Wealth-Watch-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "GOOGL",
  "CAT",
  "AVGO",
  null,
  null,
  "BITB",
  "HD",
  null,
  null,
  null,
  null,
  null,
  "INTU",
  null,
  null,
  null,
  "IVW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  null,
  null,
  null,
  null,
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  null,
  null,
  null,
  null,
  "SYK",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AMZN",
  null,
  "VUG",
  null,
  "VOO",
  null,
  null,
  null,
  null,
  "COST",
  "CVS",
  "QQQ",
  null,
  "IWM",
  "MDY",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 68
Total Value: 123052429
Accession Number: 0002040515-25-000002
Form Type: 13F-HR
CIK: wealth-watch-advisors
Manager Name: Wealth-Watch-Advisors

Data Enrichment

37% identified

25 identified43 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

68 positions • $123.1M total value

SEC FilingSEC DataHachi Filing

Manager:

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316188309

Shares:21.8K

Value:$993.1K

% of Portfolio:0.8% ($993.1K/$123.1M)

53656F383

Shares:48.2K

Value:$956.6K

% of Portfolio:0.8% ($956.6K/$123.1M)

INTUIT INC.

INTU|461202103

Shares:3.0K

Value:$946.9K

% of Portfolio:0.8% ($946.9K/$123.1M)

33739Q200

Shares:19.2K

Value:$943.7K

% of Portfolio:0.8% ($943.7K/$123.1M)

CATERPILLAR INC

CAT|149123101

Shares:3.7K

Value:$825.5K

% of Portfolio:0.7% ($825.5K/$123.1M)

Apple Inc.

AAPL|037833100

Shares:3.3K

Value:$724.8K

% of Portfolio:0.6% ($724.8K/$123.1M)

78464A649

Shares:26.2K

Value:$669.9K

% of Portfolio:0.5% ($669.9K/$123.1M)

33733E823

Shares:22.5K

Value:$669.1K

% of Portfolio:0.5% ($669.1K/$123.1M)

Bitwise Bitcoin ETF

BITB|09174C104

Shares:14.9K

Value:$668.6K

% of Portfolio:0.5% ($668.6K/$123.1M)

46438F101

Shares:14.3K

Value:$668.3K

% of Portfolio:0.5% ($668.3K/$123.1M)

88636J659

Shares:49.7K

Value:$664.5K

% of Portfolio:0.5% ($664.5K/$123.1M)

464287200

IVV|464287200

Shares:1.1K

Value:$608.0K

% of Portfolio:0.5% ($608.0K/$123.1M)

33738D309

Shares:12.7K

Value:$577.7K

% of Portfolio:0.5% ($577.7K/$123.1M)

92189F486

Shares:21.4K

Value:$545.9K

% of Portfolio:0.4% ($545.9K/$123.1M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:972

Value:$543.7K

% of Portfolio:0.4% ($543.7K/$123.1M)

33733E104

Shares:6.0K

Value:$538.2K

% of Portfolio:0.4% ($538.2K/$123.1M)

33738R506

Shares:9.1K

Value:$530.9K

% of Portfolio:0.4% ($530.9K/$123.1M)

33740F821

Shares:15.5K

Value:$520.8K

% of Portfolio:0.4% ($520.8K/$123.1M)

69374H881

Shares:9.5K

Value:$518.9K

% of Portfolio:0.4% ($518.9K/$123.1M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:538

