Wise-Wealth-Partners
AI_NATIVE detailed information: This accession holds the following tickers:[ "MMM", "AVGO", null, null, "HD", "MUB", "META", null, null, null, "MA", "IWD", null, "IWF", "AAPL", "NVDA", "PLTR", "MSTR", "IEFA", "GLD", "SPLG", "TYL", null, "IWP", "IWR", "AMZN", null, "VYMI", "VGLT", "BND", "V", null, null, null, null, "IXUS", "SPYV", "BRK-B", "CRWD", "QQQ", "IWM", "GOOG", "XOM", "LLY", "TSLA", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-25
- Total Holdings
- 48
- Total Value
- 41854797
- Accession Number
- 0002056711-25-000002
- Form Type
- 13F-HR
- Manager Name
- Wise-Wealth-Partners
Data Enrichment
75% identified36 identified12 unidentified
Holdings
48 positions
Manager:
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Page 2 of 3
464288158
Shares:2.9K
Value:$308.5K
464288356
Shares:5.4K
Value:$302.1K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
4.2K | YoY- | All Managers (Combined) | $497.4K | YoY- | |
1.4K | QoQ +5.51% (-71)YoY- | All Managers (Combined) | $490.9K | YoY- | |
NVIDIA CORP(NVDAcusip67066G104) | 4.3K | QoQ -0.36% (-16)YoY- | All Managers (Combined) | $468.1K | YoY- |
Broadcom Inc.(AVGOcusip11135F101) | 2.7K | QoQ +0.33% (-9)YoY- | All Managers (Combined) | $445.1K | YoY- |
4.0K | QoQ -0.42% (-17)YoY- | All Managers (Combined) | $421.1K | YoY- | |
2.2K | YoY- | All Managers (Combined) | $418.3K | YoY- | |
5.5K | QoQ +0.85% (+47)YoY- | All Managers (Combined) | $387.0K | YoY- | |
ELI LILLY & Co(LLYcusip532457108) | 450 | QoQ +0.22% (+1)YoY- | All Managers (Combined) | $371.7K | YoY- |
1.5K | QoQ +0.48% (+7)YoY- | All Managers (Combined) | $359.3K | YoY- | |
Apple Inc.(AAPLcusip037833100) | 1.6K | QoQ +0.12% (-2)YoY- | All Managers (Combined) | $354.6K | YoY- |
602 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $347.2K | YoY- | |
1.2K | QoQ -4.58% (-57)YoY- | All Managers (Combined) | $341.5K | YoY- | |
2.3K | QoQ +0.48% (+11)YoY- | All Managers (Combined) | $334.9K | YoY- | |
(cusip464288158)✕ | 2.9K | QoQ +0.41% (+12)YoY- | All Managers (Combined) | $308.5K | YoY- |
866 | QoQ +0.11% (+1)YoY- | All Managers (Combined) | $303.6K | YoY- | |
(cusip464288356)✕ | 5.4K | QoQ +0.48% (-26)YoY- | All Managers (Combined) | $302.1K | YoY- |
3.5K | QoQ -0.76% (-27)YoY- | All Managers (Combined) | $296.4K | YoY- | |
5.5K | QoQ -0.27% (-15)YoY- | All Managers (Combined) | $279.7K | YoY- | |
1.4K | QoQ +0.21% (-3)YoY- | All Managers (Combined) | $275.8K | YoY- | |
HOME DEPOT, INC.(HDcusip437076102) | 739 | QoQ +0.54% (-4)YoY- | All Managers (Combined) | $270.8K | YoY- |