Clarity-Wealth-Development
AI_NATIVE detailed information: This accession holds the following tickers:[ "VCEB", null, "ABBV", null, null, "GOOGL", null, null, "AVEM", null, "HON", null, "UNP", "MUB", null, null, null, "MA", "MSFT", "IVV", "AAPL", null, null, null, null, "VCIT", "VIG", null, "VUG", "VEA", null, "V", "SO", "BRK-B", "BA", "COST", null, null, "QQQ", "GOOG", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-12
- Total Holdings
- 41
- Total Value
- 89620243
- Accession Number
- 0001941040-25-000280
- Form Type
- 13F-HR
- Manager Name
- Clarity-Wealth-Development
Data Enrichment
56% identified23 identified18 unidentified
Holdings
41 positions • $89.6M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
Alphabet Inc.(GOOGLcusip02079K305) | 1.3K | QoQ -4.47% (-60)YoY- | All Managers (Combined) | $203.3K | 0.2% ($203.3K/$89.6M) | YoY- |