/$121.6K)

PEPSICO INC

PEP|713448108

Shares:3.2K

Value:$473.0K

% of Portfolio:388.9% ($473.0K/$121.6K)

Northwest Natural Holding Co

NWN|66765N105

Shares:10.9K

Value:$464.0K

% of Portfolio:381.5% ($464.0K/$121.6K)

AMGEN INC

AMGN|031162100

Shares:1.5K

Value:$463.0K

% of Portfolio:380.7% ($463.0K/$121.6K)

COCA COLA CO

KO|191216100

Shares:6.4K

Value:$458.0K

% of Portfolio:376.6% ($458.0K/$121.6K)

EVERSOURCE ENERGY

ES|30040W108

Shares:7.3K

Value:$455.0K

% of Portfolio:374.1% ($455.0K/$121.6K)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.2K	QoQ -5.10% (-64) YoY-	All Managers (Combined)	$623.0K	512.3% ($623.0K/$121.6K)	QoQ -99.90% (-$633) YoY-
(cusip464288158)✕	5.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$622.0K	511.5% ($622.0K/$121.6K)	QoQ -99.89% (-$621) YoY-
Broadcom Inc.(AVGOcusip11135F101)	3.6K	QoQ -29.63% (-1.5K) YoY-	All Managers (Combined)	$608.0K	500.0% ($608.0K/$121.6K)	QoQ -99.94% (-$1.2K) YoY-
(cusip46641Q332)✕	10.6K	QoQ NEW(+10.6K) YoY-	All Managers (Combined)	$604.0K	496.7% ($604.0K/$121.6K)	QoQ NEW(+$1) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	3.9K	QoQ +5.09% (-188) YoY-	All Managers (Combined)	$600.0K	493.4% ($600.0K/$121.6K)	QoQ -99.91% (-$698) YoY-
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	13.0K	QoQ NEW(+13.0K) YoY-	All Managers (Combined)	$592.0K	486.8% ($592.0K/$121.6K)	QoQ NEW(+$1) YoY-
(IJHcusip464287507)	10.1K	QoQ +21.15% (-1.8K) YoY-	All Managers (Combined)	$588.0K	483.5% ($588.0K/$121.6K)	QoQ -99.88% (-$518) YoY-
GILEAD SCIENCES, INC.(GILDcusip375558103)	5.0K	QoQ NEW(+5.0K) YoY-	All Managers (Combined)	$556.0K	457.2% ($556.0K/$121.6K)	QoQ NEW(+$1) YoY-
(cusip69374H436)✕	15.1K	QoQ NEW(+15.1K) YoY-	All Managers (Combined)	$550.0K	452.3% ($550.0K/$121.6K)	QoQ NEW(+$1) YoY-
NATIONAL GRID PLC(NGGcusip636274409)	8.4K	QoQ NEW(+8.4K) YoY-	All Managers (Combined)	$549.0K	451.4% ($549.0K/$121.6K)	QoQ NEW(+$1) YoY-
NVIDIA CORP(NVDAcusip67066G104)	4.9K	QoQ -15.46% (-899) YoY-	All Managers (Combined)	$533.0K	438.3% ($533.0K/$121.6K)	QoQ -99.93% (-$780) YoY-
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	8.6K	QoQ +31.48% (-2.0K) YoY-	All Managers (Combined)	$511.0K	420.2% ($511.0K/$121.6K)	QoQ -99.85% (-$351) YoY-
MORGAN STANLEY(MScusip617446448)	4.3K	QoQ +38.64% (-1.2K) YoY-	All Managers (Combined)	$505.0K	415.3% ($505.0K/$121.6K)	QoQ -99.87% (-$392) YoY-
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	8.2K	QoQ NEW(+8.2K) YoY-	All Managers (Combined)	$499.0K	410.3% ($499.0K/$121.6K)	QoQ NEW(+$0) YoY-
NNN REIT, INC.(NNNcusip637417106)	11.3K	QoQ -54.48% (-13.5K) YoY-	All Managers (Combined)	$480.0K	394.7% ($480.0K/$121.6K)	QoQ -99.95% (-$1.0K) YoY-
PEPSICO INC(PEPcusip713448108)	3.2K	QoQ +17.58% (-472) YoY-	All Managers (Combined)	$473.0K	388.9% ($473.0K/$121.6K)	QoQ -99.88% (-$408) YoY-
Northwest Natural Holding Co(NWNcusip66765N105)	10.9K	QoQ -55.25% (-13.4K) YoY-	All Managers (Combined)	$464.0K	381.5% ($464.0K/$121.6K)	QoQ -99.95% (-$961) YoY-
AMGEN INC(AMGNcusip031162100)	1.5K	QoQ NEW(+1.5K) YoY-	All Managers (Combined)	$463.0K	380.7% ($463.0K/$121.6K)	QoQ NEW(+$0) YoY-
COCA COLA CO(KOcusip191216100)	6.4K	QoQ +27.84% (-1.4K) YoY-	All Managers (Combined)	$458.0K	376.6% ($458.0K/$121.6K)	QoQ -99.85% (-$311) YoY-
EVERSOURCE ENERGY(EScusip30040W108)	7.3K	QoQ -53.02% (-8.3K) YoY-	All Managers (Combined)	$455.0K	374.1% ($455.0K/$121.6K)	QoQ -99.94% (-$896) YoY-