Wealth-Management-Nebraska

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  null,
  "AXP",
  null,
  null,
  "CAT",
  null,
  null,
  null,
  null,
  null,
  "HD",
  null,
  "MCD",
  "MUB",
  "META",
  null,
  null,
  "CRF",
  "MSFT",
  "IJR",
  null,
  null,
  "IWF",
  null,
  "IVV",
  "AAPL",
  "NVDA",
  "SPLG",
  null,
  "TXN",
  "VO",
  "VWO",
  null,
  "VCIT",
  null,
  "TSM",
  "AXON",
  "IWP",
  "EFX",
  "AMZN",
  "IVE",
  null,
  "ESGD",
  "VEU",
  "VUG",
  "VEA",
  null,
  "VBK",
  "VTEB",
  "BND",
  "VBR",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "SO",
  null,
  "BAC",
  "BRK-B",
  null,
  null,
  null,
  null,
  "NEE",
  "QQQ",
  null,
  "GOOG",
  "XOM",
  "LLY",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 74
Total Value: 657378382
Accession Number: 0001172661-25-002123
Form Type: 13F-HR
CIK: wealth-management-nebraska
Manager Name: Wealth-Management-Nebraska

Data Enrichment

66% identified

49 identified25 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

74 positions • $657.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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VISA INC.

V|92826C839

Shares:1.6K

Value:$548.9K

% of Portfolio:0.1% ($548.9K/$657.4M)

Meta Platforms, Inc.

META|30303M102

Shares:932

Value:$537.2K

% of Portfolio:0.1% ($537.2K/$657.4M)

922908629

VO|922908629

Shares:1.9K

Value:$496.3K

% of Portfolio:0.1% ($496.3K/$657.4M)

922908751

VB|922908751

Shares:1.9K

Value:$419.1K

% of Portfolio:0.1% ($419.1K/$657.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:2.4K

Value:$368.5K

% of Portfolio:0.1% ($368.5K/$657.4M)

922907746

VTEB|922907746

Shares:7.4K

Value:$367.0K

% of Portfolio:0.1% ($367.0K/$657.4M)

921943858

VEA|921943858

Shares:7.2K

Value:$366.2K

% of Portfolio:0.1% ($366.2K/$657.4M)

EQUIFAX INC

EFX|294429105

Shares:1.4K

Value:$340.7K

% of Portfolio:0.1% ($340.7K/$657.4M)

78464A300

Shares:4.2K

Value:$327.1K

% of Portfolio:0.0% ($327.1K/$657.4M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:4.6K

Value:$325.7K

% of Portfolio:0.0% ($325.7K/$657.4M)

SOUTHERN CO

SO|842587107

Shares:3.5K

Value:$324.7K

% of Portfolio:0.0% ($324.7K/$657.4M)

CATERPILLAR INC

CAT|149123101

Shares:984

Value:$324.6K

% of Portfolio:0.0% ($324.6K/$657.4M)

922042858

VWO|922042858

Shares:7.0K

Value:$317.1K

% of Portfolio:0.0% ($317.1K/$657.4M)

74347G440

Shares:16.6K

Value:$304.6K

% of Portfolio:0.0% ($304.6K/$657.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.2K

Value:$299.6K

% of Portfolio:0.0% ($299.6K/$657.4M)

ELI LILLY & Co

LLY|532457108

Shares:359

Value:$296.5K

% of Portfolio:0.0% ($296.5K/$657.4M)

EXXON MOBIL CORP

XOM|30231G102

Shares:2.3K

Value:$270.9K

% of Portfolio:0.0% ($270.9K/$657.4M)

315948109

Shares:3.3K

Value:$269.2K

% of Portfolio:0.0% ($269.2K/$657.4M)

HOME DEPOT, INC.

