Pandora-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HOOD",
  "AZEK",
  "TRU",
  null,
  null,
  "PPLT",
  "ARM",
  "SNOW",
  "ABT",
  "ABBV",
  "ADBE",
  "TGTX",
  null,
  null,
  "GOOGL",
  null,
  null,
  "AFRM",
  "T",
  null,
  "AVGO",
  "HRI",
  "WRB",
  "GME",
  "BSX",
  "USA",
  null,
  null,
  null,
  "REZI",
  "EBAY",
  "QS",
  "FUN",
  "EQNR",
  "XXII",
  "U",
  null,
  "AUPH",
  "MNMD",
  "GD",
  "GILD",
  "BNGO",
  "HON",
  "HD",
  "MCD",
  null,
  "FEMY",
  "FUBO",
  null,
  null,
  null,
  "BKNG",
  "MUB",
  "META",
  null,
  "OUST",
  "IJH",
  "PLSE",
  "RLMD",
  "RRR",
  "IQV",
  "IONQ",
  null,
  null,
  null,
  "KMI",
  "TLRY",
  "PWR",
  "MRVL",
  "MA",
  "MSFT",
  "ESPR",
  "ETSY",
  "GE",
  "NI",
  "HOLX",
  "NVS",
  "ADM",
  "IJR",
  "ANET",
  "IWD",
  "KR",
  "ORCL",
  "OKE",
  null,
  "AMH",
  null,
  null,
  "EEM",
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PGR",
  "IEMG",
  "IVV",
  "MRCC",
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "ENB",
  "INTC",
  "TU",
  "GEHC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "VZ",
  "MKC",
  "IEFA",
  "RELX",
  "SCHX",
  "NOW",
  "SHOP",
  "ROP",
  "SRE",
  "RIO",
  "GLD",
  "SAP",
  "SPYG",
  "BP",
  "AMT",
  "IBM",
  "SBUX",
  "TEL",
  "TD",
  "TWLO",
  "TRV",
  "UBER",
  "UAL",
  "UPS",
  "VO",
  "RKLB",
  "SCHW",
  "VWO",
  "VCIT",
  "TRIP",
  "OMER",
  "EME",
  "IWO",
  "PTON",
  "IWN",
  "TSM",
  "OHI",
  "BN.TO",
  "DD",
  null,
  "SRPT",
  "MTG",
  "APTV",
  "AXON",
  "AMD",
  "FI",
  "F",
  "WM",
  "CGNT",
  "HYLN",
  null,
  "BIPC",
  "AMZN",
  "NIO",
  null,
  "IVE",
  "LUV",
  null,
  "SQM",
  "LI",
  "AMC",
  null,
  "KD",
  "REXR",
  "HBAN",
  "DKNG",
  "VEU",
  "USB",
  "VUG",
  "VEA",
  "VBK",
  "BNDX",
  "VTEB",
  "BSV",
  "VB",
  "VTV",
  "VTRS",
  "V",
  "WMT",
  "WFC",
  "WDAY",
  null,
  null,
  "SCHD",
  "SCHF",
  "LUMN",
  "MITK",
  "EMBC",
  null,
  "PSX",
  "CRM",
  "PENN",
  "RBLX",
  "RUN",
  null,
  "LYB",
  "GEV",
  "DGRO",
  "MCK",
  "ESGU",
  null,
  null,
  "KMB",
  "BAC",
  "BRK-B",
  "BA",
  null,
  "BLNK",
  "BMY",
  "BTI",
  "BIP",
  "BR",
  "CTRE",
  "CBOE",
  "CDW",
  "CHE",
  "CVX",
  "CSCO",
  "C",
  "KO",
  "COP",
  "CPRT",
  "CDP",
  "COST",
  "CTVA",
  "CRWD",
  "DE",
  "DVN",
  "FANG",
  "RSP",
  null,
  "EFA",
  "ADI",
  "IWB",
  "NEE",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "MO",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 266
Total Value: 152017258
Accession Number: 0001965796-25-000002
Form Type: 13F-HR
CIK: pandora-wealth
Manager Name: Pandora-Wealth

Data Enrichment

86% identified

229 identified37 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

266 positions • $152.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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02072L607

Shares:44.9K

Value:$1.6M

% of Portfolio:1.0% ($1.6M/$152.0M)

46137V357

RSP|46137V357

Shares:9.1K

Value:$1.6M

% of Portfolio:1.0% ($1.6M/$152.0M)

SPDR GOLD TRUST

GLD|78463V107

Shares:4.5K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$152.0M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:5.2K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$152.0M)

AbbVie Inc.

ABBV|00287Y109

Shares:5.9K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$152.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.3K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$152.0M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:19.9K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$152.0M)

46434G103

IEMG|46434G103

Shares:20.4K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$152.0M)

SEMPRA

SRE|816851109

Shares:15.1K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$152.0M)

Walmart Inc.