Value:$510.7K

% of Portfolio:0.4% ($510.7K/$123.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip316188309)✕	21.8K	QoQ NEW(+21.8K) YoY-	All Managers (Combined)	$993.1K	0.8% ($993.1K/$123.1M)	QoQ NEW(+$993.1K) YoY-
(cusip53656F383)✕	48.2K	QoQ -13.01% (-7.2K) YoY-	All Managers (Combined)	$956.6K	0.8% ($956.6K/$123.1M)	QoQ -36.41% (-$547.9K) YoY-
INTUIT INC.(INTUcusip461202103)	3.0K	QoQ +88.09% (-1.4K) YoY-	All Managers (Combined)	$946.9K	0.8% ($946.9K/$123.1M)	QoQ -6.16% (-$62.2K) YoY-
(cusip33739Q200)✕	19.2K	QoQ +34.49% (+4.9K) YoY-	All Managers (Combined)	$943.7K	0.8% ($943.7K/$123.1M)	QoQ +35.84% (+$249.0K) YoY-
CATERPILLAR INC(CATcusip149123101)	3.7K	QoQ +45.41% (-1.2K) YoY-	All Managers (Combined)	$825.5K	0.7% ($825.5K/$123.1M)	QoQ -10.08% (-$92.6K) YoY-
Apple Inc.(AAPLcusip037833100)	3.3K	QoQ -31.77% (-1.5K) YoY-	All Managers (Combined)	$724.8K	0.6% ($724.8K/$123.1M)	QoQ -35.91% (-$406.2K) YoY-
(cusip78464A649)✕	26.2K	QoQ -89.03% (-212.9K) YoY-	All Managers (Combined)	$669.9K	0.5% ($669.9K/$123.1M)	QoQ -88.79% (-$5.3M) YoY-
(cusip33733E823)✕	22.5K	QoQ +42.77% (+6.7K) YoY-	All Managers (Combined)	$669.1K	0.5% ($669.1K/$123.1M)	QoQ +35.27% (+$174.5K) YoY-
Bitwise Bitcoin ETF(BITBcusip09174C104)	14.9K	QoQ -7.90% (-1.3K) YoY-	All Managers (Combined)	$668.6K	0.5% ($668.6K/$123.1M)	QoQ -18.71% (-$153.9K) YoY-
(cusip46438F101)✕	14.3K	QoQ +22.70% (+2.6K) YoY-	All Managers (Combined)	$668.3K	0.5% ($668.3K/$123.1M)	QoQ +8.27% (+$51.1K) YoY-
(cusip88636J659)✕	49.7K	QoQ NEW(+49.7K) YoY-	All Managers (Combined)	$664.5K	0.5% ($664.5K/$123.1M)	QoQ NEW(+$664.5K) YoY-
(IVVcusip464287200)	1.1K	QoQ -38.24% (-670) YoY-	All Managers (Combined)	$608.0K	0.5% ($608.0K/$123.1M)	QoQ -41.05% (-$423.4K) YoY-
(cusip33738D309)✕	12.7K	QoQ +93.11% (+6.1K) YoY-	All Managers (Combined)	$577.7K	0.5% ($577.7K/$123.1M)	QoQ +90.67% (+$274.7K) YoY-
(cusip92189F486)✕	21.4K	QoQ -30.50% (-9.4K) YoY-	All Managers (Combined)	$545.9K	0.4% ($545.9K/$123.1M)	QoQ -30.22% (-$236.5K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	972	QoQ -44.45% (-778) YoY-	All Managers (Combined)	$543.7K	0.4% ($543.7K/$123.1M)	QoQ -46.98% (-$481.9K) YoY-
(cusip33733E104)✕	6.0K	QoQ +36.11% (+1.6K) YoY-	All Managers (Combined)	$538.2K	0.4% ($538.2K/$123.1M)	QoQ +38.93% (+$150.8K) YoY-
(cusip33738R506)✕	9.1K	QoQ +21.42% (+1.6K) YoY-	All Managers (Combined)	$530.9K	0.4% ($530.9K/$123.1M)	QoQ +20.18% (+$89.2K) YoY-
(cusip33740F821)✕	15.5K	QoQ NEW(+15.5K) YoY-	All Managers (Combined)	$520.8K	0.4% ($520.8K/$123.1M)	QoQ NEW(+$520.8K) YoY-
(cusip69374H881)✕	9.5K	QoQ +37.75% (+2.6K) YoY-	All Managers (Combined)	$518.9K	0.4% ($518.9K/$123.1M)	QoQ +33.55% (+$130.4K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	538	QoQ +0.56% (+3) YoY-	All Managers (Combined)	$510.7K	0.4% ($510.7K/$123.1M)	QoQ +3.50% (+$17.3K) YoY-