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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922908538

VOT|922908538

Shares:1.4K

Value:$337.1K

% of Portfolio:0.1% ($337.1K/$497.6M)

464287309

IVW|464287309

Shares:3.6K

Value:$333.3K

% of Portfolio:0.1% ($333.3K/$497.6M)

464287507

IJH|464287507

Shares:5.4K

Value:$316.7K

% of Portfolio:0.1% ($316.7K/$497.6M)

CARDINAL HEALTH INC

CAH|14149Y108

Shares:2.2K

Value:$298.0K

% of Portfolio:0.1% ($298.0K/$497.6M)

808524839

Shares:12.9K

Value:$297.7K

% of Portfolio:0.1% ($297.7K/$497.6M)

464287804

IJR|464287804

Shares:2.8K

Value:$297.4K

% of Portfolio:0.1% ($297.4K/$497.6M)

GE Vernova Inc.

GEV|36828A101

Shares:936

Value:$285.9K

% of Portfolio:0.1% ($285.9K/$497.6M)

UNION PACIFIC CORP

UNP|907818108

Shares:1.2K

Value:$283.5K

% of Portfolio:0.1% ($283.5K/$497.6M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.3K

Value:$275.8K

% of Portfolio:0.1% ($275.8K/$497.6M)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:1.5K

Value:$270.9K

% of Portfolio:0.1% ($270.9K/$497.6M)

464287408

IVE|464287408

Shares:1.4K

Value:$260.1K

% of Portfolio:0.1% ($260.1K/$497.6M)

Broadcom Inc.

AVGO|11135F101

Shares:1.5K

Value:$243.9K

% of Portfolio:0.0% ($243.9K/$497.6M)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:4.0K

Value:$241.7K

% of Portfolio:0.0% ($241.7K/$497.6M)

Carter Bankshares, Inc.

CARE|146103106

Shares:14.5K

Value:$235.4K

% of Portfolio:0.0% ($235.4K/$497.6M)

464287234

EEM|464287234

Shares:5.3K

Value:$233.6K

% of Portfolio:0.0% ($233.6K/$497.6M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:421

Value:$220.5K

% of Portfolio:0.0% ($220.5K/$497.6M)

SOUTHERN CO

SO|842587107

Shares:2.4K

Value:$219.4K

% of Portfolio:0.0% ($219.4K/$497.6M)

PFIZER INC

PFE|717081103

Shares:8.6K

Value:$218.0K

% of Portfolio:0.0% ($218.0K/$497.6M)

922908512

VOE|922908512

Shares:1.3K

Value:$216.5K

% of Portfolio:0.0% ($216.5K/$497.6M)

