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:

Search and click to pin securities to the top

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33734H106

Shares:10.9K

Value:$487.3K

% of Portfolio:0.4% ($487.3K/$123.1M)

33739Q705

Shares:9.5K

Value:$481.1K

% of Portfolio:0.4% ($481.1K/$123.1M)

NVIDIA CORP

NVDA|67066G104

Shares:4.3K

Value:$477.1K

% of Portfolio:0.4% ($477.1K/$123.1M)

33738D408

Shares:9.8K

Value:$402.0K

% of Portfolio:0.3% ($402.0K/$123.1M)

33738R118

Shares:5.4K

Value:$399.4K

% of Portfolio:0.3% ($399.4K/$123.1M)

74347R693

Shares:7.4K

Value:$394.3K

% of Portfolio:0.3% ($394.3K/$123.1M)

74347R669

Shares:8.3K

Value:$333.0K

% of Portfolio:0.3% ($333.0K/$123.1M)

CVS HEALTH Corp

CVS|126650100

Shares:4.8K

Value:$326.0K

% of Portfolio:0.3% ($326.0K/$123.1M)

78468R788

Shares:7.3K

Value:$322.1K

% of Portfolio:0.3% ($322.1K/$123.1M)

88636J568

Shares:18.1K

Value:$318.3K

% of Portfolio:0.3% ($318.3K/$123.1M)

92189H748

Shares:5.7K

Value:$300.8K

% of Portfolio:0.2% ($300.8K/$123.1M)

74347R206

Shares:3.3K

Value:$296.0K

% of Portfolio:0.2% ($296.0K/$123.1M)

HOME DEPOT, INC.

HD|437076102

Shares:1.4K

Value:$293.1K

% of Portfolio:0.2% ($293.1K/$123.1M)

81369Y605

Shares:5.7K

Value:$283.3K

% of Portfolio:0.2% ($283.3K/$123.1M)

81369Y704

Shares:2.1K

Value:$273.7K

% of Portfolio:0.2% ($273.7K/$123.1M)

AMAZON COM INC

AMZN|023135106

Shares:1.4K

Value:$273.2K

% of Portfolio:0.2% ($273.2K/$123.1M)

81369Y852

Shares:2.8K

Value:$272.8K

% of Portfolio:0.2% ($272.8K/$123.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:1.6K

Value:$254.1K

% of Portfolio:0.2% ($254.1K/$123.1M)

Broadcom Inc.

AVGO|11135F101

Shares:1.5K

Value:$252.0K

% of Portfolio:0.2% ($252.0K/$123.1M)

81369Y803

XLK|81369Y803

Shares:1.2K

Value:$243.9K

% of Portfolio:0.2% ($243.9K/$123.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33734H106)✕	10.9K	QoQ +16.37% (+1.5K) YoY-	All Managers (Combined)	$487.3K	0.4% ($487.3K/$123.1M)	QoQ +18.91% (+$77.5K) YoY-
(cusip33739Q705)✕	9.5K	QoQ +40.33% (+2.7K) YoY-	All Managers (Combined)	$481.1K	0.4% ($481.1K/$123.1M)	QoQ +41.20% (+$140.4K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	4.3K	QoQ -31.56% (-2.0K) YoY-	All Managers (Combined)	$477.1K	0.4% ($477.1K/$123.1M)	QoQ -41.01% (-$331.7K) YoY-
(cusip33738D408)✕	9.8K	QoQ NEW(+9.8K) YoY-	All Managers (Combined)	$402.0K	0.3% ($402.0K/$123.1M)	QoQ NEW(+$402.0K) YoY-
(cusip33738R118)✕	5.4K	QoQ +36.16% (+1.4K) YoY-	All Managers (Combined)	$399.4K	0.3% ($399.4K/$123.1M)	QoQ +27.74% (+$86.7K) YoY-
(cusip74347R693)✕	7.4K	QoQ -5.82% (-456) YoY-	All Managers (Combined)	$394.3K	0.3% ($394.3K/$123.1M)	QoQ -27.83% (-$152.1K) YoY-
(cusip74347R669)✕	8.3K	QoQ -1.42% (-119) YoY-	All Managers (Combined)	$333.0K	0.3% ($333.0K/$123.1M)	QoQ -38.92% (-$212.2K) YoY-
CVS HEALTH Corp(CVScusip126650100)	4.8K	QoQ -1.11% (-54) YoY-	All Managers (Combined)	$326.0K	0.3% ($326.0K/$123.1M)	QoQ +45.00% (-$101.2K) YoY-
(cusip78468R788)✕	7.3K	QoQ +10.72% (+705) YoY-	All Managers (Combined)	$322.1K	0.3% ($322.1K/$123.1M)	QoQ +13.33% (+$37.9K) YoY-
(cusip88636J568)✕	18.1K	QoQ -49.67% (-17.9K) YoY-	All Managers (Combined)	$318.3K	0.3% ($318.3K/$123.1M)	QoQ -53.80% (-$370.7K) YoY-
(cusip92189H748)✕	5.7K	QoQ NEW(+5.7K) YoY-	All Managers (Combined)	$300.8K	0.2% ($300.8K/$123.1M)	QoQ NEW(+$300.8K) YoY-
(cusip74347R206)✕	3.3K	QoQ +4.91% (-156) YoY-	All Managers (Combined)	$296.0K	0.2% ($296.0K/$123.1M)	QoQ -13.84% (-$47.6K) YoY-
HOME DEPOT, INC.(HDcusip437076102)	1.4K	QoQ +13.66% (-168) YoY-	All Managers (Combined)	$293.1K	0.2% ($293.1K/$123.1M)	QoQ -38.50% (-$183.5K) YoY-
(cusip81369Y605)✕	5.7K	QoQ -22.58% (-1.7K) YoY-	All Managers (Combined)	$283.3K	0.2% ($283.3K/$123.1M)	QoQ -20.21% (-$71.8K) YoY-
(cusip81369Y704)✕	2.1K	QoQ -1.32% (-28) YoY-	All Managers (Combined)	$273.7K	0.2% ($273.7K/$123.1M)	QoQ -1.83% (-$5.1K) YoY-
AMAZON COM INC(AMZNcusip023135106)	1.4K	QoQ -48.65% (-1.4K) YoY-	All Managers (Combined)	$273.2K	0.2% ($273.2K/$123.1M)	QoQ -52.66% (-$303.9K) YoY-
(cusip81369Y852)✕	2.8K	QoQ -17.01% (-580) YoY-	All Managers (Combined)	$272.8K	0.2% ($272.8K/$123.1M)	QoQ -17.32% (-$57.2K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	1.6K	QoQ -12.42% (-233) YoY-	All Managers (Combined)	$254.1K	0.2% ($254.1K/$123.1M)	QoQ -25.13% (-$85.3K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	1.5K	QoQ -31.98% (-703) YoY-	All Managers (Combined)	$252.0K	0.2% ($252.0K/$123.1M)	QoQ -50.20% (-$254.1K) YoY-
(XLKcusip81369Y803)	1.2K	QoQ -25.48% (-404) YoY-	All Managers (Combined)	$243.9K	0.2% ($243.9K/$123.1M)	QoQ -33.83% (-$124.7K) YoY-