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

Page 7 of 14

Sort by:

Brookfield Infrastructure Partners L.P.

BIP|G16252101

Shares:2.7K

Value:$80.4K

% of Portfolio:0.1% ($80.4K/$152.0M)

464288687

Shares:2.5K

Value:$76.8K

% of Portfolio:0.1% ($76.8K/$152.0M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:1.1K

Value:$75.4K

% of Portfolio:0.0% ($75.4K/$152.0M)

Phillips 66

PSX|718546104

Shares:605

Value:$74.7K

% of Portfolio:0.0% ($74.7K/$152.0M)

464288257

Shares:632

Value:$73.6K

% of Portfolio:0.0% ($73.6K/$152.0M)

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

Shares:4.8K

Value:$72.0K

% of Portfolio:0.0% ($72.0K/$152.0M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:1.5K

Value:$69.2K

% of Portfolio:0.0% ($69.2K/$152.0M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:854

Value:$66.9K

% of Portfolio:0.0% ($66.9K/$152.0M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:1.1K

Value:$65.8K

% of Portfolio:0.0% ($65.8K/$152.0M)

MCDONALDS CORP

MCD|580135101

Shares:208

Value:$65.0K

% of Portfolio:0.0% ($65.0K/$152.0M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:390

Value:$64.7K

% of Portfolio:0.0% ($64.7K/$152.0M)

TORONTO DOMINION BANK

TD|891160509

Shares:1.0K

Value:$60.2K

% of Portfolio:0.0% ($60.2K/$152.0M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:840

Value:$59.5K

% of Portfolio:0.0% ($59.5K/$152.0M)

808524797

SCHD|808524797

Shares:2.1K

Value:$58.7K

% of Portfolio:0.0% ($58.7K/$152.0M)

922908751

VB|922908751

Shares:262

Value:$58.1K

% of Portfolio:0.0% ($58.1K/$152.0M)

INTEL CORP

INTC|458140100

Shares:2.5K

Value:$57.4K

% of Portfolio:0.0% ($57.4K/$152.0M)

COCA COLA CO

KO|191216100

Shares:799

Value:$57.2K

% of Portfolio:0.0% ($57.2K/$152.0M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:2.0K

Value:$57.1K

% of Portfolio:0.0% ($57.1K/$152.0M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:400

Value:$56.9K

% of Portfolio:0.0% ($56.9K/$152.0M)

ARM HOLDINGS PLC /UK

ARM|042068205

Shares:500

Value:$53.4K

% of Portfolio:0.0% ($53.4K/$152.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Brookfield Infrastructure Partners L.P.(BIPcusipG16252101)	2.7K	QoQ- YoY-	All Managers (Combined)	$80.4K	0.1% ($80.4K/$152.0M)	QoQ- YoY-
(cusip464288687)✕	2.5K	QoQ- YoY-	All Managers (Combined)	$76.8K	0.1% ($76.8K/$152.0M)	QoQ- YoY-
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	1.1K	QoQ- YoY-	All Managers (Combined)	$75.4K	0.0% ($75.4K/$152.0M)	QoQ- YoY-
Phillips 66(PSXcusip718546104)	605	QoQ- YoY-	All Managers (Combined)	$74.7K	0.0% ($74.7K/$152.0M)	QoQ- YoY-
(cusip464288257)✕	632	QoQ- YoY-	All Managers (Combined)	$73.6K	0.0% ($73.6K/$152.0M)	QoQ- YoY-
HUNTINGTON BANCSHARES INC /MD/(HBANcusip446150104)	4.8K	QoQ- YoY-	All Managers (Combined)	$72.0K	0.0% ($72.0K/$152.0M)	QoQ- YoY-
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	1.5K	QoQ- YoY-	All Managers (Combined)	$69.2K	0.0% ($69.2K/$152.0M)	QoQ- YoY-
SCHWAB CHARLES CORP(SCHWcusip808513105)	854	QoQ- YoY-	All Managers (Combined)	$66.9K	0.0% ($66.9K/$152.0M)	QoQ- YoY-
ALTRIA GROUP, INC.(MOcusip02209S103)	1.1K	QoQ- YoY-	All Managers (Combined)	$65.8K	0.0% ($65.8K/$152.0M)	QoQ- YoY-
MCDONALDS CORP(MCDcusip580135101)	208	QoQ- YoY-	All Managers (Combined)	$65.0K	0.0% ($65.0K/$152.0M)	QoQ- YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	390	QoQ- YoY-	All Managers (Combined)	$64.7K	0.0% ($64.7K/$152.0M)	QoQ- YoY-
TORONTO DOMINION BANK(TDcusip891160509)	1.0K	QoQ- YoY-	All Managers (Combined)	$60.2K	0.0% ($60.2K/$152.0M)	QoQ- YoY-
NEXTERA ENERGY INC(NEEcusip65339F101)	840	QoQ- YoY-	All Managers (Combined)	$59.5K	0.0% ($59.5K/$152.0M)	QoQ- YoY-
(SCHDcusip808524797)	2.1K	QoQ- YoY-	All Managers (Combined)	$58.7K	0.0% ($58.7K/$152.0M)	QoQ- YoY-
(VBcusip922908751)	262	QoQ- YoY-	All Managers (Combined)	$58.1K	0.0% ($58.1K/$152.0M)	QoQ- YoY-
INTEL CORP(INTCcusip458140100)	2.5K	QoQ- YoY-	All Managers (Combined)	$57.4K	0.0% ($57.4K/$152.0M)	QoQ- YoY-
COCA COLA CO(KOcusip191216100)	799	QoQ- YoY-	All Managers (Combined)	$57.2K	0.0% ($57.2K/$152.0M)	QoQ- YoY-
KINDER MORGAN, INC.(KMIcusip49456B101)	2.0K	QoQ- YoY-	All Managers (Combined)	$57.1K	0.0% ($57.1K/$152.0M)	QoQ- YoY-
KIMBERLY CLARK CORP(KMBcusip494368103)	400	QoQ- YoY-	All Managers (Combined)	$56.9K	0.0% ($56.9K/$152.0M)	QoQ- YoY-
ARM HOLDINGS PLC /UK(ARMcusip042068205)	500	QoQ- YoY-	All Managers (Combined)	$53.4K	0.0% ($53.4K/$152.0M)	QoQ- YoY-