464287564

ICF|464287564

Shares:3.4K

Value:$212.0K

% of Portfolio:0.0% ($212.0K/$497.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOTcusip922908538)	1.4K	QoQ +0.14% (-2) YoY -7.64% (-114)	All Managers (Combined)	$337.1K	0.1% ($337.1K/$497.6M)	QoQ -3.45% (-$12.1K) YoY -4.18% (-$14.7K)
(IVWcusip464287309)	3.6K	QoQ -6.51% (-250) YoY -31.33% (-1.6K)	All Managers (Combined)	$333.3K	0.1% ($333.3K/$497.6M)	QoQ -14.51% (-$56.6K) YoY -24.51% (-$108.2K)
(IJHcusip464287507)	5.4K	QoQ +0.11% (-6) YoY -5.23% (-300)	All Managers (Combined)	$316.7K	0.1% ($316.7K/$497.6M)	QoQ -6.25% (-$21.1K) YoY -8.97% (-$31.2K)
CARDINAL HEALTH INC(CAHcusip14149Y108)	2.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$298.0K	0.1% ($298.0K/$497.6M)	QoQ +16.48% (+$42.2K) YoY +23.11% (+$56.0K)
(cusip808524839)✕	12.9K	QoQ -3.22% (-428) YoY +91.56% (-6.1K)	All Managers (Combined)	$297.7K	0.1% ($297.7K/$497.6M)	QoQ -1.25% (-$3.8K) YoY -3.54% (-$11.0K)
(IJRcusip464287804)	2.8K	QoQ -0.31% (-9) YoY -6.63% (-202)	All Managers (Combined)	$297.4K	0.1% ($297.4K/$497.6M)	QoQ -9.52% (-$31.3K) YoY -11.66% (-$39.3K)
GE Vernova Inc.(GEVcusip36828A101)	936	QoQ +11.69% (+98) YoY NEW(+936)	All Managers (Combined)	$285.9K	0.1% ($285.9K/$497.6M)	QoQ +3.71% (+$10.2K) YoY NEW(+$285.9K)
UNION PACIFIC CORP(UNPcusip907818108)	1.2K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$283.5K	0.1% ($283.5K/$497.6M)	QoQ +3.59% (+$9.8K) YoY -3.94% (-$11.6K)
AbbVie Inc.(ABBVcusip00287Y109)	1.3K	QoQ 0.00% (+0) YoY +7.16% (+88)	All Managers (Combined)	$275.8K	0.1% ($275.8K/$497.6M)	QoQ +17.91% (+$41.9K) YoY +23.33% (+$52.2K)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	1.5K	QoQ 0.00% (+0) YoY -10.37% (-175)	All Managers (Combined)	$270.9K	0.1% ($270.9K/$497.6M)	QoQ +0.54% (+$1.5K) YoY +7.92% (-$19.9K)
(IVEcusip464287408)	1.4K	QoQ -2.22% (-31) YoY -25.97% (-479)	All Managers (Combined)	$260.1K	0.1% ($260.1K/$497.6M)	QoQ -2.41% (-$6.4K) YoY -24.50% (-$84.4K)
Broadcom Inc.(AVGOcusip11135F101)	1.5K	QoQ 0.00% (-0) YoY NEW(+1.5K)	All Managers (Combined)	$243.9K	0.0% ($243.9K/$497.6M)	QoQ -27.78% (-$93.8K) YoY NEW(+$243.9K)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	4.0K	QoQ 0.00% (+0) YoY NEW(+4.0K)	All Managers (Combined)	$241.7K	0.0% ($241.7K/$497.6M)	QoQ +10.42% (+$22.8K) YoY NEW(+$241.7K)
Carter Bankshares, Inc.(CAREcusip146103106)	14.5K	QoQ 0.00% (-0) YoY -17.07% (-3.0K)	All Managers (Combined)	$235.4K	0.0% ($235.4K/$497.6M)	QoQ -8.01% (-$20.5K) YoY +6.14% (-$13.6K)
(EEMcusip464287234)	5.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$233.6K	0.0% ($233.6K/$497.6M)	QoQ +4.49% (+$10.0K) YoY +6.37% (+$14.0K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	421	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$220.5K	0.0% ($220.5K/$497.6M)	QoQ +3.53% (+$7.5K) YoY +5.87% (+$12.2K)
SOUTHERN CO(SOcusip842587107)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$219.4K	0.0% ($219.4K/$497.6M)	QoQ NEW(+$219.4K) YoY NEW(+$219.4K)
PFIZER INC(PFEcusip717081103)	8.6K	QoQ -2.61% (-231) YoY -11.75% (-1.1K)	All Managers (Combined)	$218.0K	0.0% ($218.0K/$497.6M)	QoQ -6.98% (-$16.4K) YoY -19.41% (-$52.5K)
(VOEcusip922908512)	1.3K	QoQ +0.52% (-7) YoY NEW(+1.3K)	All Managers (Combined)	$216.5K	0.0% ($216.5K/$497.6M)	QoQ -0.24% (-$538) YoY NEW(+$216.5K)
(ICFcusip464287564)	3.4K	QoQ 0.00% (+0) YoY NEW(+3.4K)	All Managers (Combined)	$212.0K	0.0% ($212.0K/$497.6M)	QoQ +2.10% (+$4.4K) YoY NEW(+$212.0K)