Serenus-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "GOOGL", null, null, null, "HLI", "GSIE", "META", "IJH", null, null, "MSFT", null, "IJR", "KKR", "IWD", "IWF", "GBDC", "IVV", "AAPL", "SPY", "NVDA", "IEFA", null, "SCHX", null, null, "SPLG", "IBM", "VO", "ORGNW", "AMD", "SDY", "IWR", null, null, "GSLC", "AMZN", "IVE", "VGT", "VEA", "MGK", "VXUS", "VB", "VOO", "VTV", null, "SCHD", "DIA", "LNTH", null, "SPYV", "CMCSA", "CNOB", "RSP", "QQQ", "MDY", "LLY", "TSLA", "NFLX", "PM", "MO", "XLK", "ITOT", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-07
- Total Holdings
- 64
- Total Value
- 602550077
- Accession Number
- 0001765380-25-000180
- Form Type
- 13F-HR
- Manager Name
- Serenus-Wealth-Advisors
Data Enrichment
80% identified51 identified13 unidentified
Holdings
64 positions • $602.6M total value
Manager:
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81369Y506
Shares:25.3K
Value:$25.3K
% of Portfolio:0.0% ($25.3K/$602.6M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 95.0K | YoY- | All Managers (Combined) | $95.0K | 0.0% ($95.0K/$602.6M) | YoY- | |
| 65.2K | YoY- | All Managers (Combined) | $65.2K | 0.0% ($65.2K/$602.6M) | YoY- | |
(cusip81369Y506)✕ | 25.3K | QoQ -0.25% (-64)YoY- | All Managers (Combined) | $25.3K | 0.0% ($25.3K/$602.6M) | QoQ -0.25% (-$64)YoY- |
| 20.0K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $1.0K | 0.0% ($1.0K/$602.6M) | YoY- |