Partners-In-Financial-Planning

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABT",
  "ABBV",
  "GOOGL",
  "AVGO",
  "LOW",
  "COF",
  null,
  "FERG",
  "MCD",
  "UNP",
  "MUB",
  "META",
  null,
  "NKSH",
  "IVW",
  "IJH",
  null,
  "ICF",
  "IWS",
  "MSFT",
  "GE",
  "HES",
  "IJR",
  "IWD",
  null,
  "EEM",
  "IWF",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "PFE",
  "PG",
  "IEFA",
  null,
  "RTX",
  "SPDW",
  null,
  "SPYG",
  null,
  "STLD",
  "TFC",
  "BIV",
  "VNQ",
  "VO",
  "VXF",
  "VV",
  "VOE",
  "VWO",
  "VSS",
  "VCIT",
  null,
  "EW",
  "IWP",
  "CAH",
  null,
  "AMZN",
  "IVE",
  "TPL",
  "VEU",
  "VUG",
  "VEA",
  "VNQI",
  "VXUS",
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "WMT",
  "WMB",
  null,
  "NSC",
  "SO",
  null,
  null,
  "GEV",
  "SPYV",
  "UDR",
  "BRK-B",
  "CARE",
  "CVX",
  "CVS",
  "CSX",
  "DHR",
  "DFAX",
  "DFAC",
  null,
  "EFA",
  "NKE",
  null,
  "GOOG",
  "XOM",
  "JNJ",
  "PM",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 101
Total Value: 497624175
Accession Number: 0002054264-25-000011
Form Type: 13F-HR
CIK: partners-in-financial-planning
Manager Name: Partners-In-Financial-Planning

Data Enrichment

86% identified

87 identified14 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

101 positions • $497.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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UDR, Inc.

UDR|902653104

Shares:12.4K

Value:$558.7K

% of Portfolio:0.1% ($558.7K/$497.6M)

LOWES COMPANIES INC

LOW|548661107

Shares:2.3K

Value:$547.7K

% of Portfolio:0.1% ($547.7K/$497.6M)

Walmart Inc.

WMT|931142103

Shares:6.2K

Value:$547.0K

% of Portfolio:0.1% ($547.0K/$497.6M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:917

Value:$512.8K

% of Portfolio:0.1% ($512.8K/$497.6M)

NIKE, Inc.

NKE|654106103

Shares:8.0K

Value:$506.3K

% of Portfolio:0.1% ($506.3K/$497.6M)

MCDONALDS CORP

MCD|580135101

Shares:1.6K

Value:$503.6K

% of Portfolio:0.1% ($503.6K/$497.6M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:2.8K

Value:$466.8K

% of Portfolio:0.1% ($466.8K/$497.6M)

CSX CORP

CSX|126408103

Shares:15.8K

Value:$465.5K

% of Portfolio:0.1% ($465.5K/$497.6M)

ABBOTT LABORATORIES

ABT|002824100

Shares:3.1K

Value:$417.1K

% of Portfolio:0.1% ($417.1K/$497.6M)

Alphabet Inc.

GOOG|02079K107

Shares:2.6K

Value:$403.0K

% of Portfolio:0.1% ($403.0K/$497.6M)

CVS HEALTH Corp

CVS|126650100

Shares:5.9K

Value:$400.1K

% of Portfolio:0.1% ($400.1K/$497.6M)

464287481

IWP|464287481

Shares:3.4K

Value:$399.9K

% of Portfolio:0.1% ($399.9K/$497.6M)

Philip Morris International Inc.

PM|718172109

Shares:2.5K

Value:$399.2K

% of Portfolio:0.1% ($399.2K/$497.6M)

NATIONAL BANKSHARES INC

NKSH|634865109

Shares:14.6K

Value:$388.3K

% of Portfolio:0.1% ($388.3K/$497.6M)

DANAHER CORP /DE/

DHR|235851102

Shares:1.9K

Value:$384.4K

% of Portfolio:0.1% ($384.4K/$497.6M)

Alphabet Inc.

GOOGL|02079K305

Shares:2.4K

Value:$376.2K

% of Portfolio:0.1% ($376.2K/$497.6M)

25434V807

Shares:9.5K

Value:$372.4K

% of Portfolio:0.1% ($372.4K/$497.6M)

464287473

IWS|464287473

Shares:2.9K

Value:$366.5K

% of Portfolio:0.1% ($366.5K/$497.6M)

Meta Platforms, Inc.

