Michels-Family-Financial
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "ABT", "ABBV", null, "VONG", "GOOGL", "T", "ESAB", "BUD", null, "FFIN", null, null, "META", null, "IVW", null, null, null, "MPC", "MDT", "MSFT", "FIS", "NVS", "AMP", "IWD", "ORCL", null, null, null, "IVV", "UNH", "AAPL", "SPY", "NVDA", "ENB", "LMT", "PG", "VZ", null, null, "IEFA", "SCHX", "NOW", "SPG", "ERIC", "TPR", "VO", "ASC", "VXF", "VV", "VOE", "SCHW", "SBLK", null, "VWO", "GSK", "GPN", "TV", "PVH", "FI", "F", null, null, null, "AMZN", "SCHB", null, "IVE", null, "VUG", "VLO", "VEA", "VONE", null, "VBK", "BND", "VBR", "VOT", "VB", "VOO", "VTV", "V", "WFRD", "WBD", "WMT", "WU", "WFC", "WSM", null, "SCHD", "ET", "SCHG", "SCHA", "EIX", null, "IXUS", "ZION", "DGRO", null, "STLA", "BRK-B", "BTI", "BXP", "CVX", "CSCO", "C", "KO", "CMCSA", "CVS", "DVN", "EFA", "VOD", "QQQ", "EPD", "XOM", "TSLA", "PM", "PH", "MO", "XLK", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 122
- Total Value
- 110587530
- Accession Number
- 0001214659-25-007892
- Form Type
- 13F-HR
- Manager Name
- Michels-Family-Financial
Data Enrichment
80% identified98 identified24 unidentified
Holdings
122 positions • $110.6M total value
Manager:
Search and click to pin securities to the top
Page 7 of 7
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
2.8K | QoQ NEW(+2.8K) YoY- | All Managers (Combined) | $203.7K | 0.2% ($203.7K/$110.6M) | QoQ NEW(+$203.7K) YoY- | |
13.2K | QoQ NEW(+13.2K) YoY- | All Managers (Combined) | $23.1K | 0.0% ($23.1K/$110.6M) | QoQ NEW(+$23.1K) YoY- |