Riverchase-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FNDF",
  "FNDA",
  "PXF",
  null,
  "AVDE",
  null,
  null,
  "AVEM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  "MSFT",
  "IJR",
  "ORCL",
  null,
  null,
  "DASH",
  null,
  "FNDX",
  "UFPT",
  "AGYS",
  null,
  null,
  null,
  null,
  "MGC",
  "SCHB",
  null,
  "VEA",
  "VOO",
  "VTV",
  null,
  "KDP",
  null,
  "DGRO",
  null,
  "SPYV",
  "ADP",
  "BRK-B",
  null,
  "DFAC",
  "XOM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 66
Total Value: 142816435
Accession Number: 0001667731-25-000591
Form Type: 13F-HR
CIK: riverchase-wealth-management
Manager Name: Riverchase-Wealth-Management

Data Enrichment

39% identified

26 identified40 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

66 positions • $142.8M total value

SEC FilingSEC DataHachi Filing

Manager:

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92189F643

Shares:2.6K

Value:$227.2K

% of Portfolio:0.2% ($227.2K/$142.8M)

46641Q332

Shares:3.8K

Value:$217.8K

% of Portfolio:0.2% ($217.8K/$142.8M)

46137V431

Shares:2.1K

Value:$211.7K

% of Portfolio:0.1% ($211.7K/$142.8M)

45782C573

Shares:5.5K

Value:$206.2K

% of Portfolio:0.1% ($206.2K/$142.8M)

AGILYSYS INC

AGYS|00847J105

Shares:2.8K

Value:$203.8K

% of Portfolio:0.1% ($203.8K/$142.8M)

ORACLE CORP

ORCL|68389X105

Shares:1.5K

Value:$203.0K

% of Portfolio:0.1% ($203.0K/$142.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92189F643)✕	2.6K	QoQ -17.69% (-555) YoY-	All Managers (Combined)	$227.2K	0.2% ($227.2K/$142.8M)	QoQ -21.88% (-$63.7K) YoY-
(cusip46641Q332)✕	3.8K	QoQ +1.68% (+63) YoY-	All Managers (Combined)	$217.8K	0.2% ($217.8K/$142.8M)	QoQ +1.01% (+$2.2K) YoY-
(cusip46137V431)✕	2.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$211.7K	0.1% ($211.7K/$142.8M)	QoQ -4.76% (-$10.6K) YoY-
(cusip45782C573)✕	5.5K	QoQ -7.78% (-468) YoY-	All Managers (Combined)	$206.2K	0.1% ($206.2K/$142.8M)	QoQ -9.38% (-$21.4K) YoY-
AGILYSYS INC(AGYScusip00847J105)	2.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$203.8K	0.1% ($203.8K/$142.8M)	QoQ -44.92% (-$166.3K) YoY-
ORACLE CORP(ORCLcusip68389X105)	1.5K	QoQ -9.98% (-161) YoY-	All Managers (Combined)	$203.0K	0.1% ($203.0K/$142.8M)	QoQ -24.47% (-$65.8K) YoY-