WMT|931142103

Shares:12.3K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$152.0M)

NETFLIX INC

NFLX|64110L106

Shares:1.0K

Value:$959.6K

% of Portfolio:0.6% ($959.6K/$152.0M)

464287614

IWF|464287614

Shares:2.5K

Value:$908.1K

% of Portfolio:0.6% ($908.1K/$152.0M)

Alphabet Inc.

GOOG|02079K107

Shares:5.4K

Value:$836.8K

% of Portfolio:0.6% ($836.8K/$152.0M)

PULSE BIOSCIENCES, INC.

PLSE|74587B101

Shares:51.5K

Value:$827.9K

% of Portfolio:0.5% ($827.9K/$152.0M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.5K

Value:$806.1K

% of Portfolio:0.5% ($806.1K/$152.0M)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:3.2K

Value:$769.8K

% of Portfolio:0.5% ($769.8K/$152.0M)

DEERE & CO

DE|244199105

Shares:1.6K

Value:$760.3K

% of Portfolio:0.5% ($760.3K/$152.0M)

RELX PLC

RELX|759530108

Shares:15.0K

Value:$756.9K

% of Portfolio:0.5% ($756.9K/$152.0M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:2.7K

Value:$751.7K

% of Portfolio:0.5% ($751.7K/$152.0M)

ABBOTT LABORATORIES

ABT|002824100

Shares:5.6K

Value:$743.5K

% of Portfolio:0.5% ($743.5K/$152.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip02072L607)✕	44.9K	QoQ- YoY-	All Managers (Combined)	$1.6M	1.0% ($1.6M/$152.0M)	QoQ- YoY-
(RSPcusip46137V357)	9.1K	QoQ- YoY-	All Managers (Combined)	$1.6M	1.0% ($1.6M/$152.0M)	QoQ- YoY-
SPDR GOLD TRUST(GLDcusip78463V107)	4.5K	QoQ- YoY-	All Managers (Combined)	$1.3M	0.9% ($1.3M/$152.0M)	QoQ- YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	5.2K	QoQ- YoY-	All Managers (Combined)	$1.3M	0.8% ($1.3M/$152.0M)	QoQ- YoY-
AbbVie Inc.(ABBVcusip00287Y109)	5.9K	QoQ- YoY-	All Managers (Combined)	$1.2M	0.8% ($1.2M/$152.0M)	QoQ- YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.3K	QoQ- YoY-	All Managers (Combined)	$1.2M	0.8% ($1.2M/$152.0M)	QoQ- YoY-
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	19.9K	QoQ- YoY-	All Managers (Combined)	$1.2M	0.8% ($1.2M/$152.0M)	QoQ- YoY-
(IEMGcusip46434G103)	20.4K	QoQ- YoY-	All Managers (Combined)	$1.1M	0.7% ($1.1M/$152.0M)	QoQ- YoY-
SEMPRA(SREcusip816851109)	15.1K	QoQ- YoY-	All Managers (Combined)	$1.1M	0.7% ($1.1M/$152.0M)	QoQ- YoY-
Walmart Inc.(WMTcusip931142103)	12.3K	QoQ- YoY-	All Managers (Combined)	$1.1M	0.7% ($1.1M/$152.0M)	QoQ- YoY-
NETFLIX INC(NFLXcusip64110L106)	1.0K	QoQ- YoY-	All Managers (Combined)	$959.6K	0.6% ($959.6K/$152.0M)	QoQ- YoY-
(IWFcusip464287614)	2.5K	QoQ- YoY-	All Managers (Combined)	$908.1K	0.6% ($908.1K/$152.0M)	QoQ- YoY-
Alphabet Inc.(GOOGcusip02079K107)	5.4K	QoQ- YoY-	All Managers (Combined)	$836.8K	0.6% ($836.8K/$152.0M)	QoQ- YoY-
PULSE BIOSCIENCES, INC.(PLSEcusip74587B101)	51.5K	QoQ- YoY-	All Managers (Combined)	$827.9K	0.5% ($827.9K/$152.0M)	QoQ- YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.5K	QoQ- YoY-	All Managers (Combined)	$806.1K	0.5% ($806.1K/$152.0M)	QoQ- YoY-
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	3.2K	QoQ- YoY-	All Managers (Combined)	$769.8K	0.5% ($769.8K/$152.0M)	QoQ- YoY-
DEERE & CO(DEcusip244199105)	1.6K	QoQ- YoY-	All Managers (Combined)	$760.3K	0.5% ($760.3K/$152.0M)	QoQ- YoY-
RELX PLC(RELXcusip759530108)	15.0K	QoQ- YoY-	All Managers (Combined)	$756.9K	0.5% ($756.9K/$152.0M)	QoQ- YoY-
PROGRESSIVE CORP/OH/(PGRcusip743315103)	2.7K	QoQ- YoY-	All Managers (Combined)	$751.7K	0.5% ($751.7K/$152.0M)	QoQ- YoY-
ABBOTT LABORATORIES(ABTcusip002824100)	5.6K	QoQ- YoY-	All Managers (Combined)	$743.5K	0.5% ($743.5K/$152.0M)	QoQ- YoY-