Stephen-J-Garry--Associates
AI_NATIVE detailed information: This accession holds the following tickers:[ "GOOGL", "VDE", null, null, null, "MUB", "IVW", null, "MSFT", "IJR", "EFG", null, "IWF", "IJK", "IVV", "AAPL", "SPY", "NVDA", null, "BIV", "VO", "ANIX", "IWO", null, "IWP", null, "AMZN", null, "VUG", null, "VBK", null, "BND", "VB", "VOO", "VTV", null, null, "DIA", "BRK-B", "ED", "USMV", "QQQ" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-13
- Total Holdings
- 43
- Total Value
- 106928625
- Accession Number
- 0001951757-25-000544
- Form Type
- 13F-HR
- Manager Name
- Stephen-J-Garry--Associates
Data Enrichment
70% identified30 identified13 unidentified
Holdings
43 positions • $106.9M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
Alphabet Inc.(GOOGLcusip02079K305) | 1.4K | QoQ 0.00% (-0)YoY NEW(+1.4K) | All Managers (Combined) | $216.6K | 0.2% ($216.6K/$106.9M) | YoY NEW(+$216.6K) |
(cusip464288323)✕ | 4.1K | QoQ 0.00% (-0)YoY NEW(+4.1K) | All Managers (Combined) | $216.4K | 0.2% ($216.4K/$106.9M) | YoY NEW(+$216.4K) |
| 10.1K | All Managers (Combined) | $28.8K | 0.0% ($28.8K/$106.9M) |