Lifelong-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "OTTR",
  "MMM",
  null,
  "ABBV",
  null,
  "GOOGL",
  null,
  null,
  null,
  "EMXC",
  null,
  "HEFA",
  "IVW",
  null,
  null,
  null,
  "MA",
  "MSFT",
  "IJR",
  "EFG",
  "ORCL",
  null,
  null,
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "NVDA",
  "PG",
  null,
  null,
  null,
  null,
  "IEFA",
  null,
  "STX",
  "SPLG",
  "TGT",
  null,
  null,
  null,
  "IWP",
  "GSLC",
  "AMZN",
  null,
  null,
  "IVE",
  null,
  null,
  null,
  "WFC",
  "XEL",
  null,
  null,
  null,
  "ESGU",
  "BRK-B",
  null,
  null,
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  null,
  "ITOT",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 68
Total Value: 213441120
Accession Number: 0001725547-25-001450
Form Type: 13F-HR
CIK: lifelong-wealth-advisors
Manager Name: Lifelong-Wealth-Advisors

Data Enrichment

53% identified

36 identified32 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

68 positions • $213.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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464288257

Shares:12.4K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$213.4M)

Apple Inc.

AAPL|037833100

Shares:6.5K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$213.4M)

46137V233

Shares:30.8K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$213.4M)

092528603

Shares:23.6K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$213.4M)

46641Q654

Shares:20.8K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$213.4M)

09789C812

Shares:21.0K

Value:$979.6K

% of Portfolio:0.5% ($979.6K/$213.4M)

MICROSOFT CORP

MSFT|594918104

Shares:2.6K

Value:$959.6K

% of Portfolio:0.4% ($959.6K/$213.4M)

98149E303

Shares:15.0K

Value:$925.8K

% of Portfolio:0.4% ($925.8K/$213.4M)

ELI LILLY & Co

LLY|532457108

Shares:1.1K

Value:$916.8K

% of Portfolio:0.4% ($916.8K/$213.4M)

46434V803

HEFA|46434V803

Shares:24.1K

Value:$874.8K

% of Portfolio:0.4% ($874.8K/$213.4M)

3M CO

MMM|88579Y101

Shares:4.9K

Value:$716.9K

% of Portfolio:0.3% ($716.9K/$213.4M)

09290C509

Shares:11.5K

Value:$697.1K

% of Portfolio:0.3% ($697.1K/$213.4M)

381430529

Shares:6.5K

Value:$651.4K

% of Portfolio:0.3% ($651.4K/$213.4M)

XCEL ENERGY INC

XEL|98389B100

Shares:9.1K

Value:$644.8K

% of Portfolio:0.3% ($644.8K/$213.4M)

46436E767

Shares:12.2K

Value:$568.3K

% of Portfolio:0.3% ($568.3K/$213.4M)

46435U549

Shares:11.6K

Value:$550.1K

% of Portfolio:0.3% ($550.1K/$213.4M)

316092808

Shares:3.3K

Value:$525.0K

% of Portfolio:0.2% ($525.0K/$213.4M)

464288570

Shares:5.1K

Value:$521.5K

% of Portfolio:0.2% ($521.5K/$213.4M)

TARGET CORP

TGT|87612E106

Shares:4.8K

Value:$498.6K

% of Portfolio:0.2% ($498.6K/$213.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:856

