Hiley-Hunt-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "GOOGL", null, null, null, "UNP", null, null, "MUB", null, "IVW", "IJH", "MSFT", "IJR", "IWF", "IVV", "AAPL", "SPY", "PG", "SPYG", "VO", null, "VWO", null, null, "USB", "VUG", "VEA", "VMI", null, "VOOG", "BND", "BSV", "VB", "VTV", "WMT", null, "BRK-B", "KO", "COST", null, "EFA", "JNJ", "TSLA" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-03
- Total Holdings
- 43
- Total Value
- 183350138
- Accession Number
- 0001214659-25-005381
- Form Type
- 13F-HR
- Manager Name
- Hiley-Hunt-Wealth-Management
Data Enrichment
72% identified31 identified12 unidentified
Holdings
43 positions • $183.4M total value
Manager:
Search and click to pin securities to the top
Page 2 of 3
45784N882
Shares:32.1K
Value:$806.5K
% of Portfolio:0.4% ($806.5K/$183.4M)
Shares:675
Value:$643.8K
% of Portfolio:0.4% ($643.8K/$183.4M)
45782C300
Shares:12.8K
Value:$490.1K
% of Portfolio:0.3% ($490.1K/$183.4M)
45782C375
Shares:8.6K
Value:$306.4K
% of Portfolio:0.2% ($306.4K/$183.4M)
46435U663
Shares:6.1K
Value:$236.6K
% of Portfolio:0.1% ($236.6K/$183.4M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 4.7K | All Managers (Combined) | $1.1M | 0.6% ($1.1M/$183.4M) | |||
| 3.9K | All Managers (Combined) | $1.0M | 0.6% ($1.0M/$183.4M) | |||
| 3.0K | All Managers (Combined) | $1.0M | 0.6% ($1.0M/$183.4M) | |||
(cusip45784N882)✕ | 32.1K | QoQ NEW(+32.1K) YoY NEW(+32.1K) | All Managers (Combined) | $806.5K | 0.4% ($806.5K/$183.4M) | QoQ NEW(+$806.5K) YoY NEW(+$806.5K) |
| 1.3K | All Managers (Combined) | $733.7K | 0.4% ($733.7K/$183.4M) | |||
| 6.2K | QoQ +0.99% (+61)YoY -7.13% (-474) | All Managers (Combined) | $651.2K | 0.4% ($651.2K/$183.4M) | ||
| 675 | QoQ +0.14% (+1) | All Managers (Combined) | $643.8K | 0.4% ($643.8K/$183.4M) | ||
| 6.5K | QoQ +0.18% (-12)YoY -9.17% (-653) | All Managers (Combined) | $604.3K | 0.3% ($604.3K/$183.4M) | ||
| 6.9K | QoQ -0.89% (-62)YoY -5.11% (-370) | All Managers (Combined) | $555.3K | 0.3% ($555.3K/$183.4M) | ||
(cusip45782C300)✕ | 12.8K | QoQ NEW(+12.8K) YoY NEW(+12.8K) | All Managers (Combined) | $490.1K | 0.3% ($490.1K/$183.4M) | QoQ NEW(+$490.1K) YoY NEW(+$490.1K) |
| 6.1K | QoQ +4.60% (+267)YoY +9.12% (+507) | All Managers (Combined) | $473.6K | 0.3% ($473.6K/$183.4M) | ||
Walmart Inc.(WMTcusip931142103) | 5.1K | All Managers (Combined) | $450.9K | 0.2% ($450.9K/$183.4M) | ||
| 1.2K | All Managers (Combined) | $438.5K | 0.2% ($438.5K/$183.4M) | |||
US BANCORP \DE\(USBcusip902973304) | 9.0K | All Managers (Combined) | $376.3K | 0.2% ($376.3K/$183.4M) | ||
| 587 | QoQ +0.34% (-2)YoY +13.98% (+72) | All Managers (Combined) | $330.8K | 0.2% ($330.8K/$183.4M) | ||
(cusip45782C375)✕ | 8.6K | QoQ NEW(+8.6K) YoY NEW(+8.6K) | All Managers (Combined) | $306.4K | 0.2% ($306.4K/$183.4M) | QoQ NEW(+$306.4K) YoY NEW(+$306.4K) |
| 1.6K | QoQ +0.30% (+5)YoY +1.17% (-19) | All Managers (Combined) | $251.3K | 0.1% ($251.3K/$183.4M) | ||
Tesla, Inc.(TSLAcusip88160R101) | 904 | QoQ NEW(+904) YoY NEW(+904) | All Managers (Combined) | $242.7K | 0.1% ($242.7K/$183.4M) | QoQ NEW(+$242.7K) YoY NEW(+$242.7K) |
(cusip46435U663)✕ | 6.1K | QoQ NEW(+6.1K) YoY NEW(+6.1K) | All Managers (Combined) | $236.6K | 0.1% ($236.6K/$183.4M) | QoQ NEW(+$236.6K) YoY NEW(+$236.6K) |
| 781 | QoQ +0.25% (-2)YoY NEW(+781) | All Managers (Combined) | $225.2K | 0.1% ($225.2K/$183.4M) | YoY NEW(+$225.2K) |