META|30303M102

Shares:617

Value:$355.6K

% of Portfolio:0.1% ($355.6K/$497.6M)

CHEVRON CORP

CVX|166764100

Shares:2.1K

Value:$355.4K

% of Portfolio:0.1% ($355.4K/$497.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
UDR, Inc.(UDRcusip902653104)	12.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$558.7K	0.1% ($558.7K/$497.6M)	QoQ +4.05% (+$21.8K) YoY +20.74% (+$96.0K)
LOWES COMPANIES INC(LOWcusip548661107)	2.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$547.7K	0.1% ($547.7K/$497.6M)	QoQ -5.47% (-$31.7K) YoY -8.41% (-$50.3K)
Walmart Inc.(WMTcusip931142103)	6.2K	QoQ +2.01% (-123) YoY +2.01% (+123)	All Managers (Combined)	$547.0K	0.1% ($547.0K/$497.6M)	QoQ -0.87% (-$4.8K) YoY +48.84% (+$179.5K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	917	QoQ -0.54% (-5) YoY +49.34% (+303)	All Managers (Combined)	$512.8K	0.1% ($512.8K/$497.6M)	QoQ -5.09% (-$27.5K) YoY +59.67% (+$191.7K)
NIKE, Inc.(NKEcusip654106103)	8.0K	QoQ -10.08% (-895) YoY -15.48% (-1.5K)	All Managers (Combined)	$506.3K	0.1% ($506.3K/$497.6M)	QoQ -24.57% (-$165.0K) YoY -42.91% (-$380.6K)
MCDONALDS CORP(MCDcusip580135101)	1.6K	QoQ 0.00% (+0) YoY +1.57% (+25)	All Managers (Combined)	$503.6K	0.1% ($503.6K/$497.6M)	QoQ +7.75% (+$36.2K) YoY +12.51% (+$56.0K)
JOHNSON & JOHNSON(JNJcusip478160104)	2.8K	QoQ 0.00% (+0) YoY -0.35% (-10)	All Managers (Combined)	$466.8K	0.1% ($466.8K/$497.6M)	QoQ +14.67% (+$59.7K) YoY +4.46% (-$19.9K)
CSX CORP(CSXcusip126408103)	15.8K	QoQ 0.00% (-0) YoY -1.86% (-300)	All Managers (Combined)	$465.5K	0.1% ($465.5K/$497.6M)	QoQ -8.80% (-$44.9K) YoY -22.08% (-$132.0K)
ABBOTT LABORATORIES(ABTcusip002824100)	3.1K	QoQ +37.45% (+857) YoY +42.95% (+945)	All Managers (Combined)	$417.1K	0.1% ($417.1K/$497.6M)	QoQ +61.20% (+$158.4K) YoY +66.82% (+$167.1K)
Alphabet Inc.(GOOGcusip02079K107)	2.6K	QoQ +0.03% (-1) YoY +0.11% (+3)	All Managers (Combined)	$403.0K	0.1% ($403.0K/$497.6M)	QoQ -17.94% (-$88.1K) YoY +2.71% (+$10.6K)
CVS HEALTH Corp(CVScusip126650100)	5.9K	QoQ +0.01% (+1) YoY -5.59% (-350)	All Managers (Combined)	$400.1K	0.1% ($400.1K/$497.6M)	QoQ +50.92% (+$135.0K) YoY -19.81% (-$98.9K)
(IWPcusip464287481)	3.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$399.9K	0.1% ($399.9K/$497.6M)	QoQ -7.30% (-$31.5K) YoY +2.93% (+$11.4K)
Philip Morris International Inc.(PMcusip718172109)	2.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$399.2K	0.1% ($399.2K/$497.6M)	QoQ +31.89% (+$96.5K) YoY +73.24% (+$168.8K)
NATIONAL BANKSHARES INC(NKSHcusip634865109)	14.6K	QoQ 0.00% (-0) YoY -2.02% (-302)	All Managers (Combined)	$388.3K	0.1% ($388.3K/$497.6M)	QoQ -7.24% (-$30.3K) YoY -21.91% (-$108.9K)
DANAHER CORP /DE/(DHRcusip235851102)	1.9K	QoQ -0.58% (-11) YoY 0.00% (-0)	All Managers (Combined)	$384.4K	0.1% ($384.4K/$497.6M)	QoQ -11.21% (-$48.6K) YoY -17.90% (-$83.8K)
Alphabet Inc.(GOOGLcusip02079K305)	2.4K	QoQ +0.04% (-1) YoY -7.34% (-193)	All Managers (Combined)	$376.2K	0.1% ($376.2K/$497.6M)	QoQ -18.30% (-$84.3K) YoY -5.08% (-$20.2K)
(cusip25434V807)✕	9.5K	QoQ +0.16% (+16) YoY +1.84% (+171)	All Managers (Combined)	$372.4K	0.1% ($372.4K/$497.6M)	QoQ +11.12% (+$37.3K) YoY +9.07% (+$31.0K)
(IWScusip464287473)	2.9K	QoQ 0.00% (-0) YoY -10.16% (-329)	All Managers (Combined)	$366.5K	0.1% ($366.5K/$497.6M)	QoQ -2.58% (-$9.7K) YoY -9.68% (-$39.3K)
Meta Platforms, Inc.(METAcusip30303M102)	617	QoQ 0.00% (-0) YoY -6.23% (-41)	All Managers (Combined)	$355.6K	0.1% ($355.6K/$497.6M)	QoQ -1.56% (-$5.6K) YoY +11.29% (-$36.1K)
CHEVRON CORP(CVXcusip166764100)	2.1K	QoQ +0.04% (+1) YoY +0.04% (+1)	All Managers (Combined)	$355.4K	0.1% ($355.4K/$497.6M)	QoQ +15.50% (+$47.7K) YoY +6.09% (+$20.4K)