Value:$455.9K

% of Portfolio:0.2% ($455.9K/$213.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288257)✕	12.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.4M	0.7% ($1.4M/$213.4M)	QoQ -0.94% (-$13.8K) YoY-
Apple Inc.(AAPLcusip037833100)	6.5K	QoQ +0.51% (-33) YoY-	All Managers (Combined)	$1.4M	0.7% ($1.4M/$213.4M)	QoQ -10.84% (-$174.9K) YoY-
(cusip46137V233)✕	30.8K	QoQ NEW(+30.8K) YoY-	All Managers (Combined)	$1.4M	0.7% ($1.4M/$213.4M)	QoQ NEW(+$1.4M) YoY-
(cusip092528603)✕	23.6K	QoQ +4.68% (+1.1K) YoY-	All Managers (Combined)	$1.2M	0.6% ($1.2M/$213.4M)	QoQ +5.40% (+$63.5K) YoY-
(cusip46641Q654)✕	20.8K	QoQ -11.31% (-2.7K) YoY-	All Managers (Combined)	$1.1M	0.5% ($1.1M/$213.4M)	QoQ -11.06% (-$131.7K) YoY-
(cusip09789C812)✕	21.0K	QoQ NEW(+21.0K) YoY-	All Managers (Combined)	$979.6K	0.5% ($979.6K/$213.4M)	QoQ NEW(+$979.6K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	2.6K	QoQ +0.51% (-13) YoY-	All Managers (Combined)	$959.6K	0.4% ($959.6K/$213.4M)	QoQ -10.48% (-$112.4K) YoY-
(cusip98149E303)✕	15.0K	QoQ +79.74% (+6.6K) YoY-	All Managers (Combined)	$925.8K	0.4% ($925.8K/$213.4M)	QoQ +113.96% (+$493.1K) YoY-
ELI LILLY & Co(LLYcusip532457108)	1.1K	QoQ +0.90% (+10) YoY-	All Managers (Combined)	$916.8K	0.4% ($916.8K/$213.4M)	QoQ +7.95% (+$67.6K) YoY-
(HEFAcusip46434V803)	24.1K	QoQ NEW(+24.1K) YoY-	All Managers (Combined)	$874.8K	0.4% ($874.8K/$213.4M)	QoQ NEW(+$874.8K) YoY-
3M CO(MMMcusip88579Y101)	4.9K	QoQ +0.12% (+6) YoY-	All Managers (Combined)	$716.9K	0.3% ($716.9K/$213.4M)	QoQ +13.88% (+$87.4K) YoY-
(cusip09290C509)✕	11.5K	QoQ +20.76% (+2.0K) YoY-	All Managers (Combined)	$697.1K	0.3% ($697.1K/$213.4M)	QoQ +14.27% (+$87.1K) YoY-
(cusip381430529)✕	6.5K	QoQ -35.90% (-3.6K) YoY-	All Managers (Combined)	$651.4K	0.3% ($651.4K/$213.4M)	QoQ -35.74% (-$362.3K) YoY-
XCEL ENERGY INC(XELcusip98389B100)	9.1K	QoQ +22.74% (+1.7K) YoY-	All Managers (Combined)	$644.8K	0.3% ($644.8K/$213.4M)	QoQ +28.69% (+$143.8K) YoY-
(cusip46436E767)✕	12.2K	QoQ +30.39% (+2.8K) YoY-	All Managers (Combined)	$568.3K	0.3% ($568.3K/$213.4M)	QoQ +22.40% (+$104.0K) YoY-
(cusip46435U549)✕	11.6K	QoQ +44.07% (+3.5K) YoY-	All Managers (Combined)	$550.1K	0.3% ($550.1K/$213.4M)	QoQ +47.30% (+$176.6K) YoY-
(cusip316092808)✕	3.3K	QoQ -0.85% (-28) YoY-	All Managers (Combined)	$525.0K	0.2% ($525.0K/$213.4M)	QoQ -13.50% (-$81.9K) YoY-
(cusip464288570)✕	5.1K	QoQ +17.73% (+767) YoY-	All Managers (Combined)	$521.5K	0.2% ($521.5K/$213.4M)	QoQ +9.36% (+$44.6K) YoY-
TARGET CORP(TGTcusip87612E106)	4.8K	QoQ +20.44% (-811) YoY-	All Managers (Combined)	$498.6K	0.2% ($498.6K/$213.4M)	QoQ -7.01% (-$37.6K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	856	QoQ +1.06% (+9) YoY-	All Managers (Combined)	$455.9K	0.2% ($455.9K/$213.4M)	QoQ +18.74% (+$72.0K) YoY-