Potentia-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PCG",
  "ACN",
  "ABBV",
  "GOOGL",
  "AVGO",
  null,
  "FFIV",
  "FCX",
  null,
  "GD",
  "HD",
  null,
  "EVTV",
  null,
  null,
  null,
  "AMAT",
  "META",
  null,
  "MSFT",
  "HE",
  null,
  null,
  "ANET",
  "IWD",
  "ORCL",
  null,
  "IWF",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  "NVDA",
  "PG",
  "MRK",
  "LPLA",
  null,
  "RIO",
  "RTX",
  "GLD",
  null,
  "SPYG",
  null,
  "SBUX",
  "UL",
  "VO",
  null,
  "GSK",
  "VYM",
  "F",
  "GSLC",
  "AMZN",
  null,
  "IVE",
  null,
  null,
  null,
  "USB",
  "VLO",
  "VBR",
  "VOO",
  "V",
  "WMT",
  "WFC",
  "IUSG",
  null,
  "ET",
  "DVY",
  "SCHF",
  "KEY",
  "IUSV",
  "DGRO",
  "SPYV",
  "SYF",
  "BRK-B",
  "CHRW",
  "CMCL",
  "CWBC",
  "COST",
  "EFA",
  "USMV",
  "QQQ",
  "GOOG",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  null,
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 90
Total Value: 213318358
Accession Number: 0002052308-25-000002
Form Type: 13F-HR
CIK: potentia-wealth
Manager Name: Potentia-Wealth

Data Enrichment

78% identified

70 identified20 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

90 positions • $213.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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FORD MOTOR CO

F|345370860

Shares:25.8K

Value:$258.9K

% of Portfolio:0.1% ($258.9K/$213.3M)

464287721

Shares:1.8K

Value:$257.0K

% of Portfolio:0.1% ($257.0K/$213.3M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:490

Value:$256.6K

% of Portfolio:0.1% ($256.6K/$213.3M)

Community West Bancshares

CWBC|203937107

Shares:13.1K

Value:$241.9K

% of Portfolio:0.1% ($241.9K/$213.3M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.0K

Value:$214.3K

% of Portfolio:0.1% ($214.3K/$213.3M)

464287168

DVY|464287168

Shares:1.6K

Value:$209.3K

% of Portfolio:0.1% ($209.3K/$213.3M)

Caledonia Mining Corp Plc

CMCL|G1757E113

Shares:16.6K

Value:$207.1K

% of Portfolio:0.1% ($207.1K/$213.3M)

921946406

VYM|921946406

Shares:1.6K

Value:$200.4K

% of Portfolio:0.1% ($200.4K/$213.3M)

HAWAIIAN ELECTRIC INDUSTRIES INC

HE|419870100

Shares:16.9K

Value:$184.5K

% of Portfolio:0.1% ($184.5K/$213.3M)

Envirotech Vehicles, Inc.

EVTV|29414V209

Shares:16.1K

Value:$4.1K

% of Portfolio:0.0% ($4.1K/$213.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
FORD MOTOR CO(Fcusip345370860)	25.8K	QoQ -25.84% (-9.0K) YoY-	All Managers (Combined)	$258.9K	0.1% ($258.9K/$213.3M)	QoQ -24.86% (-$85.7K) YoY-
(cusip464287721)✕	1.8K	QoQ +1.21% (-22) YoY-	All Managers (Combined)	$257.0K	0.1% ($257.0K/$213.3M)	QoQ -10.89% (-$31.4K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	490	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$256.6K	0.1% ($256.6K/$213.3M)	QoQ +3.53% (+$8.8K) YoY-
Community West Bancshares(CWBCcusip203937107)	13.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$241.9K	0.1% ($241.9K/$213.3M)	QoQ -4.59% (-$11.7K) YoY-
AbbVie Inc.(ABBVcusip00287Y109)	1.0K	QoQ NEW(+1.0K) YoY-	All Managers (Combined)	$214.3K	0.1% ($214.3K/$213.3M)	QoQ NEW(+$214.3K) YoY-
(DVYcusip464287168)	1.6K	QoQ +0.12% (+2) YoY-	All Managers (Combined)	$209.3K	0.1% ($209.3K/$213.3M)	QoQ +2.39% (+$4.9K) YoY-
Caledonia Mining Corp Plc(CMCLcusipG1757E113)	16.6K	QoQ -17.89% (-3.6K) YoY-	All Managers (Combined)	$207.1K	0.1% ($207.1K/$213.3M)	QoQ +8.97% (-$17.1K) YoY-
(VYMcusip921946406)	1.6K	QoQ -10.74% (-187) YoY-	All Managers (Combined)	$200.4K	0.1% ($200.4K/$213.3M)	QoQ -9.78% (-$21.7K) YoY-
HAWAIIAN ELECTRIC INDUSTRIES INC(HEcusip419870100)	16.9K	QoQ -37.59% (-10.2K) YoY-	All Managers (Combined)	$184.5K	0.1% ($184.5K/$213.3M)	QoQ -29.77% (-$78.2K) YoY-
Envirotech Vehicles, Inc.(EVTVcusip29414V209)	16.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$4.1K	0.0% ($4.1K/$213.3M)	QoQ -79.09% (-$15.5K) YoY-