HD|437076102

Shares:729

Value:$267.1K

% of Portfolio:0.0% ($267.1K/$657.4M)

464287408

IVE|464287408

Shares:1.4K

Value:$258.0K

% of Portfolio:0.0% ($258.0K/$657.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
VISA INC.(Vcusip92826C839)	1.6K	QoQ +1.09% (+17) YoY-	All Managers (Combined)	$548.9K	0.1% ($548.9K/$657.4M)	QoQ +12.12% (+$59.4K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	932	QoQ +41.21% (+272) YoY-	All Managers (Combined)	$537.2K	0.1% ($537.2K/$657.4M)	QoQ +39.00% (+$150.7K) YoY-
(VOcusip922908629)	1.9K	QoQ +25.50% (+390) YoY-	All Managers (Combined)	$496.3K	0.1% ($496.3K/$657.4M)	QoQ +22.88% (+$92.4K) YoY-
(VBcusip922908751)	1.9K	QoQ +0.15% (-3) YoY-	All Managers (Combined)	$419.1K	0.1% ($419.1K/$657.4M)	QoQ -7.56% (-$34.3K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	2.4K	QoQ +37.11% (+645) YoY-	All Managers (Combined)	$368.5K	0.1% ($368.5K/$657.4M)	QoQ +12.00% (+$39.5K) YoY-
(VTEBcusip922907746)	7.4K	QoQ +1.38% (+101) YoY-	All Managers (Combined)	$367.0K	0.1% ($367.0K/$657.4M)	QoQ +0.35% (+$1.3K) YoY-
(VEAcusip921943858)	7.2K	QoQ +2.30% (+162) YoY-	All Managers (Combined)	$366.2K	0.1% ($366.2K/$657.4M)	QoQ +8.73% (+$29.4K) YoY-
EQUIFAX INC(EFXcusip294429105)	1.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$340.7K	0.1% ($340.7K/$657.4M)	QoQ -4.43% (-$15.8K) YoY-
(cusip78464A300)✕	4.2K	QoQ -25.34% (-1.4K) YoY-	All Managers (Combined)	$327.1K	0.0% ($327.1K/$657.4M)	QoQ -32.91% (-$160.5K) YoY-
NEXTERA ENERGY INC(NEEcusip65339F101)	4.6K	QoQ +50.95% (+1.6K) YoY-	All Managers (Combined)	$325.7K	0.0% ($325.7K/$657.4M)	QoQ +49.26% (+$107.5K) YoY-
SOUTHERN CO(SOcusip842587107)	3.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$324.7K	0.0% ($324.7K/$657.4M)	QoQ +11.69% (+$34.0K) YoY-
CATERPILLAR INC(CATcusip149123101)	984	QoQ +5.01% (-47) YoY-	All Managers (Combined)	$324.6K	0.0% ($324.6K/$657.4M)	QoQ -4.51% (-$15.3K) YoY-
(VWOcusip922042858)	7.0K	QoQ +0.08% (+6) YoY-	All Managers (Combined)	$317.1K	0.0% ($317.1K/$657.4M)	QoQ +2.85% (+$8.8K) YoY-
(cusip74347G440)✕	16.6K	QoQ +8.58% (-1.3K) YoY-	All Managers (Combined)	$304.6K	0.0% ($304.6K/$657.4M)	QoQ -26.18% (-$108.0K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.2K	QoQ +38.90% (+342) YoY-	All Managers (Combined)	$299.6K	0.0% ($299.6K/$657.4M)	QoQ +42.16% (+$88.8K) YoY-
ELI LILLY & Co(LLYcusip532457108)	359	QoQ +36.50% (+96) YoY-	All Managers (Combined)	$296.5K	0.0% ($296.5K/$657.4M)	QoQ +46.03% (+$93.5K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	2.3K	QoQ NEW(+2.3K) YoY-	All Managers (Combined)	$270.9K	0.0% ($270.9K/$657.4M)	QoQ NEW(+$270.9K) YoY-
(cusip315948109)✕	3.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$269.2K	0.0% ($269.2K/$657.4M)	QoQ 0.00% (+$0) YoY-
HOME DEPOT, INC.(HDcusip437076102)	729	QoQ +28.11% (+160) YoY-	All Managers (Combined)	$267.1K	0.0% ($267.1K/$657.4M)	QoQ +20.69% (+$45.8K) YoY-
(IVEcusip464287408)	1.4K	QoQ NEW(+1.4K) YoY-	All Managers (Combined)	$258.0K	0.0% ($258.0K/$657.4M)	QoQ NEW(+$258.0K) YoY-