4wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "PTLO", "GDX", "SMCI", "MMM", "ABT", "ABBV", "GOOGL", "T", "CAT", "AVGO", null, "FITB", null, "GD", "HON", "HD", "MCD", "INTU", null, "QCOM", "FLNT", "ISRG", "AMAT", "META", "RMCF", "STNG", null, null, null, null, "MA", "MSFT", "TMUS", "ELF", "HAS", null, "HSY", "DG", "ORCL", null, "PEP", "VGSH", "IVV", "UNH", "AAPL", "SPY", "NVDA", "GS", "INTC", "PFE", "PG", null, null, null, "SPG", "SPDW", null, null, "SPYG", null, null, "SPLG", null, null, "IBM", "TRV", null, "VCIT", "ULTA", "GT", null, null, "AMD", null, null, "AMZN", "CLF", "CEF", null, "VUG", null, "VBK", "VTEB", "VOO", "V", "VITL", "WMT", "SCHD", "SO", "CRM", null, null, null, null, "SPYV", "PSA", "FDX", "AN", "BAC", "BRK-B", "BA", "BORR.OL", "CCL", "CASY", "CVX", "CSCO", "KO", "COP", "CW", "FANG", null, "VMC", "NEE", "NKE", "QQQ", "DIS", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-05
- Total Holdings
- 123
- Total Value
- 90205419
- Accession Number
- 0001941040-25-000258
- Form Type
- 13F-HR
- Manager Name
- 4wealth-Advisors
Data Enrichment
76% identified93 identified30 unidentified
Holdings
123 positions • $90.2M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
Fluent, Inc.(FLNTcusip34380C201) | 16.9K | YoY- | All Managers (Combined) | $36.9K | 0.0% ($36.9K/$90.2M) | YoY- |
10.5K | YoY- | All Managers (Combined) | $22.9K | 0.0% ($22.9K/$90.2M) | YoY- | |
13.9K | YoY- | All Managers (Combined) | $17.0K | 0.0% ($17.0K/$90.2M) | YoY- |