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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33738R704

Shares:3.6K

Value:$243.5K

% of Portfolio:0.2% ($243.5K/$123.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:975

Value:$240.1K

% of Portfolio:0.2% ($240.1K/$123.1M)

464287226

Shares:2.4K

Value:$240.0K

% of Portfolio:0.2% ($240.0K/$123.1M)

33740F805

Shares:5.2K

Value:$227.9K

% of Portfolio:0.2% ($227.9K/$123.1M)

886364280

Shares:11.7K

Value:$219.5K

% of Portfolio:0.2% ($219.5K/$123.1M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:387

Value:$203.7K

% of Portfolio:0.2% ($203.7K/$123.1M)

38748T103

Shares:19.1K

Value:$184.8K

% of Portfolio:0.2% ($184.8K/$123.1M)

88636J576

Shares:10.7K

Value:$177.1K

% of Portfolio:0.1% ($177.1K/$123.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33738R704)✕	3.6K	QoQ NEW(+3.6K) YoY-	All Managers (Combined)	$243.5K	0.2% ($243.5K/$123.1M)	QoQ NEW(+$243.5K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	975	QoQ -28.46% (-388) YoY-	All Managers (Combined)	$240.1K	0.2% ($240.1K/$123.1M)	QoQ -26.94% (-$88.6K) YoY-
(cusip464287226)✕	2.4K	QoQ NEW(+2.4K) YoY-	All Managers (Combined)	$240.0K	0.2% ($240.0K/$123.1M)	QoQ NEW(+$240.0K) YoY-
(cusip33740F805)✕	5.2K	QoQ -45.02% (-4.3K) YoY-	All Managers (Combined)	$227.9K	0.2% ($227.9K/$123.1M)	QoQ -43.91% (-$178.4K) YoY-
(cusip886364280)✕	11.7K	QoQ -34.13% (-6.1K) YoY-	All Managers (Combined)	$219.5K	0.2% ($219.5K/$123.1M)	QoQ -35.30% (-$119.8K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	387	QoQ -23.06% (-116) YoY-	All Managers (Combined)	$203.7K	0.2% ($203.7K/$123.1M)	QoQ -16.63% (-$40.6K) YoY-
(cusip38748T103)✕	19.1K	QoQ NEW(+19.1K) YoY-	All Managers (Combined)	$184.8K	0.2% ($184.8K/$123.1M)	QoQ NEW(+$184.8K) YoY-
(cusip88636J576)✕	10.7K	QoQ -55.86% (-13.5K) YoY-	All Managers (Combined)	$177.1K	0.1% ($177.1K/$123.1M)	QoQ -60.97% (-$276.8K) YoY-