Form-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "MGEE", "RJF", "EXAS", "ABT", "ABBV", "ALL", "UTF", "MCD", "EMXC", null, null, "IVW", "IJH", null, "RFI", null, null, null, null, "MSFT", "EXC", "FIS", "GE", "IJR", null, "IEMG", "IVV", "AAPL", "PRU", "PG", "IEFA", null, "RTX", "IBM", "TRV", null, "IEF", "PEG", "IVE", "VOO", null, "LNT", "EIX", "GEV", "DGRO", "ADP", "BRK-B", null, "CVX", "CL", "CEG", "COST", "DHR", "DE", "USMV", "IWB", "QQQ", "DIS", "XOM", "XLK", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-23
- Total Holdings
- 62
- Total Value
- 736028916
- Accession Number
- 0001667731-25-000490
- Form Type
- 13F-HR
- Manager Name
- Form-Wealth-Advisors
Data Enrichment
81% identified50 identified12 unidentified
Holdings
62 positions • $736.0M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
EXELON CORP(EXCcusip30161N101) | 4.4K | QoQ- YoY- | All Managers (Combined) | $205.0K | 0.0% ($205.0K/$736.0M) | QoQ- YoY- |
10.8K | QoQ- YoY- | All Managers (Combined) | $130.7K | 0.0% ($130.7K/$736.0M) | QoQ- YoY- |