Yukon-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "ABBV", "GOOGL", "AVGO", "LOW", "ETG", "EVT", "PDI", "HD", null, "UNP", "ISRG", null, null, "EMXC", null, "META", null, "HEFA", "IVW", "IJH", null, null, null, null, "MA", "MSFT", "IJR", "EFG", "OKE", null, null, "PNC", "IEMG", "IVV", "IYR", "AAPL", "SPY", "NVDA", "GS", "PLTR", "LMT", "PG", "MRK", "SPGI", "SPDW", null, "SPYG", "SPLG", "VO", "AVXL", null, null, "VIG", null, "VYM", "ATO", "AMD", "AMZN", null, "IVE", null, null, "VLO", "VFH", "VBR", "V", "WMT", "WFC", "SCHD", "DVY", "NSC", null, null, "MTUM", null, "GEV", "MCK", null, "SPYV", null, "ESGU", "BRK-B", null, "CL", "COST", "CSX", "EFA", "USMV", "QQQ", "IWM", "EPD", "GOOG", "JNJ", "LLY", "NFLX", "PM", null, "XLK", "ITOT", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-28
- Total Holdings
- 102
- Total Value
- 240863277
- Accession Number
- 0001085146-25-002388
- Form Type
- 13F-HR
- Manager Name
- Yukon-Wealth-Management
Data Enrichment
75% identified77 identified25 unidentified
Holdings
102 positions • $240.9M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
2.3K | QoQ- YoY- | All Managers (Combined) | $210.8K | 0.1% ($210.8K/$240.9M) | QoQ- YoY- | |
17.1K | QoQ- YoY- | All Managers (Combined) | $147.1K | 0.1% ($147.1K/$240.9M) | QoQ- YoY- |